reports
ELIOR GROUP : INFORMATION MENSUELLE RELATIVE AU NOMBRE TOTAL DE DROITS...
PARIS LA DÉFENSE--(BUSINESS WIRE)-- Regulatory News: ELIOR GROUP (Paris:ELIOR): Date Nombre d’actions1 Nombre total de droits de vote 30 avril 2024 253 611 809 Total brut de droits de vote : 253 611 809 Total net2 de droits de vote : 253 563 584 Il est rappelé qu’outre l’obligation légale d’informer la Société de la détention de certaines fractions du capital ou des droits de vote, toute personne physique ou morale ou tout actionnaire qui viendrait à détenir directement ou indirectement, seul ou de concert au sens des articles L. 233-10 et s...
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Johanna Jourdain
Elior : What to expect from the H1 2024 publication? (16 May before tr...
>Organic growth and H1 margin expected above the FY 2024 guidance (favourable H1 seasonality), which should underpin the group’s targets - Elior will publish its H1 2024 results (October 2023 to March 2024) on 16 May before the start of trading. We forecast revenues of € 3,100m (company consensus € 3,109m), with total growth of 25% of which 6.5% organic (consensus 5.7%). This should be driven mainly by the catering division (+6.6%e organic vs +5.2% for multiservices),...
- Johanna Jourdain
Elior : Qu’attendre de la publication S1 2024 ? (le 16/05 avant Bourse...
>Croissance organique et marge S1 attendues au-dessus de la guidance FY 24 (saisonnalité S1 favorable), ce qui devrait conforter les objectifs du groupe - Elior publiera ses résultats S1 24 (période octobre 2023 à mars 2024) le 16 mai avant Bourse. Nous attendons un CA de 3 100 M€ (consensus société 3 109 M€), en croissance totale de 25% dont 6.5% en organique (consensus 5.7%). Celle-ci sera tirée principalement par la division Catering (+6.6%e en organique vs +5.2% p...
- Gerardo Ibanez
- Steven Boumans
- Gerardo Ibanez
- Steven Boumans
- Luis de Toledo Heras
Corticeira : Restructuring plan at Flooring unit to address continued ...
>Weak results on operating deleverage and high cork costs partially offset by mix effects, industrial efficiency and lower non-cork costs - Corticeira’s Q1 2024 results were weak (EBITDA -8.7% y-o-y) as anticipated on subdued activity levels across most of the units, particularly the Cork Stopper (-10.4%) and Flooring (-16.5%) segments. Increased cork prices and operating deleverage pressured profitability, but the EBITDA margin performed positively with the EBITDA ma...
- Gerardo Ibanez
- Steven Boumans
ODDO BHF Small & MIDCAP MORNING NEWS - 05/08/2024 Date Performance sin...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
OUT1V OUTOKUMPU OYJ
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
EURN EURONAV NV
LEI LEIFHEIT AG
LXS LANXESS AG
KCO KLOECKNER & CO SE
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MAREL MAREL HF.
NDA AURUBIS AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
RUI RUBIS SCA
B4B METRO AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
JEN JENOPTIK AG
CLA CLARANOVA SE
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
SYAB SYNLAB AG
ALVGO VOGO SA
STM STABILUS SE
- Luis Arredondo
ROVI: 1Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
1Q'24 vs. 1Q'23 Results Sales: € 151.2 M (-25.0% vs. -25.6% BS(e) and -24.5% consensus); EBITDA: € 25.9 M (-61.1% vs. -62.9% BS(e) and -61.7% consensus); EBIT: € 19.3 M (-68.2% vs. -69.8% BS(e) and -68.0% consensus); Net Profit: € 15.0 M (-68.4% vs. -70.1% BS(e) and -70.5% consensus);
- Gerardo Ibanez
- Steven Boumans
ODDO BHF Small & MIDCAP MORNING NEWS - 08/05/2024 Date Performance dep...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
OUT1V OUTOKUMPU OYJ
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
EURN EURONAV NV
LEI LEIFHEIT AG
LXS LANXESS AG
KCO KLOECKNER & CO SE
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MAREL MAREL HF.
NDA AURUBIS AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
RUI RUBIS SCA
B4B METRO AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
JEN JENOPTIK AG
CLA CLARANOVA SE
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
SYAB SYNLAB AG
ALVGO VOGO SA
STM STABILUS SE
- Juan Ros-Padilla
Laboratorios Rovi : Q1 earnings in line, outlook maintained
>Overall sales momentum deteriorates materially on very weak CMO, as expected - Total revenues decreased -25% y-o-y in Q1 2024 reaching € 151m, broadly aligned with our estimates and the consensus (-1% and -1% respectively) and posting a 22pp sequential deterioration (vs -3% in Q4, +10% in Q3 and +2% in Q2) due to a tough comp on CMO. In the LMWH franchise, Becat posted a material sequential deterioration after a strong Q4 (-1% vs +18% in Q422) while Hibor also poste...
- Luis Arredondo
ROVI: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 1T'24 vs 1T'23: Ventas: 151,2 M euros (-25,0% vs -25,6% BS(e) y -24,5% consenso); EBITDA: 25,9 M euros (-61,1% vs -62,9% BS(e) y -61,7% consenso); EBIT: 19,3 M euros (-68,2% vs -69,8% BS(e) y -68,0% consenso); BDI: 15,0 M euros (-68,4% vs -70,1% BS(e) y -70,5% consenso).
- Research Department
INFORME DIARIO 08 MAYO + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, AMADEUS, ENDESA, FERROVIAL, FLUIDRA, NATURGY, ROVI, TALGO. EUROPA: AB INVEB, BMW, MUNICH RE. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. Continúa el rebote en Europa Las bolsas europeas continuaron con el rebote de comienzos de seman...
- Research Department
IBERIAN DAILY 08 MAY + 1Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: AENA, AMADEUS, ENDESA, FERROVIAL, FLUIDRA, NATURGY, ROVI, TALGO. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. The rally in Europe continues European stock markets continued to rally at the start of the week while sovereign debt yields continued to fall, bringing the IBEX back above 11,000 points. With...
- Research Department
INFORME DIARIO 06 MAYO + RDOS. ESPAÑA Y EUROPA 1T'24. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, ROVI. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. La periferia europea se desinfla en bolsa Comportamiento mixto en las bolsas a ambos lados del Atlántico, con buena evolución en América, pero algo más pobre en Eurozona, lastrad...
- Research Department
IBERIAN DAILY 06 MAY + 1Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: FERROVIAL, ROVI. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. European peripheral stock markets fall Mixed stock market performance on both sides of the Atlantic, with solid performance in North America, but weaker in the euro zone, which was dragged down by peripheral nations, where the IBEX/MiB clos...
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 04/26/2024 Date Performance sin...
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE 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
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 26/04/2024
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE 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
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Research Department
IBERIAN DAILY 26 APRIL + 1Q'24 RESULTS. HIGHLIGHTS AND REST OF PREVIEW...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, CAF, CELLNEX, FERROVIAL, IBERDROLA, ROVI. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. Results and macro data drag down stock markets After three straight days of gains, the business results and the macro data in the US led to stock market losses on both sides of the Atlanti...
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