reports
- Jerôme Bodin
LR LEGRAND SA
FRA FRAPORT AG
LI KLEPIERRE SA
ALV ALLIANZ SE
ORSTED ORSTED
RAA RATIONAL AG
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
IHG INTERCONTINENTAL HOTELS GROUP PLC
MRNA MODERNA INC.
VWS VESTAS WIND SYSTEMS
UMG UNIVERSAL MUSIC GROUP NV
DSY DASSAULT SYSTEMES SA
DTG DAIMLER TRUCK
LIN LINDE PUBLIC LIMITED COMPANY
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Jerôme Bodin
LR LEGRAND SA
FRA FRAPORT AG
LI KLEPIERRE SA
ALV ALLIANZ SE
ORSTED ORSTED
RAA RATIONAL AG
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
IHG INTERCONTINENTAL HOTELS GROUP PLC
MRNA MODERNA INC.
VWS VESTAS WIND SYSTEMS
UMG UNIVERSAL MUSIC GROUP NV
DSY DASSAULT SYSTEMES SA
DTG DAIMLER TRUCK
LIN LINDE PUBLIC LIMITED COMPANY
SHUR SHURGARD SELF STORAGE LIMITED
- Hela Zarrouk
RATIONAL AG : Positive margin performance in 2024
>Conference call feedback: sales and profitability - During the conference call, management discussed the group’s developments in Q1 as well as the growth forecast for the full year. The key takeaways were :For Q1, sales were up 1% at € 293m despite a demanding comparison base (Q1 2023: +25%). By region, we note dynamic momentum in the Americas and Asia (+11% and +18% respectively) benefiting from the upturn in demand on underpenetrated markets, as well as signif...
- Hela Zarrouk
RATIONAL AG : Bonne tenue de la marge en 2024
>Feedback Conference call : CA et profitabilité - Lors de la conférence téléphonique, le management est revenu sur les réalisations du groupe au T1 ainsi que les perspectives de croissance sur l’ensemble de l’année. Les principaux points à retenir :Au T1, le CA ressort en hausse de 1% à 293 M€ malgré une base de comparaison exigeante (T1 2023 : +25%). Par zone géographique nous notons une activité dynamique en Amériques et en Asie (+11% et +18% respectivement) bé...
- Konrad Zomer
- Thomas Zlowodzki
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/02/2024
We are removing GALP from our ODDO BHF European Large Caps list. The stock has chalked up a performance of +31.3% since its inclusion in the list on 20 March. Our analyst is adopting today a Neutral recommendation (vs Outperform) on the stock. - ...
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Hela Zarrouk
RATIONAL AG : Good start to the year – Q1 EBIT above expectations- 202...
>Q1 results above expectations: EBIT at € 71.1m (css: € 68.3m; ODDO BHF: € 65.7m) - RATIONAL just released its Q1 2024 results, which were above expectations (+4% at the css EBIT level), marked by: 1/ Q1 sales at € 286.4m, +1% y-o-y (ODDO BHF: € 290.3m; consensus: € 285m), which is satisfactory given the high comparison basis in Q1 2023 (sales: +25.3%). By country, North America was particularly successful (23% of consolidated revenue), +13% y-o-y, while revenue ...
- Hela Zarrouk
RATIONAL AG : Good start to the year – Q1 EBIT above expectations- 202...
>Q1 results above expectations: EBIT at € 71.1m (css: € 68.3m; ODDO BHF: € 65.7m) - RATIONAL just released its Q1 2024 results, which were above expectations (+4% at the css EBIT level), marked by: 1/ Q1 sales at € 286.4m, +1% y-o-y (ODDO BHF: € 290.3m; consensus: € 285m), which is satisfactory given the high comparison basis in Q1 2023 (sales: +25.3%). By country, North America was particularly successful (23% of consolidated revenue), +13% y-o-y, while revenue ...
EQS-News: Rational AG startet mit erfolgreichem erstem Quartal ins Ges...
EQS-News: RATIONAL AG / Schlagwort(e): Quartals-/Zwischenmitteilung Rational AG startet mit erfolgreichem erstem Quartal ins Geschäftsjahr 2024 02.05.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Rational AG startet mit erfolgreichem ersten Quartal ins Geschäftsjahr 2024 286 Millionen Euro Umsatzerlöse Regionen Nordamerika und Asien setzen Wachstum fort EBIT wächst überproportional um 7 Prozent – 24,8 Prozent EBIT-Marge Prognose 2024 bestätigt: Umsatzwachstum im mittleren bis hohen einstelligen Prozentbereich und EB...
EQS-News: RATIONAL AG starts fiscal year 2024 with a successful first ...
EQS-News: RATIONAL AG / Key word(s): Quarterly / Interim Statement RATIONAL AG starts fiscal year 2024 with a successful first quarter 02.05.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. RATIONAL AG starts fiscal year 2024 with a successful first quarter 286 million euros sales revenues North America and Asia regions continue to expand EBIT up 7 percent, outpacing sales revenue growth – EBIT margin at 24.8 percent Forecast for 2024 confirmed: sales revenue growth expected in medium to high single-digit percentage range an...
- Emmanuel Matot
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/03/2024
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...
- Emmanuel Matot
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/28/2024
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...
- Emmanuel Matot
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/03/2024
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...
- Hela Zarrouk
RATIONAL AG : Continued growth in 2024 and maintenance of a good margi...
>Conference call feedback - In 2023, revenue rose by 10%, fuelled by dynamic growth in iCombi and after-sale services revenue (90% of consolidated revenue) and a positive pricing (linked to the price increase in 2022). By geography, growth was driven by North America (23% of total revenue; +18% year on year), Asia (14% of total revenue; +24%), with a good performance in China, and Latin America (6% of total revenue; +18%). For 2024, management expects prices to remain...
- Hela Zarrouk
RATIONAL AG : Poursuite de la croissance en 2024 et maintien d’un bon ...
>Feedback conference call - En 2023, l’activité s’est appréciée de 10%, alimentée par la croissance dynamique des ventes de l’iCombi et des services après-vente (90% du CA consolidé) ainsi qu’un effet prix positif (lié à la hausse des prix réalisée en 2022). Par zone géographique, la croissance a été porté par l’Amérique du Nord (23% du CA conso ; +18% y-o-y), l’Asie (14% du CA conso ; +24%) avec une bonne performance en Chine et le Latam (6% du CA conso ; +18%). Pour...
- Damien Choplain
- Martial Descoutures
- Damien Choplain
- Martial Descoutures
- Hela Zarrouk
RATIONAL AG : Positive outlook for 2024 but the share is correctly val...
>Final FY 2023 results in line with preliminary figures - Rational has just published its final FY 2023 results which came in line with preliminary figures with, in detail: 1/ FY 2023 sales up 10% y-o-y to € 1125.8m (vs initial guidance of growth in the high single digits) benefiting from positive effects of the price increases made in 2022. Q4 sales came to € 293m +1% y-o-y and +7.7% q-o-q (vs guidance of a decline in Q4 sales vs Q3 2023). These good results can be ...
- Hela Zarrouk
RATIONAL AG : Positive outlook for 2024 but the share is correctly val...
>Final FY 2023 results in line with preliminary figures - Rational has just published its final FY 2023 results which came in line with preliminary figures with, in detail: 1/ FY 2023 sales up 10% y-o-y to € 1125.8m (vs initial guidance of growth in the high single digits) benefiting from positive effects of the price increases made in 2022. Q4 sales came to € 293m +1% y-o-y and +7.7% q-o-q (vs guidance of a decline in Q4 sales vs Q3 2023). These good results can be ...
EQS-News: Rational AG increases its sales revenues by 10 percent to 1....
EQS-News: RATIONAL AG / Key word(s): Annual Report/Annual Results Rational AG increases its sales revenues by 10 percent to 1.126 billion euros – the outlook is optimistic 27.03.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. Rational AG increases its sales revenues by 10 percent to 1.126 billion euros – the outlook is optimistic Sales revenues grow by 10 percent in 2023 to 1.126 billion euros Strong sales revenue performance in North America and Asia EBlT margin rises to 24.6 percent Dividend of 13.50 euros proposed Forec...
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