>Q1 2024 undershot expectations - IHG published a trading update for Q1 2024 on Friday, 3 May, before the start of trade, which came in slightly below expectations, including RevPAR growth of 2.6% (consensus 3.1%), marked by weakness in the Americas, which was penalised by the Easter holiday calendar (US at -1.9%). The group is nonetheless confident about its RevPAR growth prospects for 2024 and has seen a rebound in the US over the last 8 weeks, with aggregate RevPAR...
>Publication T1 24 en dessous des attentes - IHG a publié vendredi avant Bourse un trading update T1 24 ressorti légèrement en dessous des attentes, dont une croissance des RevPAR de 2.6% (consensus 3.1%), marqué par la faiblesse de la zone Amériques qui a été pénalisée par le calendrier des vacances de Pâques (US à -1.9%). Le groupe s’est néanmoins montré confiant sur ses perspectives de croissance des RevPAR en 2024 et observe un rebond aux US au cours des 8 dernièr...
>Q1 2024 trading update slightly below expectations - IHG has just released its Q1 2024 trading update with RevPAR up 2.6% y-o-y, slightly below expectations at +3.1% (ODDO BHF +3.2%e). This is driven by price, at +2.3% while the occupancy rate was broadly flat (+0.2pt). In detail, Q1 2024 RevPAR by region: 1/ Americas: -0.3% (ODDO BHF at +1.0%) was affected by an adverse calendar timing due to the Easter break (leading to lower demand in late March but followed by hi...
>Q1 2024 trading update slightly below expectations - IHG has just released its Q1 2024 trading update with RevPAR up 2.6% y-o-y, slightly below expectations at +3.1% (ODDO BHF +3.2%e). This is driven by price, at +2.3% while the occupancy rate was broadly flat (+0.2pt). In detail, Q1 2024 RevPAR by region: 1/ Americas: -0.3% (ODDO BHF at +1.0%) was affected by an adverse calendar timing due to the Easter break (leading to lower demand in late March but followed by hi...
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...
>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 ...
EQS-News: Mister Spex SE / Schlagwort(e): Personalie Claus-Dietrich Lahrs und Gil Steyaert kandidieren für den Aufsichtsrat von Mister Spex SE 29.04.2024 / 11:05 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Berlin, 29. April 2024 Claus-Dietrich Lahrs und Gil Steyaert kandidieren für den Aufsichtsrat von Mister Spex SE Claus-Dietrich Lahrs (60), seit über 30 Jahren für international agierende Luxus- und Fashion Konzerne tätig, kandidiert erstmals für den Aufsichtsrat der Mister Spex SE. Seine Kandidatur erfolgt auf Vorschlag...
EQS-News: Mister Spex SE / Key word(s): Personnel Claus-Dietrich Lahrs and Gil Steyaert will run for the Supervisory Board of Mister Spex SE 29.04.2024 / 11:05 CET/CEST The issuer is solely responsible for the content of this announcement. Berlin, 29 April 2024 Claus-Dietrich Lahrs and Gil Steyaert will run for the Supervisory Board of Mister Spex SE Claus-Dietrich Lahrs (60), an accomplished executive with an international career in luxury and fashion groups, is running for the Supervisory Board of Mister Spex SE. His nomination is endorsed by the current Supervis...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.