reports
- Guy Sips
- Kristof Samoy
- Sharad Kumar S.P
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
Wind Energy : A deep-dive into the wind sector The wind is changing, i...
In a new note focusing on Wind Energy, we aim to provide a broad insight into the value chain, the risks associated with it and the positioning of the companies in the sector. The current market environment presents both opportunities and challenges for wind energy companies. The sector has faced multiple headwinds in the past, such as inflation, rising interest rates and supply chain issues, which resulted in a substantial decline in the stock prices of wind companies. However, there's a lot ...
EQS-News: ElringKlinger-Hauptversammlung beschließt konstante Dividend...
EQS-News: ElringKlinger AG / Schlagwort(e): Hauptversammlung/Dividende ElringKlinger-Hauptversammlung beschließt konstante Dividende 16.05.2024 / 16:10 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. ElringKlinger-Hauptversammlung beschließt konstante Dividende Konstante Dividendenzahlung von 0,15 EUR je Aktie beschlossen Weitere Beschlussvorschläge jeweils mit großer Mehrheit angenommen Helmut P. Merch ist neuer Aufsichtsratsvorsitzender der ElringKlinger AG Ludger Heuberg neu in den Aufsichtsrat gewählt CEO Thomas Jessulat: „E...
EQS-News: ElringKlinger Annual General Meeting approves unchanged divi...
EQS-News: ElringKlinger AG / Key word(s): AGM/EGM/Dividend ElringKlinger Annual General Meeting approves unchanged dividend 16.05.2024 / 16:10 CET/CEST The issuer is solely responsible for the content of this announcement. ElringKlinger Annual General Meeting approves unchanged dividend Approval of unchanged dividend payment of EUR 0.15 per share Other proposed resolutions adopted by large majorities Helmut P. Merch becomes new Chairman of the Supervisory Board of ElringKlinger AG Ludger Heuberg newly elected to the Supervisory Board CEO Thomas Jessulat: "Against th...
EQS-News: Vossloh Annual General Meeting approves all proposed resolut...
EQS-News: Vossloh Aktiengesellschaft / Key word(s): AGM/EGM Vossloh Annual General Meeting approves all proposed resolutions by a large majority 15.05.2024 / 14:49 CET/CEST The issuer is solely responsible for the content of this announcement. Vossloh Annual General Meeting approves all proposed resolutions by a large majority Review of an extremely successful financial year 2023 Further improvement in earnings and profitability expected for 2024 Dividend of €1.05 per share (previous year: €1.00) resolved Werdohl, May 15, 2024. Vossloh AG today held its Annual Gener...
EQS-News: Vossloh Hauptversammlung stimmt mit großer Mehrheit allen B...
EQS-News: Vossloh Aktiengesellschaft / Schlagwort(e): Hauptversammlung Vossloh Hauptversammlung stimmt mit großer Mehrheit allen Beschlussvorschlägen zu 15.05.2024 / 14:49 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Vossloh Hauptversammlung stimmt mit großer Mehrheit allen Beschlussvorschlägen zu Rückblick auf überaus erfolgreiches Geschäftsjahr 2023 Weitere Ergebnis- und Profitabilitätsverbesserung für 2024 erwartet Dividende von 1,05 € je Aktie (Vorjahr: 1,00 €) beschlossen Werdohl, 15. Mai 2024. Die Vossloh AG hat heute i...
- Fehmi Ben Naamane
NH Hoteles : Un T1 en ligne, Sous-performance maintenue, OC relevé à 4...
>Des chiffres T1 globalement en ligne avec les attentes - NH Hotels a publié des résultats T1 solides. Les revenus groupe ressortent à 460 M€, en croissance de 13% yoy, et 5% au-dessus des attentes (consensus société à 440 M€ et notre estimation à 435 M€). Les RevPAR groupe, eux, progressent de 11% yoy en L/L (soit un chiffre globalement en ligne avec les attentes), le léger décalage avec le niveau de la croissance topline vient de la contribution des nouvelles ouvert...
- Fehmi Ben Naamane
NH Hoteles : Q1 2024 results in line, Underperform rating maintained, ...
>Q1 figures broadly in line with expectations - NH Hotels reported robust Q1 results. Group revenues grew 13% y-o-y to € 460m, 5% ahead of expectations (company-compiled consensus at € 440m and ODDO BHF estimate at € 435m). Group RevPAR increased 11% y-o-y on a like-for-like basis (broadly in line with expectations), with the slight gap with top-line growth stemming from the contribution from new openings, which added 2.4% to revenue growth. Average prices increased r...
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 05/15/2024 Date Performance sin...
With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...
ETL EUTELSAT COMMUNICATIONS SA
PBB DEUTSCHE PFANDBRIEFBANK AG
TNG TRANSGENE SA
F3C SFC ENERGY AG
FGA FIGEAC AERO SA
PSM PROSIEBENSAT.1 MEDIA SE
TPE PVA TEPLA AG
TRI TRIGANO SA
MBB MBB INDUSTRIES SE
DEQ DEUTSCHE EUROSHOP AG
PAT PATRIZIA AG
WLN WORLDLINE SA
DKG DEUTSCHE KONSUM REIT-AG
NHH NH HOTEL GROUP SA
CGG CGG
BSGR B&S GROUP S.A.
MEDCL MEDINCELL SA
NEXI NEXI S.P.A.
INPST INPOST S.A.
NA9 NAGARRO
HGEA HGEARS AG
TUI TUI AG
SCHOTT PHARMA AG
R3NK RENK GROUP AG
ORP ORPEA
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 15/05/2024 Date Performance dep...
Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...
ETL EUTELSAT COMMUNICATIONS SA
PBB DEUTSCHE PFANDBRIEFBANK AG
TNG TRANSGENE SA
F3C SFC ENERGY AG
FGA FIGEAC AERO SA
PSM PROSIEBENSAT.1 MEDIA SE
TPE PVA TEPLA AG
TRI TRIGANO SA
MBB MBB INDUSTRIES SE
DEQ DEUTSCHE EUROSHOP AG
PAT PATRIZIA AG
WLN WORLDLINE SA
DKG DEUTSCHE KONSUM REIT-AG
NHH NH HOTEL GROUP SA
CGG CGG
BSGR B&S GROUP S.A.
MEDCL MEDINCELL SA
NEXI NEXI S.P.A.
INPST INPOST S.A.
NA9 NAGARRO
HGEA HGEARS AG
TUI TUI AG
SCHOTT PHARMA AG
R3NK RENK GROUP AG
ORP ORPEA
- Carole Braudeau
- Nicolas David
BEKB BEKAERT SA
IPH INNATE PHARMA SA CLASS A
HOT HOCHTIEF AG
CFEB COMPAGNIE D'ENTREPRISES CFE SA
INH INDUS HOLDING AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
TEG TAG IMMOBILIEN AG
COK CANCOM SE
AALB AALBERTS N.V.
COL INMOBILIARIA COLONIAL SOCIMI SA
MEL MELIA HOTELS INTERNATIONAL S.A.
ALM ALMIRALL SA
DUE DURR AG
BSGR B&S GROUP S.A.
S30 SOLUTIONS 30 SE
NA9 NAGARRO
HGEA HGEARS AG
FORSE FORSEE POWER SA
DEME DEME GROUP NV
- Carole Braudeau
Morning Crédit 14/05/2024
Iliad abonde les obligations Iliad Holding 2031 à hauteur de 150 m EUR et 200 m USD Grifols : S&P confirme le rating corporate B avec une perspective stable (vs. B/cw negative) Delivery Hero : cession de foodpanda à Uber pour 950 m USD + augmentation de capital réservée de 300 m USD>...
- Nicolas David
BEKB BEKAERT SA
IPH INNATE PHARMA SA CLASS A
HOT HOCHTIEF AG
CFEB COMPAGNIE D'ENTREPRISES CFE SA
INH INDUS HOLDING AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
TEG TAG IMMOBILIEN AG
COK CANCOM SE
AALB AALBERTS N.V.
COL INMOBILIARIA COLONIAL SOCIMI SA
MEL MELIA HOTELS INTERNATIONAL S.A.
ALM ALMIRALL SA
DUE DURR AG
BSGR B&S GROUP S.A.
S30 SOLUTIONS 30 SE
NA9 NAGARRO
HGEA HGEARS AG
FORSE FORSEE POWER SA
DEME DEME GROUP NV
- Rafael Bonardell
- Rafael Bonardell
- Research Department
INFORME DIARIO 14 MAYO + RDOS. ESPAÑA Y EUROPA 1T’24. PREVIEWS (ANÁLIS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, COLONIAL, FERROVIAL, GRIFOLS, LOGISTA, NH HOTELES, UNICAJA. EUROPA: BAYER. 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. Jornada de transición en las bolsas En una sesión sin referencias macroeconómicas y con la campaña de resultados com...
- Fehmi Ben Naamane
Melia : Clear skies until at least Q3. Target price lifted to € 9.0 (v...
>A remarkable performance at the start of the year - Melia published a very decent set of Q1 results, driven on the top line by double-digit growth in Spain and the Americas region (+24% and +15% for RevPAR, respectively), two markets that account for close to 75% of hotel EBITDA. This strong recovery in RevPAR is reflected in both prices (growth of 6.4% at group level whereas the average for the European hotel sector showed very weak growth) and the occupancy rate w...
- Research Department
IBERIAN DAILY 14 MAY + 1Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SABADEL...
NEWS SUMMARY: ACS, COLONIAL, FERROVIAL, GRIFOLS, LOGISTA, NH HOTELES, SANTANDER, TELEFÓNICA, UNICAJA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. A transition session for stock markets In a session without macroeconomic references and with the earnings season being the only catalyst, most European indices (with t...
- Fehmi Ben Naamane
Melia : Un ciel dégagé au moins jusqu’au T3. OC relevé à 9.0 € (vs 8.2...
>Une performance remarquable en ce début d’exercice - La publication T1 de Melia aura été de très bonne facture, portée sur la topline par une progression à deux chiffres de l’Espagne et de la zone Amériques (RevPAR +24% et +15% respectivement), deux marchés qui pèsent près de 75% de l’EBITDA hôtelier. Cette forte reprise des RevPAR se manifeste aussi bien par les prix (+6.4% au niveau groupe alors que la moyenne de l’hôtellerie européenne progresse très faiblement) ...
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