reports
Prosiebensati Media SE: 1 director
A director at Prosiebensati Media SE bought 5,300 shares at 4.790EUR and the significance rating of the trade was 52/100. 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 ...
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Jerôme Bodin
ProSiebenSat.1 Media SE : Like its peers, a slightly tougher Q4 than e...
>Like its peers, the Q4 advertising trend is tougher than expected - Pro7Sat1 reported yesterday its Q3 earnings and held a conference call immediately afterwards. Q3 adjusted EBITDA was slightly above forecasts at € 104m (consensus at € 102m and ODDO BHF at € 99m). Like all its European peers, Pro7Sat1 cited a Q3 advertising trend that is tougher than expected. Our Q4 forecasts are therefore lowered, leading to 2024 EBITDA cut to € 565m vs € 600m. We nonetheless reit...
- Jerôme Bodin
ProSiebenSat.1 Media SE : Comme ses pairs un T4 un peu plus difficile ...
>Comme ses pairs, la tendance publicitaire T4 est plus difficile qu’attendu - Pro7Sat1 a publié hier ses résultats T3 et a tenu sa conférence téléphonique dans la foulée. L’EBITDA ajusté T3 est ressorti légèrement supérieur aux attentes à 104 M€ (consensus à 102 M€ et ODDO BHF à 99 M€). Comme tous ses pairs européens, Pro7Sat1 a évoqué une tendance publicitaire T4 plus difficile qu’attendu. Nos attentes T4 sont ainsi revues en baisse conduisant à un EBITDA 2024 réduit...
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - Date1
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - 11/14/2024
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
JST JOST WERKE AG
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
- Saïma Hussain
Q3-24: Navigating 2024 with a thoughtful investment approach
Q3-24: Navigating 2024 with a thoughtful investment approach EARNINGS/SALES RELEASES IDI ended Q3 2024 with minimal activity on the investment front. Including its recent minority stake in TTK, a liquid leak detection specialist, IDI completed only three transactions YTD, compared to 14 in the same period last year. Though IDI’s net income is likely to suffer accordingly, this underlines IDI’s savvy investment approach in persistently uncertain market conditions. With substantial investment ca...
- Amira Manai
IDI : NAV remains stable over 9 months in a tough market environment
>NAV remains flat at end-September at € 91.94 per share - IDI published this morning its NAV at end-September, which stood at € 91.94 per share, stable vs the start of the year (+0.1%), thanks to closer monitoring of the companies in its portfolio and continued acquisitions and build-up deals. Overall, NAV came in at € 697.4m.One deal closed in Q3, three since January - Investment firepower remains solid - While the market environment remains challeng...
- Amira Manai
IDI : ANR toujours stable sur 9 mois dans un contexte de marché diffic...
>ANR à fin septembre flat à 91.94 € par action - IDI publie ce matin son ANR à fin septembre qui s’est établit à 91.94 € / action, stable par rapport au début d’année (+0.1%) soutenu par un suivi renforcé des participations de son portefeuille et par la poursuite des opérations d’acquisitions et de build-up. Au global, l’ANR s’établit à 697.4 M€.1 opération réalisée sur le T3 et 3 opérations depuis janvier – Capacité d’investissement toujours solide - §sep...
- Christophe-Raphaël Ganet
- Fehmi Ben Naamane
- Marc Lavaud
TEMN TEMENOS AG
ZIL2 ELRINGKLINGER AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
ERA ERAMET SA
SIX2 SIXT SE
COK CANCOM SE
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
SFQ SAF-HOLLAND SE
RWI RENEWI PLC
FORSE FORSEE POWER SA
- Christophe-Raphaël Ganet
- Fehmi Ben Naamane
- Marc Lavaud
TEMN TEMENOS AG
ZIL2 ELRINGKLINGER AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
ERA ERAMET SA
SIX2 SIXT SE
COK CANCOM SE
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
SFQ SAF-HOLLAND SE
RWI RENEWI PLC
FORSE FORSEE POWER SA
- Maissa Keskes
- Stephane Houri
Jenoptik AG : Q3 2024 results below expectations on orders/revenue, ab...
>Q3 2024 results below expectations on orders/revenue, above on profitability - This morning, Jenoptik reported Q3 2024 results which were below expectations on orders/revenue, but above on profitability. Revenues were € 274.3m, below the company-compiled consensus at € 279.4m. EBITDA was € 59.1m giving a margin of 21.5%, above the consensus at €56.2m and 20.1%. EBIT came in at € 40.9m, i.e. a margin of 14.9%, above the consensus at € 37.8m and 13.5%. EPS was € 0.46, ...
- Maissa Keskes
- Stephane Houri
Jenoptik AG : Q3 2024 results below expectations on orders/revenue, ab...
>Q3 2024 results below expectations on orders/revenue, above on profitability - This morning, Jenoptik reported Q3 2024 results which were below expectations on orders/revenue, but above on profitability. Revenues were € 274.3m, below the company-compiled consensus at € 279.4m. EBITDA was € 59.1m giving a margin of 21.5%, above the consensus at €56.2m and 20.1%. EBIT came in at € 40.9m, i.e. a margin of 14.9%, above the consensus at € 37.8m and 13.5%. EPS was € 0.46, ...
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
ODDO BHF Small & MIDCAP MORNING NEWS - 06/11/2024
Notre scénario central s’est concrétisé dans la nuit : Donald Trump remporte la présidentielle américaine, et le choix des électeurs ne devrait pas être contesté. Il pourrait disposer d’une majorité dans les deux assemblées. Les actions américaines en seront les premières bénéficiaires. Sur les actions européennes, les secteurs les plus gagnants seront l’Energie, les Médias, les Métaux, Construction & Materials, Financial Services, Insurance. Sont en revanche plus à risque Utilities, ...
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
ODDO BHF Small & MIDCAP MORNING NEWS - 11/06/2024
Our baseline scenario materialised last night: Donald Trump seems to be on course to win the US presidential election, and the choice of the electorate is unlikely to be challenged. He could end up with a majority in both houses of Congress. US equities will be the first to benefit from this development. In European equities, the biggest winners will be Energy, Media, Metals, Construction & Materials, Financial Services and Insurance. More at risk, however, are the Utilities, Spirits,...
- Maissa Keskes
- Stephane Houri
Jenoptik AG : 2025 guidance pushed out by one year, due to slower-than...
>2025 guidance pushed out to 2026 due to slower than expected recovery in the semiconductor equipment industry - Jenoptik yesterday evening warned that its 2025 revenue guidance of € 1.2bn and EBITDA margin target of between 21% and 22% were pushed out by one year and are now set to be achieved in 2026, due to the slower-than-expected cyclical upturn in the semiconductor equipment sector. The group has not given detailed guidance for 2025 given the uncertainty. As we ...
- Maissa Keskes
- Stephane Houri
Jenoptik AG : Report des objectifs 2025 d’un an, en raison d’une repri...
>Les objectifs 2025 ont été reportés pour 2026 en raison d’une reprise plus lente que prévu dans l’industrie des équipementiers semiconducteurs - Jenoptik a averti hier soir que ses objectifs 2025 de CA de 1.2 Md€ et d’une marge d’EBITDA comprise entre 21% et 22% étaient reportés d’un an et devraient désormais être atteints en 2026, en raison d’une reprise cyclique plus lente que prévu des équipementiers semiconducteurs. Le groupe n’a pas donné de guidance précise pou...
- Jean Danjou
- Oliver Metzger
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
ORA ORANGE SA
OSE OSE IMMUNOTHERAPEUTICS SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBMO SBM OFFSHORE NV
EN BOUYGUES SA
UTDI UNITED INTERNET AG
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
PNL POSTNL NV
DTE DEUTSCHE TELEKOM AG
01913 PRADA S.P.A.
FIE FIELMANN AG
TUB TUBACEX S.A.
AIXA AIXTRON SE
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
JEN JENOPTIK AG
FUR FUGRO NV
- Jean Danjou
- Oliver Metzger
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
ORA ORANGE SA
OSE OSE IMMUNOTHERAPEUTICS SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBMO SBM OFFSHORE NV
EN BOUYGUES SA
UTDI UNITED INTERNET AG
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
PNL POSTNL NV
DTE DEUTSCHE TELEKOM AG
01913 PRADA S.P.A.
FIE FIELMANN AG
AIXA AIXTRON SE
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
JEN JENOPTIK AG
FUR FUGRO NV
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