reports
- Carole Braudeau
Credit Morning 05/07/2024
Monte has published a solid Q1 2024 results, above expectationsClariane has received a put option agreement for its HAD/SSIAD activities in FranceZalando: FY targets confirmed following a better-than-expected Q1, plans to buy back up to € 100m of convertible bonds due 2025Banco Sabadell rejects BBVA’s proposal>...
- Olfa Taamallah
- Yan Derocles
VLS VALNEVA SE
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
ELIS ELIS SA
SHA SCHAEFFLER AG
KRN KRONES AG
PSPN PSP SWISS PROPERTY AG
SIGHT GENSIGHT BIOLOGICS SA
BEZ BERENTZEN GRUPPE
ASS APPLUS SERVICES S.A.
COFA COFACE SA
JUN3 JUNGHEINRICH AG PREF
IDR INDRA SISTEMAS S.A. CLASS A
TMV TEAMVIEWER AG
HAG HENSOLDT AG
- Carole Braudeau
Morning Crédit 07/05/2024
Monte publie un T1 2024 solide, au-dessus des attentesZalando : objectifs confirmés à l’issue d’un T1 supérieur aux attentes, envisage des rachats d’obligations convertibles 2025 pour 100 m EUR maximumClariane a reçu une offre pour la cession de ses activités HAD/SSIAD en FranceBanco Sabadell rejette la proposition de fusion de BBVA>...
- Martin Marandon-Carlhian
- Stephane Houri
FME FRESENIUS MEDICAL CARE AG & CO. KGAA
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
EN BOUYGUES SA
ADEN ADECCO GROUP AG
SCR SCOR SE
ZAL ZALANDO SE
GEBN GEBERIT AG
HEI HEIDELBERGCEMENT AG
SOLB SOLVAY SA
COLO B COLOPLAST A/S CLASS B
BP. BP P.L.C.
SHL SIEMENS HEALTHINEERS AG
UN0 UNIPER SE
- Olfa Taamallah
- Yan Derocles
VLS VALNEVA SE
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
ELIS ELIS SA
SHA SCHAEFFLER AG
KRN KRONES AG
PSPN PSP SWISS PROPERTY AG
SIGHT GENSIGHT BIOLOGICS SA
BEZ BERENTZEN GRUPPE
ASS APPLUS SERVICES S.A.
COFA COFACE SA
JUN3 JUNGHEINRICH AG PREF
IDR INDRA SISTEMAS S.A. CLASS A
TMV TEAMVIEWER AG
HAG HENSOLDT AG
- Martin Marandon-Carlhian
- Stephane Houri
INFINEON INFINEON TECHNOLOGIES AG
FME FRESENIUS MEDICAL CARE AG & CO. KGAA
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
EN BOUYGUES SA
ADEN ADECCO GROUP AG
SCR SCOR SE
ZAL ZALANDO SE
GEBN GEBERIT AG
HEI HEIDELBERGCEMENT AG
SOLB SOLVAY SA
COLO B COLOPLAST A/S CLASS B
BP. BP P.L.C.
SHL SIEMENS HEALTHINEERS AG
UN0 UNIPER SE
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Martin Marandon-Carlhian
- Stephane Houri
Elmos Semiconductor SE : Solid Q1 2024 results, FY 2024 reiterated
>Strong Q1 2024 results - This morning, Elmos reported Q1 2024 results that beat expectations. Revenues were € 136.8m, above the consensus at € 135.4m. They were up 4.5% y-o-y but down 13% q-o-q. EBIT came in at € 33.8m, giving an EBIT margin of 24.7% above the consensus at € 31.7m and 23.4%. EPS was € 1.44 above consensus at € 1.27. Adjusted free cash flow stood at -€ 48.9m (vs € 35m in Q4 2023) impacted by year-end effects on working capital. Capex came in at € 20.3...
- Martin Marandon-Carlhian
- Stephane Houri
Elmos Semiconductor SE : Solid Q1 2024 results, FY 2024 reiterated
>Strong Q1 2024 results - This morning, Elmos reported Q1 2024 results that beat expectations. Revenues were € 136.8m, above the consensus at € 135.4m. They were up 4.5% y-o-y but down 13% q-o-q. EBIT came in at € 33.8m, giving an EBIT margin of 24.7% above the consensus at € 31.7m and 23.4%. EPS was € 1.44 above consensus at € 1.27. Adjusted free cash flow stood at -€ 48.9m (vs € 35m in Q4 2023) impacted by year-end effects on working capital. Capex came in at € 20.3...
- Pierre FerraguÊ
- Martin Marandon-Carlhian
- Stephane Houri
Infineon Technologies AG : A warning as expected, but not a disaster
>Q2 2024 results above expectations - Infineon reported Q2 2024 results which were above expectations. Revenues came in at € 3,632m, above with Vara Research consensus at € 3, 604m. The adjusted gross margin stood at 41.1% in line with the consensus at 41.2%. Segment results were at € 707m, i.e. a margin of 19.5% above the consensus at € 651m and 18.1%. Adjusted EPS was € 0.41, 10.5% above the consensus at € 0.38.Q3 2024 guidance below expectations, FY 2...
- Martin Marandon-Carlhian
- Stephane Houri
Infineon Technologies AG : A warning as expected, but not a disaster
>Q2 2024 results above expectations - Infineon reported Q2 2024 results which were above expectations. Revenues came in at € 3,632m, above with Vara Research consensus at € 3, 604m. The adjusted gross margin stood at 41.1% in line with the consensus at 41.2%. Segment results were at € 707m, i.e. a margin of 19.5% above the consensus at € 651m and 18.1%. Adjusted EPS was € 0.41, 10.5% above the consensus at € 0.38.Q3 2024 guidance below expectations, FY 2...
EQS-News: Elmos: Positive start into the new fiscal year – guidance fo...
EQS-News: Elmos Semiconductor SE / Key word(s): Quarter Results Elmos: Positive start into the new fiscal year – guidance for 2024 confirmed 07.05.2024 / 07:40 CET/CEST The issuer is solely responsible for the content of this announcement. Sales up by 4.5% to 136.8 million Euro in the first quarter of 2024 – EBIT margin reaches 24.7% Dortmund, May 7, 2024: Elmos Semiconductor SE (FSE: ELG) has made a positive start into the new fiscal year and generated Group sales of 136.8 million Euro in the first quarter of 2024, representing sales growth of 4.5% year on year (Q1 2023...
EQS-News: Elmos: Positiver Start in das neue Geschäftsjahr – Prognose ...
EQS-News: Elmos Semiconductor SE / Schlagwort(e): Quartalsergebnis Elmos: Positiver Start in das neue Geschäftsjahr – Prognose 2024 bestätigt 07.05.2024 / 07:40 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Umsatz steigt im ersten Quartal 2024 um 4,5% auf 136,8 Mio. Euro – EBIT-Marge erreicht 24,7% Dortmund, 7. Mai 2024: Die Elmos Semiconductor SE (FSE: ELG) ist positiv in das neue Geschäftsjahr gestartet und erzielte im ersten Quartal 2024 mit einem Konzernumsatz von 136,8 Mio. Euro ein Umsatzwachstum von 4,5% gegenüber dem Vorjah...
EQS-News: Infineon: Solid Q2 FY 2024. Prolonged weak demand in major t...
EQS-News: Infineon Technologies AG / Key word(s): Quarterly / Interim Statement/Forecast Infineon: Solid Q2 FY 2024. Prolonged weak demand in major target markets leads to a lowering of the forecast for the fiscal year. Program to strengthen competitiveness starts. 07.05.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Q2 FY 2024: Revenue €3.632 billion, Segment Result €707 million, Segment Result Margin 19.5 percent Outlook for FY 2024: Based on an assumed exchange rate of US$1.10 to the euro, Infineon now expects to genera...
EQS-News: Infineon: Solides Q2 GJ 2024. Anhaltende Nachfrageschwäche i...
EQS-News: Infineon Technologies AG / Schlagwort(e): Quartals-/Zwischenmitteilung/Prognose Infineon: Solides Q2 GJ 2024. Anhaltende Nachfrageschwäche in wesentlichen Zielmärkten führt zur Senkung der Geschäftsjahresprognose. Programm zur Stärkung der Wettbewerbsfähigkeit startet. 07.05.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Q2 GJ 2024: Umsatz 3,632 Milliarden Euro, Segmentergebnis 707 Millionen Euro, Segmentergebnis-Marge 19,5 Prozent Ausblick GJ 2024: Bei einem unterstellten EUR/USD-Wechselkurs von 1,10 wird ...
- Marc Hesselink
- CFA
- Thymen Rundberg
ASM International/GAAtting started/BUY
ASM has been a very strong performer over the past four years, with high adoption of its ALD and Epitaxy technology. We believe this run is far from over and expect very strong order momentum over the course of 2024, ahead of the start of 2nm volume production in 2025. We reiterate our BUY and increase our target price to €750 per share (from €650). ASM is on the ING Benelux Favourites list.
CLARIANE : Exécution du plan de renforcement de la structure financièr...
PARIS--(BUSINESS WIRE)-- Regulatory News: Clariane (Paris:CLARI) (CLARIA.PA – ISIN FR0010386334) : le Groupe annonce aujourd’hui avoir reçu une promesse d’achat de la part de la Fondation Santé Service et consenti une exclusivité en vue de la cession de l’ensemble de ses activités d’Hospitalisation à Domicile et Services de Soins Infirmiers à Domicile (HAD/SSIAD) en France. Cet accord intervient à l'issue d'un processus d'appel d'offres auquel ont participé plusieurs acteurs du secteur. Reconnue d'utilité publique depuis 2013, La Fondation Santé Service est le premier acteur français de l'...
CLARIANE : Information relative à la mise à disposition du document d’...
PARIS--(BUSINESS WIRE)-- Regulatory News: Clariane (Paris:CLARI), première communauté européenne de soin dans les moments de fragilité, annonce la publication de son Document d’enregistrement universel 2023. Le Document d’enregistrement universel 2023 a été déposé en format ESEF auprès de l’Autorité des Marchés Financiers (AMF) le 30 avril 2024, sous le n° D.24-0380. Le Document d’enregistrement universel 2023, établi pour l’exercice clos le 31 décembre 2023, comprend notamment : - le rapport financier annuel et le rapport intégré, - le rapport du Conseil d’administration sur le gouv...
STMicroelectronics Announces Status of Common Share Repurchase Program
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from Apr 29, 2024 to May 03, 2024 AMSTERDAM – May 6, 2024 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated July 1, 2021. The Program was approved by a shareholder resolution ...
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