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. - ...
>Le T1 2024 solide crédibilise les guidances pour 2024 - Nemetschek a publié mardi matin ses résultats T1 2024. Le chiffre d'affaires était en hausse de 10,3% à cc (à 223.9 M€) et la marge d’EBITDA s’est établie à 30,5%. Ces résultats ont permis au groupe de confirmer sa guidance 2024, à savoir : i/ une croissance du chiffre d’affaires entre 10% et 11% à cc ; ii/ une marge d’EBITDA entre 30% et 31% ; et iii/ une part de revenus récurrents d’environ 85%. Au cours de la...
>Solid Q1 2024 lends credence to 2024 guidance - Nemetschek reported Q1 2024 results on Tuesday morning. Sales grew by 10.3% at cc to € 223.9m and the EBITDA margin came to 30.5%. These results allowed the group to confirm 2024 guidance for: i/ sales growth of 10-11% at cc; ii/ EBITDA margin of 30-31%; and iii/ a share of recurring revenues of around 85%. In the conference call, management made several comments about the trajectory of results in 2024. The increase i...
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). - ...
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...
>Q1 2024 results slightly above expectations for revenue - Nemetschek released this morning its Q1 2024 release. ARR came out at € 743.6m, up by 24.5% y-o-y and 25.4% at cc (vs ODDO BHF: € 751.2m). Total revenue stands at € 223.9m, up 9.4% on a reported basis and 10.3% at cc, which was 1% above expectations (ODDO BHF: € 222.2m, 9.7% at cc / Visible Alpha css: € 222.5m, 9.4% at cc). The group’s revenue was again driven by subscription and SaaS models which increased b...
>Q1 2024 results slightly above expectations for revenue - Nemetschek released this morning its Q1 2024 release. ARR came out at € 743.6m, up by 24.5% y-o-y and 25.4% at cc (vs ODDO BHF: € 751.2m). Total revenue stands at € 223.9m, up 9.4% on a reported basis and 10.3% at cc, which was 1% above expectations (ODDO BHF: € 222.2m, 9.7% at cc / Visible Alpha css: € 222.5m, 9.4% at cc). The group’s revenue was again driven by subscription and SaaS models which increased b...
Nemetschek delivered solid growth in Q1 2024, with a homogenous contribution from every division. The quarter was marked by the acceleration of SaaS and subscription revenue (+68% Y/Y) and a confirmation of both short term and long-term growth objectives (+10-11% in FY2024e and >+15% in FY2025e)
EQS-News: Nemetschek SE / Schlagwort(e): Quartals-/Zwischenmitteilung Nemetschek Group: Erfolgreicher Jahresauftakt im Q1 2024 mit operativ zweistelligem Umsatzwachstum und weiterhin hohem Margenniveau 30.04.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Corporate News Nemetschek Group: Erfolgreicher Jahresauftakt im Q1 2024 mit operativ zweistelligem Umsatzwachstum und weiterhin hohem Margenniveau +68,0% Wachstum (währungsbereinigt) bei Subskription und SaaS auf 106,3 Mio. Euro +25,4% ARR-Wachstum (währungsbereinigt)...
EQS-News: Nemetschek SE / Key word(s): Quarterly / Interim Statement Nemetschek Group: Successful start to the year in Q1 2024 with double-digit operational revenue growth at a continued high profitability level 30.04.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. Corporate News Nemetschek Group: Successful start to the year in Q1 2024 with double-digit operational revenue growth at a continued high profitability level +68.0% growth (currency-adjusted) in subscription & SaaS to EUR 106.3 million +25.4% ARR growth (currency-...
Riber: 2024 first quarter revenues: +20% 2024 first quarter revenues: +20% Order book at the end of March 2024: +4% Bezons, April 26, 2024 – 8:00am (CET) – RIBER, the global leader for molecular beam epitaxy (MBE) equipment serving the semiconductor industry, is reporting its revenues for the first quarter of 2024. Change in revenues At March 31 (€m)2024 2023 ChangeSystems2.01.9+6%Services and accessories2.51.8+35%Total quarterly revenues4.53.7 +20% 2024 first-quarter revenues amounted to €4,5m, up +20%. Revenues for MBE systems increased by 6% to €2.0m and included billing for one mach...
RIBER: Chiffre d’affaires du 1er trimestre 2024 : +20 % Chiffre d’affaires du 1er trimestre 2024 : +20 % Carnet de commandes à fin mars 2024 : +4 % Bezons, le 26 avril 2024 – 8h00 – RIBER, leader mondial des équipements d’épitaxie par jets moléculaires (MBE) pour l’industrie des semi-conducteurs, annonce son chiffre d’affaires du premier trimestre 2024. Évolution du chiffre d’affaires au 31 mars – en M€2024 2023 ÉvolutionSystèmes2,01,9+6 %Services et accessoires2,51,8+35 %Total CA trimestriel 4,53,7 +20% Le chiffre d'affaires du premier trimestre 2024 s’établit à 4,5 millions d'euros, en...
RIBER: Mise à disposition du rapport financier annuel 2023 Mise à disposition du rapport financier annuel 2023 Bezons, le 26 avril 2024 (7h00) - RIBER annonce avoir mis à disposition du public et déposé auprès de l'Autorité des Marchés Financiers son rapport financier annuel de l'exercice 2023. Ce rapport reprend les documents suivants : le rapport de gestion du Directoire ;le rapport du Conseil de surveillance sur le gouvernement d’entreprise ;les comptes sociaux et consolidés 2023 incluant les rapports des Commissaires aux Comptes ;l’attestation de la personne responsable ;des informat...
>Set for another good performance in Design in Q1. Slowdown for Build segment - Nemetschek is due to report its Q1 2024 results on 30 April before trading. Based on our recent discussions with the company, we understand, as indicated at the time of FY 2023 results, that Q1 is set to post slightly lower growth vs the FY 2024 guidance (10% to 11% cc). Overall, this is broadly anticipated by the market (ODDO BHF: 9.7% cc; Visible Alpha consensus: 9.2% cc). It is particul...
>Vers une nouvelle bonne performance de Design au T1. Ralentissement de Build - Nemetschek publiera ses résultats T1 2024 le 30 avril prochain avant Bourse. De nos derniers échanges avec la société, nous comprenons que, comme indiqué lors des résultats 2023, le T1 devrait afficher une croissance légèrement inférieure à la guidance 2024 (10% à 11% à cc). Ceci est globalement bien anticipé par le marché (ODDO BHF : 9.7% à cc ; Css Visible Alpha : 9.2% cc). C’est surtout...
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