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Cancom SE: 2 directors
Two Directors at Cancom SE bought 3,500 shares at between 21.900EUR and 22.529EUR. The significance rating of the trade was 55/100. 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 ...
- Christophe-Raphaël Ganet
- Fehmi Ben Naamane
- Marc Lavaud
TEMN TEMENOS AG
ZIL2 ELRINGKLINGER AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
ERA ERAMET SA
SIX2 SIXT SE
COK CANCOM SE
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
SFQ SAF-HOLLAND SE
RWI RENEWI PLC
FORSE FORSEE POWER SA
- Christophe-Raphaël Ganet
- Fehmi Ben Naamane
- Marc Lavaud
TEMN TEMENOS AG
ZIL2 ELRINGKLINGER AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
ERA ERAMET SA
SIX2 SIXT SE
COK CANCOM SE
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
SFQ SAF-HOLLAND SE
RWI RENEWI PLC
FORSE FORSEE POWER SA
- Sinan Doganli
CANCOM SE : CANCOM cuts full year guidance due to political uncertaint...
>EBITDA +4% above css, but guidance cut significantly - CANCOM delivered Q3 results that were in line with the consensus on the top line and +4% above consensus at EBITDA level. Revenue increased by +1.6% y-o-y to € 422.6m and EBITDA declined by -11.4% y-o-y to € 31.0m. The company cut its full year guidance as it expects the collapse of the German coalition to negatively affect Q4. The mid-point of the new guidance is -3% below the bottom-end of the old guidance in t...
EQS-News: CANCOM SE: CANCOM Group grows slightly in difficult market c...
EQS-News: CANCOM SE / Key word(s): 9 Month figures CANCOM SE: CANCOM Group grows slightly in difficult market conditions 12.11.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. CANCOM SE: CANCOM Group grows slightly in difficult market conditions Slight sales growth in the third quarter to € 422.6 million (previous year € 415.8 million) EBITDA reaches € 31.0 million after € 35.0 million in the same period of the previous year Further improvement in operating cash flow to € 58.5 million in the first nine months Forecast adju...
EQS-News: CANCOM SE: CANCOM Gruppe wächst leicht bei schwierigen Markt...
EQS-News: CANCOM SE / Schlagwort(e): 9-Monatszahlen CANCOM SE: CANCOM Gruppe wächst leicht bei schwierigen Marktbedingungen 12.11.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. CANCOM SE: CANCOM Gruppe wächst leicht bei schwierigen Marktbedingungen Leichtes Umsatzwachstum im dritten Quartal auf 422,6 Mio. € (Vorjahr 415,8 Mio. €) EBITDA erreicht 31,0 Mio. € nach 35,0 Mio. € im Vorjahreszeitraum Mit 58,5 Mio. € in den ersten neun Monaten weiter verbesserter Operativer Cashflow Prognose am 11. November 2024 für das G...
- Nicolas David
- Nicolas Thorez
ODDO : The sector recovery will be slower than expected in H2 2024 and...
The recovery in growth in the IT & engineering services sector is undermined by the still mixed macroeconomic climate and the setbacks in the automotive and aerospace sectors. The improvement in sector momentum will therefore be minimal in H2 2024 with a growing decorrelation between the US which should be robust and a stagnating Europe. This leads us to adopt a more cautious approach on companies in our sector (revision to our 2025 growth estimates for 12 companies) and to prefe...
ATO ATOS SE
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
IOS IONOS GROUP SE
- Nicolas David
- Nicolas Thorez
ODDO : La recovery du secteur sera plus lente qu’attendu au S2 2024 et...
La reprise de la croissance du secteur IT & Engineering Services est mise à mal par un contexte macro toujours mitigé et par les déboires des secteurs Auto et Aéro. Ainsi, l’amélioration de la dynamique du secteur sera minimale au S2 2024 et probablement aussi au S1 2025, avec une décorrélation grandissante entre les US qui devraient être solides et une Europe stagnante. Ceci nous amène à adopter une approche plus prudente pour les sociétés de notre secteur (révision de croissanc...
ATO ATOS SE
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
IOS IONOS GROUP SE
- Roy Külter
- Steven Boumans
- Roy Külter
- Steven Boumans
- Sinan Doganli
CANCOM SE : Q2 review: guidance at risk as KBC tailwind subsides and d...
>Growth starting to slow as KBC effect phases out - CANCOM’s results, released last week, reflected weak demand overall from small and medium sized businesses (SMBs) and lacklustre demand from the public sector due to budget delays. Furthermore, growth has begun to slow as the KBC contribution phases out. KBC was consolidated in June 2023, so CANCOM still benefited from the tailwind of the acquisition in April and May. For the remainder of the year, we expect growth r...
- Usama Tariq
- Usama Tariq
- Sinan Doganli
CANCOM SE : Strong growth y-o-y, but slightly below thin consensus exp...
>Revenue and EBITDA increased double digit in Q2 - CANCOM released Q2 results that were overall slightly below expectations. Consensus estimates are very thin, thus they cannot be fully relied upon. Revenue increased by +18.9% y-o-y to € 394.7m and is -2.8% below consensus expectations of € 406.0m. EBITDA came in at € 25.1m, an increase of +44.3% y-o-y, and slightly below consensus expectations of € 27.3m. Lastly, EBITA amounted to € 11.8m, an increase of +118.5% y-o...
EQS-News: CANCOM: CANCOM Gruppe behauptet sich in herausforderndem Mar...
EQS-News: CANCOM SE / Schlagwort(e): Halbjahresbericht CANCOM: CANCOM Gruppe behauptet sich in herausforderndem Marktumfeld 13.08.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Konzernumsatz steigt um 29,1 Prozent auf 835,3 Mio. € im ersten Halbjahr EBITDA erreicht 55,5 Mio. € nach 41,6 Mio. € im Vorjahreszeitraum Operativer Cashflow im ersten Halbjahr mit 68,6 Mio. € weiter deutlich über dem Vorjahreswert Prognose für das Geschäftsjahr vom Vorstand bestätigt München, 13. August 2024 – Die CANCOM Gruppe schließt das e...
EQS-News: CANCOM: CANCOM Group holds its own in a challenging market e...
EQS-News: CANCOM SE / Key word(s): Half Year Report CANCOM: CANCOM Group holds its own in a challenging market environment 13.08.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. Group revenues increase by 29.1 percent to € 835.3 million in H1 2024 EBITDA reaches € 55.5 million after € 41.6 million in the same period of the prior year Operating cash flow of € 68.6 million in the first half of the year still well above the prior year's figure Forecast for the financial year confirmed by the Executive Board Munich, Germany, 13 A...
EQS-News: CANCOM SE: Freiwilliges öffentliches Aktienrückkaufangebot 2...
EQS-News: CANCOM SE / Schlagwort(e): Aktienrückkauf CANCOM SE: Freiwilliges öffentliches Aktienrückkaufangebot 2024 erfolgreich abgeschlossen 29.07.2024 / 18:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Freiwilliges öffentliches Aktienrückkaufangebot 2024 erfolgreich abgeschlossenMünchen, 29. Juli 2024 – Der CANCOM SE (ISIN DE0005419105) wurden im Rahmen ihres freiwilligen öffentlichen Aktienrückkaufangebots bis zum Ablauf der Annahmefrist am 24. Juli 2024, 24:00 Uhr insgesamt 4.598.649 Aktien angedient. Das Aktienrückkaufangeb...
EQS-News: CANCOM SE: Voluntary public share buyback offer 2024 success...
EQS-News: CANCOM SE / Key word(s): Share Buyback CANCOM SE: Voluntary public share buyback offer 2024 successfully completed 29.07.2024 / 18:00 CET/CEST The issuer is solely responsible for the content of this announcement. Voluntary public share buyback offer 2024 successfully completed Munich, Germany, 29 July 2024 - CANCOM SE (ISIN DE0005419105) was tendered a total of 4,598,649 shares as part of its voluntary public share buyback offer by the end of the acceptance period on 24 July 2024, 24:00 hours. The share buyback offer related to the acquisition of up to 3,501,...
- Nicolas David
ODDO BHF Small & MIDCAP MORNING NEWS - 06/26/2024
Our conviction on the long-term growth potential and opportunities of generative AI is renewed. The enabler sectors (semiconductors, software and IT services) and those that provide the infrastructure (utilities, metals, capital goods and real estate) will be the primary beneficiaries, leading us to make certain target price changes. Among AI ‘user’ sectors (media, healthcare, automotive, banking and insurance, oil services, defence, aerospace and airlines), the effects will doubtless...
ATO ATOS SE
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
ACX ACERINOX SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
TWEKA TKH GROUP N.V. CERT
HBH HORNBACH HOLDING AG & CO. KGAA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
ALFEN ALFEN NV
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
EBUS EBUSCO HLDG NV
IOS IONOS GROUP SE
- Baptiste Salaville
- Jerôme Bodin
- Marc Lavaud
- Philippe Ourpatian
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/06/2024
Notre conviction sur le potentiel de croissance LT et d’opportunités de l’IA générative est renforcée. Les secteurs 'enablers' (semiconducteurs, software et IT services) et fournisseurs d’infrastructures (utilities, métaux, biens d'équipements et immobilier) en seront les premiers bénéficiaires, conduisant à certains changements d’OC. Parmi les secteurs ‘utilisateurs’ de l’IA (média, santé, automobile, banque et assurance, services pétroliers, défense, aéronautique et compagnies aérie...
SOP SOPRA STERIA GROUP SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ATO ATOS SE
RI PERNOD RICARD SA
ACN ACCENTURE PLC CLASS A
EN BOUYGUES SA
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
VIV VIVENDI SE
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
CCL CARNIVAL PLC
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
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