reports
Edison issues initiation on PVA TePla (TPE): Material matters
Edison Investment Research Limited Edison issues initiation on PVA TePla (TPE): Material matters 10-May-2024 / 09:39 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 10 Mai 2024 Edison issues initiation on PVA TePla (TPE): Material matters PVA TePla has transitioned from a small seller of industrial systems to a materials technology and metrology solutions company, set to reach c €280m in revenues in FY24. Its increasing exposure to the fast-growing semiconductor industry (more than two-thirds of sales) and high-end materials mark...
- Toby Thorrington
PVA TePla - Material matters
PVA TePla has transitioned from a small seller of industrial systems to a materials technology and metrology solutions company, set to reach c €280m in revenues in FY24. Its increasing exposure to the fast-growing semiconductor industry (more than two-thirds of sales) and high-end materials markets is securing growth, driven by AI, digitisation and e-mobility. The combination of a higher capital intensity in the semiconductor industry and growing end markets bodes well for players like PVA TePla...
- 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
- Jerôme Bodin
INFINEON INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AG
G1A GEA GROUP AG
PUM PUMA SE
AFX CARL ZEISS MEDITEC AG
UTDI UNITED INTERNET AG
ALO ALSTOM SA
ELE ENDESA S.A.
GEBN GEBERIT AG
RWE RWE AG
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
SIX2 SIXT SE
BC8 BECHTLE AG
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
KBX KNORR-BREMSE AG
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
UN0 UNIPER SE
- 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
- Jerôme Bodin
INFINEON INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AG
G1A GEA GROUP AG
PUM PUMA SE
AFX CARL ZEISS MEDITEC AG
UTDI UNITED INTERNET AG
ALO ALSTOM SA
ELE ENDESA S.A.
GEBN GEBERIT AG
RWE RWE AG
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
SIX2 SIXT SE
BC8 BECHTLE AG
AMS AMADEUS IT GROUP SA CLASS A
UCG UNICREDIT S.P.A.
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
KBX KNORR-BREMSE AG
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
UN0 UNIPER SE
- Carole Braudeau
- Maissa Keskes
- Stephane Houri
Jenoptik AG : Solid Q1 24 results, FY 2024 outlook reiterated
>Solid Q1 2024 results but order intake below expectation due to subdued demand in some markets - This morning, Jenoptik reported its Q1 2024 results above expectations. Revenues were € 256.1m above consensus at € 245.4m. EBITDA was € 44.5m, giving a margin of 17.4% above the consensus at € 40.6m and 16.5% driven by the improvement in earnings at non-photonic business and the good performance of ‘Advanced Photonic division’. EBIT came in at € 26m, i.e. a margin of 10....
- Maissa Keskes
- Stephane Houri
Jenoptik AG : Solid Q1 24 results, FY 2024 outlook reiterated
>Solid Q1 2024 results but order intake below expectation due to subdued demand in some markets - This morning, Jenoptik reported its Q1 2024 results above expectations. Revenues were € 256.1m above consensus at € 245.4m. EBITDA was € 44.5m, giving a margin of 17.4% above the consensus at € 40.6m and 16.5% driven by the improvement in earnings at non-photonic business and the good performance of ‘Advanced Photonic division’. EBIT came in at € 26m, i.e. a margin of 10....
- Carole Braudeau
Lvmh Moet Hennessy Louis Vuitton SE: 1 director
A director at Lvmh Moet Hennessy Louis Vuitton SE bought 16,255 shares at 777.493EUR and the significance rating of the trade was 67/100. 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...
- Martin Marandon-Carlhian
- Stephane Houri
Infineon Technologies AG : The low point reached = rebound, target pri...
>Outperform reiterated, target price raised to € 45 vs € 40 despite the warning - Following the publication of Q2 2024 results that came in a shade above of expectations yesterday and despite the downward revision to the guidance for 2024 (the weakness of demand in automobile and the deepening of the correction in industry) the stock rebounded strongly (+13%). Despite this revision, the market above all retained that 1/ Infineon has indicated that it has de-risked its...
EQS-News: SÜSS MicroTec startet mit starkem Wachstum und verbesserten ...
EQS-News: SÜSS MicroTec SE / Schlagwort(e): Quartals-/Zwischenmitteilung SÜSS MicroTec startet mit starkem Wachstum und verbesserten Ertragsmargen ins Geschäftsjahr 2024 08.05.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Auftragsbestand erreicht neuen Rekordwert von 456,9 Mio. € Umsatz von 93,5 Mio. € signifikant um 46,1 % über dem vergleichbaren Vorjahresquartal Brutto- und EBIT-Marge profitieren von hohem Umsatzniveau und vorteilhaftem Produktmix Prognose für das Gesamtjahr 2024 bestätigt Garch...
EQS-News: SUSS MicroTec starts fiscal year 2024 with strong growth and...
EQS-News: SÜSS MicroTec SE / Key word(s): Quarterly / Interim Statement SUSS MicroTec starts fiscal year 2024 with strong growth and improved margins 08.05.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Order book reaches new record level of € 456.9 million Sales of € 93.5 million significantly up 46.1% on the same quarter of the previous year Gross profit and EBIT margin benefit from high sales level and favorable product mix Forecast for the full year 2024 confirmed Garching, May 8, 2024 – SÜSS MicroTe...
- Pierre FerraguÊ
- Martin Marandon-Carlhian
- Stephane Houri
Infineon Technologies AG : Le point bas atteint = rebond, OC relevé à ...
>Opinion Surperformance réitérée, OC relevé à 45 € vs 40 € malgré le warning - Suite à la publication des résultats T2 24 légèrement supérieurs aux attentes hier et malgré la révision en baisse de la guidance 2024 (faiblesse de la demande dans l’automobile et approfondissement de la correction dans l’industrie), le titre a fortement rebondi (+13%). Malgré cette révision, le marché a en effet surtout retenu que 1/ IFX a indiqué avoir dérisqué sa guidance et qu’il s’agi...
INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES ...
INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES FORMING THE SHARE CAPITAL In Bernin, on May 7, 2024 INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES FORMING THE SHARE CAPITAL (Article L. 233-8 II of the French Commercial Code and article 223-16 of the General Regulation of the French financial markets authority (AMF)) Corporate name and address of the company: SOITECParc Technologique des Fontaines - Chemin des Franques 38190 Bernin (FRANCE) Statement date Total number of shares forming the share capital Total number of voting rights ...
- 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
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
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