A director at L'Oreal sold 10,000 shares at 440.894EUR and the significance rating of the trade was 68/100. 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 showin...
1Q24 earnings ran ahead of our full-year estimate due to higher-than-expected gross margin expansion, which we attribute to product mix upgrade and lower raw material costs. We remain optimistic on Jonjee’s operating efficiency in 2024, given the low base, clear strategic goals by the new management team which is vastly experienced, as well as gross margin expansion. Maintain BUY with an unchanged target price of Rmb36.10.
KEY HIGHLIGHTS Strategy China And Hong Kong Property A comparison between H-REITs and C-REITs. Results China Tourism Group Duty Free (601888 CH/BUY/Rmb71.72/Target: Rmb106.20) 1Q24: Core profit grew 0.2% yoy; inventories improving; expect further gross margin expansion. iFlytek (002230 CH/HOLD/Rmb41.97/Target: Rmb40.00) FY23 and 1Q24: Earnings missed; dividend of Rmb1.00 for every 10 shares. Jonjee Hi-Tech Industrial & Commercial (600872 CH/BUY/Rmb27.55/Target: Rmb36.10) 1Q24: Results abov...
GREATER CHINA Strategy China And Hong Kong Property A comparison between H-REITs and C-REITs. Results China Tourism Group Duty Free (601888 CH/BUY/Rmb71.72/Target: Rmb106.20) 1Q24: Core profit grew 0.2% yoy; inventories improving; expect further gross margin expansion. iFlytek (002230 CH/HOLD/Rmb41.97/Target: Rmb40.00) FY23 and 1Q24: Earnings missed; dividend of Rmb1.00 for every 10 shares. Jonjee Hi-Tech Industrial & C...
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we comment on resilient US activity from the perspective of a healthy Logistics Mana
>Q1 set to go down well on two counts. Target price upgraded to € 416 – Neutral rating maintained on a very high-quality stock - We maintain our Neutral rating on a very high-quality stock, with a higher target price of € 416. The major surprise in Q1 in organic terms is likely to be well received on two counts; a cautious stance had been adopted over the last few weeks given the marked slowdown in the beauty market and L’Oréal’s Q1 clearly beat expectations, with org...
>Un T1 qui devrait être doublement bien accueilli. OC relevé à 416 €- Neutre maintenu sur une valeur de très grande qualité - Neutre maintenu sur une valeur de très grande qualité avec un OC relevé à 416 €. La très forte surprise du T1 en organique devrait être doublement bien accueillie ; la prudence était de mise depuis quelques semaines vis-à-vis d’un fort ralentissement du marché de la beauté et le T1 de L’Oréal ressort clairement au-dessus des attentes avec une c...
L'Oréal's Q1 sales were above market expectations. Excluding a technical one-off positive impact, sales grew 8.1% lfl over the quarter (consensus: +6.4%) thanks to strong performances in the mass market and Derma Beauty divisions. L'Oréal continued to outperform a still dynamic beauty market (+6%).
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: NATURGY. EUROPA: ESSILORLUXOTTICA, L’ORÉAL, SCHNEIDER ELECTRIC. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. El Ibex vuelve a ser el mejor de Eurozona Sesión sin referencias macroeconómicas importantes, pendientes de la tensión en Oriente M...
First quarter 2024 sales A very good start to the year High single digit rhythm maintained Sales: 11.24 billion euros, +9.4% like-for-like1, +8.3% reported.First quarter sales included a positive 130 million euro phasing impact ahead of the implementation of new IT systems in North America. Adjusted like-for-like growth amounted to a strong +8.1%.Continued outperformance in a global beauty market that remained dynamic.All Divisions grew with stellar performances from the Consumer Products and Dermatological Beauty DivisionsParticularly remarkable growth...
Chiffre d’affaires du 1er trimestre 2024 TRÈS BON DÉBUT D’ANNÉEMAINTIEN D’UN RYTHME DE CROISSANCE SOUTENU Chiffre d’affaires : 11,24 milliards d’euros, + 9,4 % en comparable1, + 8,3 % en publié.Les ventes du 1er trimestre incluent un impact favorable de phasage en Amérique du Nord de 130 millions d’euros lié à la mise en place de nouveaux systèmes informatiques. La croissance ajustée à données comparables est forte à + 8,1 %.Surperformance continue dans un marché mondial de la beauté qui reste dynamique.Croissance dans toutes les Divisions, avec des performances spectaculaires d...
HOBOKEN, N.J.--(BUSINESS WIRE)-- NICE Actimize, a (NASDAQ: NICE) business, has been recognized with multiple honors by Celent, a division of Oliver Wyman, Inc., in its recently released report, “Financial Crime Compliance Technology: Watchlist Screening Edition—2024 XCelent Awards, Powered by VendorMatch.” Named a Luminary in the report’s Technology Capabilities matrix, NICE Actimize was also the recipient of the report’s XCelent award for “Breadth of Functionality.” To download a complimentary excerpt of this report, please . The Celent report noted, “NICE Actimize’s watchlist screening sy...
HOBOKEN, N.J.--(BUSINESS WIRE)-- NICE Actimize, a (Nasdaq: NICE) business today announced that its entity-centric Anti-Money Laundering (AML) solutions have been selected as the winner of the “Best Anti-Money Laundering Solution ” award in the 8th annual FinTech Breakthrough Awards program conducted by , an independent market intelligence organization that recognizes the top companies, technologies and products in the global FinTech market today. FinTech Breakthrough highlighted NICE Actimize’s family of AML solutions, including Suspicious Activity Monitoring (SAM10), Sanctions and Risk Scr...
In this report, we have summarised what we read from consumer companies’ 2023 results, the 2024 outlook and recent updates. We think companies: a) with overseas expansion or turnaround prospects, b) that have upside potential of improving operating efficiency, c) that will benefit from near-term catalysts (eg event-driven), and d) have increasing dividend payout will outperform. Anta, CR Beer, CTGDF, Galaxy, Haidilao, Haier, Midea and Shenzhou are our most preferred stocks. Maintain OVERWEIGHT.
NXP Semiconductors Announces Conference Call to Review First Quarter 2024 Financial Results EINDHOVEN, The Netherlands, April 11, 2024 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced it will release financial results for the first quarter 2024 after the close of normal trading on the NASDAQ Global Select Market on Monday, April 29, 2024. The company will host a conference call with the financial community on Tuesday, April 30, 2024 at 8:00 a.m. U.S. Eastern Daylight Time (EDT). Earnings Conference Call Details Interested parties may pre-register for the or ob...
Disclosure of total number of voting rights and number of shares in the capital at March 31, 2024 French limited company (Société anonyme) with registered capital of 106,945,095 eurosRegistered office: 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisLegal Entity Identifier: 529900JI1GG6F7RKVI53 Disclosure of total number of voting rights and number of sharesin the capital at March 31, 2024 Pursuant to article L-233-8 II of the French “Code de Commerce” and 223-16 of the AMF's General Regulations: Total number of shares534,725,475Number of real voting rights (excluding treasury shares)5...
Déclaration du nombre total de droits de vote et du nombre d’actions composant le capital au 31 mars 2024 Société anonyme au capital de 106.945.095 euros Siège social : 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisCode LEI (Legal Entité Identifier) : 529900JI1GG6F7RKVI53 Déclaration du nombre total de droits de vote et du nombre d’actions composant le capital au 31 mars 2024 Conformément aux articles L.233-8 II du Code de commerce et 223-16 du Règlement Général de l’Autorité des Marchés Financiers : Nombre d’actions composant le capital 534 725 475Nombre réel de droits de vot...
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