reports
Guy Sips ... (+10)
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Lynn Hautekeete
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Charlotte Vaisse ... (+3)
- Charlotte Vaisse
- Oddo Sustainability Team
- Stephane Houri
FP
TOTAL SE
VIE VEOLIA ENVIRONNEMENT SA
TEMN TEMENOS AG
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
LI KLEPIERRE SA
COV COVIVIO SA
ORA ORANGE SA
BFIT BASIC-FIT NV
GFC GECINA SA
NXI NEXITY SA CLASS A
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
FLY SOCIETE FONCIERE LYONNAISE SA
MF WENDEL SE
IDL ID LOGISTICS GROUP
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
FAGR FAGRON SA
BLND BRITISH LAND COMPANY PLC
VIRP VIRBAC SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
GEBN GEBERIT AG
RWE RWE AG
SAF SAFRAN S.A.
BOL BOLLORE SA
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CRG CRH PLC
TUB TUBACEX S.A.
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
ALVDM VOYAGEURS DU MONDE SA
SAFE SAFESTORE HOLDINGS PLC
ANDR ANDRITZ AG
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
SAE SHOP APOTHEKE EUROPE NV
ASML ASML HOLDING NV
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
FQT FREQUENTIS AG WIENER
WDP WAREHOUSES DE PAUW SCA
NXFIL NX FILTRATION HLDG BV
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
DEME DEME GROUP NV
STM STABILUS SE
SHUR SHURGARD SELF STORAGE LIMITED
VIE VEOLIA ENVIRONNEMENT SA
TEMN TEMENOS AG
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
LI KLEPIERRE SA
COV COVIVIO SA
ORA ORANGE SA
BFIT BASIC-FIT NV
GFC GECINA SA
NXI NEXITY SA CLASS A
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
FLY SOCIETE FONCIERE LYONNAISE SA
MF WENDEL SE
IDL ID LOGISTICS GROUP
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
FAGR FAGRON SA
BLND BRITISH LAND COMPANY PLC
VIRP VIRBAC SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
GEBN GEBERIT AG
RWE RWE AG
SAF SAFRAN S.A.
BOL BOLLORE SA
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CRG CRH PLC
TUB TUBACEX S.A.
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
ALVDM VOYAGEURS DU MONDE SA
SAFE SAFESTORE HOLDINGS PLC
ANDR ANDRITZ AG
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
SAE SHOP APOTHEKE EUROPE NV
ASML ASML HOLDING NV
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
FQT FREQUENTIS AG WIENER
WDP WAREHOUSES DE PAUW SCA
NXFIL NX FILTRATION HLDG BV
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
DEME DEME GROUP NV
STM STABILUS SE
SHUR SHURGARD SELF STORAGE LIMITED
Charlotte Vaisse ... (+3)
- Charlotte Vaisse
- Oddo Sustainability Team
- Stephane Houri
FP
TOTAL SE
VIE VEOLIA ENVIRONNEMENT SA
TEMN TEMENOS AG
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
ORA ORANGE SA
BFIT BASIC-FIT NV
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
MF WENDEL SE
IDL ID LOGISTICS GROUP
FAGR FAGRON SA
VIRP VIRBAC SA
GEBN GEBERIT AG
RWE RWE AG
SAF SAFRAN S.A.
BOL BOLLORE SA
COFB COFINIMMO SA
CRG CRH PLC
TUB TUBACEX S.A.
AED AEDIFICA SA
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
ALVDM VOYAGEURS DU MONDE SA
ANDR ANDRITZ AG
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
SAE SHOP APOTHEKE EUROPE NV
ASML ASML HOLDING NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
FQT FREQUENTIS AG WIENER
NXFIL NX FILTRATION HLDG BV
DEME DEME GROUP NV
STM STABILUS SE
VIE VEOLIA ENVIRONNEMENT SA
TEMN TEMENOS AG
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
ORA ORANGE SA
BFIT BASIC-FIT NV
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
MF WENDEL SE
IDL ID LOGISTICS GROUP
FAGR FAGRON SA
VIRP VIRBAC SA
GEBN GEBERIT AG
RWE RWE AG
SAF SAFRAN S.A.
BOL BOLLORE SA
COFB COFINIMMO SA
CRG CRH PLC
TUB TUBACEX S.A.
AED AEDIFICA SA
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
ALVDM VOYAGEURS DU MONDE SA
ANDR ANDRITZ AG
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
SAE SHOP APOTHEKE EUROPE NV
ASML ASML HOLDING NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
FQT FREQUENTIS AG WIENER
NXFIL NX FILTRATION HLDG BV
DEME DEME GROUP NV
STM STABILUS SE
Usama Tariq ... (+2)
- Usama Tariq
- Wim Gille
Kristof Samoy
- Kristof Samoy
NX Filtration Medium-term target to break-even on EBITDA
Today NX Filtration is hosting an in person CMD at its Hengelo HQ which we are attending. At the event the company will present its strategy to drive growth and its new medium-term objectives. The FY25 guidance calling for revenues growing 50-70% was reconfirmed but no financial insight into recent contract wins or 1Q25 revenues was given. The medium-term targets call for an EBITDA break-even but a more precise timing is not shared and likely to be clarified at the event. We currently bank on EB...
Jacob Mekhael ... (+4)
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Vranken
Ahmed Ben Salem
- Ahmed Ben Salem
FP
TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
PUM PUMA SE
F3C SFC ENERGY AG
ENI ENI S.P.A.
REP REPSOL SA
CCC CCC SA
SAE SHOP APOTHEKE EUROPE NV
BP. BP P.L.C.
BSGR B&S GROUP S.A.
NXFIL NX FILTRATION HLDG BV
AERO MONTANA AEROSPACE AG
OVH OVH GROUPE
SHEL SHELL PLC
IOS IONOS GROUP SE
AF AIR FRANCE - KLM
LOUP SOCIETE L.D.C.
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
PUM PUMA SE
F3C SFC ENERGY AG
ENI ENI S.P.A.
REP REPSOL SA
CCC CCC SA
SAE SHOP APOTHEKE EUROPE NV
BP. BP P.L.C.
BSGR B&S GROUP S.A.
NXFIL NX FILTRATION HLDG BV
AERO MONTANA AEROSPACE AG
OVH OVH GROUPE
SHEL SHELL PLC
IOS IONOS GROUP SE
AF AIR FRANCE - KLM
LOUP SOCIETE L.D.C.
Ahmed Ben Salem
- Ahmed Ben Salem
FP
TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
PUM PUMA SE
F3C SFC ENERGY AG
ENI ENI S.P.A.
REP REPSOL SA
CCC CCC SA
SAE SHOP APOTHEKE EUROPE NV
BP. BP P.L.C.
NXFIL NX FILTRATION HLDG BV
AERO MONTANA AEROSPACE AG
OVH OVH GROUPE
SHEL SHELL PLC
IOS IONOS GROUP SE
AF AIR FRANCE - KLM
LOUP SOCIETE L.D.C.
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
PUM PUMA SE
F3C SFC ENERGY AG
ENI ENI S.P.A.
REP REPSOL SA
CCC CCC SA
SAE SHOP APOTHEKE EUROPE NV
BP. BP P.L.C.
NXFIL NX FILTRATION HLDG BV
AERO MONTANA AEROSPACE AG
OVH OVH GROUPE
SHEL SHELL PLC
IOS IONOS GROUP SE
AF AIR FRANCE - KLM
LOUP SOCIETE L.D.C.
Usama Tariq ... (+2)
- Usama Tariq
- Wim Gille
Guy Sips ... (+5)
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Wim Hoste
- Wim Lewi
Kristof Samoy
- Kristof Samoy
NX Filtration FY24 earnings release held little news value, all eyes o...
In mid-December, NX Filtration reported that revenues for 2024 would only grow ca. 40% and issued a revenue guidance for 2025, projecting growth between 50-70% well below our and consensus estimates. Sequentially, revenues for the second half of 2024 were down 15%, with year-over-year growth for 2H24 at only 7%. Supported by sustained high gross margins and flat FTEs compared to 1H24, the EBITDA loss for 2H24 ‘only' widened to €-9.6m, compared to €-6.4m in 1H24. We have revised our model, upgrad...
Bruno Cavalier ... (+3)
- Bruno Cavalier
- Christophe-Raphaël Ganet
- Oliver Metzger
VONN
VONTOBEL HOLDING AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
PROX PROXIMUS SA DE DROIT PUBLIC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SCR SCOR SE
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
KER KERING SA
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
SAVE SAVENCIA SA
LPP LPP S.A.
MONC MONCLER SPA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAB BANCO DE SABADELL SA
NXFIL NX FILTRATION HLDG BV
IVG IVECO GROUP
AF AIR FRANCE - KLM
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
PROX PROXIMUS SA DE DROIT PUBLIC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SCR SCOR SE
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
KER KERING SA
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
SAVE SAVENCIA SA
LPP LPP S.A.
MONC MONCLER SPA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAB BANCO DE SABADELL SA
NXFIL NX FILTRATION HLDG BV
IVG IVECO GROUP
AF AIR FRANCE - KLM
Bruno Cavalier ... (+3)
- Bruno Cavalier
- Christophe-Raphaël Ganet
- Oliver Metzger
VONN
VONTOBEL HOLDING AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
PROX PROXIMUS SA DE DROIT PUBLIC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SCR SCOR SE
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
KER KERING SA
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
SAVE SAVENCIA SA
LPP LPP S.A.
MONC MONCLER SPA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAB BANCO DE SABADELL SA
NXFIL NX FILTRATION HLDG BV
IVG IVECO GROUP
AF AIR FRANCE - KLM
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
PROX PROXIMUS SA DE DROIT PUBLIC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SCR SCOR SE
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
KER KERING SA
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
SAVE SAVENCIA SA
LPP LPP S.A.
MONC MONCLER SPA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAB BANCO DE SABADELL SA
NXFIL NX FILTRATION HLDG BV
IVG IVECO GROUP
AF AIR FRANCE - KLM
Usama Tariq ... (+2)
- Usama Tariq
- Wim Gille
Guy Sips ... (+6)
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
Baptiste Salaville ... (+4)
- Baptiste Salaville
- Bruno Cavalier
- Charlotte Vaisse
- Jerôme Bodin
CON
CONTINENTAL AKTIENGESELLSCHAFT
FME FRESENIUS MEDICAL CARE AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
CVVTF COVESTRO AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
ADS ADIDAS AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
GBF BILFINGER SE
RHM RHEINMETALL AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
BOSS HUGO BOSS AG
SDF K+S AG
NOEJ NORMA GROUP SE
FR VALEO SE
PNL POSTNL NV
BAS BASF SE
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
CFEB COMPAGNIE D'ENTREPRISES CFE SA
DEZ DEUTZ AG
AIXA AIXTRON SE
KRN KRONES AG
NEM NEMETSCHEK SE
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
BNR BRENNTAG SE
FYB FORMYCON AG
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
JUN3 JUNGHEINRICH AG PREF
DUE DURR AG
JST JOST WERKE AG
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
NXFIL NX FILTRATION HLDG BV
FPE3 FUCHS PETROLUB SE
DTG DAIMLER TRUCK
STM STABILUS SE
TUI TUI AG
SCHOTT PHARMA AG
R3NK RENK GROUP AG
QGEN QIAGEN N.V.
SHA SCHAEFFLER AG
FME FRESENIUS MEDICAL CARE AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
CVVTF COVESTRO AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
ADS ADIDAS AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
GBF BILFINGER SE
RHM RHEINMETALL AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
BOSS HUGO BOSS AG
SDF K+S AG
NOEJ NORMA GROUP SE
FR VALEO SE
PNL POSTNL NV
BAS BASF SE
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
CFEB COMPAGNIE D'ENTREPRISES CFE SA
DEZ DEUTZ AG
AIXA AIXTRON SE
KRN KRONES AG
NEM NEMETSCHEK SE
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
BNR BRENNTAG SE
FYB FORMYCON AG
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
JUN3 JUNGHEINRICH AG PREF
DUE DURR AG
JST JOST WERKE AG
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
NXFIL NX FILTRATION HLDG BV
FPE3 FUCHS PETROLUB SE
DTG DAIMLER TRUCK
STM STABILUS SE
TUI TUI AG
SCHOTT PHARMA AG
R3NK RENK GROUP AG
QGEN QIAGEN N.V.
SHA SCHAEFFLER AG
Baptiste Salaville ... (+3)
- Baptiste Salaville
- Charlotte Vaisse
- Jerôme Bodin
CON
CONTINENTAL AKTIENGESELLSCHAFT
FME FRESENIUS MEDICAL CARE AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
CVVTF COVESTRO AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
ADS ADIDAS AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
GBF BILFINGER SE
RHM RHEINMETALL AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
BOSS HUGO BOSS AG
SDF K+S AG
NOEJ NORMA GROUP SE
FR VALEO SE
PNL POSTNL NV
BAS BASF SE
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
CFEB COMPAGNIE D'ENTREPRISES CFE SA
DEZ DEUTZ AG
AIXA AIXTRON SE
KRN KRONES AG
NEM NEMETSCHEK SE
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
BNR BRENNTAG SE
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
JUN3 JUNGHEINRICH AG PREF
DUE DURR AG
JST JOST WERKE AG
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
NXFIL NX FILTRATION HLDG BV
FPE3 FUCHS PETROLUB SE
DTG DAIMLER TRUCK
STM STABILUS SE
TUI TUI AG
SCHOTT PHARMA AG
R3NK RENK GROUP AG
QGEN QIAGEN N.V.
SHA SCHAEFFLER AG
FME FRESENIUS MEDICAL CARE AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
CVVTF COVESTRO AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
ADS ADIDAS AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
GBF BILFINGER SE
RHM RHEINMETALL AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
BOSS HUGO BOSS AG
SDF K+S AG
NOEJ NORMA GROUP SE
FR VALEO SE
PNL POSTNL NV
BAS BASF SE
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
CFEB COMPAGNIE D'ENTREPRISES CFE SA
DEZ DEUTZ AG
AIXA AIXTRON SE
KRN KRONES AG
NEM NEMETSCHEK SE
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
BNR BRENNTAG SE
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
JUN3 JUNGHEINRICH AG PREF
DUE DURR AG
JST JOST WERKE AG
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
NXFIL NX FILTRATION HLDG BV
FPE3 FUCHS PETROLUB SE
DTG DAIMLER TRUCK
STM STABILUS SE
TUI TUI AG
SCHOTT PHARMA AG
R3NK RENK GROUP AG
QGEN QIAGEN N.V.
SHA SCHAEFFLER AG
Usama Tariq ... (+2)
- Usama Tariq
- Wim Gille
Usama Tariq ... (+2)
- Usama Tariq
- Wim Gille
Kristof Samoy
- Kristof Samoy
NX Filtration Lowering revenue guidance again
This morning NXFIL warned the markets its FY24 revenue guidance has been lowered to €10.5-€11.5m while previous guidance called for revenues in excess of €16m. For 2025 the company now calls for revenue growth of 50% to 70% based on its commercial pipeline. Applying 60% growth on the midpoint of the lowered FY24 guidance yields 17.6m revenues for 2025 well below yesterdays Refinitiv consensus revenues of €37.3m and KBC forecasts of €28.6m for 2025. We reiterate reduce rating and € 3.3 target pri...
Loading...
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.