reports
- Damien Choplain
- Marc Lavaud
- Oussema Denguir
- Damien Choplain
- Marc Lavaud
- Oussema Denguir
ODDO BHF Small & MIDCAP MORNING NEWS - 09/20/2024
Tubacex is a solutions provider for the energy and mobility sectors through high value-added products (seamless stainless-steel tubes) and services. It has recently completed a successful transformation which should result in a much more stable results and cash flow profile going forward (EBITDA margin c.15% vs 10-year historical average of 9%) although 2024 will be a transition year ahead of the completion of the ADNOC contract and the closing of Mubadala’s transaction (acquisition o...
- Klaus Ringel
- Michael Foundoukidis
Stabilus SE : Securing the refinancing for the acquisition of Destaco
>Stabilus to issue a promissory note loan at the end of September - Stabilus announced that they have signed the contracts for a promissory note loan (Schuldscheindarlehen) with a volume of € 250m with the settlement and thus the disbursement of the funds being scheduled for 27 September 2024. The promissory note loan is structured in four tranches with maturities of three and five years, each with fixed and variable interest rates. Stabilus plans to use these funds t...
EQS-News: Stabilus replaces bridge financing for the Destaco acquisiti...
EQS-News: Stabilus SE / Key word(s): Financing Stabilus replaces bridge financing for the Destaco acquisition with €250 million promissory note 19.09.2024 / 10:30 CET/CEST The issuer is solely responsible for the content of this announcement. CORPORATE NEWS Stabilus replaces bridge financing for the Destaco acquisition with €250 million promissory note Agreement signed to issue a promissory note (Schuldschein) of €250 million; funds will be used to replace the bridge loan taken out to finance the acquisition of Destaco The issue is significantly oversubscribed and ...
EQS-News: Stabilus löst Brückenfinanzierung für Destaco-Übernahme mit ...
EQS-News: Stabilus SE / Schlagwort(e): Finanzierung Stabilus löst Brückenfinanzierung für Destaco-Übernahme mit Schuldschein über 250 Mio. € ab 19.09.2024 / 10:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. CORPORATE NEWS Stabilus löst Brückenfinanzierung für Destaco-Übernahme mit Schuldschein über 250 Mio. € ab Vereinbarung zur Ausgabe eines Schuldscheins über 250 Mio. € unterzeichnet, Mittel dienen der Ablösung der Brückenfazilität zur Finanzierung der Übernahme von Destaco Emission ist deutlich überzeichnet und bietet Sta...
- Oliver Metzger
- Sinan Doganli
ODDO : First feedback – DAY 2
We host the 15th edition of the Corporate Conference in cooperation with Commerzbank on September 3rd & 4th 2024 in Frankfurt am Main. This year we are welcoming 90 German small, mid and large cap companies. - >Accelor Mittal (=) – Heading for better H2 despite still soft underlying markets, no change on VallourecAdesso (=) – IT-solutions segment will continue to be a drag on profitability in H2 2024Aurubis (+) – Announced disposal for its US-based finished ...
CON CONTINENTAL AKTIENGESELLSCHAFT
FRA FRAPORT AG
MT ARCELORMITTAL SA
DAI DAIMLER AG
SZG SALZGITTER AG
VNA VONOVIA SE
RWE RWE AG
NDA AURUBIS AG
WIE WIENERBERGER AG
RAA RATIONAL AG
ADN1 ADESSO AG
BFSA BEFESA SA
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
STM STABILUS SE
TUI TUI AG
R3NK RENK GROUP AG
- Olfa Taamallah
- Yan Derocles
BFIT BASIC-FIT NV
RHK RHON-KLINIKUM AG
BLC BASTIDE LE CONFORT MEDICAL SA
ERA ERAMET SA
PAT PATRIZIA AG
GCO GRUPO CATALANA OCCIDENTE S.A.
RENE REDES ENERGETICAS NACIONAIS SA
LRE LAR ESPANA REAL ESTATE SOCIMI SA
CASH PROSEGUR CASH SA
MDM MAISONS DU MONDE SA
HAG HENSOLDT AG
VK VALLOUREC SA
STM STABILUS SE
ORP ORPEA
- Olfa Taamallah
- Yan Derocles
BFIT BASIC-FIT NV
RHK RHON-KLINIKUM AG
BLC BASTIDE LE CONFORT MEDICAL SA
ERA ERAMET SA
PAT PATRIZIA AG
GCO GRUPO CATALANA OCCIDENTE S.A.
RENE REDES ENERGETICAS NACIONAIS SA
LRE LAR ESPANA REAL ESTATE SOCIMI SA
CASH PROSEGUR CASH SA
MDM MAISONS DU MONDE SA
HAG HENSOLDT AG
VK VALLOUREC SA
STM STABILUS SE
ORP ORPEA
- Klaus Ringel
- Michael Foundoukidis
Stabilus SE : Delivering on expectations in a tough environment and co...
>Q3 23-24 looks slightly better vs lowered expectations - Stabilus’ Q3 23-24 reported group sales came in +14% y-o-y at € 351m (in line with ODDO BHF; +2% vs cons.) with organic growth of -2.5% and a sales contribution from the consolidation of Destaco of € 49m (ODDO BHF: c. € 50m) in the quarter under review. The weak organic growth performance was driven by the current tough market environment in the Automotive and Commercial Vehicles segments with reduced call-off ...
EQS-News: Stabilus SE consolidates DESTACO for the first time, increas...
EQS-News: Stabilus SE / Key word(s): Quarter Results Stabilus SE consolidates DESTACO for the first time, increasing both its revenue and result in Q3 FY2024 29.07.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. CORPORATE NEWS Stabilus SE consolidates DESTACO for the first time, increasing both its revenue and result in Q3 FY2024 Revenue growth of 14.4% to €350.7 million in Q3 FY2024 (Q3 FY2023: €306.5 million), in particular due to the initial consolidation of DESTACO In Q3 FY2024, DESTACO contributed €48.8 million to re...
EQS-News: Stabilus SE konsolidiert DESTACO erstmalig und steigert Umsa...
EQS-News: Stabilus SE / Schlagwort(e): Quartalsergebnis Stabilus SE konsolidiert DESTACO erstmalig und steigert Umsatz und Ergebnis in Q3 GJ2024 29.07.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. CORPORATE NEWS Stabilus SE konsolidiert DESTACO erstmalig und steigert Umsatz und Ergebnis in Q3 GJ2024 Umsatzanstieg von 14,4% auf 350,7 Mio. € in Q3 GJ2024 (Q3 GJ2023: 306,5 Mio. €), insbesondere aufgrund der Erstkonsolidierung von DESTACO Umsatzbeitrag von DESTACO in Q3 GJ2024 bei 48,8 Mio. € mit einer EBIT-Marge von ...
EQS-News: Stabilus SE: Einladung zu einer Webkonferenz zu Q3-GJ2024-Er...
EQS-News: Stabilus SE / Schlagwort(e): Quartalsergebnis/Konferenz Stabilus SE: Einladung zu einer Webkonferenz zu Q3-GJ2024-Ergebnissen am 29.07.2024 19.07.2024 / 11:24 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. CORPORATE NEWS Stabilus SE: Einladung zu einer Webkonferenz zu Q3-GJ2024-Ergebnissen am 29.07.2024 Koblenz, 19. Juli 2024 - Die Stabilus SE (WKN: STAB1L, ISIN: DE000STAB1L8) lädt Investoren und Analysten anlässlich der Veröffentlichung ihrer Ergebnisse des 3....
EQS-News: Stabilus SE: Invitation to a web conference on Q3 FY2024 res...
EQS-News: Stabilus SE / Key word(s): Quarter Results/Conference Stabilus SE: Invitation to a web conference on Q3 FY2024 results on July 29, 2024 19.07.2024 / 11:24 CET/CEST The issuer is solely responsible for the content of this announcement. CORPORATE NEWS Stabilus SE: Invitation to a web conference on Q3 FY2024 results on July 29, 2024 Koblenz, July 19, 2024 - Stabilus SE (WKN: STAB1L, ISIN: DE000STAB1L8) invites investors and analysts to a web conference on July 29, 2024, 10:30 a.m. CEST, on the occasion of the publication of its Q3 FY2024 results. In ...
- Luis de Toledo Heras
ODDO BHF Small & MIDCAP MORNING NEWS - 06/14/2024
Montea held its first Capital Markets Day (“CMD”) last week. We are not changing our estimates, although the event did demonstrate Montea’s conservatism in financial targets and high-quality assets in favourable markets. The CMD underscores our positive view on the stock and we reiterate our Outperform recommendation. - ...
- Luis de Toledo Heras
ODDO BHF Small & MIDCAP MORNING NEWS - 14/06/2024
Montea held its first Capital Markets Day (“CMD”) last week. We are not changing our estimates, although the event did demonstrate Montea’s conservatism in financial targets and high-quality assets in favourable markets. The CMD underscores our positive view on the stock and we reiterate our Outperform recommendation. - ...
- Klaus Ringel
- Michael Foundoukidis
Stabilus SE : Key takeaways from the analyst call on the FY 2023-24 gu...
>Bracing for a softer summer season - Stabilus held an analyst call on their recent newsflow, as there were obviously still many questions in the market. They specified that they are now expecting c. €75m lower sales at the mid-point of their new guidance vs their old sales target. Two-thirds of the lost volumes are said to be in Automotive (i.e. ~€ 50m) and one-third in Commercial Vehicles (~€ 25m). Slow demand of end-customers has led to increased inventories of up ...
EQS-News: Stabilus SE: Invitation to a web conference on adjusted fore...
EQS-News: Stabilus SE / Key word(s): Conference/Forecast Stabilus SE: Invitation to a web conference on adjusted forecast for FY2024 on June 13, 2024 12.06.2024 / 17:29 CET/CEST The issuer is solely responsible for the content of this announcement. CORPORATE NEWS Stabilus SE: Invitation to a web conference on adjusted forecast for FY2024 on June 13, 2024 Koblenz, June 12, 2024 - Stabilus SE (WKN: STAB1L, ISIN: DE000STAB1L8) invites investors and analysts to a web conference on June 13, 2024, 10:30 a.m. CET. In the web conference, the management board of Stabilu...
EQS-News: Stabilus SE: Einladung zu einer Webkonferenz zur angepassten...
EQS-News: Stabilus SE / Schlagwort(e): Konferenz/Prognose Stabilus SE: Einladung zu einer Webkonferenz zur angepassten Prognose für GJ2024 am 13.06.2024 12.06.2024 / 17:29 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. CORPORATE NEWS Stabilus SE: Einladung zu einer Webkonferenz zur angepassten Prognose für GJ2024 am 13.06.2024 Koblenz, 12. Juni 2024 - Die Stabilus SE (WKN: STAB1L, ISIN: DE000STAB1L8) lädt Investoren und Analysten am 13. Juni 2024 um 10:30 Uhr zu einer We...
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
ODDO BHF Small & MIDCAP MORNING NEWS - 06/12/2024
The formation of alliances to Macron's left and right reduces his leeway and increases the risk of a cohabitation, a priori probably with a Prime Minister from the Rassemblement National (National Rally). Equity markets are more visibly affected by these developments. Reduce positions in French names linked to government intervention, the most heavily indebted sectors. We are adjusting our vision of sector risks flagged on Monday morning. The sectors most at risk are: banks, construct...
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
ODDO BHF Small & MIDCAP MORNING NEWS - 12/06/2024
La constitution d’alliances à gauche et à droite de Macron réduit sa marge de manœuvre politique et augmente le risque d’une cohabitation, a priori plutôt avec un Premier Ministre issu du Rassemblement National. Les marchés actions accusent davantage le coup. Alléger ses positions sur les noms français liés à l’intervention étatique, les secteurs les plus endettés. Nous ajustons notre vision des risques sectoriels de lundi matin. Les secteurs les plus à risque sont : Banques, Construc...
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