reports
ASSEMBLÉE GÉNÉRALE MIXTE D’EUTELSAT COMMUNICATIONS
PARIS--(BUSINESS WIRE)-- Regulatory News: L'Assemblée générale annuelle ordinaire et extraordinaire des actionnaires d'Eutelsat Communications (ISIN : FR0010221234 - Euronext Paris / London Stock Exchange : ETL) réunie ce jour a approuvé l’ensemble des résolutions proposées, notamment : L’approbation des comptes ; Renouvellement du mandat de Madame Eva Berneke en qualité d’administratrice ; Ratification de la nomination de la société Hanwha Systems UK Limited (représentée par Mme Joo-Yong Chung) en qualité d’administratrice ; Nomination d’Ernst & Young et Autres et Forvis Mazars ...
Eutelsat et Q-KON signent un nouveau partenariat pluriannuel pour appo...
PARIS--(BUSINESS WIRE)-- Regulatory News: Eutelsat Group (ISIN : FR0010221234 - Euronext Paris / London Stock Exchange : ETL) annonce la signature d'un nouvel accord pluriannuel avec Q-KON, acteur majeur dans la fourniture de solutions et de services satellitaires, afin d'étendre les services satellitaires en orbite terrestre basse (LEO) à l'ensemble de l'Afrique subsaharienne. Ce nouvel accord permettra d’accélérer le déploiement de services de connectivité à haut débit et à faible latence pour les entreprises et les communautés situées dans les zones mal desservies du continent africain, n...
Eutelsat and Q-KON Sign New Multi-year Agreement to Expand LEO Service...
PARIS--(BUSINESS WIRE)-- Regulatory News: Eutelsat Group (ISIN: FR0010221234 - Euronext Paris / London Stock Exchange: ETL), announces a new multi-year agreement with Q-KON, a leading satellite solutions and services provider, to expand Low Earth Orbit (LEO) satellite services across Sub-Saharan Africa. The agreement will further accelerate the delivery of high-speed, low-latency connectivity to specialized and underserved businesses and communities, particularly in Southern Africa. The expanded agreement with Q-KON builds on the successful 2023 incorporation of Eutelsat’s OneWeb LEO satel...
- Martin Marandon-Carlhian
- Stephane Houri
ams OSRAM : La déception sur les cibles 2027 pose de nouveau des quest...
>Opinion Sous-performance réitérée, OC ajusté à 7 CHF (vs 12 CHF) - Le titre ams OSRAM est en baisse de ~10% depuis la publication T3 24 (07/11), après des objectifs 2027 ressortis ~7% en dessous des attentes au niveau de l’EBITDA, une visibilité limitée à CT (T1 25 attendu ‘faible’) et un FCF décevant (-35 M€ en excluant l’effet d’un prépaiement vs un consensus à -17 M€). Cela nous conduit à revoir en baisse nos prévisions de BPA 2026/27e de ~45/32% et notre OC à 7 C...
- Christophe-Raphaël Ganet
- Fehmi Ben Naamane
- Marc Lavaud
TEMN TEMENOS AG
ZIL2 ELRINGKLINGER AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
ERA ERAMET SA
SIX2 SIXT SE
COK CANCOM SE
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
SFQ SAF-HOLLAND SE
RWI RENEWI PLC
FORSE FORSEE POWER SA
- Christophe-Raphaël Ganet
- Fehmi Ben Naamane
- Marc Lavaud
TEMN TEMENOS AG
ZIL2 ELRINGKLINGER AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
ERA ERAMET SA
SIX2 SIXT SE
COK CANCOM SE
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
SFQ SAF-HOLLAND SE
RWI RENEWI PLC
FORSE FORSEE POWER SA
- Martin Marandon-Carlhian
- Stephane Houri
ams OSRAM : Disappointment on 2027 guidance raises further questions a...
>Underperform rating maintained, target price adjusted to CHF 7 (vs CHF 12) - ams OSRAM’s share price has shed ~10% since the Q3 24 release (07/11), after the 2027 guidance came in ~7% short of expectations at the EBITDA level, with limited visibility in the short term (Q1 25 expected to be ‘weak’) and disappointing FCF (-€ 35m excluding the effect of a prepayment vs a consensus of -€ 17m). On this basis, we have downgraded our 2026-2027 EPS estimates by ~45/32% and c...
- Ian Wong
AMS Osram - Earnings Flash - Q3 FY 2024 Results - Lucror Analytics
AMS Osram has released Q3/24 results that were in line with management's guidance. Despite a decline in y-o-y revenues, adjusted EBITDA and the adjusted EBITDA margin improved, boosted by one-off payments. Consequently, cash generation strengthened significantly. Both net debt and net leverage declined sequentially. Liquidity improved, and remains at a comfortable level. The near-term outlook is soft, given the weakness in the company's end-markets.
- Julian Dobrovolschi
ENX EURONEXT NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
MRNA MODERNA INC.
- Carole Braudeau
- Carole Braudeau
- Julian Dobrovolschi
ENX EURONEXT NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
MRNA MODERNA INC.
- Martial Descoutures
- Oussema Denguir
Recordati : Operating performance holding up well despite the top-line...
>Rare diseases are a growth driver - Recordati reported on Friday during trading its figures for Q3 2024. Sales over the period are 2.8% below forecasts at € 557.4m (+9% y-o-y). We highlight: i/ growth momentum still driven by the rare diseases segment (+14.5% cc) for 9M, with business continuing to benefit from endocrinology (+36%) and oncology (+17%); ii/ growth in the SPC franchise is still robust at 9% (+6.5% cc), but more impacted than expected by the Cough&Cold ...
- Martial Descoutures
- Oussema Denguir
Recordati : Performance opérationnelle au rendez-vous malgré une topli...
>Les maladies rares en locomotive de la croissance - Recordati a publié vendredi en séance ses chiffres au titre du T3 2024. Les ventes sur la période ressortent 2.8% inférieures aux attentes à 557.4 M€ (+9% yoy). Nous soulignons i/ une dynamique de croissance toujours tirée par le segment des maladies rares (+14,5% tcc) sur les 9 premiers mois, l'activité continue de bénéficier de l'endocrinologie (+36%) et de l'oncologie (+17%), ii/ la croissance de la franchise SPC...
- Haidje Rustau
- Ian Wong
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Trung Nguyen
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Nexans, Recordati, TeamSystem, Stada, CMA CGM, Nexi, Vedanta Resources, Fedrigoni, Modulaire, TI Fluid Systems, Iceland Foods, United Group, Standard Profil, Selecta, Italmatch Chemicals
RECORDATI: CONTINUED DOUBLE-DIGIT GROWTH IN THE FIRST NINE MONTHS OF 2...
RECORDATI: CONTINUED DOUBLE-DIGIT GROWTH IN THE FIRST NINE MONTHS OF 2024 - REVENUE +12.0%, EBITDA(1) +11.8%, ADJUSTED NET INCOME(2) +9.5% Consolidated net revenue of € 1,743.1 million in the first nine months, +12.0% or +9.3% on a like-for-like basis(3) and at constant exchange rates (CER)EBITDA(1) of € 665.7 million, +11.8%, revenue margin of 38.2% Adjusted net income(2) of € 445.4 million, +9.5% Net income of € 338.4 million, +11.1% Free cash flow(4) at € 434.3 million, +€ 42.5 million vs prior yearNet debt(5) at € 1,317.3 million, just below 1.6x EBITDAFinancial targets for FY...
- Carole Braudeau
- Carole Braudeau
- Ian Wong
- Josseline Jenssen
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: AMS Osram, Sappi, Ahlstrom, Trivium, Verisure, Rolls-Royce, Air France-KLM, Bombardier, Constellium, Cirsa, Kem One, Arxada, Borr Drilling, Maxeda, NewDay, Flora Food Group (formerly Upfield), Banijay
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