reports
- Maissa Keskes
- Stephane Houri
TEMN TEMENOS AG
LEI LEIFHEIT AG
ITP INTERPARFUMS
IPH INNATE PHARMA SA CLASS A
VOE VOESTALPINE AG
TPE PVA TEPLA AG
SIX2 SIXT SE
WIE WIENERBERGER AG
TEG TAG IMMOBILIEN AG
DLG DE'LONGHI S.P.A.
JUN3 JUNGHEINRICH AG PREF
TKWY JUST EAT TAKEAWAY.COM N.V.
BSGR B&S GROUP S.A.
AG1 AUTO1 GROUP
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
R3NK RENK GROUP AG
- Maissa Keskes
- Stephane Houri
TEMN TEMENOS AG
LEI LEIFHEIT AG
ITP INTERPARFUMS
IPH INNATE PHARMA SA CLASS A
VOE VOESTALPINE AG
TPE PVA TEPLA AG
SIX2 SIXT SE
WIE WIENERBERGER AG
TEG TAG IMMOBILIEN AG
DLG DE'LONGHI S.P.A.
JUN3 JUNGHEINRICH AG PREF
TKWY JUST EAT TAKEAWAY.COM N.V.
BSGR B&S GROUP S.A.
AG1 AUTO1 GROUP
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
R3NK RENK GROUP AG
- Christophe Chaput
- Hela Zarrouk
De'Longhi : L-f-l growth of 5.3% in Q3 (3%e) underpinned by B2C coffee...
>L-f-l growth of 5.3% in Q3 and EBITDA margin expansion of 140bp to 16.3% - For Q3 2024, De’Longhi posted better-than-expected results. Q3 revenues increased by 14% to € 805.5m (ODDO BHF: € 792.4m, css: € 776.5m), with organic growth of 5.3% (ODDO BHF: 3%e; H1 revenues: +4.2% l-f-l). For the first nine months of the year, revenues came in at € 2.229bn, up 11.6% (+4.6% l-f-l). We note the consolidation of La Marzocco for Q3 revenues of € 62.3m (€ 65m est.). Profitabil...
- Christophe Chaput
- Hela Zarrouk
De'Longhi : Croissance LFL de 5.3% au T3 (3%e) soutenue par le segment...
>Croissance LFL 5.3% au T3 et marge d’EBITDA en progression de 140pb à 16.3% - Sur le T3 2024, De’Longhi publie des résultats supérieurs aux attentes. Le CA T3 ressort en progression de 14% à 805.5 M€ (ODDO BHF : 792.4 M€, css : 776.5 M€), dont une croissance organique de 5.3% (ODDO BHF : 3%e ; CA S1 : +4.2%LFL). Sur les 9 premiers mois de l’année, le CA ressort à 2 229.2 M€, en progression de 11.6% (+4.6% LFL). Nous notons la consolidation de La Marzocco pour un CA T...
- Emira Sagaama
- Michael B. Schäfer
SOP SOPRA STERIA GROUP SA
TFI TELEVISION FRANCAISE 1 SA
VETO VETOQUINOL SA
LSS LECTRA SA
EBRO EBRO FOODS SA
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
ELIS ELIS SA
MAREL MAREL HF.
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
DLG DE'LONGHI S.P.A.
FDR FLUIDRA S.A.
MELE MELEXIS NV
SPIE SPIE SA
GLPG GALAPAGOS NV
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
RUI RUBIS SCA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
CLA CLARANOVA SE
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLX PLUXEE NV
- Emira Sagaama
- Michael B. Schäfer
SOP SOPRA STERIA GROUP SA
TFI TELEVISION FRANCAISE 1 SA
VETO VETOQUINOL SA
LSS LECTRA SA
EBRO EBRO FOODS SA
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
ELIS ELIS SA
MAREL MAREL HF.
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
DLG DE'LONGHI S.P.A.
FDR FLUIDRA S.A.
MELE MELEXIS NV
SPIE SPIE SA
GLPG GALAPAGOS NV
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
RUI RUBIS SCA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
CLA CLARANOVA SE
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLX PLUXEE NV
- Christophe Chaput
- Hela Zarrouk
De'Longhi : Activity remains resilient in Q3 (l-f-l: 3.0%e) despite a ...
>Q3 preview: organic growth anticipated at 3.0% and an 80bp improvement in the EBITDA margin to 15.7%e - De’Longhi is due to publish its Q3/9M 2024 results on 12 November. Our estimates for Q3 are based on: Reported sales growth of 12.1% to € 792.4m est. (cons.: € 791m est.), Q3 organic growth is anticipated at 3.0%e, compared to l-f-l growth of 4.2% in H1, of which 1.5% in Q2 alone (impacted by the slowdown in the comfort segment). Our estimates factor in the co...
- Christophe Chaput
- Hela Zarrouk
De'Longhi : Une activité qui reste résiliente au T3 (LFL : 3.0%e) en d...
>Preview T3 : croissance organique attendue à 3.0%e et marge d’EBITDA en progression de 80 pb à 15.7%e - De’Longhi publiera ses résultats du T3/9m 2024 le 12 novembre prochain. Nos estimations pour le T3 sont essentiellement basées sur : Une progression du CA en publié de 12.1% à 792.4 M€e (Css : 791 M€e) ; la croissance organique au T3 est attendue à 3.0%e, à comparer à une croissance LFL de 4.2% au S1, dont 1.5% sur le seul T2 (impacté par le ralentissement du ...
- Olfa Taamallah
- Yan Derocles
MTX MTU AERO ENGINES AG
HO THALES SA
CEN GROUPE CRIT SA
ALCLA CLASQUIN SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
FII LISI SA
ALCAR CARMAT SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
DLG DE'LONGHI S.P.A.
LDO LEONARDO SPA
RUI RUBIS SCA
ALCUR ARCURE SA
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
- Christophe Chaput
- Hela Zarrouk
De'Longhi : The B2C coffee and the Nutrition segments should continue ...
>Feedback from road show in Paris - After a road show with HIR in Paris, the group outlined the outlook for growth in the short and medium term. Our key takeaways: In H1, sales increased by 4.2% l-f-l, including 1.5% in Q2 impacted by the significant slowdown in the Comfort segment (~5% of consolidated revenue; > -30% in Q2). Excluding the Comfort segment, l-f-l growth in the household segment totalled 6.9%. For H2, the group confirmed that the trends observed so...
- Christophe Chaput
- Hela Zarrouk
De'Longhi : Les segments Café B2C et Nutrition devraient continuer à s...
>Feedback roadshow Paris - A l’occasion d’un roadshow avec le HIR à Paris, le groupe est revenu sur ses perspectives de croissance à CT et MT. Nous retiendrons notamment : Sur le S1, l’activité s’est appréciée de 4.2% LFL, dont 1.5% au T2 impacté par le ralentissement significatif du segment Confort (~5% du CA consolidé ; > -30% au T2). Hors segment Confort, la croissance LFL du segment Household est de 6.9%. Sur le S2, le groupe confirme que les tendances observ...
- Delphine Brault
- Quentin Borie
APAML APERAM SA
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
MF WENDEL SE
INF INFOTEL SA
KCO KLOECKNER & CO SE
NRG NRJ GROUP SA
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
BB SOCIETE BIC SA
WIZZ WIZZ AIR HOLDINGS PLC
DEZ DEUTZ AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
DLG DE'LONGHI S.P.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
WLN WORLDLINE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TRE TECNICAS REUNIDAS SA
ALD ALD SA
VOS VOSSLOH AG
ATRY ATRYS HEALTH
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
NEXI NEXI S.P.A.
TE TECHNIP ENERGIES NV
FUR FUGRO NV
- Delphine Brault
- Quentin Borie
APAML APERAM SA
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
MF WENDEL SE
INF INFOTEL SA
KCO KLOECKNER & CO SE
NRG NRJ GROUP SA
ATE ALTEN SA
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
BB SOCIETE BIC SA
WIZZ WIZZ AIR HOLDINGS PLC
DEZ DEUTZ AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
DLG DE'LONGHI S.P.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
WLN WORLDLINE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TRE TECNICAS REUNIDAS SA
ALD ALD SA
VOS VOSSLOH AG
ATRY ATRYS HEALTH
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
NEXI NEXI S.P.A.
TE TECHNIP ENERGIES NV
FUR FUGRO NV
- Christophe Chaput
- Hela Zarrouk
De'Longhi : Solid performance in H1: sales growth 4.2% l-f-l and Adjus...
>L-f-l growth 4.2% in H1 and 1.5% in Q2 (affected by the comfort segment) - De’Longhi has published H1 results close to expectations. H1 revenue was up 10.3% to € 1,423.7m (ODDO BHF: € 1,429.7m, cons: € 1,429.8m), including organic growth of 4.2%. For Q2 alone, organic growth totalled 1.5% (ODDO BHF: 4.0%e), impacted by a significant slowdown in the Comfort segment (~3/4% of consolidated revenue; -35% estimated) due to an unfavourable weather season as well as the sh...
- Christophe Chaput
- Hela Zarrouk
De'Longhi : Performance solide au S1 : CA 4.2% LFL et marge d’EBITDA a...
>Croissance LFL 4.2% au S1 et 1.5% au T2 (affecté par le segment confort) - Pour le S1, De’Longhi publie des résultats proches des attentes. Le CA S1 ressort en progression de 10.3% à 1 423.7 M€ (ODDO BHF : 1 429.7 M€, css : 1 429.8 M€), dont une croissance organique de 4.2%. Pour le seul T2, la croissance organique ressort à 1.5% (ODDO BHF : 4.0%e), impactée par un ralentissement significatif du segment Confort (~3/4% du CA consolidé ; -35% estimé) en raison d'une sa...
- Baptiste Salaville
- Fehmi Ben Naamane
- Jean-Baptiste Rouphael
- Marc Lavaud
- Oddo Sustainability Team
ODDO BHF Small & MIDCAP MORNING NEWS - 23/07/2024
Oerlikon, leader in attractive niche markets with technology entry barriers, is about to enter the final chapter of its group transition into a Surface Solutions pure play via the planned separation of Polymer Processing Solutions (OPP) in the next 12-36 months. After the strong performance YTD, we are seeing no further significant upside from here for now. We are rating Oerlikon’s shares Neutral with a TP of CHF 5.2. - ...
DKSH DKSH HOLDING AG
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
EXE EXEL INDUSTRIES SA
POM PLASTIC OMNIUM SE
ITP INTERPARFUMS
BEN BENETEAU SA
WHA WERELDHAVE N.V.
SHA SCHAEFFLER AG
DLG DE'LONGHI S.P.A.
CIE CIE AUTOMOTIVE S.A.
SHOT SCANDIC HOTELS GROUP
NVG NAVIGATOR COMPANY SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
IHG INTERCONTINENTAL HOTELS GROUP PLC
DSC1 DUTCH STAR C SHAR
VTSC VITESCO TECHNOLOGIES GRP AG
- Baptiste Salaville
- Fehmi Ben Naamane
- Jean-Baptiste Rouphael
- Marc Lavaud
- Oddo Sustainability Team
ODDO BHF Small & MIDCAP MORNING NEWS - 07/23/2024
Oerlikon, leader in attractive niche markets with technology entry barriers, is about to enter the final chapter of its group transition into a Surface Solutions pure play via the planned separation of Polymer Processing Solutions (OPP) in the next 12-36 months. After the strong performance YTD, we are seeing no further significant upside from here for now. We are rating Oerlikon’s shares Neutral with a TP of CHF 5.2. - ...
DKSH DKSH HOLDING AG
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
EXE EXEL INDUSTRIES SA
POM PLASTIC OMNIUM SE
ITP INTERPARFUMS
BEN BENETEAU SA
WHA WERELDHAVE N.V.
SHA SCHAEFFLER AG
DLG DE'LONGHI S.P.A.
CIE CIE AUTOMOTIVE S.A.
SHOT SCANDIC HOTELS GROUP
NVG NAVIGATOR COMPANY SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
IHG INTERCONTINENTAL HOTELS GROUP PLC
DSC1 DUTCH STAR C SHAR
VTSC VITESCO TECHNOLOGIES GRP AG
- Christophe Chaput
- Hela Zarrouk
De'Longhi : Dynamic activity anticipated for Q2 with the EBITDA margin...
>Q2 preview: organic growth anticipated at 4.0%e (in line with full-year guidance) and a 180bp improvement in the EBITDA margin to 14.3%e - De’Longhi is due to publish its Q2/H1 2024 results on 31 July. Our estimates for Q2 are based on:Sales growth of 11.9% to € 770.9m est., organic growth in Q2 is anticipated at 4.0%e, in line with the group’s full-year guidance based on low to mid-single digit organic growth (compared to organic growth of 7.3% in Q1, benefitin...
- Christophe Chaput
- Hela Zarrouk
De'Longhi : Activité dynamique attendue sur le T2 avec une marge d’EBI...
>Preview T2 : croissance organique attendue à 4.0%e (en ligne avec la guidance annuelle) et marge d’EBITDA en progression de 180 pb à 14.3%e - De’Longhi publiera ses résultats du T2/S1 2024 le 31 juillet prochain. Nos estimations pour le T2 sont essentiellement basées sur :Une progression du CA en publié de 11.9% à 770.9 M€e ; la croissance organique au T2 est attendue à 4.0%e, en ligne avec la guidance annuelle du groupe « low to mid single digit » (à comparer à...
De Longhi: 3 directors
A director at De Longhi sold 666 shares at 32.500EUR and the significance rating of the trade was 34/100. 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 years clearly showing ...
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