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 PRESS RELEASE

Vallourec :Availability of information relating to the Combined (Ordin...

Vallourec :Availability of information relating to the Combined (Ordinary and Extraordinary) Shareholders’ Meeting of 23 May 2024 Vallourec: Availability of information relating to the Combined (Ordinary and Extraordinary) Shareholders’ Meeting of 23 May 2024 Meudon (France), 2 May 2024 Vallourec's Ordinary and Extraordinary Shareholders' Meeting will be held on 23 May 2024 at 2:00 p.m. at Espace Verso, 52 rue de la Victoire 75009 Paris. The prior notice of meeting published in the Bulletin des Annonces Légales Obligatoires of April 12, 2024, the notice of meeting including the agenda, d...

 PRESS RELEASE

Invitation to Vallourec Q1 2024 Results Release and Conference Call

Invitation to Vallourec Q1 2024 Results Release and Conference Call Q1 2024 Results Release and Conference Call Thursday, May 16th, 2024 Vallourec will publish First Quarter 2024 Results on May 16th, 2024 at 07:30 AM CET. Philippe Guillemot, Chairman of the Board and Chief Executive Officer, and Sascha Bibert, Chief Financial Officer are pleased to invite you to a presentation of the results via conference call and audiocast at 09:30 AM CET. To connect to the audiocast (live and replay), please visit: To participate in the call, please dial: UK (Standard International Access): +44 (...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Aixtron SE : Short-term momentum remains uncertain due to a reliance o...

>Outperform rating reiterated, target price raised to € 35 (vs € 42) - From the Q1 2024 publication we note the announcement of market share gains in SiC (including a top 5 client), lending weight to the idea that Aixtron is well on track to benefit from the transition to 200mm and that 2025 should be a year of strong growth (we are targeting +17%). That said, given the level of order intake in Q1 and guidance for Q2 revenue that fell below expectations, mainly due t...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Aixtron SE : Un momentum court terme toujours incertain car dépendant ...

>Opinion Surperformance réitérée, OC révisé à 35 € (vs 42 €) - Nous retenons de la publication T1 24 l’annonce de gains de PdM dans le SiC (dont un client du top 5), crédibilisant l’idée selon laquelle Aixtron est bel et bien en train de bénéficier de la transition vers le 200mm et que 2025 sera une année de forte croissance (nous visons +17%). Néanmoins, compte tenu de prises de commandes T1 et d’une guidance de CA T2 inférieure aux attente, principalement en raison ...

Aixtron AG: 1 director

A director at Aixtron AG bought 3,000 shares at 21.899EUR and the significance rating of the trade was 57/100. 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 last two years clearly sho...

 PRESS RELEASE

Vallourec wins another major order from ExxonMobil Guyana

Vallourec wins another major order from ExxonMobil Guyana                       Vallourec wins another major order from ExxonMobil Guyana Meudon, France, 25 April 2024 – Vallourec has secured a fourth major order in the framework of the Long-Term Agreement (LTA) signed in 2021 with ExxonMobil Guyana. Under the contract, Vallourec will deliver line pipe for ExxonMobil Guyana’s deep-water Whiptail project. The Whiptail project is located in the Stabroek Block, a 26,800 km2 strategic basin located off Guyana’s continental shelf, where several important discoveries have been ...

 PRESS RELEASE

Vallourec enregistre une nouvelle commande majeure auprès d’ExxonMobi...

Vallourec enregistre une nouvelle commande majeure auprès d’ExxonMobil Guyana                       Vallourec enregistre une nouvelle commande majeureauprès d’ExxonMobil Guyana Meudon, France, 25 avril 2024 – Vallourec enregistre une quatrième commande majeure dans le cadre de l’accord de long terme (LTA) signé en 2021 avec ExxonMobil Guyana. Dans le cadre de ce contrat, Vallourec livrera des tubes de conduite pour le projet Whiptail en eaux profondes d’ExxonMobil Guyana. Le projet Whiptail est situé dans le bloc Stabroek, bassin stratégique de 26 800 km2 au large du pl...

Charlotte Vaisse ... (+4)
  • Charlotte Vaisse
  • Jean-Baptiste Rouphael
  • Luis de Toledo Heras
  • Thomas Zlowodzki

ODDO BHF Small & MIDCAP MORNING NEWS - 04/25/2024

Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...

Charlotte Vaisse ... (+4)
  • Charlotte Vaisse
  • Jean-Baptiste Rouphael
  • Luis de Toledo Heras
  • Thomas Zlowodzki

ODDO BHF Small & MIDCAP MORNING NEWS - 25/04/2024

Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...

Martin Marandon-Carlhian ... (+2)
  • 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 ... (+2)
  • 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...

 PRESS RELEASE

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 ...

 PRESS RELEASE

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: ...

Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Thomas Zlowodzki

ODDO BHF Small & MIDCAP MORNING NEWS - 04/22/2024 Date Performance sin...

EPS growth prospects are brighter in the US than in Europe, which is justified given the differential in the growth and inflation outlook between the two regions. However, the adjustment that has taken place on EPS in Europe is a positive factor: we are now "at the price" ahead of the cyclical recovery that is taking shape for the rest of 2024. Sector-wise, the ongoing upward revision of EPS in travel & leisure, banks and media is expected to continue apace and provide support for sec...

Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Thomas Zlowodzki

ODDO BHF Small & MIDCAP MORNING NEWS - 22/04/2024 Date Performance dep...

Les perspectives de croissance des BPA sont supérieures aux Etats-Unis qu’en Europe, ce qui est justifié étant donné le différentiel de perspectives de croissance et d’inflation entre les deux zones. L’ajustement qui a eu lieu sur les BPA en Europe est toutefois un facteur positif : nous sommes désormais « au prix » avant la reprise cyclique qui se dessine pour la suite de 2024. Sectoriellement, la révision à la hausse en cours des BPA sur le Travel & Leisure, les banques et les Media...

Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Johanna Jourdain

ODDO : Continued growth for European hotels in March

>European hotels up 7.7% in March - In March, RevPAR growth came to +7.7% y-o-y for western Europe (according to STR figures), driven by both price increases (+6.2%) and a continued improvement in occupancy rates (OR up +0.9 pt). With the marked growth seen in January (+11.7%) and February (+9.3%), the cumulative change in Q1 works out at +8.9% (+1.7 pt for OR and +5.7% for ADR); for now, this is better than forecast and could, ultimately, render the estimates for lim...

Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Johanna Jourdain

ODDO : Croissance continue de l’hôtellerie européenne en mars

>L’hôtellerie européenne est en croissance de 7.7% en mars - En mars, la croissance des RevPAR ressort à +7.7% yoy pour l’Europe de l’Ouest (selon les chiffres STR), portée à la fois par des hausses de prix (+6.2%) et par une progression continue des taux d’occupation (TO à +0.9 pt). Avec la forte hausse enregistrée en janvier (+11.7%) et en février (+9.3%), la variation cumulée sur le T1 ressort à +8.9% (+1.7 pt sur les TO et +5.7% sur les prix), c’est un chiffre qui...

 PRESS RELEASE

Vallourec progresses its holistic balance sheet refinancing with succe...

Vallourec progresses its holistic balance sheet refinancing with successful pricing of its 2032 Senior Notes offering Vallourec progresses its holistic balance sheet refinancing with successful pricing of its 2032 Senior Notes offering Meudon (France), April 18, 2024 – Vallourec S.A., (the “Company” and, together with its subsidiaries, the “Group”), a world leader in premium tubular solutions, announces today that it has successfully priced an offering of Senior Notes due 2032 (the “Notes”) in an aggregate principal amount of $820 million, which will be issued at par and will bear interest...

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