Nous sortons GALP de notre liste ODDO BHF European Large Caps. La valeur a réalisé une performance de +31,3% depuis son entrée le 20 mars dernier. Notre analyste adopte ce jour une opinion Neutre (vs Surperformance) sur la valeur qui a atteint notre objectif de cours. - ...
>Q1 results overall in line with consensus expectations - Scout24 released Q1 results that were overall in line with our and the consensus expectations. Revenue in Q1 increased by +11.7% y-o-y to € 136.1m in line with our and the consensus expectations of € 135.9m and € 137.2m respectively. Segment revenues (professional, private, and media & other) were respectively € 88.0m (+12.8% y-o-y), € 38.1m (+9.3% y-o-y) and € 10.0m (+11.4% y-o-y), all in line with our and th...
EQS-News: Scout24 SE / Key word(s): Quarter Results/Quarterly / Interim Statement Scout24 starts 2024 with double-digit revenue growth and continued strong operating leverage 02.05.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Scout24 starts 2024 with double-digit revenue growth and continued strong operating leverage Group revenues rose 11.7% in Q1 2024, fueled by strong growth in professional memberships (+10%) and private subscriptions (+20%) Record customer numbers achieved in both segments: >22k professional customers a...
EQS-News: Scout24 SE / Schlagwort(e): Quartalsergebnis/Quartals-/Zwischenmitteilung Scout24 mit zweistelligem Umsatzwachstum und weiterhin steigender Profitabilität in das Jahr 2024 gestartet 02.05.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Scout24 mit zweistelligem Umsatzwachstum und weiterhin steigender Profitabilität in das Jahr 2024 gestartet Konzernumsatz im ersten Quartal 2024 um 11,7 % gestiegen Treiber sind das starke Wachstum bei professionellen Mitgliedschaften (+10 %) und privaten Abonnements (+20 %) Reko...
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
>Top line with positive momentum, but below expectations - Stratec’s Q1 2024 revenues of € 50.9m (-17.2% y-o-y) was impacted by a -15.7% decline at constant currencies), which were -17%/-18% below our and the consensus’ expectations. The consolidation of Natech Plastics contributed around 470bp to revenues growth. The first quarter was impacted by destocking as guided before, but the headwind was more severe than expected. Bottom line with sequential grow...
EQS-News: STRATEC SE / Key word(s): Quarter Results STRATEC POSTS RESULTS FOR FIRST QUARTER OF 2024 26.04.2024 / 06:55 CET/CEST The issuer is solely responsible for the content of this announcement. STRATEC POSTS RESULTS FOR FIRST QUARTER OF 2024 Subdued start to financial year as expected, but noticeable revival apparent in market and very strong sales growth expected for second quarter of 2024 Consolidated sales Q1/2024 -15.7% at constant currency to € 50.9 million (Q1/2023: € 60.5 million) Efficiency measures and structural changes taking effect: Despite negative s...
EQS-News: STRATEC SE / Schlagwort(e): Quartalsergebnis STRATEC BERICHTET ZAHLEN ZUM ERSTEN QUARTAL 2024 26.04.2024 / 06:55 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. STRATEC BERICHTET ZAHLEN ZUM ERSTEN QUARTAL 2024 Erwartungsgemäß verhaltener Start ins Geschäftsjahr, jedoch spürbare Marktbelebung beobachtbar und sehr starkes Umsatzwachstum im zweiten Quartal 2024 erwartet Konzernumsatz in Q1/2024 währungsbereinigt -15,7% bei 50,9 Mio. € (Q1/2023: 60,5 Mio. €) Effizienzmaßnahmen und strukturelle Änderung entfalten Wirkung: Adju...
EPS growth prospects are brighter in the US than in Europe, which is justified given the differential in the growth and inflation outlook between the two regions. However, the adjustment that has taken place on EPS in Europe is a positive factor: we are now "at the price" ahead of the cyclical recovery that is taking shape for the rest of 2024. Sector-wise, the ongoing upward revision of EPS in travel & leisure, banks and media is expected to continue apace and provide support for sec...
Les perspectives de croissance des BPA sont supérieures aux Etats-Unis qu’en Europe, ce qui est justifié étant donné le différentiel de perspectives de croissance et d’inflation entre les deux zones. L’ajustement qui a eu lieu sur les BPA en Europe est toutefois un facteur positif : nous sommes désormais « au prix » avant la reprise cyclique qui se dessine pour la suite de 2024. Sectoriellement, la révision à la hausse en cours des BPA sur le Travel & Leisure, les banques et les Media...
>Solid growth across all segments expected in Q1 - Scout24 is set to release its first quarter results on 2 May. We expect revenue to have increased by +11.5% y-o-y to € 135.9m. According to our estimates, all three segments have contributed to growth with the professional segment growing at +11.5% y-o-y to € 87.0m, the private segment growing at +11.3% y-o-y to € 38.9m and Media & Other growing at +11.1% y-o-y to € 10.0m. Driven by an increased operating leverage, we...
With the exception of the US, construction markets should continue to shrink in 2024 (-2% in Europe) before rebounding on the back of lower interest rates. Against this backdrop, groups will be differentiated mainly on the basis of their resilience (geographical and price/cost mix), capital allocation (and special situations) and valuation. In this context, we are upgrading our recommendations on KONE (modernisation as an alternative source of growth to China) and Holcim (a substantia...
Hormis les Etats-Unis, les marchés de la construction devraient continuer à reculer en 2024 (-2% en Europe) avant de rebondir à la faveur d’une baisse des taux. Dans ce contexte, la différenciation entre les groupes se fera essentiellement sur leur capacité de résistance (mix géographique et prix/ coûts), l’allocation du capital (et situations spéciales) et leur valorisation. Face à cet environnement, nous relevons nos recommandations sur KONE (la modernisation comme relais de la Chin...
>Top line with positive momentum, but below expectations - Stratec’s Q4 2023 revenues of € 74.2m (+10.8% y-o-y) profited from +12.9% growth in constant currencies), which were 4%/3% below our and the consensus’ expectations. The consolidation of Natech Plastics contributed around 500bp to revenues growth. We like that the company has returned to organic growth in the last quarter, albeit less pronounced than anticipated.Bottom line with sequential growth ...
EQS-News: Scout24 SE / Schlagwort(e): Jahresbericht/Jahresergebnis Scout24 veröffentlicht kombinierten Geschäftsbericht 2023 mit nichtfinanzieller Konzernerklärung und bestätigt Finanzplan für 2024 bis 2026 28.03.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Scout24 veröffentlicht kombinierten Geschäftsbericht 2023 mit nichtfinanzieller Konzernerklärung und bestätigt Finanzplan für 2024 bis 2026 Vorläufige Finanzzahlen für das Gesamtjahr 2023 mit 13,8 % Umsatzwachstum und 21,0 % ooEBITDA-Wachstum sowie erzielter Marge ...
EQS-News: Scout24 SE / Key word(s): Annual Report/Annual Results Scout24 publishes combined 2023 annual report with non-financial statement and confirms financial guidance framework for 2024 – 2026 28.03.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Scout24 publishes combined 2023 annual report with non-financial statement and confirms financial guidance framework for 2024 – 2026 Preliminary 2023 full-year financials confirmed with 13.8% revenue growth and 21.0% ooEBITDA growth resulting in 59.7% margin Dividend proposal of...
EQS-News: STRATEC SE / Schlagwort(e): Jahresergebnis STRATEC BERICHTET ZAHLEN FÜR DAS GESCHÄFTSJAHR 2023 28.03.2024 / 06:55 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. STRATEC BERICHTET ZAHLEN FÜR DAS GESCHÄFTSJAHR 2023 Konzernumsatz 2023 währungsbereinigt -3,8% auf 261,9 Mio. € (2022: 274,6 Mio. €); Währungsbereinigt +12,9% in Q4/2023 Adjustierte EBIT-Marge mit 10,3% (2022: 16,4%) im Bereich des Prognosekorridors Neue Produkteinführung und neu geschlossene Entwicklungskooperationen mit Partnern Ausblick für 2024: Währungsbe...
EQS-News: STRATEC SE / Key word(s): Annual Results STRATEC REPORTS RESULTS FOR 2023 FINANCIAL YEAR 28.03.2024 / 06:55 CET/CEST The issuer is solely responsible for the content of this announcement. STRATEC REPORTS RESULTS FOR 2023 FINANCIAL YEAR Consolidated sales in 2023 -3.8% at constant currency to € 261.9 million (2022: € 274.6 million); Constant-currency growth of 12.9% in Q4/2023 Adjusted EBIT margin of 10.3% (2022: 16.4%) within guidance corridor New product launch and newly concluded development cooperations with partners 2024 guidance: Sales on a constant-cu...
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