A director at Novo Nordisk AS sold 55,000 shares at 902.625DKK 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 clearl...
Q1 LCY figures beat consensus due to US rebate adjustments related to 2023 adding c5%-points to LCY growth and low SG&A cost boosting EBIT growth in Q1. Wegovy sales were below consensus but above our forecast, and we have therefore adjusted our rebate assumptions for 2024. The 2024 guidance was raised to LCY sales growth of 19–27% (18–26%) and LCY operating profit growth of 22–30% (21–29%). We reiterate our BUY and DKK1,100 target price.
A director at Safran S.A. sold 2,095 shares at 208.000EUR and the significance rating of the trade was 83/100. 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 sho...
WOKINGHAM, England--(BUSINESS WIRE)-- (NYSE: FERG, LSE: FERG) (the “Company”) announces today that it purchased a total of 59,475 of its ordinary shares in the period from April 22, 2024, up to and including April 26, 2024, in connection with its $3.0 billion share repurchase program. Aggregated information about the purchases carried out during this period Trading Day Aggregate Daily Volume (in number of shares) Daily weighted average purchase price of the shares (USD) Trading Venue April 22, 2024 300 208.5100 ARCX April 22, 2024 ...
WOKINGHAM, England--(BUSINESS WIRE)-- NOTIFICATION OF TOTAL VOTING RIGHTS AND CAPITAL IN THE COMPANY In accordance with DTR 5.6.1, the Company hereby notifies the following: The Company’s issued share capital as at April 30, 2024 consisted of 232,171,182 ordinary shares of 10 pence each (“Ordinary Shares”), of which 29,993,774 Ordinary Shares were held in treasury as at the date of this disclosure. The voting rights of treasury shares are automatically suspended. Therefore, the total voting rights in the Company is 202,177,408. This figure may be used by shareholders as the denominator f...
WOKINGHAM, England--(BUSINESS WIRE)-- Name of applicant: Ferguson plc Name of scheme: Ferguson Group International Sharesave Plan 2011 Period of return: From: November 1, 2023 To: April 30, 2024 Balance of unallotted securities under scheme(s) from previous return: 181,430 ordinary 10p shares Plus: The amount by which the block scheme(s) has been increased since the date of the last return (if any increase has been applied for): Nil Less: Number of securities issued/allotted under scheme(s) during period (s...
Iliad Holding plans to issue new bonds to fund the investment in Tele2 and a tender on Iliad Holding 2026 notesIsabel Marant: well preserved liquidity but further deep fall in the wholesale order bookVerisure markets new bonds with two special covenants linked to a potential IPOBUT/Mobilux: new bond offering with the inclusion of Conforama into the scope>...
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). - ...
Isabel Marant : liquidité supérieure aux attentes mais nouvelle chute du carnet de commandesBUT/Mobilux : Nouvelle émission obligataire avec intégration de Conforama dans le périmètreIliad Holding compte émettre des de nouvelles obligations pour financer l’investissement dans Tele2 et un tender sur la souche Iliad Holding 2026Verisure commercialise des nouvelles obligations avec deux covenants spéciaux liés à une potentielle IPO>...
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...
>Spares parts down by around 5% organically in Q1 - MTU (Neutral, TP -€190) has just reported its Q1 2024 results slightly disappointing with FCF coming slightly below consensus estimates and a lower performance at spares parts vs our estimates. EBITA is reported at € 218m, up 3% y-o-y (ODDO BHF: € 209m consensus: € 214m) and the margin stood at 13% vs 13.7% in Q1 2023, factoring in a negative mix effect (around 5% decline spares vs -3%e offset partially by higher spa...
>Spares parts down by around 5% organically in Q1 - MTU (Neutral, TP -€190) has just reported its Q1 2024 results slightly disappointing with FCF coming slightly below consensus estimates and a lower performance at spares parts vs our estimates. EBITA is reported at € 218m, up 3% y-o-y (ODDO BHF: € 209m consensus: € 214m) and the margin stood at 13% vs 13.7% in Q1 2023, factoring in a negative mix effect (around 5% decline spares vs -3%e offset partially by higher spa...
Moody's Ratings (Moody's) has today affirmed Airbus SE's (Airbus) senior unsecured and short term issuer ratings at A2 and P-1 respectively. Concurrently, Moody's has affirmed Airbus SE's senior unsecured MTN program rating at (P)A2, its Commercial Paper rating at P-1, the backed senior unsecured ra...
A director at Figeac Aero maiden bought 8,000 shares at 5.500EUR and the significance rating of the trade was 54/100. 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 clea...
>Q1 2024 sales 1.5% above css thanks to impressive Defence & Security start to the year - Thales just released a solid start to the year with sales 1.5% above expectations and order intake well ahead of street forecasts thanks to more orders in excess of € 100m than initially expected.Sales of € 4,421m were 1.5% above consensus expectations (ODDO BHF: € 4,383m, company compiled consensus: € 4,357m) with organic growth of 7.9%. This was mainly driven by i/ impres...
>Q1 2024 sales 1.5% above css thanks to impressive Defence & Security start to the year - Thales just released a solid start to the year with sales 1.5% above expectations and order intake well ahead of street forecasts thanks to more orders in excess of € 100m than initially expected.Sales of € 4,421m were 1.5% above consensus expectations (ODDO BHF: € 4,383m, company compiled consensus: € 4,357m) with organic growth of 7.9%. This was mainly driven by i/ impres...
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