A director at Marshalls bought 13,439 shares at 262p and the significance rating of the trade was 54/100. 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 showing ...
>Outperform recommendation reiterated, TP reduced to € 165 from € 170 - BESI’s share price fell 2% yesterday. While Q1 orders and Q2 guidance clearly indicated a slower-than-expected cyclical upturn, the group was reassuring about hybrid bonding momentum and seems to be in a good position to reach or even exceed the consensus forecast (€ 107m vs ODDO BHF estimate: € 121m which we maintain). Given the weaker-than-expected guidance for the Q2 rebound, we nevertheless cu...
>Opinion Surperformance réitérée, OC abaissé à 165 € vs 170 € - Le titre BESI était en baisse de 2% hier. Si les commandes T1 et la guidance T2 indiquent clairement une reprise cyclique plus lente que prévu, le groupe a rassuré sur sa dynamique dans l’hybrid bonding et semble en bonne position pour atteindre, voire dépasser les attentes du consensus (107 M€ vs notre estimation à 121 M€ que nous maintenons). Compte tenu d’une reprise plus faible qu’attendu au T2, nous ...
>Q1 2024: more detail but not that much even so... - Comments on results are available in our flash of 25 April (“A decent start to the year”). From the conference call, we note a degree of optimism going forward after a slightly soft quarter due to challenging weather conditions and a negative working days effect. During the Q&A, management did not wish to share the volume/price or price/cost effects, arguing the high value-added products sold that are in particular ...
>T1 2024 : plus de détails mais pas trop quand même … - Les commentaires sur les résultats du T1 sont disponibles dans le flash du 25/04 (« Un début d’année honorable »). Nous retenons de la conférence téléphonique, un certain optimisme pour la suite après un trimestre un peu léger compte tenu de conditions climatiques difficiles et un effet jours ouvrés négatif (-1.5%). Lors du Q&A, le management n’a pas souhaité partager les effets volumes/prix ou prix/coûts, arguan...
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. - ...
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. - ...
>Q1 2024 results below expectations, with a disappointing order intake - BESI reported its Q1 2024 results which were below expectations, notably on the order intake. Revenues were € 146m, down 8% q-o-q and up 10% y-o-y, due primarily to lower shipments for high-performance computing and automotive end-user markets, partially offset by higher shipments for high-end mobile applications. They were in line with the consensus at € 147m (vs guidance at a q-o-q decrease of ...
>Q1 2024 results below expectations, with a disappointing order intake - BESI reported its Q1 2024 results which were below expectations, notably on the order intake. Revenues were € 146m, down 8% q-o-q and up 10% y-o-y, due primarily to lower shipments for high-performance computing and automotive end-user markets, partially offset by higher shipments for high-end mobile applications. They were in line with the consensus at € 147m (vs guidance at a q-o-q decrease of ...
>Q1 EBIT 3% above the consensus - EBIT came to CHF 532m (+16.3% l-f-l and -8.3% reported), beating the consensus (CHF 515m) and our estimate (CHF 491m est.). The level of growth in local currencies came to 17.1%, broadly in line with Q4 (18.3%,) driven by a contribution from acquisitions of 3.4% in Q1. Relative to our estimates, EBIT exceeded our expectations in all divisions except Solution & Products (-4% vs our estimates), and was higher in North America (+12% vs o...
Azelis: Strong margin performance in weak trading results in 3% EBITA beat. BE Semiconductor Industries: 1Q24 results; prolonged downcycle. Coca-Cola Europacific Partners plc: Messy but good. DWS: Record breaking. Flow Traders: Crypto Kings. Fugro: Here we go again. Kinepolis: Weak start to the year, but a bit better than feared. UCB: Changes in the group executive committee. Unilever: Heading in the right direction. Vonovia: Disposal of 4,500 apartments for €700m. Wolters Kl...
>EBIT T1 >3% au consensus - L’EBIT ressort à 532 MCHF (+16.3% à pcc et -8.3% en réel), au-dessus du consensus (515 MCHF) et de nos attentes (491 MCHFe). Le niveau de croissance en monnaie locale ressort à 17.1%, soit globalement en ligne avec le T4 (18.3%,) tiré par une contribution des acquisitions de 3.4% au T1. Par rapport à nos estimations, l’EBIT est supérieur à nos attentes dans toutes les divisions à l’exception de la branche Solution & Products (-4% vs nos est...
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