reports
- Emmanuel Matot
- Marc Lavaud
- Michael B. Schäfer
- Emmanuel Matot
- Marc Lavaud
- Michael Foundoukidis
- Marc Lavaud
- Michael B. Schäfer
- ING Helpdesk
Benelux Morning Notes
Aalberts: highlights ING Benelux Conference Brussels 2024, Ackermans & Van Haaren: Highlights ING Benelux Conference Brussels,Ackermans & Van Haaren: Strong operational performance of underlying companies and guidance fine-tuned upwards, AMG: Highlights ING Benelux Conference Brussels, Aperam: Highlights ING Benelux Conference Brussels, Arcadis: Highlights ING Benelux conference, Azelis: Highlights ING Benelux Conference Brussels, Bekaert: Guidance cut and €200m buyback as sweetener, CFE: No new...
BEKB BEKAERT SA
APAML APERAM SA
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
CFEB COMPAGNIE D'ENTREPRISES CFE SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
MONT MONTEA SCA
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
KIN KINEPOLIS GROUP NV
INX IMCD N.V.
JDEP JDE PEET'S NV
UMG UNIVERSAL MUSIC GROUP NV
AZE AZELIS GROUP NV
- Emmanuel Matot
- Marc Lavaud
- Michael Foundoukidis
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
Michelin : MICHELIN – ESG road show feedback: a convincing company in ...
>Convincing ESG road show with the CFO, head of sustainable development and investor relations team - On Thursday 12 November, we organised an ESG road show with Michelin. The company was represented by Yves Chapot, CFO & General Manager, Pierre-Martin Huet, Senior Vice President Sustainable Development and Impact, Guillaume Jullienne, Head of investor relations, and Flavien Huet, investor relations. The meetings were held with ESG analysts (sometimes specialists in b...
- Emmanuel Matot
Soitec : Return to sales growth maintained in H2
>Reassuring H1 results, with guidance reiterated for FY 2025 - H1 results were in line with expectations, with sales down organically by 15% (significant RF destocking + weak automotive sector) and a resilient EBITDA margin (+40bp - good management of the decline in activity).The guidance for FY 2025 was also confirmed (stable sales and +1 point for EBITDA margin at 35%) with, compared with initial expectations, RF and POI in line, Automotive weaker but offset by...
- Andreas Riemann
CTS Eventim AG & Co. KGaA : Q3 a mixed bag, outlook confirmed, we lowe...
>Double-digit top-line growth but sharp profit decline - Yesterday, CTS Eventim released mixed Q3 2024 results. In Q3 2024, revenue rose 13% y-o-y to € 825m, 8% above the consensus despite a very tough base. The Ticketing business was up 19%, supported by major artists including Ed Sheeran, Iron Maiden, Gilberto Gil and Vasco Rossi. Live Entertainment sales grew 11%. Adjusted EBITDA decreased 30% y-o-y to € 121m, 16% below consensus. Last year’s payment from autoticke...
- Sharad Kumar S.P
Ackermans & van Haaren 3Q FY24: Major Participations Continue To Post ...
The private banking division continued to post robust results with AuM rising 12.1% to a record high of €73.1b while gross inflows stood at €5.1b. These figures do not include AuM upticks from the acquisitions of Box Consultants and Dierickx Leys – these will show up in 4Q FY24 and 1H FY25 respectively. Yesterday, AvH published its updated shareholder arrangement with the Delen family that implied a transfer price of 15x PE + 50.0% of excess equity, implying a value of €4.0b+ (vs. ~€3.0b KBCSe)....
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Sharad Kumar S.P
- Wim Hoste
- Wim Lewi
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
Michelin : Michelin - Feedback roadshow ESG : une société convaincante...
>Roadshow ESG convaincant avec CFO, direction du développement durable et équipe des relations investisseurs - Nous avons organisé le jeudi 14 novembre un roadshow ESG avec la société Michelin. Celle-ci était représentée par son Directeur Financier & Gérant Yves Chapot, son Directeur Développement Durable et Impact Pierre-Martin Huet, son Directeur des Relations Investisseurs Guillaume Jullienne, et son Chargé de Relations Investisseurs Flavien Huet. Alors que l...
- Emmanuel Matot
Soitec : Retour maintenu à la croissance du CA au S2
>Une publication S1 rassurante avec des guidances réitérées pour FY 25 - Les résultats S1 sont ressortis en ligne avec les attentes, à savoir un CA en baisse organique de 15% (importants déstockages RF + faiblesse de l’automobile) et une marge d’EBITDA résistante (+40 pb - bonne gestion de la baisse de l’activité).Les guidances pour FY 25 ont également été confirmées (stabilité du CA et +1 point pour la marge EBITDA à 35%) avec, par rapport aux attentes initiale...
Ackermans & van Haaren Trading Update Q3 2024 - AvH is on track toward...
Ackermans & van Haaren Trading Update Q3 2024 - AvH is on track towards a net profit well above 400 million euros Dear shareholder, Dear Madam, Dear Sir, please find attached our press release. Best regards Ackermans & van Haaren Attachment
Ackermans & van Haaren Trading Update 3e kwartaal 2024 - AvH op koers ...
Ackermans & van Haaren Trading Update 3e kwartaal 2024 - AvH op koers voor nettowinst van ruim boven 400 miljoen euro Geachte aandeelhouder, Geachte mevrouw, geachte heer, gelieve bijgevoegd ons persbericht te vinden. Met vriendelijke groeten, Ackermans & van Haaren Bijlage
Ackermans & van Haaren Trading Update T3 2024 - AvH en bonne voie de r...
Ackermans & van Haaren Trading Update T3 2024 - AvH en bonne voie de réaliser un bénéfice bien supérieur à 400 millions d’euros. Cher actionnaire, Monsieur, Madame, veuillez trouver ci-joint notre communiqué. Meilleures salutations, Ackermans & van Haaren Pièce jointe
- Martin Marandon-Carlhian
- Stephane Houri
- Andreas Riemann
CTS Eventim AG & Co. KGaA : Q3 earnings: top line above, profits below...
>Double-digit top line growth in Q3, but sharp decline in EBITDA - In Q3 2024, revenue increased 13% y-o-y to € 825m (consensus: € 765m, ODDO BHFe: € 763m) 8% above the consensus despite a very tough base. The Ticketing business was up 19% and Live Entertainment sales grew 11%. Adjusted EBITDA decreased 30% y-o-y to € 121m (consensus: € 144m, ODDO BHFe: € 143m), 16% below consensus. Last year’s payment from autoticket (€ 38m) inflated adjusted EBITDA in Q3 2023. Bu...
- Martin Marandon-Carlhian
- Stephane Houri
- Carole Braudeau
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.