reports
Palfinger AG: 2 directors
Two Directors at Palfinger AG bought 1,462 shares at between 21.666EUR and 23.550EUR. The significance rating of the trade was 52/100. 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 la...
- FIMA Research
Fima Daily Insight 16 May 2024
Please find enclosed our daily market report.Market CommentCroatia HNB: GDP could increase 3.9% on year in Q1 2024 Croatia's building permits down 8.5% YoY in March Slovenia Krka reports record-high sales revenue and profit NLB announces takeover intention for Addiko Bank shares Romania Electrica switches to RON 128 mil net profit in Q1’24 Conpet Ploiesti reports RON 13 mil net profit for Q1’24, down 28.1% YoY Transport Trade Services’ net profit down 64% YoY in Q1’24 Romania...
- Nicolas David
BEKB BEKAERT SA
IPH INNATE PHARMA SA CLASS A
HOT HOCHTIEF AG
CFEB COMPAGNIE D'ENTREPRISES CFE SA
INH INDUS HOLDING AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
TEG TAG IMMOBILIEN AG
COK CANCOM SE
AALB AALBERTS N.V.
COL INMOBILIARIA COLONIAL SOCIMI SA
MEL MELIA HOTELS INTERNATIONAL S.A.
ALM ALMIRALL SA
DUE DURR AG
BSGR B&S GROUP S.A.
S30 SOLUTIONS 30 SE
NA9 NAGARRO
HGEA HGEARS AG
FORSE FORSEE POWER SA
DEME DEME GROUP NV
- Nicolas David
BEKB BEKAERT SA
IPH INNATE PHARMA SA CLASS A
HOT HOCHTIEF AG
CFEB COMPAGNIE D'ENTREPRISES CFE SA
INH INDUS HOLDING AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
TEG TAG IMMOBILIEN AG
COK CANCOM SE
AALB AALBERTS N.V.
COL INMOBILIARIA COLONIAL SOCIMI SA
MEL MELIA HOTELS INTERNATIONAL S.A.
ALM ALMIRALL SA
DUE DURR AG
BSGR B&S GROUP S.A.
S30 SOLUTIONS 30 SE
NA9 NAGARRO
HGEA HGEARS AG
FORSE FORSEE POWER SA
DEME DEME GROUP NV
- Martin Marandon-Carlhian
- Stephane Houri
AT&S AG : Q4 2023-24 results and FY 2024-25 outlook well below expecta...
>Q4 2023-24 results well below expectations - This morning, AT&S reported its Q4 2023-24 results which were well below expectations. In Q4 2023-24, sales came in at € 345m below the consensus at € 372m. They were up 14% y-o-y and down 12% q-o-q. The markets for mobile devices and industrial applications softened significantly. While notebooks and PCs saw a slight recovery, the market for servers slowed further. Adjusted EBITDA was € 63m, i.e. a margin of 18.2%, well b...
- Martin Marandon-Carlhian
- Stephane Houri
AT&S AG : Q4 2023-24 results and FY 2024-25 outlook well below expecta...
>Q4 2023-24 results well below expectations - This morning, AT&S reported its Q4 2023-24 results which were well below expectations. In Q4 2023-24, sales came in at € 345m below the consensus at € 372m. They were up 14% y-o-y and down 12% q-o-q. The markets for mobile devices and industrial applications softened significantly. While notebooks and PCs saw a slight recovery, the market for servers slowed further. Adjusted EBITDA was € 63m, i.e. a margin of 18.2%, well b...
EQS-News: AT&S 2024/25 on growth course again
EQS-News: AT&S Austria Technologie & Systemtechnik AG / Key word(s): Annual Results/Forecast AT&S 2024/25 on growth course again 14.05.2024 / 07:01 CET/CEST The issuer is solely responsible for the content of this announcement. AT&S 2024/25 on growth course again Revenue declines to € 1,550 million in FY 2023/24 (PY: € 1,791 million) Adjusted EBITDA margin of 24.8% IC substrate production in Kulim and Leoben to start at the end of FY 2024/25 Outlook FY 2024/25: revenue € 1.7 to € 1.8 billion, adjusted EBITDA margin 25 to 27% Intensification of efficiency progr...
EQS-News: AT&S 2024/25 wieder auf Wachstumskurs
EQS-News: AT&S Austria Technologie & Systemtechnik AG / Schlagwort(e): Jahresergebnis/Prognose AT&S 2024/25 wieder auf Wachstumskurs 14.05.2024 / 07:01 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. AT&S 2024/25 wieder auf Wachstumskurs Umsatz reduziert sich im Geschäftsjahr 2023/24 auf 1.550 Mio. € (VJ: 1.791 Mio. €) Bereinigte EBITDA-Marge von 24,8 % IC-Substrate-Produktion in Kulim und Leoben läuft Ende Geschäftsjahr 2024/25 an Ausblick GJ 2024/25: 1,7 bis 1,8 Mrd. € Umsatz, bereinigte EBITDA-Marge von 25 bis 27 % Int...
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Research Team
WOOD Daily: TLV RO; ADNOCDRI UH; OTKAR TI; TBCG LN; ELM AB; ISCTR TI; ...
HEADLINES: • Banca Transilvania: NIM resilience and strong loan book expansion the key positives of 1Q24 bottom-line beat, on non-recurring revenue, low provisions and a one-off POSITIVE • ADNOC Drilling: 1Q24 results – new venture and updated dividend policy POSITIVE • Otokar: lacklustre 1Q24 results, but strong backlog NEGATIVE • TBC Bank: 1Q24 results and conference call NEUTRAL • Elm: mixed 1Q24 financial results NEGATIVE • Isbank: 1Q24 highlights – margin pressure worsening • Polish banks: ...
- Martin Marandon-Carlhian
- Stephane Houri
AT&S AG : No capital increase, but medium-term sales guidance reduced ...
>No capital increase, offers for Ansan plant - AT&S announced Friday it had decided not to carry out a capital increase in the short term and that talks with potential investors had been shelved. To recap, AT&S had announced in November 2023 it was considering a capital increase of up to 50% of its capital (~€ 550m) and was in negotiations with the Austrian sovereign fund OBÄG for a potential stake of >25%. To obtain additional cash, AT&S is now instead looking to sel...
- Martin Marandon-Carlhian
- Stephane Houri
AT&S AG : Pas d'augmentation de capital, mais guidance de CA moyen ter...
>Pas d'augmentation de capital, offres pour l'usine d'Ansan - AT&S a annoncé hier avoir décidé de ne pas procéder à une augmentation de capital à court terme et que les discussions avec des investisseurs potentiels ont été interrompues. Pour rappel, AT&S avait annoncé en novembre 2023 considérer une augmentation de capital jusqu’à 50% de son capital (~550 M€) et être en négociation avec le fonds souverain autrichien OBÄG pour une participation potentielle >25%. Pour o...
- Jonathan Lamb
European Oil and Gas Monthly: April 2024 – margins retreating
Refining margins retreated again in April, by USD 1.2/bbl, to USD 12.6/bbl, remaining about 40% higher than usual for the season. Petrol cracks continued their seasonal rising trend, but diesel weakened more. Polymer margins had a positive month, but olefins and aromatics saw their margins go the other way.
- Mihaly Gajda
OMV exceeded market expectations in Q1 2024
Key Message OMV reported a clean CCS-based operating result of EUR 1,483 mn, marking a29% decrease YoY, but a 4% increase QoQ. This result is also considerablyabove the consensus estimate by 7%. With this result, OMV exceeded marketconsensus by 15%. The positive surprise was driven by the Chemicals(Petrochemistry) and Energy (E&P) segments, although the Fuels and Feedstocksegment performed below expectations.Key positives The most significant positive development is the recovery indicated by E...
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
INFINEON INFINEON TECHNOLOGIES AG
LR LEGRAND SA
AMS AMS AG
RCO REMY COINTREAU SA
DEMANT DEMANT A/S
GLE SOCIETE GENERALE S.A. CLASS A
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ISP INTESA SANPAOLO S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
SIX2 SIXT SE
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
AMS AMS AG
APAML APERAM SA
EVT EVOTEC SE
SBS STRATEC SE
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MBB MBB INDUSTRIES SE
PNL POSTNL NV
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
MBWS MARIE BRIZARD WINE & SPIRITS SA
AIXA AIXTRON SE
ECV ENCAVIS AG
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
AF AIR FRANCE - KLM
ARM ARM HOLDINGS PLC
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
INFINEON INFINEON TECHNOLOGIES AG
LR LEGRAND SA
AMS AMS AG
RCO REMY COINTREAU SA
DEMANT DEMANT A/S
GLE SOCIETE GENERALE S.A. CLASS A
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ISP INTESA SANPAOLO S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
SIX2 SIXT SE
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
AMS AMS AG
APAML APERAM SA
EVT EVOTEC SE
SBS STRATEC SE
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MBB MBB INDUSTRIES SE
PNL POSTNL NV
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
MBWS MARIE BRIZARD WINE & SPIRITS SA
AIXA AIXTRON SE
ECV ENCAVIS AG
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
AF AIR FRANCE - KLM
ARM ARM HOLDINGS PLC
- Martin Marandon-Carlhian
- Stephane Houri
ODDO : March 2024 sales below forecasts, memory continues to underpin ...
>Global sales for March 2024 at +15.2% y-o-y (vs +16.4% in February), Q1 2024 at +15% - Worldwide semiconductor sales in March 2024 were published by the WSTS (World Semiconductor Trade Statistics), with the usual one-month lag. In terms of the three-month moving average, sales came to $ 50.8bn, falling short of our estimate of $ 52.2bn, pointing to y-o-y growth +15.2% (a slight sequential decline of -0.6%). This marks a slowdown vs February, which stood at +16.4%. Q1...
AMS AMS AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
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