reports
- Thomas J. Schiessle
Q3/FY 25 solide – Guidance FY 25 angehoben – Nachfrage nach Verbrauchs...
Die Erholung setzte sich auch im Q3/25 fort, Q3/25-Konzernumsatz stieg (in CC) mit 10,6 % YoY auf € 843 Mio. Das Q3/25-adj.EPS wuchs auf € 1,08 (+25,3 % YoY); das adj. EBITDA (wg. Volumen+ Mix) auf € 246,9 Mio. (+14,8 %; Marge 29,3 %; Vj.: 27,1 %). Die rollierende Book-to-Bill-Ratio (temporärer, ergänzender KPI) – habe sich wie die 8 Quartale zuvor verbessert – und liege für 9M/25 „über 100 %“. Die (Umsatz-) Guidance FY25 wird um ca. 100 BP angehoben; das Margenziel konkretisiert („etwas übe...
- Thomas J. Schiessle
Solid Q3/FY 25 – FY 25 guidance raised – Demand for consumer goods enc...
The recovery continued in Q3/25, with Q3/25 consolidated sales rising (in CC) by 10.6 % YoY to €843 million. Q3/25 adj. EPS grew to €1.08 (+25.3 % YoY); adj. EBITDA (due to volume+ mix) to €246.9 million (+14.8%; margin 29.3%; previous year: 27.1%). The rolling book-to-bill ratio (temporary, supplementary KPI) improved, as it had in the previous eight quarters, and stood at ‘over 100%’ for 9M/25. The (revenue) guidance for FY25 is raised by approximately 100 BP; the margin target is specified (‘...
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
RI PERNOD RICARD SA
WTB WHITBREAD PLC
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NESN NESTLE S.A.
ENI ENI S.P.A.
REP REPSOL SA
NEM NEMETSCHEK SE
DIM SARTORIUS STEDIM BIOTECH SA
ANDR ANDRITZ AG
VACN VAT GROUP AG
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
RI PERNOD RICARD SA
WTB WHITBREAD PLC
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NESN NESTLE S.A.
ENI ENI S.P.A.
REP REPSOL SA
NEM NEMETSCHEK SE
DIM SARTORIUS STEDIM BIOTECH SA
ANDR ANDRITZ AG
VACN VAT GROUP AG
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
- Carole Braudeau
- Carole Braudeau
- Oliver Metzger
- Johanna Jourdain
- Juan Ros-Padilla
- Johanna Jourdain
- Juan Ros-Padilla
- Jerôme Bodin
- Thomas Zlowodzki
- Jerôme Bodin
- Thomas Zlowodzki
- Jean-François Granjon
Telecom Italia Spa: 1 director
A director at Telecom Italia Spa sold 82,000 shares at 0.489EUR and the significance rating of the trade was 53/100. 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 clear...
JCDecaux : Déclaration mensuelle d’actions et de droits de vote au 30 ...
JCDecaux : Déclaration mensuelle d’actions et de droits de vote au 30 septembre 2025 JCDecaux SESociété Européenne à Directoire et Conseil de SurveillanceAu capital de 3.264.372,84 €Siège Social : 17, rue Soyer - 92200 Neuilly-sur-Seine (France)307 570 747 RCS Nanterre Déclaration mensuelle d’actions et de droits de vote En application de l’article L.233-8 II du Code de commerce et de l’article 223-16 du Règlement Général de l’Autorité des Marchés Financiers Date Nombre d’actionscomposant le capital Nombre de droits de vote théoriques (1) exerçables (2) 30/09/2025 214 12...
- Carole Braudeau
- Carole Braudeau
- James Ratzer
Telecom Italia (Neutral, €0.39) TIM Enterprise Event: Can cloud conti...
Yesterday Telecom Italia hosted a TIM Enterprise event in Milan, where they provided new disclosure on their fast-growing cloud business and gave us a look around a data centre. In this note we discuss what’s driving that growth and whether it can continue.
- Haidje Rustau
- Jayanth Kandalam
- Tanvi Arora
- Carole Braudeau
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