reports
- Carole Braudeau
- 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
- Konrad Zomer
- Thomas Zlowodzki
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/02/2024
We are removing GALP from our ODDO BHF European Large Caps list. The stock has chalked up a performance of +31.3% since its inclusion in the list on 20 March. Our analyst is adopting today a Neutral recommendation (vs Outperform) on the stock. - ...
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Carole Braudeau
- 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
- Emmanuel Matot
- Martin Marandon-Carlhian
Worldline : Start of the year lends credence to 2024 targets
>Organic growth low but ahead of expectations - Worldline reported its Q1 2024 revenues. Organic growth was weak at +2.5%, but above expectations (ODDO BHF / consensus = +1.2/+0.7%) and marks an improvement on the low point of Q4 2023 (+1.3%).Merchant Services turned out to be stronger than expected (+3.9%, of which +6.5% excluding planned merchant termination- Q4 2023 reminder = +3.2%) thanks to good results in new markets (such as Italy). Unsurprisingly, Financ...
- Nicolas David
Capgemini : Satisfactory Q1 2024 revenue. FY 2024 guidance reiterated,...
>Growth at cc in line with expectations; bookings solid - Capgemini announced a satisfactory set of Q1 2024 revenue figures on Tuesday before trading, with growth at cc reaching -3.3%, +20bp higher than expected. North America was again penalised by a less favourable mix (-7.1% cc) whereas Europe remained more resilient with growth slowing only a little, as expected (-1.8% cc). The TMT and Financial Services sectors are still struggling as a result of limited spending...
- Maissa Keskes
- Stephane Houri
Siltronic AG : Better-than-expected Q1 2024 results, FY 2024 outlook r...
>Strong Q1 24 results - This morning, Siltronic reported its Q1 2024 results which were above expectations. Revenues were € 343.5m, 1% above the consensus at € 340m. They were down 4% q-o-q and down 15% y-o-y. While the wafer area sold and sales prices remained nearly stable compared to the previous quarter, the product mix had a slightly negative impact. The gross margin was 20.4% above with consensus at 14.4%. The operating results was € 36m, giving a margin of 10....
- Maxime Dubreil
- Maissa Keskes
- Stephane Houri
Siltronic AG : Better-than-expected Q1 2024 results, FY 2024 outlook r...
>Strong Q1 24 results - This morning, Siltronic reported its Q1 2024 results which were above expectations. Revenues were € 343.5m, 1% above the consensus at € 340m. They were down 4% q-o-q and down 15% y-o-y. While the wafer area sold and sales prices remained nearly stable compared to the previous quarter, the product mix had a slightly negative impact. The gross margin was 20.4% above with consensus at 14.4%. The operating results was € 36m, giving a margin of 10....
- Emmanuel Matot
- Martin Marandon-Carlhian
Worldline : Début d’année apportant du crédit aux objectifs 2024
>Croissance organique faible au T1 mais au-dessus des attentes - Worldline vient de publier son CA au titre du T1 2024. Il fait ressortir une croissance organique faible à +2.5% mais au-dessus des attentes (ODDO BHF / consensus = +1.2/+0.7%) et en amélioration par rapport au point bas du T4 2023 (+1.3%).Les Services aux Commerçants s’avèrent plus dynamique que prévu (+3.9% dont +6.5% hors arrêt planifié de commerçants – rappel T4 2023 = +3.2%) grâce à de bons rés...
- Nicolas David
Capgemini : CA T1 2024 satisfaisant. FY 24 guidance réitérée mais le h...
>Croissance à cc en ligne avec les attentes. Bookings solides - Capgemini a annoncé mardi avant Bourse un CA T1 2024 satisfaisant, avec une variation cc de -3.3%, +20 pb au-dessus des attentes. L’Amérique du Nord continue à être pénalisée par un mix moins favorable (-7.1% cc) alors que l’Europe continue à faire preuve d'une plus grande résilience, enregistrant un léger ralentissement de la croissance, comme prévu (-1.8% cc). Les secteurs TMT et services financiers so...
EQS-News: Ergebnis der Siltronic AG im ersten Quartal 2024 wie erwarte...
EQS-News: Siltronic AG / Schlagwort(e): Quartalsergebnis/Quartals-/Zwischenmitteilung Ergebnis der Siltronic AG im ersten Quartal 2024 wie erwartet weiterhin geprägt von Nachfrageschwäche aufgrund erhöhter Kundenbestände 02.05.2024 / 07:01 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Pressemitteilung Siltronic AG Einsteinstraße 172 81677 München Ergebnis der Siltronic AG im ersten Quartal 2024 wie erwartet weiterhin geprägt von Nachfrageschwäche aufgrund erhöhter Kundenbestände - Umsatz gegenüber Vorquartal vor allem aufgr...
EQS-News: As expected, Siltronic's Q1 2024 earnings continue to be imp...
EQS-News: Siltronic AG / Key word(s): Quarter Results/Quarterly / Interim Statement As expected, Siltronic's Q1 2024 earnings continue to be impacted by weak demand due to elevated customer inventories 02.05.2024 / 07:01 CET/CEST The issuer is solely responsible for the content of this announcement. Press release Siltronic AG Einsteinstraße 172 81677 Munich As expected, Siltronic's Q1 2024 earnings continue to be impacted by weak demand due to elevated customer inventories - Sales compared to the previous quarter decreased by 3.7 percent to EUR 343.5 million, mainly...
WORLDLINE : Q1 2024 revenue
WORLDLINE : Q1 2024 revenue Q1 2024 revenueQ1 2024 Group revenue: € 1,097 million +2.5% organically +3.9% in Merchant Services Transformation initiatives on trackRedesign of Merchant Services operating model with two new go-to-market channelsPower24 transformation plan in motion and rolled-out in targeted countries Launch of Crédit Agricole and Worldline joint-venture Unconditional approval received from the European Commission in MarchJV to operate under new brand CAWL, providing innovative payment services to all merchants in France Governance updateWilfried Verstraete coopted as futu...
Danone acquires Functional Formularies
Danone acquires Functional Formularies Press release – Paris, May 01, 2024 Danone acquires Functional Formularies Danone announces today it has successfully completed the acquisition of Functional Formularies, a leading whole foods tube feeding business in the US, from Swander Pace Capital. As part of the Renew Danone strategy, this acquisition strengthens Danone’s Medical Nutrition portfolio in the US by further expanding its enteral tube feeding ranges. Juergen Esser, Deputy CEO and CFO, said: “As a global leader in Medical Nutrition, we are delighted to welcome Functional Formularie...
Danone acquiert Functional Formularies
Danone acquiert Functional Formularies Communiqué de presse – Paris, le 1er mai 2024 Danone acquiert Functional Formularies Danone annonce aujourd’hui avoir réalisé l’acquisition de Functional Formularies, leader aux Etats-Unis de l’alimentation par sonde à base d’aliments, auprès de Swander Pace Capital. Dans le cadre de la stratégie Renew Danone, cette acquisition renforce le portefeuille de Danone en Nutrition Médicale aux Etats-Unis, élargissant sa gamme d’alimentation entérale. Juergen Esser, Directeur Général Adjoint et Directeur Financier : « Nous sommes ravis d'accueillir Funct...
- Pierre FerraguÊ
WORLDLINE: 2023 Universal Registration Document available
WORLDLINE: 2023 Universal Registration Document available 2023 Universal Registration Document available Paris La Défense, April 30, 2024 – Worldline [Euronext: WLN], a global leader in payments services, today announces the filing of its 2023 Universal Registration Document with the French Financial Markets Authority (AMF) in ESEF format (European Single Electronic Format) in French version on Tuesday, April 30, 2024, under number D.24-0377. The Universal Registration Document is available to the public in accordance with the applicable regulations and may be consulted on the Company’s w...
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.