reports
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- Simen Mortensen
Veidekke (Buy, TP: NOK125.00) - Low-season beat, and raised EPS
Veidekke avoided the usual Q1 seasonal loss, reporting EBIT of zero, beating our estimate and Infront consensus. Order intake was also strong, and broadly in line with expectations. Following the results, we have increased our 2024–2026e revenue by c2% and EBIT by c3.5–4%, but raised our EPS by c8–9% after also increasing our financial income estimates. In turn, we have raised our target price to NOK125 (120), and upgraded Veidekke to BUY (HOLD).
- ABGSC Construct. & Real Estate Research
- Bengt Jonassen
- Njål Kleiven
Carlsberg AS: 1 director
A director at Carlsberg AS bought 200 shares at 923.800DKK and the significance rating of the trade was 54/100. 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 sh...
- ABGSC Construct. & Real Estate Research
- Bengt Jonassen
- Njål Kleiven
NKT A/S 1. kvartal 2024: 27% organisk vækst og investeringer i Solutio...
NKT A/S 1. kvartal 2024: 27% organisk vækst og investeringer i Solutions og Applications Selskabsmeddelelse 8. maj 2024Meddelelse nr. 13 NKT A/S 1. kvartal 2024: 27% organisk vækst og investeringer i Solutions og Applications NKT's administrerende direktør Claes Westerlind siger: - Vi har haft en succesfuld start på 2024 med fortsat vækst i omsætning og operationelt EBITDA, som er drevet af tilfredsstillende eksekvering og høj udnyttelse af eksisterende og ny kapacitet. Efter en markant projekttildeling i 1. kvartal blev vores førende position på højspændingsmarkedet endnu enga...
NKT A/S Q1 2024 Interim Report: 27% organic growth and investments in ...
NKT A/S Q1 2024 Interim Report: 27% organic growth and investments in Solutions and Applications Company Announcement 8 May 2024Announcement No. 13 NKT A/S Q1 2024 Interim Report: 27% organic growth and investments in Solutions and Applications NKT CEO Claes Westerlind says: - We have had a successful start to 2024 with continued growth in revenue and operational EBITDA, driven by satisfactory execution and high utilization of existing and expanded capacity. After another significant project award in Q1, NKT’s leading position in the high-voltage market was once again confirmed and our ...
Ledende medarbejderes transaktioner
Ledende medarbejderes transaktioner Selskabsmeddelelse nr. 33 Ledende medarbejderes transaktionerSpar Nord Bank A/S indberetter hermed på vegne af bankens indberetningspligtige transaktioner med Spar Nord Bank A/S-aktier i henhold til Markedsmisbrugsforordningens artikel 19.For yderligere detaljer henvises til vedhæftede skema. Vedhæftet fil
Managers’ transactions
Managers’ transactions Company announcement no. 33 Managers’ transactionsSpar Nord Bank A/S hereby reports on transactions in Spar Nord Bank A/S shares carried out by persons who have a duty of disclosure, in compliance with Article 19 of the Market Abuse Regulation.For further details, please be referred to the attached templates for notification. Attachment
Aktietilbagekøb i Spar Nord Bank – transaktioner i uge 18
Aktietilbagekøb i Spar Nord Bank – transaktioner i uge 18 Selskabsmeddelelse nr. 32 Spar Nord offentliggjorde i selskabsmeddelelse nr. 10 2024 et aktietilbagekøbsprogram på op til 500 mio. kr. Aktietilbagekøbet blev indledt 12. februar 2024. Aktietilbagekøbet sker med henblik på at nedsætte bankens aktiekapital med de under programmet købte aktier, og foretages i henhold til EU-Kommissionens forordning nr. 596/2014 af 16. april 2014 (”Markedsmisbrugsforordningen”). Under aktietilbagekøbsprogrammet er der i foregående ugegennemført følgende transaktioner: Antal Ak...
Share buybacks in Spar Nord Bank – transactions in week 18
Share buybacks in Spar Nord Bank – transactions in week 18 Company announcement no. 32 In company announcement no. 10 2024, Spar Nord announced a share buyback programme of up to DKK 500 million. The share buyback was initiated on 12 February 2024. The purpose of the share buyback is to reduce the bank’s share capital by the shares acquired under the programme, and the programme is executed pursuant to Regulation (EU) No 596/2014 of 16 April 2014 (“Market Abuse Regulation”). In last week the following transactions were made under the share buyback programme. Number of sharesAverage p...
NKT Photonics frasalg godkendt af Erhvervsstyrelsen
NKT Photonics frasalg godkendt af Erhvervsstyrelsen Selskabsmeddelelse 6. maj 2024 Meddelelse nr. 12 NKT Photonics frasalg godkendt af Erhvervsstyrelsen I selskabsmeddelelse nr. 11 af 24. juni 2022 offentliggjorde NKT A/S (NKT) indgåelse af en aftale med Photonics Management Europe S.R.L, et 100% ejet datterselskab af Hamamatsu Photonics K.K, Japan (Køber) om frasalg af NKT Photonics. Gennemførelsen af transaktionen var betinget af påkrævede myndighedsgodkendelser, hvilket blev modtaget fra Tyskland, Storbritannien og USA. Godkendelse blev ikke opnået i Danmark i maj 2023. I ju...
Divestment of NKT Photonics approved by the Danish Business Authority
Divestment of NKT Photonics approved by the Danish Business Authority Company Announcement 6 May 2024 Announcement No. 12 Divestment of NKT Photonics approved by the Danish Business Authority In company announcement no. 11 of 24 June 2022, NKT A/S (NKT) announced to have entered into an agreement to divest NKT Photonics to Photonics Management Europe S.R.L, a 100% owned subsidiary of Hamamatsu Photonics K.K, Japan (the Purchaser). Closing of the transaction was subject to regulatory approvals which were obtained from Germany, United Kingdom, and the United States, however, not app...
Transactions in connection with share buyback programme
Transactions in connection with share buyback programme Company Announcement Copenhagen, 6 May 2024 No. 20/2024 Transactions in connection with share buyback programmeISS A/S, a leading workplace experience and facility management company, announced on 22 February 2024 a new share buyback programme, see company announcement no. 4/2024. The share buyback programme is executed in accordance Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 (the “Market Abuse Regulation”) and the Commission Delegated Regulation (EU) 2016/1052 o...
- Mads Brinkmann Andersen
ISS (Buy, TP: DKK171.00) - Strong portfolio growth but…
Q1 was another solid quarter with 6% organic growth (consensus 5.6%), led by 8.5% portfolio growth; however, less-impressive above-base volumes (down 7%) and a negative print in the Americas of c2% weighed on the stock. The communication around the DTAG arbitration and 2024 guidance was unchanged. We reiterate our BUY and DKK171 target price.
- Jørgen Lian
A. P. Møller Mærsk (Sell, TP: DKK9000.00) - Challenging the deep value...
The Q1 results proved disappointing to buy-side expectations, though reasonably aligned and even bullish compared to near-term consensus. Their market commentary could raise expectations above the upper end of the potentially conservative guidance, but we struggle to see the intrinsic value when facing the bleak container markets for 2025–2026e. We reiterate our SELL and have cut our target price to DKK9,000 (9,600).
- ABGSC Shipping & Transport Research
- Oliver Dunvold
- Petter Haugen
- ABGSC Services Research
- Peter Sehested
- 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
- Jean Danjou
- Oliver Metzger
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 02/05/2024
Nous sortons GALP de notre liste ODDO BHF European Large Caps. La valeur a réalisé une performance de +31,3% depuis son entrée le 20 mars dernier. Notre analyste adopte ce jour une opinion Neutre (vs Surperformance) sur la valeur qui a atteint notre objectif de cours. - ...
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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