reports
Savencia : actions et droits de vote - information mensuelle
Savencia : actions et droits de vote - information mensuelle Actions et droits de vote – information mensuelle Au 30 septembre 2024, le capital social se composait de 14 032 930 actions représentant un nombre total de droits de vote théoriques de 23 838 961 et un nombre total de droits de vote nets de 23 167 646. Pièce jointe
Savencia : actions et droits de vote - information mensuelle
Savencia : actions et droits de vote - information mensuelle Actions et droits de vote – information mensuelle Au 31 août 2024, le capital social se composait de 14 032 930 actions représentant un nombre total de droits de vote théoriques de 23 837 866 et un nombre total de droits de vote nets de 23 166 255. Pièce jointe
- Luis de Toledo Heras
ATO ATOS SE
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
MF WENDEL SE
EXE EXEL INDUSTRIES SA
BIO BB BIOTECH AG
MERY MERCIALYS SA
ASY ASSYSTEM SA
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
CGM CEGEDIM SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
VID VIDRALA SA
TIETO TIETOEVRY OYJ
VIS VISCOFAN S.A.
MONT MONTEA SCA
SIGHT GENSIGHT BIOLOGICS SA
WAF SILTRONIC AG
LIGHT SIGNIFY NV
NVG NAVIGATOR COMPANY SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
LFDE LA FRANCAISE DE L'ENERGIE SA
TEC TECHNIPFMC PLC
XFAB X-FAB SILICON FOUNDRIES SE
SPM SAIPEM S.P.A.
- Luis de Toledo Heras
ATO ATOS SE
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
MF WENDEL SE
EXE EXEL INDUSTRIES SA
BIO BB BIOTECH AG
MERY MERCIALYS SA
ASY ASSYSTEM SA
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
CGM CEGEDIM SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
VID VIDRALA SA
TIETO TIETOEVRY OYJ
VIS VISCOFAN S.A.
MONT MONTEA SCA
SIGHT GENSIGHT BIOLOGICS SA
WAF SILTRONIC AG
LIGHT SIGNIFY NV
NVG NAVIGATOR COMPANY SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
LFDE LA FRANCAISE DE L'ENERGIE SA
TEC TECHNIPFMC PLC
XFAB X-FAB SILICON FOUNDRIES SE
SPM SAIPEM S.P.A.
- Fatma Agnès Hamdani
Savencia SA : The Q3 trends should continue in Q4, but the comparison ...
>The price effects offset the decline in the volume mix for cheese products - The stability in sales for cheese products in 9M reflects a volume decline of around 1% (-1.7% in Q3 on our calculations) which is offset by the tariff hikes obtained during the period for most markets. The volume decline in due mainly to Europe (decline at a low figure) while volumes are growing in other regions such as the Americans and Asia excluding China. In Europe, the decline in consu...
- Fatma Agnès Hamdani
Savencia SA : Les tendances du T3 devraient se maintenir au T4 mais la...
>Les effets prix compensent la baisse du mix volume pour les Produits Fromagers - La stabilité du CA des Produits fromagers sur les 9 mois reflète une baisse des volumes de l’ordre de 1% ( -1.7% au T3 selon nos calculs) qui est compensée par les hausses tarifaires obtenues pendant la période sur la plupart des marchés. Le retrait des volumes est principalement lié à l’Europe (baisse à un chiffre bas) alors que les volumes croissent sur les autres zones comme les Améri...
- Usama Tariq
- Wim Gille
SDG SYNERGIE SA
KORI KORIAN SA
INF INFOTEL SA
BLC BASTIDE LE CONFORT MEDICAL SA
AUB AUBAY SA
NTG NETGEM SA
MRN MERSEN SA
GOE GROUPE GORGE SA
BB SOCIETE BIC SA
ERA ERAMET SA
SAVE SAVENCIA SA
VRNL VERNEUIL PARTICIPATIONS
VASTN VASTNED RETAIL NV
ERG ERG S.P.A.
CTAC CTAC N.V.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
BRNL BRUNEL INTERNATIONAL N.V.
ONTEX ONTEX GROUP N.V.
WAF SILTRONIC AG
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VLTSA VOLTALIA
LFDE LA FRANCAISE DE L'ENERGIE SA
MDM MAISONS DU MONDE SA
OVH OVH GROUPE
EBUS EBUSCO HLDG NV
SPM SAIPEM S.P.A.
- Usama Tariq
- Wim Gille
SDG SYNERGIE SA
KORI KORIAN SA
INF INFOTEL SA
BLC BASTIDE LE CONFORT MEDICAL SA
AUB AUBAY SA
NTG NETGEM SA
MRN MERSEN SA
GOE GROUPE GORGE SA
BB SOCIETE BIC SA
ERA ERAMET SA
SAVE SAVENCIA SA
VRNL VERNEUIL PARTICIPATIONS
VASTN VASTNED RETAIL NV
ERG ERG S.P.A.
CTAC CTAC N.V.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
BRNL BRUNEL INTERNATIONAL N.V.
ONTEX ONTEX GROUP N.V.
WAF SILTRONIC AG
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VLTSA VOLTALIA
LFDE LA FRANCAISE DE L'ENERGIE SA
MDM MAISONS DU MONDE SA
OVH OVH GROUPE
EBUS EBUSCO HLDG NV
SPM SAIPEM S.P.A.
- Fatma Agnès Hamdani
Savencia SA : 9M 2024 sales slightly better than expected. Recovery in...
>Organic growth of 2.2% vs 1.5%e, implying a 5.1% increase (vs 2.9%e) in Q3. Activity continues to be driven by other dairy products - Savencia’s 9M sales were close to 1% above our forecasts at € 5,082m, while we had forecast € 5,032m. Sales were up 1.3% and forecast in a negative forex impact of 2.2% partly offset by a scope effect of 1.3% (integration of Williner since April 2023). In organic terms, sales were up 2.2%.vs 1.5%e and 0.8% in H1, implying orga...
- Fatma Agnès Hamdani
Savencia SA : Un CA 9M 2024 légèrement meilleur que prévu. Redressemen...
>Une croissance organique de 2.2% vs 1.5%e impliquant une hausse de 5.1% (vs 2.9%e) au T3. L’activité reste tirée par les Autres Produits Laitiers - Le CA 9M de Savencia près de 1% au-dessus de nos prévisions à 5 082 M€ alors que nous attendions 5 032 M€. Les ventes progressent de 1.3% et tiennent compte d’un impact changes négatif de 2.2%, partiellement compensé par un effet périmètre de 1.3% (intégration de Williner depuis avril 2023). En organique, le CA pr...
SAVENCIA: Activity at the end of September 2024
SAVENCIA: Activity at the end of September 2024 Thursday, October 24, 2024 Press Release: activity at the end of September 2024 Sales growth of 1.3% Key figures in €M 30/09/24 % of sales 30/09/23 % of sales % changesTotalStructureChange & IAS 29Organic growth (1)Sales5,082 5,017 1.31.3-2.22.2- Cheese Products2,87956.72,90557.9-0.90.0-1.00.1- Others Dairy Products2,38046.82,27245.34.82.9-4.05.9- Unallocated -178-3.5-159-3.211.50.1-4.816.2 Savencia Fromage & Dairy Group's sales as of September 30, 2024, increased by 1.3% from last year. Despite an unfavorable exchange rate effect o...
SAVENCIA : Activité à fin septembre 2024
SAVENCIA : Activité à fin septembre 2024 Jeudi 24 octobre 2024 Communiqué de Presse : Activité à fin septembre 2024 Progression du chiffre d’affaires de 1,3% Chiffres clés en M€ 30/09/24 % CA 30/09/23 % CA Variations en %TotalStructureChange & IAS 29CroissanceOrganique (1)Chiffre d’affaires5 082 5 017 1,31,3-2,22,2- Produits Fromagers2 87956,72 90557,9-0,90,0-1,00,1- Autres Produits Laitiers2 38046,82 27245,34,82,9-4,05,9- Non Affectés -178-3,5-159-3,211,50,1-4,816,2 Le chiffre d'affaires du Groupe Savencia Fromage & Dairy au 30 septembre 2024 a progressé de 1,3% par rapport à l'...
- Baptiste Salaville
- Charlotte Vaisse
- Fehmi Ben Naamane
ODDO BHF Small & MIDCAP MORNING NEWS - 09/23/2024
CF Alba, the March family holding company, invests in listed and unlisted companies where it identifies strong potential, regardless of the investment horizon. Since 1993, it has achieved a total annualized shareholder return of +11%, beating the EuroStoxx index by 3pp. The company currently trades at a c.50% discount to its NAV which is close to its historical maximum. We initiate coverage with an Outperform rating and a target price of € 68, representing a discount to its NAV of 35...
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
WTB WHITBREAD PLC
EL ESSILORLUXOTTICA SA
SQI SQLI SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ATE ALTEN SA
ELIS ELIS SA
01913 PRADA S.P.A.
SAVE SAVENCIA SA
MONC MONCLER SPA
SHOT SCANDIC HOTELS GROUP
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
GRE GRENERGY RENOVABLES
IHG INTERCONTINENTAL HOTELS GROUP PLC
- Baptiste Salaville
- Charlotte Vaisse
- Fehmi Ben Naamane
ODDO BHF Small & MIDCAP MORNING NEWS - 23/09/2024
CF Alba, the March family holding company, invests in listed and unlisted companies where it identifies strong potential, regardless of the investment horizon. Since 1993, it has achieved a total annualized shareholder return of +11%, beating the EuroStoxx index by 3pp. The company currently trades at a c.50% discount to its NAV which is close to its historical maximum. We initiate coverage with an Outperform rating and a target price of € 68, representing a discount to its NAV of 35...
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
WTB WHITBREAD PLC
EL ESSILORLUXOTTICA SA
SQI SQLI SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ATE ALTEN SA
ELIS ELIS SA
01913 PRADA S.P.A.
SAVE SAVENCIA SA
MONC MONCLER SPA
SHOT SCANDIC HOTELS GROUP
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
GRE GRENERGY RENOVABLES
IHG INTERCONTINENTAL HOTELS GROUP PLC
- Fatma Agnès Hamdani
Savencia SA : Continuing H1 trends in H2 with profitability expected t...
>Margin improvement in H1 of close to 130bp for cheese product division - Flat organic growth in the cheese product division in H1 (+0.2%) reflects a slightly negative volume mix (-0.4%e) and positive price mix. Volumes in H1 were underpinned by good sales momentum, particularly in LATAM and a degree of resilience in some western European countries despite anaemic consumption geared more towards private labels and discount prices which seems to have taken more of a to...
- Fatma Agnès Hamdani
Savencia SA : Poursuite des tendances du S1 sur le S2 avec une amélior...
>Progression de la marge au S1 de près de 130pb de la division Produits fromagers - La stabilité de la croissance organique du pôle Produits fromagers au S1 (+0.2%) reflète un mix volume légèrement négatif (-0.4%e) et un effet prix positif. Les volumes du S1 sont soutenus par la bonne dynamique de l’activité notamment au LATAM ainsi qu’une certaine résilience de certains pays de l’Europe de l’Ouest malgré une consommation atone, orientée vers les marques de distribute...
- 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...
- Fatma Agnès Hamdani
Savencia SA : H1 2024 results broadly in line with expectations but un...
>Organic growth in line at +0.8% buoyed by other dairy products. A 30bp deterioration in the underlying operating margin to 3% vs 3.3% est. - H1 sales published by Savencia yesterday were in line with our forecast at € 3,380m and more or less stable vs H1 2023. Organic growth was 0.8% in line and underpinned by the other dairy products division. The scope effect linked to the integration of Williner was 1.9% and the forex effect was -2.6%, primarily due to the devalua...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.