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.
>GMV up 8% and revenue up 21% - Last week Delivery Hero reported top-line numbers for Q1 2024. GMV increased 8% y-o-y on healthy order growth while segment revenue rose 21% (both excluding FX) driven by AdTech revenues, service and subscription fees, higher commission from own delivery as well as increasing Dmarts contribution. The revenue growth was broad-based with all regions contributing. Fastest growing segments were MENA (+29%), Integrated Verticals (+27%) and E...
EQS-News: Delivery Hero SE / Key word(s): Personnel Delivery Hero announces nominees for election to the Supervisory Board at Annual General Meeting 29.04.2024 / 08:20 CET/CEST The issuer is solely responsible for the content of this announcement. Delivery Hero announces nominees for election to the Supervisory Board at Annual General Meeting Berlin, 29 April 2024 – Delivery Hero SE (“Delivery Hero” or the “Company”), the world’s leading local delivery platform, today announced that the Supervisory Board’s Nomination Committee, following a thorough evaluation of the S...
EQS-News: Delivery Hero SE / Schlagwort(e): Personalie Delivery Hero gibt Kandidaten zur Wahl in den Aufsichtsrat auf Hauptversammlung bekannt 29.04.2024 / 08:20 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Delivery Hero gibt Kandidaten zur Wahl in den Aufsichtsrat auf Hauptversammlung bekannt Berlin, 29. April 2024 - Delivery Hero SE („Delivery Hero“ oder die „Gesellschaft“), die weltweit führende lokale Lieferplattform, hat heute bekannt gegeben, dass der Nominierungsausschuss des Aufsichtsrats im Anschluss an eine umfasse...
As a follow-up to the work we published two weeks ago, which called for a downcycle in the auto semiconductor market, we review our expectations for Infineon. In summary, we expect Infineon to outperform the broader market, driven by a favorable exposure to xEVs and microcontroller share gains. We still see downside to expectations over the next 12 months, but from a stock perspective, we find the company attractively valued ahead of another leg of strong secular growth beyond this year.
>Q1 2024 slightly higher than expected, sequential acceleration in NUG - Accor reported Q1 2024 sales of € 1,236m (+8% on a reported basis), 2% higher than the consensus of € 1,216m (ODDO BHF estimate: € 1,197m). The Q1 performance was driven by all regions, especially the Middle East and Asia-Pacific, satisfactory price trends (+5.5%) and higher occupancy rates (+1.2 pt). By division, Management & Franchise (M&F) revenue reached € 294m (+10% yoy), buoyed by solid dem...
>T1 24 légèrement au-dessus des attentes, accélération séquentielle du NUG - Accor a publié un CA T1 2024 à 1 236 M€ (+8% en publié), 2% au-dessus des attentes à 1 216 M€ (ODDO BHF 1 197 M€). La performance au T1 a été soutenue par toutes les régions, en particulier le Moyen-Orient et l’Asie-Pacifique, un bon niveau de prix (+5.5%) et des taux d’occupation (TO) qui progressent (+1.2 pt). Par division, le CA Management & Franchise (M&F) atteint 294 M€ (+10% y-o-y), sou...
Atos: weak Q1 2024 results, need for fresh funds has already increasedVerisure launches a new term loan; new bonds to followVerallia: Q1 2024 logically weak but the recovery in demand is confirmedAngloAmerican Plc: Takeover offer from BHP Group for the entire share capital>...
Atos : faibles résultats au T1 2024, les besoins de nouveaux fonds a augmentéVerisure lance un nouveau term loan ; des nouvelles obligations suivrontVerallia : T1 2024 logiquement faible mais la reprise de la demande se confirmeAngloAmerican PLC : Offre de rachat sur la totalité du capital par BHP>...
EQS-News: Delivery Hero SE / Key word(s): Quarter Results/Annual Results Delivery Hero reports strong Q1 results, builds on strategy for profitable growth and cash generation 25.04.2024 / 07:29 CET/CEST The issuer is solely responsible for the content of this announcement. Quarterly Statement Q1 2024 Delivery Hero reports strong Q1 results, builds on strategy for profitable growth and cash generation GMV growth of 8% YoY1 and Revenue growth of 21% YoY1. Revenue outlook raised to 18-21% YoY1 in FY2024 (previously 15-17% YoY1) Gross Profit margin expanded by +60bps YoY...
EQS-News: Delivery Hero SE / Schlagwort(e): Quartalsergebnis/Jahresergebnis Delivery Hero gibt starke Q1-Ergebnisse bekannt und treibt seine Strategie mit Fokus auf profitables Wachstum und Cash-Generierung weiter voran 25.04.2024 / 07:29 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Quartalsmitteilung Q1 2024 Delivery Hero gibt starke Q1-Ergebnisse bekannt und treibt seine Strategie mit Fokus auf profitables Wachstum und Cash-Generierung weiter voran GMV-Wachstum von 8% YoY1 und Umsatzwachstum von 21% YoY1. Anhebung der Umsatzpro...
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