reports
- Martin Marandon-Carlhian
- Stephane Houri
Infineon Technologies AG : A revision is virtually certain, perhaps be...
>The real question with the release is the guidance, not the figures themselves - Infineon is set to report its Q2 2024 results on Tuesday morning before trading, with a conference call at 9.30 a.m. CET. We expect results to be slightly ahead of the consensus thanks notably to a €/$ exchange rate that is slightly more favourable than anticipated, but that is not the main question. The real question with this release will be the 2024 guidance which in our view (and now...
- Martin Marandon-Carlhian
- Stephane Houri
Infineon Technologies AG : Une révision est quasi-certaine, peut-être ...
>La vraie question de la publication est la guidance, pas les chiffres eux-mêmes - Infineon publiera ses résultats T2 24 mardi matin avant l’ouverture, avec une conférence call à 9.30 CET. Nous attendons des résultats légèrement au-dessus des attentes du consensus notamment grâce à un forex €/$ un peu plus favorable qu’anticipé, mais ce n’est pas le sujet important. Le véritable enjeu de cette publication sera la guidance 2024 qui, selon nous (et désormais le consensu...
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
INFINEON INFINEON TECHNOLOGIES AG
LR LEGRAND SA
AMS AMS AG
RCO REMY COINTREAU SA
DEMANT DEMANT A/S
GLE SOCIETE GENERALE S.A. CLASS A
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ISP INTESA SANPAOLO S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
SIX2 SIXT SE
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
AMS AMS AG
APAML APERAM SA
EVT EVOTEC SE
SBS STRATEC SE
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MBB MBB INDUSTRIES SE
PNL POSTNL NV
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
MBWS MARIE BRIZARD WINE & SPIRITS SA
AIXA AIXTRON SE
ECV ENCAVIS AG
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
AF AIR FRANCE - KLM
ARM ARM HOLDINGS PLC
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
INFINEON INFINEON TECHNOLOGIES AG
LR LEGRAND SA
AMS AMS AG
RCO REMY COINTREAU SA
DEMANT DEMANT A/S
GLE SOCIETE GENERALE S.A. CLASS A
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ISP INTESA SANPAOLO S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
SIX2 SIXT SE
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
AMS AMS AG
APAML APERAM SA
EVT EVOTEC SE
SBS STRATEC SE
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MBB MBB INDUSTRIES SE
PNL POSTNL NV
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
MBWS MARIE BRIZARD WINE & SPIRITS SA
AIXA AIXTRON SE
ECV ENCAVIS AG
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
AF AIR FRANCE - KLM
ARM ARM HOLDINGS PLC
- Martin Marandon-Carlhian
- Stephane Houri
ODDO : March 2024 sales below forecasts, memory continues to underpin ...
>Global sales for March 2024 at +15.2% y-o-y (vs +16.4% in February), Q1 2024 at +15% - Worldwide semiconductor sales in March 2024 were published by the WSTS (World Semiconductor Trade Statistics), with the usual one-month lag. In terms of the three-month moving average, sales came to $ 50.8bn, falling short of our estimate of $ 52.2bn, pointing to y-o-y growth +15.2% (a slight sequential decline of -0.6%). This marks a slowdown vs February, which stood at +16.4%. Q1...
AMS AMS AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
- Pierre François Merveille
ams OSRAM : End of microLED foray: bad for equity, not so bad for cred...
>microLED restructuring means lower revenue growth prospects, but also improved mid-term cash flow and potential transfer of a lease - In late February 2024, ams OSRAM announced the unexpected cancellation of a key project underpinning its microLED strategy. On one hand, the group lost a major revenue growth driver and it now expects a revenue CAGR of 6-8% for the period 2023-2026 compared with 6-10% previously. On the other hand, the exit from microLED will remove ...
- Pierre François Merveille
ams OSRAM : End of microLED foray: bad for equity, not so bad for cred...
>microLED restructuring means lower revenue growth prospects, but also improved mid-term cash flow and potential transfer of a lease - In late February 2024, ams OSRAM announced the unexpected cancellation of a key project underpinning its microLED strategy. On one hand, the group lost a major revenue growth driver and it now expects a revenue CAGR of 6-8% for the period 2023-2026 compared with 6-10% previously. On the other hand, the exit from microLED will remove ...
- Martin Marandon-Carlhian
- Stephane Houri
ODDO : Ventes de mars 2024 inférieures aux attentes, la mémoire contin...
>Ventes mondiales de mars 2024 à +15.2% yoy (vs +16.4% en février), un T1 24 à +15% - Les ventes mondiales de semiconducteurs de mars 2024 ont été publiées par la WSTS (World Semiconductor Trade Statistics), avec comme toujours, un mois de décalage. En données lissées (moyenne 3 mois), elles ressortent à 50.8 Md$, inférieures à notre prévision à 52.2 Md$, en croissance annuelle de 15.2% (légère baisse en séquentiel de -0.6%). Il s’agit d’un ralentissement par rapport ...
AMS AMS AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
- Anis Zgaya
- Louis Boujard
- CFA
Encavis AG : Des résultats au T1 en baisse comme attendu et poursuite ...
>Résultats préliminaires T1 2024 en forte baisse comme attendu - Encavis a publié vendredi des résultats préliminaires pour le T1 2024 en baisse, comme attendu : 1/ le CA a reculé de 12% à 86.6 M€ (98.8 M€ au T1 2023), 2/ l’EBITDA ajusté de 24% à 48.5 M€ (64.3 M€ au T1 2023), 3/l’EBIT ajusté de plus de 48%, à 18.2 M€ (35.3 M€ au T1 2023) ; 4/ le BPA ajusté à -0.04 € (vs 0.09 € au T1 2023) et 5/ le flux de trésorerie opérationnel à 36.3 M€ (51.8 M€ au T1 2023). L...
- Anis Zgaya
- Louis Boujard
- CFA
Encavis AG : Q1 results down, as expected, and KRR offer still underwa...
>Preliminary Q1 2024 results down sharply, as expected - Encavis published preliminary results for Q1 2024 on Friday, down as expected: 1/ sales down 12% to €86.6 M (€98.8 M in Q1 2023); 2/ adjusted EBITDA down 24% to €48.5 M (€64. 3 M€ in Q1 2023), 3/ adjusted EBIT by more than 48%, at 18.2 M€ (35.3 M€ in Q1 2023); 4/ adjusted EPS at -0.04 € (vs 0.09 € in Q1 2023) and 5/ operating cash flow at 36.3 M€ (51.8 M€ in Q1 2023). Q1 results were expected to be lower t...
EQS-News: ENCAVIS AG:
EQS-News: ENCAVIS AG / Key word(s): Quarterly / Interim Statement/Forecast ENCAVIS AG: 03.05.2024 / 10:12 CET/CEST The issuer is solely responsible for the content of this announcement. Corporate News Preliminary key performance indicators for Q1/2024 are significantly lower than in the same quarter of the previous year, but approximately on target – Management Board confirms guidance for the FY 2024 Hamburg, 3rd May 2024 – The Management Board of the MDAX-listed wind and solar park operator Encavis AG (ISIN: DE0006095003, ticker symbol: ECV) is already today publis...
EQS-News: ENCAVIS AG: Vorläufige KPIs des Q1/2024 liegen deutlich unte...
EQS-News: ENCAVIS AG / Schlagwort(e): Quartals-/Zwischenmitteilung/Prognose ENCAVIS AG: Vorläufige KPIs des Q1/2024 liegen deutlich unter dem vergleichbaren Vorjahresquartal, aber in etwa auf Planniveau – Vorstand bestätigt die Guidance für das Gesamtjahr 2024 03.05.2024 / 10:12 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Corporate News Vorläufige Key-Performance-Indikatoren des Q1/2024 liegen deutlich unter dem vergleichbaren Vorjahresquartal, aber in etwa auf Planniveau – Vorstand bestätigt die Guidance für das Gesamtjahr 2024 ...
EQS-News: ENCAVIS AG: Vorstand und Aufsichtsrat von ENCAVIS empfehlen ...
EQS-News: ENCAVIS AG / Schlagwort(e): Stellungnahme/Firmenübernahme ENCAVIS AG: Vorstand und Aufsichtsrat von ENCAVIS empfehlen die Annahme des freiwilligen öffentlichen Übernahmeangebots von KKR 02.05.2024 / 09:29 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Corporate News Vorstand und Aufsichtsrat von ENCAVIS empfehlen die Annahme des freiwilligen öffentlichen Übernahmeangebots von KKR Gemeinsame begründete Stellungnahme von Vorstand und Aufsichtsrat veröffentlicht Angebotspreis von 17,50 EUR in bar je Aktie wird als fair, ...
EQS-News: ENCAVIS AG Management Board and Supervisory Board recommend ...
EQS-News: ENCAVIS AG / Key word(s): Statement/Takeover ENCAVIS AG Management Board and Supervisory Board recommend the acceptance of the voluntary public takeover offer by KKR 02.05.2024 / 09:29 CET/CEST The issuer is solely responsible for the content of this announcement. Corporate News ENCAVIS Management Board and Supervisory Board recommend the acceptance of the voluntary public takeover offer by KKR Joint reasoned statement of Management Board and Supervisory Board published Offer price of EUR 17.50 per share considered to be fair, adequate and attractive Mana...
- Pierre FerraguÊ
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 04/26/2024 Date Performance sin...
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Carole Braudeau
LHN LAFARGEHOLCIM LTD.
AC ACCOR SA
AMS AMS AG
SGO COMPAGNIE DE SAINT-GOBAIN SA
DG VINCI SA
ATO ATOS SE
BFIT BASIC-FIT NV
SK SEB SA
NXI NEXITY SA CLASS A
MF WENDEL SE
KORI KORIAN SA
CGM CEGEDIM SA
GRF GRIFOLS S.A. CLASS A
WIZZ WIZZ AIR HOLDINGS PLC
ERA ERAMET SA
DIC DIC ASSET AG
CLNX CELLNEX TELECOM S.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 26/04/2024
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
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.