A director at Xior Student Housing Nv bought 4,000 shares at 26.470EUR and the significance rating of the trade was 74/100. 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 year...
H2 was a better semester for the SA Telcos. Service revenue and EBITDA trends improved and capex – while still above historic levels – was contained. However, improvements were modest as the environment remains difficult and growth remains limited.
AUBERVILLIERS, France--(BUSINESS WIRE)-- Regulatory News: Veolia Environnement (Paris:VIE) a obtenu l’approbation de l'Autorité des Marchés Financiers (AMF) sur le troisième supplément au prospectus de base de son programme d’instruments de dette (EMTN) d’un montant de 18 milliards d’euros. Le prospectus de base (numéro d’approbation n° 23-168 du 16 mai 2023), son premier supplément (numéro d’approbation n°23-366 du 25 août 2023), son deuxième supplément (numéro d’approbation n°23-470 du 10 novembre 2023) et son troisième supplément (numéro d’approbation n° 24-131 du 30 avril 2024) sont di...
>Revenus locatifs à +7.9% à périmètre constant sous les effets de l’indexation et de la réversion - Les revenus locatifs de SFL, filiale à 98% de Colonial, s’établissent à 63.9 M€ (64.2 M€e) pour le T1 2024 en hausse de 17.6% à périmètre courant. La croissance à périmètre constant également élevée de 7.9% s’explique surtout par l’indexation ainsi que l’effet des baux signés en 2023 :A périmètre constant, la progression des loyers de 4.3 M€ (+7.9%) est liée à l’i...
>Rental income at +7.9% at constant scope under the effects of indexation and the reversion - Rental income for SFL, a subsidiary of Colonial at 98%, come to € 63.9m (€ 64.2m est.) for Q1 2024, up +17.6% at current scope. Growth at constant scope is also very high at +7.9%, and can be explained above all by indexation as well as the effect of leases signed in 2023:At constant scope, growth in leases at € 4.3m (+7.9%) is related to indexation (+€ 2.4m), the effec...
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...
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). - ...
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). - ...
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...
>Full-year results in line with expectations. Disposal of 126 restaurants and share buyback programme - Whitbread just reported its FY 2023 results (to end-February 2024), which are good quality and broadly in line with expectations. Group revenues, at € 2.96bn (ODDO BHFe at £ 2.925bn, FactSet consensus at £ 2.988bn), came in 13% higher y-o-y, vs 17% in H1, or growth of 9% in H2, which reflects, as expected, tougher comps and a normalisation of growth in UK hotels. Gr...
>Good performance in the Q1 2024… - For the Q1 2024 Comparable EBITDA was € 622m (-20% y-o-y), above our assumptions at € 525m and Vara consensus estimate of € 549m. Comparable operating profit totalled € 530m (-24%) above our forecast and consensus at € 452m. Net income was also better than expected at € 430m (-11%) vs € 350m expected (ODDO BHF and consensus). In spite of lower prices, the drop in earnings was more limited than anticipated in the generation business ...
>Des résultats annuels en ligne avec les attentes. Cession de 126 restaurants et programme de rachat d’actions - Whitbread vient de publier des résultats annuels 2023 (à fin février 2024), de bonne facture, globalement en ligne avec les attentes. Les revenus groupe, à 2960 Md£ (ODDO BHFe à 2925 Md£, css FactSet à 2988 Md£) sont en hausse de 13% yoy, contre 17% au S1, soit une croissance de 9% au S2, qui reflète, comme attendu, la base de comparaison plus difficile et ...
>Good performance in the Q1 2024… - For the Q1 2024 Comparable EBITDA was € 622m (-20% y-o-y), above our assumptions at € 525m and Vara consensus estimate of € 549m. Comparable operating profit totalled € 530m (-24%) above our forecast and consensus at € 452m. Net income was also better than expected at € 430m (-11%) vs € 350m expected (ODDO BHF and consensus). In spite of lower prices, the drop in earnings was more limited than anticipated in the generation business ...
>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...
PARIS--(BUSINESS WIRE)-- Regulatory News: « SFL (Paris:FLY) enregistre au premier trimestre 2024 une croissance de ses revenus très significative (+17,6%). C’est le reflet d’un business model unique et d’une très bonne dynamique commerciale sur le marché parisien, malgré un environnement encore incertain. L’entrée de nouveaux locataires leaders dans leur secteur contribue positivement à la croissance des revenus et au maintien d’un taux d’occupation historique de 99,7%. La gestion prudente de notre bilan assure un excellent niveau de liquidité. » commente Dimitri Boulte, Directeur Général de...
1Q24 started with 2.2% YoY LFL net rental growth, below the 5% FY target. Decelerating inflation and the settlement of some service charges impacted this performance which, based on management expectations, is set to improve in the coming quarters. We think that 4% LFL looks more realistic for 2024. That said, the bottom-line guidance of a €1.75 direct result per share is consistent with our numbers. We have fine-tuned our estimates to now incorporate a first French disposal by year end and a se...
1Q24 operating performance was strong. All attention was on disposals which accelerated to a cumulative total of €220m and are approaching the €340m initial ambition. The c.10% discount to FV on the sales was surprising but we think the size and speed of the disposals is more important and key in managing a still high LTV. The option of a JV now looks less likely, another positive sign of confidence about further disposals to come. Valuations are expected to stabilise for coming quarters. We con...
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