reports
- Emira Sagaama
- Juan Ros-Padilla
AMS AMS AG
CRI CHARGEURS SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
LXS LANXESS AG
BEN BENETEAU SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
GLB GLANBIA PLC
DEZ DEUTZ AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
CPINV CARE PROPERTY INVEST SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
ALFEN ALFEN NV
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
RWI RENEWI PLC
HGEA HGEARS AG
AF AIR FRANCE - KLM
- Emira Sagaama
- Juan Ros-Padilla
AMS AMS AG
CRI CHARGEURS SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
LXS LANXESS AG
BEN BENETEAU SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
GLB GLANBIA PLC
DEZ DEUTZ AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
CPINV CARE PROPERTY INVEST SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
ALFEN ALFEN NV
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
RWI RENEWI PLC
HGEA HGEARS AG
AF AIR FRANCE - KLM
- Fatma Agnès Hamdani
Glanbia : Inflation in whey prices set to penalise GPN’s EBITDA margin...
>GPN’s 2025 margin is expected in line with H2 2024 at 15% as whey prices are expected to continue rising until H1 2025 - GPN’s organic growth of -0.8%, in 9M as in Q3, reflected a volume effect of 3.2% which was partly offset by a price effect of -4%. Sales were almost flat in the Americas despite SlimFast having a negative impact (-33%). Excluding this effect, growth would have reached 5%. GPN is growing internationally (+4.7%) thanks to healthy momentum in its ON ...
- Fatma Agnès Hamdani
Glanbia : L’inflation du prix du lactosérum devrait peser sur la marge...
>La marge de GPN de 2025 attendue en ligne avec celle du S2 2024 de 15% en raison de la poursuite de la hausse du prix du lactosérum prévue jusqu’au S1 2025 - La croissance organique de GPN de -0.8% sur 9mois comme au T3 reflète un effet volume de 3.2% compensé par un effet prix de -4%. Les ventes sont quasi-stables en Amériques, malgré l'impact négatif de SlimFast (-33%). En excluant cet effet, la croissance serait de 5%. GPN progresse à l'international (+4.7%) grâc...
- 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...
Glanbia: 1 director
A director at Glanbia bought 5,070 shares at 16.078EUR and the significance rating of the trade was 63/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showin...
- 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...
- Klaus Ringel
- Michael Foundoukidis
- Klaus Ringel
- Michael Foundoukidis
- Fatma Agnès Hamdani
Glanbia : Continued momentum on the emblematic ON brand. Whey prices s...
>SlimFast and difficulties in in speciality channel weigh on GPN's H1 sales - The 0.8% fall in GPN sales was underpinned by 3.3% growth in the international zone, while the Americas region was down 3%. Despite a high base effect, the ON brand remained very dynamic (+7.7%, of which 11.8% in volume), supported by marketing investments. The brand gained market share and new points of sale. SlimFast (7% of sales) continues to weigh on sales (-34%), as do the difficulties ...
- Fatma Agnès Hamdani
Glanbia : Poursuite du momentum pour la marque emblématique ON. Le pri...
>SlimFast et les difficultés des magasins spécialisés pèsent sur CA de GPN au H1 - La baisse des ventes de GPN de 0.8% s’appuie sur une croissance de 3.3% à l’international alors que la zone Amériques est en retrait de 3%. Malgré un effet de base élevé, la marque ON reste très dynamique (+7.7% dont 11.8% en volume) soutenue par les investissements marketing. La marque gagne des parts de marché et de nouveau points de ventes. SlimFast (7% du CA) continue de peser sur l...
- Ghada Ben Sedrine
- Nicolas David
- Ghada Ben Sedrine
- Nicolas David
- Fatma Agnès Hamdani
Glanbia : H1 results mostly in line. FY guidance confirmed for adjuste...
>Organic H1 sales growth of -2.2% close to css expectations. EBITDA margin up 180bp to 14.4% vs 14.2% expected - H1 sales came in at $ 1815.6m, in line with expectations. Organic growth of – 0.8% is slightly below forecasts ( +0.3%e and css +0.9%) on lower pricing and volume for GPN and NS. GPN growth came in lower than expected at +0.9%, driven by volume growth (+3.1% vs -1.9% in Q1 and css +3.9%) while pricing is lower by 3.9%. ON brand remains very dynamic (+7.7% o...
- Fatma Agnès Hamdani
Glanbia : H1 results mostly in line. FY guidance confirmed for adjuste...
>Organic H1 sales growth of -2.2% close to css expectations. EBITDA margin up 180bp to 14.4% vs 14.2% expected - H1 sales came in at $ 1815.6m, in line with expectations. Organic growth of – 0.8% is slightly below forecasts ( +0.3%e and css +0.9%) on lower pricing and volume for GPN and NS. GPN growth came in lower than expected at +0.9%, driven by volume growth (+3.1% vs -1.9% in Q1 and css +3.9%) while pricing is lower by 3.9%. ON brand remains very dynamic (+7.7% o...
- Klaus Breitenbach
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 08/02/2024
The Stoxx 600 gained just 1.1% in July after shedding 1.3% in June, driven by the SMI (+2.5%) and the Footsie 100 (+2.7%). With business sentiment indicators continuing to weaken, defensive stocks outperformed cyclicals in July, and many healthcare stocks were among the best performers of the Stoxx 600. Long-term interest rates have fallen sharply (probably too much), but this has not benefited tech and luxury goods stocks, penalised by their disappointing results publications. - ...
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
ATO ATOS SE
TPE PVA TEPLA AG
WIZZ WIZZ AIR HOLDINGS PLC
BON BONDUELLE SCA
BCP BANCO COMERCIAL PORTUGUES S.A.
NEX NEXANS SA
GLB GLANBIA PLC
INH INDUS HOLDING AG
BPOST BPOST SA
BRNL BRUNEL INTERNATIONAL N.V.
GLPG GALAPAGOS NV
ALKAL KALRAY SA
CLA CLARANOVA SE
TE TECHNIP ENERGIES NV
AG1 AUTO1 GROUP
BLV BELIEVE SA
FUR FUGRO NV
EBUS EBUSCO HLDG NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Klaus Breitenbach
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 02/08/2024
Le Stoxx 600 ne progresse que de 1,1% en juillet après sa baisse de 1,3% en juin, tiré par le SMI (+2,5%) et le Footsie 100 (+2,7%). Avec la poursuite du fléchissement des indicateurs de climat des affaires, les défensives ont surperformé les cycliques en juillet, et de nombreuses valeurs Santé sont présentes parmi les meilleures performances du Stoxx 600. Les taux d’intérêt longs ont nettement reflué (sans doute trop) sans que cela profite aux valeurs de la Tech ou du Luxe qui ont s...
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
ATO ATOS SE
TPE PVA TEPLA AG
WIZZ WIZZ AIR HOLDINGS PLC
BON BONDUELLE SCA
BCP BANCO COMERCIAL PORTUGUES S.A.
NEX NEXANS SA
GLB GLANBIA PLC
INH INDUS HOLDING AG
BPOST BPOST SA
BRNL BRUNEL INTERNATIONAL N.V.
GLPG GALAPAGOS NV
ALKAL KALRAY SA
CLA CLARANOVA SE
TE TECHNIP ENERGIES NV
AG1 AUTO1 GROUP
BLV BELIEVE SA
FUR FUGRO NV
EBUS EBUSCO HLDG NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Fatma Agnès Hamdani
Glanbia : An improvement in organic growth and significant EBITDA marg...
>An upturn in organic growth should be confirmed in Q2 - Glanbia is set to report its interim results on 14 August before trading. We think that H1 organic growth should improve at -1.5% compared to the -5.4% posted in Q1. This reflects an increase estimated at 2.4%e in Q2. It should be underpinned by a continuing upturn in volumes for GPN (+3.3%e vs +1.4% in Q1), as prices should once again be negative by 3%, reflecting the decline in raw materials prices and the upt...
- Fatma Agnès Hamdani
Glanbia : Une amélioration de la croissance organique et une progressi...
>Le redressement de la croissance organique devrait se confirmer au T2 - Glanbia publiera ses résultats semestriels le 14 aout avant Bourse. Nous estimons que la croissance organique du S1 devrait s’améliorer à -1.5%, comparés aux -5.4% affichés au T1. Soit une hausse estimée à 2.4%e au T2. Elle devrait être soutenue par un redressement continu des volumes pour GPN (+3.3%e vs +1.4% au T1) alors que les prix devraient encore être négatifs de 3%, reflétant la baisse des...
- Jean Danjou
- Oliver Metzger
- Thomas Zlowodzki
A1XEH4 CROSSJECT SA
TFI TELEVISION FRANCAISE 1 SA
ISS ISS A/S
NRG NRJ GROUP SA
ALTA ALTAREA SCA
BOSS HUGO BOSS AG
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
GLB GLANBIA PLC
SAVE SAVENCIA SA
FIE FIELMANN AG
VID VIDRALA SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
AED AEDIFICA SA
BEZ BERENTZEN GRUPPE
WAF SILTRONIC AG
TWEKA TKH GROUP N.V. CERT
OREGE OREGE SA
LNSX SIXT LEASING AG
FFARM FORFARMERS
MVC METROVACESA SA
VOS VOSSLOH AG
NEOEN NEOEN S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
C3RY CHERRY AG
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