reports
- Martin Marandon-Carlhian
- Stephane Houri
Aixtron SE : Q1 24 orders and Q2 guidance below expectations, 2024 tar...
>Q1 2024 results below expectations, with a weaker-than-expected order intake - This morning, Aixtron reported its Q1 2024 results which were below expectations, with a weaker-than-expected order intake. The order intake was € 120m, down 14% y-o-y, 21% below the Visible Alpha consensus at € 153m and our estimates at € 150m, with Micro LED applications accounting for 37% of the equipment order intake. Revenues totalled € 118m, up 53% y-o-y above the consensus at € 111m...
- Martin Marandon-Carlhian
- Stephane Houri
Aixtron SE : Q1 24 orders and Q2 guidance below expectations, 2024 tar...
>Q1 2024 results below expectations, with a weaker-than-expected order intake - This morning, Aixtron reported its Q1 2024 results which were below expectations, with a weaker-than-expected order intake. The order intake was € 120m, down 14% y-o-y, 21% below the Visible Alpha consensus at € 153m and our estimates at € 150m, with Micro LED applications accounting for 37% of the equipment order intake. Revenues totalled € 118m, up 53% y-o-y above the consensus at € 111m...
- Geoffroy Michalet
Fnac Darty : Q1 sales: slightly above our estimate but the climate rem...
>Satisfactory Q1 given the context, but no visibility on a rebound in volumes - Yesterday evening Fnac Darty reported Q1 sales slightly above our estimate. Sales came to € 1,793m, up 0.7% yoy of which -0.8% LFL, a slight sequential deceleration vs Q4 2023’s +0.7% of which -0.3% LFL. We had forecast € 1,780m and -1.4% LFL. The quarter was marked by an economic climate that remains under pressure. Online sales were flat vs preceding quarters (with likely market share ga...
- Aurelien Sivignon
Exail Technologies : Solid sales in Q1 and still attractive prospects ...
>Q1 up 16% and excellent order intake once again - Exail Technologies published yesterday evening Q1 sales higher than our expectations, up 16% y-o-y to € 79.5m (vs € 75.5m est). The Navigation & Maritime Robotics division increased by 18% y-o-y to € 60.8m thanks to the strong acceleration in deliveries of inertial units (in line with Q4 2023) while in underwater robotics, the group has continued to benefit from the Belgian-Dutch programme as well as new service and ...
- Aurelien Sivignon
Exail Technologies : Solide niveau d’activité au T1 et des perspective...
>T1 en hausse de 16% et prises de commandes de nouveau excellentes - Exail Technologies a publié hier soir un CA T1 supérieur à nos attentes, en hausse de 16% y-o-y à 79.5 M€ (vs 75.5 M€e). La division Navigation & Robotique maritime affiche une croissance de 18% y-o-y à 60.8 M€ grâce à la forte accélération des livraisons de centrales inertielles (dans la ligne du T4 2023) alors que sur la robotique sous-marine, le groupe continue de bénéficier du programme belgo-né...
Subsea 7 S.A. Announces First Quarter 2024 Results
Subsea 7 S.A. Announces First Quarter 2024 Results Luxembourg – 25 April 2024 – Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY, ISIN: LU0075646355, the Company) announced today results of Subsea7 Group (the Group, Subsea7) for the first quarter which ended 31 March 2024. First quarter highlights Adjusted EBITDA of $162 million, up 52% on the prior year period, equating to a margin of 12%Backlog remains robust at $10.4 billion, of which $4.8 billion to be executed in the remainder of 2024High tendering activity supports management’s confidence in the outlook for order intake and margin exp...
EQS-News: AIXTRON SE: Starkes Q1 und wachsender Erfolg bei SiC
EQS-News: AIXTRON SE / Schlagwort(e): Quartalsergebnis AIXTRON SE: Starkes Q1 und wachsender Erfolg bei SiC 25.04.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. AIXTRON SE: Starkes Q1 und wachsender Erfolg bei SiCTechnologische Fortschritte führen zu Gewinn neuer SiC-Kunden / Gewinn eines weiteren SiC-Kunden aus den Top-5 / Bau des Innovationszentrums liegt voll im Plan / Umsatz und Gewinn im ersten Quartal 2024 deutlich über Vorjahr / Prognose 2024 bestätigtHerzogenrath, 25. April 2024 – Der AIXTRON SE (FWB: AIXA, ISIN ...
EQS-News: AIXTRON SE: Strong Q1 and growing success in SiC
EQS-News: AIXTRON SE / Key word(s): Quarter Results AIXTRON SE: Strong Q1 and growing success in SiC 25.04.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. AIXTRON SE: Strong Q1 and growing success in SiCTechnological advances lead to new SiC customer wins / Winning an additional SiC customer from the "top-5" / Construction of the innovation center fully on track / Revenues and profit in first quarter of 2024 significantly above previous year / Guidance for 2024 confirmed Herzogenrath, Germany, April 25, 2024 – AIXTRON SE (FSE: ...
- Geoffroy Michalet
Fnac Darty : CA T1 : légèrement au-dessus de nos attentes, mais un env...
>T1 correct pour le contexte, mais pas de visibilité sur une reprise des volumes - Fnac Darty a publié hier soir son CA T1 un peu au-dessus de nos attentes. Le CA ressort à 1 793 M€, en hausse de 0.7% yoy dont -0.8% en LFL, en légère décélération séquentielle par rapport au T4 2023 à +0.7% dont -0.3% en LFL. Nous attendions 1 780 M€ et -1.4%e en LFL. Le trimestre est marqué par un environnement économique encore sous pression. Les ventes en ligne sont stables avec le...
Q1 2024 revenue
Q1 2024 revenue Ivry sur Seine – France, April 24, 2024, 5:45 p.m. CEST RESILIENT BUSINESS IN Q1 2024 OUTLOOK CONFIRMED Q1 2024 revenue of €1,793m, up +0.7% on a reported basis compared to Q1 2023 Gross margin rate up +30 bps compared to Q1 2023, excluding dilutive impact from franchiseSuccessful omnichannel strategy: Click&Collect represents 51% of online salesSound financial structure following the successful bond refinancing, no major debt repayment due before April 2029 Enrique Martinez, Chief Executive Officer of Fnac Darty, declared: “Over this first quarter, the Group demonst...
Chiffre d'affaires T1 2024
Chiffre d'affaires T1 2024 Ivry sur Seine, le 24 avril 2024, 17h45 CEST RÉSILIENCE DE L’ACTIVITÉ AU PREMIER TRIMESTRE 2024 PERSPECTIVES CONFIRMÉES Chiffre d’affaires du 1er trimestre 2024 de 1 793 M€, en progression de +0,7% en données publiées par rapport au 1er trimestre 2023 Taux de marge brute en progression de 30 points de base par rapport au 1er trimestre 2023, hors effet dilutif de la franchiseSuccès de la stratégie omnicanale: le Click&Collect représente 51% des ventes en lignesSituation financière solide après le succès du refinancement obligataire, pas d’échéance majeure avant ...
IPSOS : Mise à disposition des documents préparatoires à l’Assemblée g...
IPSOS : Mise à disposition des documents préparatoires à l’Assemblée générale mixte du 14 mai 2024 Paris, le 23 avril 2024 Mise à disposition des documents préparatoiresà l’Assemblée générale mixte du 14 mai 2024 Les actionnaires sont informés que l’Assemblée générale ordinaire et extraordinaire de la société Ipsos (la « Société ») se tiendra, sur première convocation, le mardi 14 mai 2024 à 9h30,au siège social,35, rue du Val de Marne, 75013 Paris L’avis de réunion, comportant l’ordre du jour et le texte des résolutions ainsi que les conditions et modalités de participation et de vote ...
- Mads Brinkmann Andersen
ISS (Buy, TP: DKK171.00) - Q1 looking good, but not key focus
We expect another solid organic growth quarter, again mainly driven by pricing – but for investor focus to be on any further detail on the ongoing Deutsche Telekom (DTAG) arbitration, and comments on FCF and the EBITA margin. We reiterate our BUY and DKK171 target price.
IPSOS: Disclosure of trading in own shares under a share buyback progr...
IPSOS: Disclosure of trading in own shares under a share buyback programme (19 April 2024) 23 April 2024 Disclosure of trading in own shares under a share buyback programme Period : 19 April 2024 Issuer’s registered name: Ipsos Issuer’s Identification code: 9695002OY2X35E9X8W87 Financial instrument reference: Ordinary shares – ISIN code FR0000073298 Reporting of transactions in aggregated form (per day and per trading venue) Issuer nameIssuer CodeTransaction dateISIN CodeDaily total volume (in number of shares)Daily weighted average price of shares acquiredPlatform ISIN Code (ISO ...
IPSOS : Communiqué relatif aux rachats d’actions propres (19 avril 202...
IPSOS : Communiqué relatif aux rachats d’actions propres (19 avril 2024) Le 23 avril 2024 Communiqué relatif aux rachats d’actions propres Journée du 19 avril 2024 Emetteur : Ipsos Code identifiant (LEI) de l’émetteur : 9695002OY2X35E9X8W87 Référence de l’instrument financier : Actions ordinaires – Code ISIN FR0000073298 Présentation agrégée par jour et par marché Nom de l’émetteurCode Identifiant de l’émetteurJour de la transactionCode identifiant de l’instrument financierVolume total journalier (en nombre d'actions)Prix pondéré moyen journalier d’acquisition des actionsMarché LEI de...
Monthly information on the total number of shares and voting rights at...
Monthly information on the total number of shares and voting rights at May 22, 2024 Ivry-sur-Seine – France, April 23, 2024 Regulated information INFORMATION ON THE TOTAL NUMBER OF SHARES AND VOTING RIGHTS Statement in compliance with 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 – Autorité des marchés financiers) Stock MarketEuronext Paris ISIN CodeFR0011476928Date Total number of shares composing the share capital of the companyTotal number of gross voting rights Total number of net voting...
- Martin Huseby Karlsen
Subsea 7 (Buy, TP: NOK225.00) - Consensus underestimates long-term mar...
We expect regular seasonality in Q1, but believe this is not fully reflected by consensus (we are 10% below on EBITDA). We find consensus too conservative on margin expansion until 2026e. Excluding PLSVs, leases and JV contributions, we calculate consensus EBITDA implies only 1%-point EBITDA margin expansion in 2024–2026. We are 18% above consensus on 2026e EBITDA, and see upside potential to the guided USD250m/year shareholder return in 2026. We reiterate our BUY and have raised our target pric...
Transactions in connection with share buyback programme
Transactions in connection with share buyback programme Company Announcement Copenhagen, 22 April 2024 No. 17/2024 Transactions in connection with share buyback programmeISS A/S, a leading workplace experience and facility management company, announced on 22 February 2024 a new share buyback programme, see company announcement no. 4/2024. The share buyback programme is executed in accordance Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 (the “Market Abuse Regulation”) and the Commission Delegated Regulation (EU) 2016...
- Carole Braudeau
- Carole Braudeau
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