reports
- Jean Danjou
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 04/30/2024
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
CRI CHARGEURS SA
VCT VICAT-CIMENTS VICAT SA
FLY SOCIETE FONCIERE LYONNAISE SA
TYRES NOKIAN RENKAAT OYJ
VETO VETOQUINOL SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
GMM GRAMMER AG
FIE FIELMANN AG
DEZ DEUTZ AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ARCAD ARCADIS NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
ROYAL VOPAK NV
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
MOR MORPHOSYS AG
NFN NFON AG
WAVE WAVESTONE SA
NACON NACON SASU
ALHRS HYDROGEN REFUELING SOLUTIONS
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
EXN EXCLUSIVE NETWORKS SA
WAGA WAGA ENERGY SA
- Jean Danjou
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 30/04/2024 Date Performance dep...
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
CRI CHARGEURS SA
VCT VICAT-CIMENTS VICAT SA
FLY SOCIETE FONCIERE LYONNAISE SA
TYRES NOKIAN RENKAAT OYJ
VETO VETOQUINOL SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
GMM GRAMMER AG
FIE FIELMANN AG
DEZ DEUTZ AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ARCAD ARCADIS NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
ROYAL VOPAK NV
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
MOR MORPHOSYS AG
NFN NFON AG
WAVE WAVESTONE SA
NACON NACON SASU
ALHRS HYDROGEN REFUELING SOLUTIONS
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
EXN EXCLUSIVE NETWORKS SA
WAGA WAGA ENERGY SA
EQS-News: New ISG study: q.beyond confirmed as Microsoft Leader
EQS-News: q.beyond AG / Key word(s): Study New ISG study: q.beyond confirmed as Microsoft Leader 30.04.2024 / 12:00 CET/CEST The issuer is solely responsible for the content of this announcement. New ISG study: q.beyond confirmed as Microsoft Leader q.beyond is once more a “Leader” in “Microsoft 365 Services - Midmarket” and “SAP on Azure Services” It is also a “Rising Star” for the first time for “Power Platform Services” and “Generative AI Services for the Microsoft Clouds” Combination of consulting and operations expertise pays off Cologne, 30 April 2024 – In the n...
EQS-News: Neue Studie von ISG: q.beyond als Microsoft-Leader bestätigt
EQS-News: q.beyond AG / Schlagwort(e): Studie Neue Studie von ISG: q.beyond als Microsoft-Leader bestätigt 30.04.2024 / 12:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Neue Studie von ISG: q.beyond als Microsoft-Leader bestätigt q.beyond ist erneut „Leader“ bei „Microsoft 365 Services Mittelstand“ und „SAP on Azure Services“ Erstmals „Rising Star“ bei „Power Platform Services“ und „Generative AI Services for the Microsoft Clouds“ Kombination aus Beratungs- und Betriebs-Know-how zahlt sich aus Köln, 30. April 2024 – Im neuen ...
- Stephane Beyazian
NFON AG : A year of transition in a German market that is still not ta...
>Downward adjustment to our revenue estimates - We update our estimates for NFON, lowering our expectations for revenues (by 9-20% for revenues) but raising those for margins, which partly offsets the EBITDA impact. We now look for growth of 4-5% per year in revenues, at the low end of the target range for 2024 (5-10%) and in line with current commercial momentum (growth of 3-4% in the customer base, i.e. 20,000-30,000 new users per year, and slight growth in ARPU). N...
- Stephane Beyazian
NFON AG : Une année de transition dans un marché allemand qui peine à ...
>Ajustement à la baisse de nos prévisions de CA - Nous mettons à jour nos prévisions pour NFON en abaissant nos attentes de CA (de 9-20%) mais en relevant toutefois celles de marges, ce qui compense en partie l’impact sur l’EBITDA. Nous prévoyons désormais une croissance de 4-5% par an du CA, dans le bas de l’objectif pour 2024 (5-10%) et conforme à la dynamique commerciale actuelle (croissance de 3-4% du parc client, soit 20-30 000 nouveaux utilisateurs par an, et lé...
EQS-News: NFON AG: Forthcoming merger of Deutsche Telefon Standard Gmb...
EQS-News: NFON AG / Key word(s): Miscellaneous NFON AG: Forthcoming merger of Deutsche Telefon Standard GmbH with NFON AG in accordance with section 62(4) sentence 4, (3) sentence 2 of the Umwandlungsgesetz 25.04.2024 / 16:12 CET/CEST The issuer is solely responsible for the content of this announcement. Company Announcement by NFON AG on the forthcoming merger of Deutsche Telefon Standard GmbH with NFON AG in accordance with section 62(4) sentence 4, (3) sentence 2 of the Umwandlungsgesetz (UmwG – German Transformation Act) on 25 April 2024 By way of merger by absor...
EQS-News: NFON AG: Bevorstehende Verschmelzung der Deutsche Telefon St...
EQS-News: NFON AG / Schlagwort(e): Sonstiges NFON AG: Bevorstehende Verschmelzung der Deutsche Telefon Standard GmbH mit der NFON AG gem. § 62 Abs. 4 S. 4, Abs. 3 S. 2 UmwG 25.04.2024 / 16:12 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Gesellschaftsbekanntmachung der NFON AG über die bevorstehende Verschmelzung der Deutsche Telefon Standard GmbH mit der NFON AG gem. § 62 Abs. 4 S. 4, Abs. 3 S. 2 UmwG vom 25. April 2024 Die NFON AG beabsichtigt, im Wege der Verschmelzung durch Aufnahme das Vermögen der Deutsche Telefon Standar...
EQS-News: q.beyond unterstützt Einführung von SAP S/4HANA bei der Neue...
EQS-News: q.beyond AG / Schlagwort(e): Sonstiges q.beyond unterstützt Einführung von SAP S/4HANA bei der Neuen Westfälischen mit Applikations-Know-how 23.04.2024 / 10:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. q.beyond unterstützt Einführung von SAP S/4HANA bei der Neuen Westfälischen mit Applikations-Know-how Verlag mit 200.000 Kunden strafft Prozesse mit neuestem SAP-Release Reduktion der Prozesslandschaft um mehr als 60 Prozent Köln, 23. April 2024 – Schnellere Prozesse, zeitgemäße Anwendungsumgebung, zukunftssichere SAP...
EQS-News: q.beyond supports introduction of SAP S/4HANA at Neue Westfä...
EQS-News: q.beyond AG / Key word(s): Miscellaneous q.beyond supports introduction of SAP S/4HANA at Neue Westfälische with its applications expertise 23.04.2024 / 10:00 CET/CEST The issuer is solely responsible for the content of this announcement. q.beyond supports introduction of SAP S/4HANA at Neue Westfälische with its applications expertise Publisher with 200,000 customers streamlines processes with latest SAP release Process landscape reduced by more than 60 percent Cologne, 23 April 2024 – Faster processes, an applications environment in line with the times and ...
Moody's Ratings affirms Rheinmetall's Baa2 long-term issuer rating; ou...
Moody's Ratings (Moody's) has today affirmed Rheinmetall AG's (Rheinmetall) Baa2 long-term issuer rating. Concurrently, the rating agency has affirmed the company's P-2 short term issuer rating and its P-2 Commercial Paper rating. The outlook remains stable. RATINGS RATIONALE Today's ratin...
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
HEIA HEINEKEN NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
ABB ABB LTD.
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
OR L'OREAL SA
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
VOD VODAFONE GROUP PLC
WDP WAREHOUSES DE PAUW SCA
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
HEIA HEINEKEN NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
ABB ABB LTD.
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
OR L'OREAL SA
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
VOD VODAFONE GROUP PLC
WDP WAREHOUSES DE PAUW SCA
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Olfa Taamallah
- Yan Derocles
Rheinmetall AG : Q1 2024 in the end set to be more in line with tradit...
>Q1 in the end more in line with traditional seasonality - In a group pre-class call, the company indicated the seasonal pattern would in the end be fairly consistent with that of previous years, with Q4 potentially accounting for around 35% of FY 24 sales. The deferral of around € 0.4bn of sales from FY 23 to FY 24 will be only partially delivered in Q1 (c € 0.1bn est.), with the remainder of the truck deliveries expected more later in the year. We forecast sales of ...
- Olfa Taamallah
- Yan Derocles
Rheinmetall AG : Vers un T1 2024 finalement conforme à la traditionnel...
>Un T1 finalement plus conforme à la traditionnelle saisonnalité - Lors d’un pre-close call groupé, la société a indiqué que la saisonnalité de l’exercice FY 24 serait finalement assez conforme à celle des autres années avec un T4 pouvant représenter de l’ordre de 35% du CA FY 24. Le décalage d’environ 0.4 Md€ de ventes de FY 23 à FY 24 ne sera que partiellement livré au T1 (c0.1 Md€e), le reliquat des livraisons de camions étant plutôt attendu plus tard dans l’exerci...
Rheinmetall AG: 1 director
A director at Rheinmetall AG bought 600 shares at 520.805EUR and the significance rating of the trade was 81/100. 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 two years clearly ...
- Bruno Cavalier
- Emira Sagaama
- Stephane Beyazian
ODDO BHF Small & MIDCAP MORNING NEWS - 09/04/2024 Date Performance dep...
Nous réitérons notre recommandation Surperformance (conviction Midcap Europe) avec un objectif de cours et des prévisions de résultats relevés. L’optimisme est de rigueur sur les perspectives d’activité, les marges offrent encore un potentiel d’amélioration, le bilan est sous-leveragé, les multiples de valorisation restent attractifs et le fondateur achète des actions. - ...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
ATO ATOS SE
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
SDG SYNERGIE SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
BAMNB KONINKLIJKE BAM GROEP NV
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
ALFEN ALFEN NV
DRI 1&1 DRILLISCH AG
DEME DEME GROUP NV
LHYFE LHYFE S.A.
- Bruno Cavalier
- Emira Sagaama
- Stephane Beyazian
ODDO BHF Small & MIDCAP MORNING NEWS - 04/09/2024 Date Performance sin...
We reiterate our Outperform recommendation on the stock (European midcap top pick). We have revised up our target price and earnings forecasts. Bright prospects ahead for revenues, still room for margin improvement, the balance sheet is underleveraged, valuation multiples remain attractive and the founder is buying shares. - ...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
ATO ATOS SE
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
SDG SYNERGIE SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
BAMNB KONINKLIJKE BAM GROEP NV
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
ALFEN ALFEN NV
DRI 1&1 DRILLISCH AG
DEME DEME GROUP NV
LHYFE LHYFE S.A.
- Emira Sagaama
- Jerôme Bodin
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
RCO REMY COINTREAU SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
VIV VIVENDI SE
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ASML ASML HOLDING NV
BIM BIOMERIEUX SA
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
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