reports
Sartorius Stedim Biotech Capital Markets: Links to presentation and we...
Sartorius Stedim Biotech SA / Key word(s): Miscellaneous Sartorius Stedim Biotech Capital Markets: Links to presentation and webcast 17-May-2024 / 19:32 CET/CEST Aubagne, France | May 17, 2024 Sartorius Stedim Biotech Capital Markets: Links to presentation and webcast Sartorius Stedim Biotech held its Capital Markets Day (CMD) yesterday presenting its business strategy and goals. The company explained and confirmed its forecast for 2024 and the medium-term ambition up to 2028. In order to ensure broad access to the CMD presentation, which has been published on the c...
Sartorius Stedim Biotech Capital Markets Day : Liens vers la présentat...
Sartorius Stedim Biotech SA / Mot-clé(s) : Autres Sartorius Stedim Biotech Capital Markets Day : Liens vers la présentation et le webcast 17-Mai-2024 / 19:32 CET/CEST Aubagne, France | 17 mai 2024 Sartorius Stedim Biotech Capital Markets Day : Liens vers la présentation et le webcast Sartorius Stedim Biotech a tenu sa journée des marchés des capitaux (« Capital Markets Day / CMD) hier pour présenter sa stratégie et ses objectifs. La société a expliqué et confirmé ses prévisions pour 2024 et son ambition à moyen terme jusqu'en 2028. Afin d'assurer un large accès à la ...
- Julian Dobrovolschi
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/17/2024
As the world leader in logistics, DHL operates in 220 countries via 5 main activities (post and parcels in Germany, Express, freight forwarding, supply chain and e-commerce). Despite buoyant structural trends (global trade, e-commerce, outsourcing of logistics chains), we are initiating coverage with a Neutral rating and target price of € 43 in the absence of short-term visibility on the global macro environment and due to the risk of a consensus downgrade. - ...
- Bruno Cavalier
- Julian Dobrovolschi
- Oliver Metzger
Merck KGaA : Healthcare and Electronics to drive 2024, Life Sciences t...
>Solid start into the year, Healthcare and Electronics to drive 2024 - The first quarter was a good start into the year for Merck on the back of a strong Healthcare performance as well as Electronics ahead of expectations. The quantitative guidance for 2024 looks solid on the top line with 1% to 5% organic sales growth (ODDO BHF 3.3%) and an EBITDA pre of € 5.7bn to € 6.3bn (ODDO BHF € 6.0bn). The most relevant driver for the share price will be better visibility on t...
- Oliver Metzger
Merck KGaA : Strong momentum in Healthcare & Semiconductors, Life Scie...
>Q1 review – Better on bottom line - Q1 2024 revenues of € 5,120m (-3.3% y-o-y) were -2%/0% vs ODDO BHF/consensus. The organic decline was -1.2%, (ODDO BHF +0.2%). EBITDA pre of € 1,454m (-8.4% y-o-y, margin 28.4%) was 3%/7% better than ODDO BH/consensus. EPS pre was € 2.06 some 0%/7% ahead of expectations. For 2024, the company detailed its guidance and looks for sales of € 20.6bn to € 22.1bn (ODDO BHF € 21.6bn, consensus € 21.2bn) with +1% to +5% organic growth with...
- Julian Dobrovolschi
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2024
With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
FGR EIFFAGE SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
CPG COMPASS GROUP PLC
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
GRF GRIFOLS S.A. CLASS A
RWE RWE AG
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
WLN WORLDLINE SA
GRF.P GRIFOLS S.A. PREF CLASS B
HLAG HAPAG-LLOYD AG
REY REPLY S.P.A.
NEXI NEXI S.P.A.
AZE AZELIS GROUP NV
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Julian Dobrovolschi
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2024
Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
FGR EIFFAGE SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
CPG COMPASS GROUP PLC
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
GRF GRIFOLS S.A. CLASS A
RWE RWE AG
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
WLN WORLDLINE SA
GRF.P GRIFOLS S.A. PREF CLASS B
HLAG HAPAG-LLOYD AG
REY REPLY S.P.A.
NEXI NEXI S.P.A.
AZE AZELIS GROUP NV
NCH2 THYSSENKRUPP NUCERA AG & CO.
Lonza gibt Ergebnisse der Generalversammlung 2024 bekannt – Alle Anträ...
Lonza Group AG / Schlagwort(e): Generalversammlung Lonza gibt Ergebnisse der Generalversammlung 2024 bekannt – Alle Anträge des Verwaltungsrats wurden genehmigt 08.05.2024 / 15:00 CET/CEST Jean-Marc Huët wurde als Präsident des Verwaltungsrats gewählt Die Aktionäre wählten alle zur Wiederwahl stehenden Verwaltungsratsmitglieder wieder Eine Dividende von CHF 4.00 pro Aktie wird ab dem 15. Mai 2024 ausgeschüttet Die anwesenden und vertretenen Aktionäre hielten insgesamt 29'994'055 Aktien, was 40.28% des Aktienkapitals entspricht Deloitte wurde als Revisionsstelle für das Geschäft...
Lonza Announces Results of the 2024 Annual General Meeting – All Motio...
Lonza Group AG / Key word(s): AGMEGM Lonza Announces Results of the 2024 Annual General Meeting – All Motions Proposed by Board of Directors Approved 08.05.2024 / 15:00 CET/CEST Jean-Marc Huët was elected as Chairman of the Board of Directors Shareholders re-elected all members of the Board of Directors standing for re-election A dividend of CHF 4.00 per share will be paid out starting from 15 May 2024 Attending and represented shareholders collectively held a total of 29,994,055 shares, representing 40.28% of the share capital Deloitte has been re-elected as auditor for finan...
- Martin Marandon-Carlhian
- Stephane Houri
FME FRESENIUS MEDICAL CARE AG & CO. KGAA
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
EN BOUYGUES SA
ADEN ADECCO GROUP AG
SCR SCOR SE
ZAL ZALANDO SE
GEBN GEBERIT AG
HEI HEIDELBERGCEMENT AG
SOLB SOLVAY SA
COLO B COLOPLAST A/S CLASS B
BP. BP P.L.C.
SHL SIEMENS HEALTHINEERS AG
UN0 UNIPER SE
- Martin Marandon-Carlhian
- Stephane Houri
INFINEON INFINEON TECHNOLOGIES AG
FME FRESENIUS MEDICAL CARE AG & CO. KGAA
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
EN BOUYGUES SA
ADEN ADECCO GROUP AG
SCR SCOR SE
ZAL ZALANDO SE
GEBN GEBERIT AG
HEI HEIDELBERGCEMENT AG
SOLB SOLVAY SA
COLO B COLOPLAST A/S CLASS B
BP. BP P.L.C.
SHL SIEMENS HEALTHINEERS AG
UN0 UNIPER SE
- Oliver Metzger
- Stephan Wulf
Lonza : Lonza has improved its strategic position in biologics and is ...
>Lonza’s equity story has become more attractive since our initiation - Since we initiated the coverage of Lonza on 5 March 2024, several aspects of the equity story have further improved. The appointment of Wolfgang Wienand as CEO in April has ended a period of uncertainty regarding the company's future leadership. Even more importantly, Lonza's strategic position has improved with the acquisition of Genentech in the US. This is particularly true regarding the expect...
- Dominic Rose
- Naresh Chouhan
Sartorius Stedim - More Downside to Come (SELL, TP EUR150 [165], 9 pgs...
The capitulation may be upon us. The order book continues to show weakness & contrary to the befuddling Q423 sales strength, equipment sales look likely to stay weak as CDMO’s reduce CAPEX after 3yrs of turbo charged growth. We now question the trend growth rate as we believe that market share gains will be minimal, CDMO CAPEX will recover very slowly & M&A is unlikely to contribute as much as it did in the past. Moreover, we expect DIM to add significant capacity in the coming 24mths, which is ...
- Maissa Keskes
- Stephane Houri
EDEN EDENRED SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
KPN ROYAL KPN NV
VOLV B VOLVO AB CLASS B
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
CAP CAPGEMINI SE
EZJ EASYJET PLC
REP REPSOL SA
DIM SARTORIUS STEDIM BIOTECH SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BC BRUNELLO CUCINELLI S.P.A.
HLAG HAPAG-LLOYD AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
SHEL SHELL PLC
SGSN SGS SA
- Maissa Keskes
- Stephane Houri
EDEN EDENRED SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
KPN ROYAL KPN NV
VOLV B VOLVO AB CLASS B
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
CAP CAPGEMINI SE
EZJ EASYJET PLC
REP REPSOL SA
DIM SARTORIUS STEDIM BIOTECH SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BC BRUNELLO CUCINELLI S.P.A.
HLAG HAPAG-LLOYD AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
SHEL SHELL PLC
SGSN SGS SA
- Oliver Metzger
Sartorius Stedim Biotech : Q1 review -Some stabilisation, but sales an...
>Q1 with some stabilisation – sales and order intake weaker than expected - Q1 2024 revenues of € 667m (-8.1% y-o-y,-2%/-4% vs ODDO BHF/consensus) were impacted by an organic decline of 9.4%. The decline in constant currencies was at -6.7%. Sartorius Stedim Biotech was impacted by mixed dynamics across its portfolio and regions. Demand continued to normalise the consumables business with positive order momentum, which indicates further progress in destocking. Simultan...
Sartorius Stedim Biotech publishes unaudited first quarter results for...
Sartorius Stedim Biotech SA / Key word(s): Quarter Results Sartorius Stedim Biotech publishes unaudited first quarter results for 2024 18-Apr-2024 / 07:02 CET/CEST Aubagne, France | April 18, 2024 Sartorius Stedim Biotech publishes unaudited first quarter results for 2024 Sales revenue of 667 million euros, in constant currencies1 - 9.4 percent organically1and - 6.7 percent including acquisitions2(reported: - 8.2 percent) Order intake up 13.9 percent to 676 million euros (reported: 12.5 percent) with significant growth in recurring business, while demand from China remains we...
Sartorius Stedim Biotech publie ses résultats non audités pour le prem...
Sartorius Stedim Biotech SA / Mot-clé(s) : Résultat trimestriel Sartorius Stedim Biotech publie ses résultats non audités pour le premier trimestre 2024 18-Avr-2024 / 07:02 CET/CEST Aubagne, France | 18 avril 2024 Sartorius Stedim Biotech publie ses résultats non audités pour le premier trimestre 2024 Chiffre d’affaires à 667 millions d’euros, soit une baisse organique de 9,4 % à taux de change constant1 et une baisse de 6,7 % à taux de change constant en tenant compte des acquisitions2(baisse déclarée : - 8,2 %) Augmentation des prises de commandes de 13,9 % à 676 millions d...
Lonza Prices EUR 1 Billion Straight Bond with a 3.875% Coupon
Lonza Group AG / Key word(s): Bond/Financing Lonza Prices EUR 1 Billion Straight Bond with a 3.875% Coupon 17.04.2024 / 19:00 CET/CEST Basel, Switzerland, 17 April 2024 – Lonza Finance International NV, a wholly owned company of Lonza Group Ltd, Basel (“Lonza”), announced today the pricing of a EUR 1 billion straight bond. The Eurobond marks Lonza’s second drawdown under its EMTN program. The bond has a maturity of 12 years and an annual coupon of 3.875%. The issuer is Lonza Finance International NV and the bonds will be guaranteed by Lonza. Lonza will apply for the listing of the...
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