reports
- Aurelien Deside
Nemetschek: Upside remains limited
Following the release of the 2024 annual report, we update our model and investment case on Nemetschek. For the year 2025, we expect the top-line to grow by 17.7% at constant currency, mainly driven by the BUILD segment through the GoCanvas acquisition, the resilient US environment and completed su
- Jerôme Bodin
- Jerôme Bodin
- Farid Bitari
- Nicolas David
- Farid Bitari
- Nicolas David
- Maxime Dubreil
- Farid Bitari
- Nicolas David
- Farid Bitari
- Nicolas David
- Farid Bitari
- Nicolas David
- Christophe-Raphaël Ganet
- Konrad Zomer
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SW SODEXO SA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
WKL WOLTERS KLUWER NV
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
RWE RWE AG
AIR AIRBUS SE
VER VERBUND AG CLASS A
ERA ERAMET SA
01913 PRADA S.P.A.
NDA AURUBIS AG
NEM NEMETSCHEK SE
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HLAG HAPAG-LLOYD AG
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
CVC CVC CAPITAL PARTNERS PLC
- Aurelien Deside
Nemetschek: 2024 resilience to continue into 2025
This morning, Nemetschek published its Q4 and full-year 2024 results, which came without surprises as the group had already pre-released its top-line along with some profitability comments back in January. While the GoCanvas consolidation contributed to the strong performance, the quarter was mainl
EQS-News: Nemetschek Group: Starkes Umsatzwachstum von 17 % bis 19 % b...
EQS-News: Nemetschek SE / Schlagwort(e): Jahresergebnis/Prognose Nemetschek Group: Starkes Umsatzwachstum von 17 % bis 19 % bei weiterhin hoher Profitabilität im Geschäftsjahr 2025 erwartet 20.03.2025 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Corporate News Nemetschek Group: Starkes Umsatzwachstum von 17 % bis 19 % bei weiterhin hoher Profitabilität im Geschäftsjahr 2025 erwartet Erfolgreiches Jahr 2024: Alle Geschäftsziele erreicht oder sogar deutlich übertroffen +16,9 % Umsatzwachstum auf 995,6 Mio. Euro, Umsatzbei...
EQS-News: Nemetschek Group: Strong revenue growth of 17% to 19% with c...
EQS-News: Nemetschek SE / Key word(s): Annual Results/Forecast Nemetschek Group: Strong revenue growth of 17% to 19% with continued high profitability expected in the financial year 2025 20.03.2025 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. Corporate News Nemetschek Group: Strong revenue growth of 17% to 19% with continued high profitability expected in the financial year 2025 Successful year 2024: All financial targets achieved or clearly exceeded +16.9% revenue growth to EUR 995.6 million, revenue contribution from GoCanv...
EQS-News: Nemetschek Group proposes dividend increase by almost 15% to...
EQS-News: Nemetschek SE / Key word(s): Dividend Nemetschek Group proposes dividend increase by almost 15% to EUR 0.55 per share for 2024 14.03.2025 / 11:45 CET/CEST The issuer is solely responsible for the content of this announcement. Corporate News Nemetschek Group proposes dividend increase by almost 15% to EUR 0.55 per share for 2024 Distribution to increase from EUR 0.48 to EUR 0.55 per share Twelfth consecutive dividend increase Munich, March 14, 2025 - Nemetschek SE (ISIN 0006452907), a global software provider for digital transformation in the building and med...
EQS-News: Nemetschek Group schlägt Erhöhung der Dividende für 2024 um ...
EQS-News: Nemetschek SE / Schlagwort(e): Dividende Nemetschek Group schlägt Erhöhung der Dividende für 2024 um fast 15% auf 0,55 Euro je Aktie vor 14.03.2025 / 11:45 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Corporate News Nemetschek Group schlägt Erhöhung der Dividende für 2024 um fast 15% auf 0,55 Euro je Aktie vor Ausschüttung soll von 0,48 auf 0,55 Euro je Aktie steigen Bereits zwölfte Dividendenanhebung in Folge München, 14. März 2025 – Die Nemetschek SE (ISIN 0006452907), global agierender Softwareanbieters für die di...
- Jerôme Bodin
- Stephane Houri
ODDO : Feedback from 9th ODDO BHF TMT Forum
Our two-day 9th virtual TMT Forum was attended by 32 listed companies and 292 investors. The trends in media seem to point to a correct start to the year. Telecom players are optimistic on the regulatory front (intra-market consolidation). Software & IT services and semis continue to see mixed trends, apart from in AI and some hopes that a few companies will benefit from the rise of defence spending. In terms of companies, the main positive messages came from Auto1, CMCOM, Indra, Infineon, Telec...
IPS IPSOS
TFI TELEVISION FRANCAISE 1 SA
GAMA GAMMA COMMUNICATIONS
ELG ELMOS SEMICONDUCTOR SE
WPP WPP PLC
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
EXENS EXOSENS
AMS AMS-OSRAM AG
- Bruno Cavalier
- Jerôme Bodin
- Stephane Houri
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
HEI HEIDELBERGCEMENT AG
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SPIE SPIE SA
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
- Ahmed Ben Salem
- Baptiste Lebacq
- Jerôme Bodin
- Thomas Zlowodzki
ETL EUTELSAT COMMUNICATIONS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ALTA ALTAREA SCA
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
MAU ETABLISSEMENTS MAUREL & PROM SA
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
- Ahmed Ben Salem
- Baptiste Lebacq
- Jerôme Bodin
- Thomas Zlowodzki
ETL EUTELSAT COMMUNICATIONS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ALTA ALTAREA SCA
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
MAU ETABLISSEMENTS MAUREL & PROM SA
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
- Bruno Cavalier
- Jerôme Bodin
- Stephane Houri
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
HEI HEIDELBERGCEMENT AG
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SPIE SPIE SA
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
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