reports
Tata Consumer Products Ltd: 1 director
A director at Tata Consumer Products Ltd sold 27,000 shares at 1,095.950INR and the significance rating of the trade was 60/100. 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...
- 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
- Fatma Agnès Hamdani
Glanbia : Reprise des volumes au T1. La marge d’EBITDA de GPN attendue...
>Recul de 5.4% en organique au T1 moins fort que prévu grâce à une meilleure orientation des volumes - Glanbia a publié hier son interim trading statement sur 3 mois. L’évolution organique du CA T1 ressort meilleure que notre attente à -5.4% (vs -7.5%e). Elle s’appuie sur des volumes en hausse de 1.5% (vs +0.7%e) et un effet prix de -6.9%, principalement lié à l’évolution des cotations des produits laitiers et aux opérations de promotion pour GPN. La progression des ...
- 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
- 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
- Fatma Agnès Hamdani
Glanbia : Volume recovery in Q1. GPN EBITDA margin expected to be high...
>Dip in organic growth in Q1 not as big as expected at 5.4% thanks to a better trend in volumes - Glanbia yesterday released its interim management statement for the first three months. Q1 organic growth came in ahead of our estimate at -5.4% (vs -7.5%e). It is based on volume growth of 1.5% (vs +0.7%e) and a price effect of -6.9%, mainly reflecting dairy product prices and promotional operations for GPN. Growth in volumes is mainly attributable to: 1/ growth of 1.4%...
- Louis Boujard
- CFA
- Philippe Ourpatian
Fortum : Une bonne publication mais peu de perspectives
>Un résultat supérieur aux attentes - L'EBITDA comparable s'est élevé à 622 M€ (-20 %YoY), au-dessus de nos attentes de 525 M€ et du consensus Vara de 549 M€. L’EBIT comparable s'élève à 530 M€ (-24%) au-dessus de notre prévision et du consensus à 452 M€. Le résultat net a également été meilleur qu'attendu à 430 M€ (-11%) contre 350 M€ attendus (ODDO BHF et consensus). Par division la surprise vient de l’activité génération électrique avec un EBIT de 513 M€ (-29%) con...
- Louis Boujard
- CFA
- Philippe Ourpatian
Fortum : A good publication but limited prospects
>Earnings top estimates - Comparable EBITDA totalled € 622m in Q1 2024 (-20% y-o-y), above our expectations of € 525m and the Vara consensus estimate of € 549m. Comparable EBIT was € 530m (-24%), above our forecast and the consensus of € 452m. Net profit was also better than expected, at € 430m (-11%) against an expected € 350m (ODDO BHF and the consensus). By division, the surprise came from the electricity generation business, which performed better than expected, ...
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/30/2024
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/04/2024
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Louis Boujard
- CFA
- Philippe Ourpatian
Fortum : Good result but significant degradation in hedged position
>Good performance in the Q1 2024… - For the Q1 2024 Comparable EBITDA was € 622m (-20% y-o-y), above our assumptions at € 525m and Vara consensus estimate of € 549m. Comparable operating profit totalled € 530m (-24%) above our forecast and consensus at € 452m. Net income was also better than expected at € 430m (-11%) vs € 350m expected (ODDO BHF and consensus). In spite of lower prices, the drop in earnings was more limited than anticipated in the generation business ...
- Louis Boujard
- CFA
- Philippe Ourpatian
Fortum : Good result but significant degradation in hedged position
>Good performance in the Q1 2024… - For the Q1 2024 Comparable EBITDA was € 622m (-20% y-o-y), above our assumptions at € 525m and Vara consensus estimate of € 549m. Comparable operating profit totalled € 530m (-24%) above our forecast and consensus at € 452m. Net income was also better than expected at € 430m (-11%) vs € 350m expected (ODDO BHF and consensus). In spite of lower prices, the drop in earnings was more limited than anticipated in the generation business ...
A2a Spa: 1 director
A director at A2a Spa bought 28,000 shares at 1.753EUR and the significance rating of the trade was 55/100. 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 showin...
Prestige Consumer Healthcare Inc. to Release Fiscal 2024 Fourth Quarte...
Prestige Consumer Healthcare Inc. to Release Fiscal 2024 Fourth Quarter and Year-End Earnings Results TARRYTOWN, N.Y., April 25, 2024 (GLOBE NEWSWIRE) -- Prestige Consumer Healthcare Inc. (NYSE:PBH) today announced that it will issue its fiscal 2024 fourth quarter and year-end earnings release on Tuesday, May 14, 2024 after the market close. The Company will host a conference call to discuss the results the following morning, May 15th, at 8:30 a.m. ET. The Company will provide a live Internet webcast as well as an archived replay, which can be accessed from the Investor Relations page of...
- Nicholas Cortellucci
- CFA
DRX: Another Quarter, Another Beat; Increasing Target Price
What you need to know: • ADF Group reported Q4 & FY24 financial results this morning that beat our expectations across the board. • For Q4, revenue came in at $88.4M (+72% YoY) vs. our estimate of $77.1M and EBITDA came in at $15.5M (+164% YoY) vs. our estimate of $13.6M. • FY24 marked another stellar year for ADF as it benefits from infrastructure spending across North America and the automation capex program at its Terrebonne facility. Management expects this cycle to extend 3-5 years. ADF Gr...
- Nicholas Cortellucci
- CFA
DRX: Q4 Financials Preview
What you need to know: • ADF Group will be reporting Q4 & FY24 financial results on April 11th before market open. • For Q4, we are expecting revenue of $77.1M (+50% YoY), gross margin of 22% (vs. 18% last year), and adjusted EBITDA of $13.6M (+132% YoY). • We view the recent pullback in DRX stock as a major buying opportunity ahead of another record year ahead while valuation remains cheap at 4.5x FY25E EBITDA. ADF Group (DRX:TSX, ADFJF:OTC) announced that it will be reporting Q4 & FY24 financ...
Dramamine® Celebrates its 75th Anniversary by Reviving an Unexpected P...
Dramamine® Celebrates its 75th Anniversary by Reviving an Unexpected Partner: The Barf Bag The nausea-fighting brand is highlighting the cultural impact of barf bags and ushering them into a new era with a documentary, a limited-edition collection of upcycled bags and a custom wearable art piece made from vintage bags TARRYTOWN, N.Y., April 03, 2024 (GLOBE NEWSWIRE) -- 1949 was a big year for barf, welcoming the invention of the barf bag and . Seventy-five years later, Dramamine, a Prestige Consumer Healthcare brand, thrives as the number one brand for motion sickness relief, but as Dr...
- Nadège Tillier
EnBW/Strong 2023 earnings, 2024 low guidance, a too well-known trend
EnBW[de] reported very strong YE23 earnings. The German utility's business model evolves around three pillars: smart infrastructure (sale of gas and power, telecom activities, storage and E-mobility), System Critical Infrastructure (transmission and distribution grids) and Sustainable Generation infrastructure (heating, trading, conventional and renewable energy generation). EnBW's 2023 EBITDA growth (+60% vs 2022) was mainly driven by the company's conventional electricity generation and tradin...
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