reports
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Luis de Toledo Heras
AMS AMS AG
CO CASINO GUICHARD-PERRACHON SA
ATO ATOS SE
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
SBMO SBM OFFSHORE NV
MF WENDEL SE
KORI KORIAN SA
ITP INTERPARFUMS
G24 SCOUT24 AG
GLB GLANBIA PLC
VRNL VERNEUIL PARTICIPATIONS
SOC SUBSEA 7 S.A.
VID VIDRALA SA
AIXA AIXTRON SE
PAT PATRIZIA AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
SMCP SMCP SA
BFSA BEFESA SA
S92 SMA SOLAR TECHNOLOGY AG
NEOEN NEOEN S.A.
GRE GRENERGY RENOVABLES
THEP THERMADOR HOLDING SA
DSC1 DUTCH STAR C SHAR
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
SOL SOLTEC POWER HOLDINGS
TE TECHNIP ENERGIES NV
FUR FUGRO NV
EXN EXCLUSIVE NETWORKS SA
ALLFG ALLFUNDS (UK) LTD
EAPI EUROAPI
SPM SAIPEM S.P.A.
AF AIR FRANCE - KLM
SCHOTT PHARMA AG
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Luis de Toledo Heras
BMW BAYERISCHE MOTOREN WERKE AG
AMS AMS AG
CO CASINO GUICHARD-PERRACHON SA
RNO RENAULT SA
ATO ATOS SE
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
DAI DAIMLER AG
SBMO SBM OFFSHORE NV
MF WENDEL SE
KORI KORIAN SA
ITP INTERPARFUMS
G24 SCOUT24 AG
VOW3 VOLKSWAGEN AG PREF
GLB GLANBIA PLC
VRNL VERNEUIL PARTICIPATIONS
SOC SUBSEA 7 S.A.
VID VIDRALA SA
AIXA AIXTRON SE
PAT PATRIZIA AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
SMCP SMCP SA
BFSA BEFESA SA
S92 SMA SOLAR TECHNOLOGY AG
NEOEN NEOEN S.A.
GRE GRENERGY RENOVABLES
THEP THERMADOR HOLDING SA
DSC1 DUTCH STAR C SHAR
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
SOL SOLTEC POWER HOLDINGS
STLA STELLANTIS N.V.
TE TECHNIP ENERGIES NV
FUR FUGRO NV
EXN EXCLUSIVE NETWORKS SA
ALLFG ALLFUNDS (UK) LTD
EAPI EUROAPI
SPM SAIPEM S.P.A.
AF AIR FRANCE - KLM
SCHOTT PHARMA AG
- Fatma Agnès Hamdani
Glanbia : 2024 likely to be volumes-driven
>Sharp rise in volumes at GPN in Q4, underpinned by A&P investments - Organic growth for of 4.8% for GPN was fuelled by a price effect of 5.4%. Volumes were down slightly (-0.6%), resulting in a 17.2%e volume recovery in Q4, underpinned by marketing investment and promotions linked to protein products. Prices fell by 5.9% in Q4. The ON brand (62% of sales) grew by 17%, including +10.6% in volume, as USA consumption remained buoyant (+14%). The SlimFast brand (9% of sa...
- Fatma Agnès Hamdani
Glanbia : L’année 2024 devrait être portée par les volumes
>Forte hausse des volumes de GPN au T4, soutenus par les investissements A&P - La croissance organique de GPN de 4.8% est tirée par un effet prix de 5.4%. Les volumes baissent légèrement de 0.6% se traduisant par un rebond de 17.2%e au T4, soutenu par des investissements marketing et les promotions sur les produits protéinés. Les prix baissent de 5.9% au T4. La marque ON (62% du CA) croit de 17% dont +10.6% en volume, la consommation aux USA reste dynamique (+14%). La...
- Benoit Valleaux
- Steven Gould
OSE OSE IMMUNOTHERAPEUTICS SA
MMB LAGARDERE SCA
LXS LANXESS AG
ITP INTERPARFUMS
ALTA ALTAREA SCA
TPE PVA TEPLA AG
G24 SCOUT24 AG
BCP BANCO COMERCIAL PORTUGUES S.A.
FAE FAES FARMA S.A.
GLB GLANBIA PLC
EDR EDREAMS ODIGEO SA
TWEKA TKH GROUP N.V. CERT
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
ADOC ADOCIA SA
COFA COFACE SA
FTG111 FLATEXDEGIRO AG
TKWY JUST EAT TAKEAWAY.COM N.V.
MVC METROVACESA SA
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
GRE GRENERGY RENOVABLES
AG1 AUTO1 GROUP
ALLFG ALLFUNDS (UK) LTD
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
DEME DEME GROUP NV
- Benoit Valleaux
- Steven Gould
OSE OSE IMMUNOTHERAPEUTICS SA
MMB LAGARDERE SCA
LXS LANXESS AG
ITP INTERPARFUMS
ALTA ALTAREA SCA
TPE PVA TEPLA AG
G24 SCOUT24 AG
BCP BANCO COMERCIAL PORTUGUES S.A.
FAE FAES FARMA S.A.
GLB GLANBIA PLC
EDR EDREAMS ODIGEO SA
TWEKA TKH GROUP N.V. CERT
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
ADOC ADOCIA SA
COFA COFACE SA
FTG111 FLATEXDEGIRO AG
TKWY JUST EAT TAKEAWAY.COM N.V.
MVC METROVACESA SA
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
GRE GRENERGY RENOVABLES
AG1 AUTO1 GROUP
ALLFG ALLFUNDS (UK) LTD
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
DEME DEME GROUP NV
- Fatma Agnès Hamdani
Glanbia : FY results broadly in line with slightly better organic grow...
>Organic sales growth of -8.2% (vs css -8.8%) hit by pricing, while EBITA margin is in line at 7.8% - Glanbia reported sales of $ 5.4bn in 2023, which is next to estimates. Organic sales came in at -8.2%, better than the consensus forecast and below ours on lower pricing for Glanbia Nutrition. GPN delivered +4.8% in line with expectations, driving by pricing. The decline in volumes is mainly driven by the SlimFast brand in the US. ON brand is growing by 17% both in v...
- Fatma Agnès Hamdani
Glanbia : FY results broadly in line with slightly better organic grow...
>Organic sales growth of -8.2% (vs css -8.8%) hit by pricing, while EBITA margin is in line at 7.8% - Glanbia reported sales of $ 5.4bn in 2023, which is next to estimates. Organic sales came in at -8.2%, better than the consensus forecast and below ours on lower pricing for Glanbia Nutrition. GPN delivered +4.8% in line with expectations, driving by pricing. The decline in volumes is mainly driven by the SlimFast brand in the US. ON brand is growing by 17% both in v...
- Emmanuel Matot
NK IMERYS SA
SOP SOPRA STERIA GROUP SA
EO FAURECIA SA
F3C SFC ENERGY AG
POM PLASTIC OMNIUM SE
ALCLA CLASQUIN SA
GXI GERRESHEIMER AG
ISS ISS A/S
WHA WERELDHAVE N.V.
ISP INTESA SANPAOLO S.P.A.
ERA ERAMET SA
GLB GLANBIA PLC
INH INDUS HOLDING AG
KRN KRONES AG
WIE WIENERBERGER AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ARCAD ARCADIS NV
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
UCG UNICREDIT S.P.A.
VGP VGP NV
ASS APPLUS SERVICES S.A.
FFARM FORFARMERS
HOME NEINOR HOMES SA
VRLA VERALLIA SAS
- Emmanuel Matot
NK IMERYS SA
SOP SOPRA STERIA GROUP SA
EO FAURECIA SA
F3C SFC ENERGY AG
POM PLASTIC OMNIUM SE
ALCLA CLASQUIN SA
GXI GERRESHEIMER AG
ISS ISS A/S
WHA WERELDHAVE N.V.
ISP INTESA SANPAOLO S.P.A.
ERA ERAMET SA
GLB GLANBIA PLC
INH INDUS HOLDING AG
KRN KRONES AG
WIE WIENERBERGER AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ARCAD ARCADIS NV
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
UCG UNICREDIT S.P.A.
VGP VGP NV
ASS APPLUS SERVICES S.A.
FFARM FORFARMERS
HOME NEINOR HOMES SA
VRLA VERALLIA SAS
- Fatma Agnès Hamdani
Glanbia : 2023 earnings expected to hold no major surprises with a pos...
>Glanbia Performance Nutrition: organic sales growth expected to reach 5%, driven by price effects. Volume recovery forecast for Q4 - The Q4 volumes for GPN should recover, underpinned by the marketing investments and promotional offers on some ranges, notably in the US (Black Friday, Amazon Prime Day). However, the SlimFast brand (10% of GPN’s sales) should remain down in Q4, still penalised by a tough slimming market and a reduction in collections on US retailers’ ...
- Fatma Agnès Hamdani
Glanbia : Résultats 2023 attendus sans grande surprise avec une bonne ...
>Glanbia Performance Nutrition : la croissance organique du CA devrait atteindre 5%, tirée par les effets prix. Redressement attendu des volumes au T4 - Les volumes du T4 de GPN devraient se redresser, soutenus par les investissements marketing et les opérations promotionnelles sur certaines gammes notamment aux USA (Black Friday, Amazone prime day). En revanche, la marque SlimFast (10% du CA de GPN) devrait rester en retrait sur le T4, encore pénalisée par un marché...
- MarketLine Department
Kerry Group plc - Mergers & Acquisitions (M&A), Partnerships & Allianc...
Summary Marketline's Kerry Group plc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Kerry Group plc - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments rep...
- MarketLine Department
Ornua Co-operative Ltd - Company Profile and SWOT Analysis
Summary Ornua Co-operative Ltd - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Ornua Co-operative Ltd (Ornua) is a dairy commercial co-operative enterprise. The company offers a wide range of dairy products including butter, cheese, whole and skimmed milk, milk powders, cas...
AMS AMS AG
ATO ATOS SE
ISS ISS A/S
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
GLB GLANBIA PLC
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
DR0 DEUTSCHE ROHSTOFF AG
XFAB X-FAB SILICON FOUNDRIES SE
DUFN DUFRY AG
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
IVG IVECO GROUP
ARM ARM HOLDINGS PLC
AMS AMS AG
ATO ATOS SE
ISS ISS A/S
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
GLB GLANBIA PLC
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
DR0 DEUTSCHE ROHSTOFF AG
XFAB X-FAB SILICON FOUNDRIES SE
DUFN DUFRY AG
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
IVG IVECO GROUP
ARM ARM HOLDINGS PLC
- Fatma Agnès Hamdani
Glanbia : Perspectives rassurantes pour GPN et NS. Les fondamentaux se...
>GPN : amélioration de la guidance de marge grâce à un meilleur mix attendu - La croissance organique des 9 mois de GPN de 2.7% reflète un retrait de 1.8% en zone Amériques, compensé par une solide progression à l’international de 12.3%. Le recul de ventes de Slimfast (-34% vs -31% au S1) continue de peser sur l’activité au T3 dans un marché de l’amincissement US compliqué et concurrentiel. Les produits ON continuent de progresser de 12.5% soutenue par les hausses de ...
- Fatma Agnès Hamdani
Glanbia : Reassuring outlook for GPN and NS. Fundamentals are being st...
>GPN: margin guidance improved thanks to better mix expected - 9-month organic growth for GPN was 2.7% reflecting a fall of -1.8% in the Americas, offset by solid growth on international markets of 12.3%. The fall in Slimfast sales (-34% vs -31% in H1) continued to weigh on activity in Q3 in a complicated and competitive US weight management market. ON products continued to grow, rising 12.5%, supported by the price hikes introduced in 2022 and also by good volume res...
- Thijs Berkelder
- Fatma Agnès Hamdani
Glanbia : The good momentum continues for GPN despite the SlimFast sal...
>The increase in GPN’s margin guidance is due to the drop in raw material prices and a positive trend expected in the product mix - The increase in the guidance for FY EPS growth to 12-15% is due mainly to better profitability expected for GPN. The group forecasts a margin at 13.5-14.5% (vs 12.5-13% previously). This margin upgrade, which accounts for a rise in marketing costs this year, is due to: 1/ a fall in raw materials costs (whey), and; 2/ a better trend expect...
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