reports
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Oliver Metzger
- Stephan Wulf
Evotec SE : Halozyme confirmed a non-binding € 2bn offer – Looks attra...
>Halozyme sees a good fit for both of Evotec’s business units - Halozyme Therapeutics, Inc. confirmed it has submitted a non-binding proposal to the Management Board and Supervisory Board of Evotec SE to acquire Evotec for € 11.00 per share in cash, implying a fully diluted equity value of € 2.0bn. The proposal represents a premium of 27% to yesterday’s closing price and a premium of 77% to Evotec's last three-month volume weighted average price on 15 October 2024, th...
- Maissa Keskes
- Stephane Houri
TEMN TEMENOS AG
LEI LEIFHEIT AG
ITP INTERPARFUMS
IPH INNATE PHARMA SA CLASS A
VOE VOESTALPINE AG
TPE PVA TEPLA AG
SIX2 SIXT SE
WIE WIENERBERGER AG
TEG TAG IMMOBILIEN AG
DLG DE'LONGHI S.P.A.
JUN3 JUNGHEINRICH AG PREF
TKWY JUST EAT TAKEAWAY.COM N.V.
BSGR B&S GROUP S.A.
AG1 AUTO1 GROUP
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
R3NK RENK GROUP AG
- Maissa Keskes
- Stephane Houri
TEMN TEMENOS AG
LEI LEIFHEIT AG
ITP INTERPARFUMS
IPH INNATE PHARMA SA CLASS A
VOE VOESTALPINE AG
TPE PVA TEPLA AG
SIX2 SIXT SE
WIE WIENERBERGER AG
TEG TAG IMMOBILIEN AG
DLG DE'LONGHI S.P.A.
JUN3 JUNGHEINRICH AG PREF
TKWY JUST EAT TAKEAWAY.COM N.V.
BSGR B&S GROUP S.A.
AG1 AUTO1 GROUP
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
R3NK RENK GROUP AG
- Robert Jan Vos
B&S Group S.A. : Market reaction too bitter given solid Q3 and reassur...
>Q3 2024 sales 3.6% higher than our above-market expectation - B&S Group reported a solid Q3 2024, in our view. Sales came in 3.6% higher than our estimate, which we think was the highest in the market. In all divisions except retail, organic sales growth was either higher than expected or significantly better than forecast. Management’s tone on the business was generally positive, and the same applies to the comments about Q4 2024. We forecast 7.1% sales growth in Q4...
- Marc Zwartsenburg
- CEFA
- Tijs Hollestelle
B&S Group/Growing fast in difficult market conditions/BUY
The B&S 3Q24 trading update surprised positively on top line performance but disappointed somewhat on costs. 3Q24 revenue was c.8% above our expectations and growth was driven by most business segments. B&S indicated that gross margin decreased in 3Q24, while we expected flat YoY gross margin. Wage costs also increased, this in line with management expectations and our own. As a consequence B&S expects FY24 EBITDA margin to be in the lower half of the 5-6% guidance. We raise our FY24 revenue est...
- Thomas J. Schiessle
Management erwartet Trendwende ab Q4/24; „Priority Reset“ = Fokussieru...
Die Trendwende deutet sich an. Die Q3-KPIs zeigen erste Umsatz- und Margen-Erholung, denn Kapazitäten steigen und die „Reset“-Sanierungen beginnt Früchte zu tragen (Q3/24: Umsatz €185 +1,5%; EPS € -0,22 (Q3/23: € -0,22)). Der Liquiditätsabfluss ist in Q3 gestoppt. Doch die allgemeine Orderentwicklung ist noch von Zurückhaltung geprägt. Q4/24 soll (projektgetrieben) ein starkes Quartal (inkl. Reset-Einsparungen) werden - die 24er Guidance wird bestätigt.
- Jean Danjou
ODDO BHF Small & MIDCAP MORNING NEWS - 11/11/2024
Springer Nature is one of the world’s leading professional publishing companies. Its highly recurring revenue base and strong market position, good FCF generation and a deleveraging balance sheet should lead to a rerating, we believe. We initiate coverage with an Outperform and a TP of €33. - ...
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
FNAC FNAC DARTY SA
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BSGR B&S GROUP S.A.
STM STABILUS SE
- Jean Danjou
ODDO BHF Small & MIDCAP MORNING NEWS - 11/11/2024
Springer Nature is one of the world’s leading professional publishing companies. Its highly recurring revenue base and strong market position, good FCF generation and a deleveraging balance sheet should lead to a rerating, we believe. We initiate coverage with an Outperform and a TP of €33. - ...
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
FNAC FNAC DARTY SA
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BSGR B&S GROUP S.A.
STM STABILUS SE
- ING Helpdesk
- Robert Jan Vos
B&S Group S.A. : Solid sales in Q3 2024, but EBITDA outlook marginally...
>Sales beat expectations in Q3 2024; gross margin under pressure - B&S Group reported net sales of € 609.1m in Q3 2024. Organic sales growth amounted to 11.8% in the quarter. Our estimates were € 588m and 7.8%, respectively. There was no consensus available, but from investors we understood that our estimates were the highest. All segment, except the retail segment, strongly outperformed our forecasts. Management added that turnover increased across all segments, whil...
- Jerôme Bodin
ALLIX WALLIX GROUP SA
APAML APERAM SA
DEC JCDECAUX SA
NRG NRJ GROUP SA
GOE GROUPE GORGE SA
ALTA ALTAREA SCA
BAMNB KONINKLIJKE BAM GROEP NV
BON BONDUELLE SCA
ADV ADVA AG OPTICAL NETWORKING
AALB AALBERTS N.V.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VGP VGP NV
SIFG SIF HOLDING NV
FNTN FREENET AG
ALFEN ALFEN NV
COP COMPUGROUP MEDICAL SE & CO. KGAA
TCH TECHNICOLOR SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
IVG IVECO GROUP
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
BRE BREMBO S.P.A.
- Jerôme Bodin
ALLIX WALLIX GROUP SA
APAML APERAM SA
DEC JCDECAUX SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
GOE GROUPE GORGE SA
ALTA ALTAREA SCA
BAMNB KONINKLIJKE BAM GROEP NV
BON BONDUELLE SCA
ADV ADVA AG OPTICAL NETWORKING
AALB AALBERTS N.V.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VGP VGP NV
SIFG SIF HOLDING NV
FNTN FREENET AG
ALFEN ALFEN NV
COP COMPUGROUP MEDICAL SE & CO. KGAA
TCH TECHNICOLOR SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
IVG IVECO GROUP
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
BRE BREMBO S.P.A.
- Gautier Le Bihan
Adtran Networks SE (ex ADVA) : The environment remains complex, but sh...
>Q3 sales down 30.4%, y-o-y to € 101.4m below our expectations - Adtran Networks SE (ex. ADVA) released its Q3 2024 results yesterday. Revenues came in at € 101.4m (vs est. at € 110m, i.e. 8% below our expectations). The Q3 2024 decrease stood at 36.4% y-o-y and 6.3% q-o-q due to “reduced demand from major network operators due to their current high inventory levels and the conclusion of several significant customer projects in earlier periods”. Over 9M 2024, revenue...
- Gautier Le Bihan
Adtran Networks SE (ex ADVA) : The environment remains complex, but sh...
>Q3 sales down 30.4%, y-o-y to € 101.4m below our expectations - Adtran Networks SE (ex. ADVA) released its Q3 2024 results yesterday. Revenues came in at € 101.4m (vs est. at € 110m, i.e. 8% below our expectations). The Q3 2024 decrease stood at 36.4% y-o-y and 6.3% q-o-q due to “reduced demand from major network operators due to their current high inventory levels and the conclusion of several significant customer projects in earlier periods”. Over 9M 2024, revenue...
- Emira Sagaama
- Juan Ros-Padilla
AMS AMS AG
CRI CHARGEURS SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
LXS LANXESS AG
BEN BENETEAU SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
GLB GLANBIA PLC
DEZ DEUTZ AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
CPINV CARE PROPERTY INVEST SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
ALFEN ALFEN NV
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
RWI RENEWI PLC
HGEA HGEARS AG
AF AIR FRANCE - KLM
- Emira Sagaama
- Juan Ros-Padilla
AMS AMS AG
CRI CHARGEURS SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
LXS LANXESS AG
BEN BENETEAU SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
GLB GLANBIA PLC
DEZ DEUTZ AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
CPINV CARE PROPERTY INVEST SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
ALFEN ALFEN NV
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
RWI RENEWI PLC
HGEA HGEARS AG
AF AIR FRANCE - KLM
- Oliver Metzger
- Stephan Wulf
Evotec SE : In its CC Evotec predicts strong Q4 – but we see no attrac...
>Evotec is confident about a strong Q4 to meet FY guidance - The company appeared quite confident in achieving its 2024 EBITDA guidance of € 15-35m, which requires at least a Q4 adj. EBITDA of € 21.8m after a loss of -€ 6m after nine months. Evotec sees three main drivers for a strong Q4: 1/ a significant increase in sales, which is covered by the current orderbook, this will strongly translate into EBITDA due to high operating leverage, 2/ further cost optimisation w...
EQS-News: Adtran Networks SE veröffentlicht Ergebnisse für Q3 2024
EQS-News: Adtran Networks SE / Schlagwort(e): Quartalsergebnis Adtran Networks SE veröffentlicht Ergebnisse für Q3 2024 07.11.2024 / 06:55 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Übersicht der Kennzahlen für Q3 2024 nach IFRS (ungeprüft) Gewinn- und Verlustrechnung (in Tausend EUR, außer Ergebnis je Aktie und Kennzahlen) Q3 2024 Q3 2023 Veränderung 9M 2024 9M 2023 Veränderung Umsatzerlöse 101.374 145.655 (30,4%) 319.145 495.201 (35,6%) Proforma Bruttoergebnis ...
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