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Konrad Zomer ... (+2)
  • Konrad Zomer
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/10/2024

Le scrutin présidentiel US reste incertain, mais le momentum semble être du côté de Donald Trump depuis début octobre : le candidat est désormais en tête dans 6 des 7 swing states, vient de dépasser Kamala Harris dans le vote national et est donné gagnant à 63% chez les parieurs. Nous rappelons les valeurs européennes à privilégier ou à éviter en cas de victoire de Donald Trump, et avons également listé les valeurs européennes ayant une base de production aux US, par nature moins expo...

Konrad Zomer ... (+2)
  • Konrad Zomer
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/30/2024

The outcome of the US presidential election hangs in the balance, but the momentum seems to be with Donald Trump since the beginning of October: the candidate is now in the lead in six of the seven swing states, has just overtaken Kamala Harris in the national vote while 63% of punters are tipping him to win. We recap in the present note on the European stocks to play or avoid in the event of Donald Trump's victory and have also listed European stocks with a production base in the US,...

Jean-François Granjon ... (+2)
  • Jean-François Granjon
  • Thomas Zlowodzki

ODDO BHF Small & MIDCAP MORNING NEWS - 10/30/2024

The outcome of the US presidential election hangs in the balance, but the momentum seems to be with Donald Trump since the beginning of October: the candidate is now in the lead in six of the seven swing states, has just overtaken Kamala Harris in the national vote while 63% of punters are tipping him to win. We recap in the present note on the European stocks to play or avoid in the event of Donald Trump's victory and have also listed European stocks with a production base in the US,...

Jean-François Granjon ... (+2)
  • Jean-François Granjon
  • Thomas Zlowodzki

ODDO BHF Small & MIDCAP MORNING NEWS - 30/10/2024

Le scrutin présidentiel US reste incertain, mais le momentum semble être du côté de Donald Trump depuis début octobre : le candidat est désormais en tête dans 6 des 7 swing states, vient de dépasser Kamala Harris dans le vote national et est donné gagnant à 63% chez les parieurs. Nous rappelons les valeurs européennes à privilégier ou à éviter en cas de victoire de Donald Trump, et avons également listé les valeurs européennes ayant une base de production aux US, par nature moins expo...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Aedifica: Good top line, portfolio stabilising, guidance marginally revised upward. Ageas: China Taiping Life 3Q Solvency remains strong. ASM: 3Q24 results – That's a relief - FY25 guide narrowed upwards. Belgian Telecoms: Peer Telenet 3Q24 results, still losing shares. Fugro: Focus on EBITDA and orderbook. GBL: Kicking off its trainers and cashing in €0.6bn. Colruyt: To operate 100 OKay City stores by 2032F. Heijmans: Preview - Progressing well. KPN: VodafoneZiggo 3Q24 show still weak pe...

Konrad Zomer
  • Konrad Zomer

Wolters Kluwer : Guidance maintained despite higher restructuring char...

>6% org. revenue growth, 8% growth in adj. operating profit, guidance maintained - For 9M, Wolters Kluwer reported 6% organic revenue growth and 8% growth in adjusted operating profit. Recurring revenues (83% of total) were up 7% and non-recurring revenue growth was 2%. Expert Solutions grew 8% organically. Group FCF increased 9%, which is clearly positive. Leverage increased from 1.6x at the interim stage to 1.8x at 9M, still comfortably below its target of 2.5x. The...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Melexis : Q4 2024 guidance points to stronger-than-expected inventory ...

>Q3 2024 results slightly below expectations - This morning, Melexis reported its Q3 2024 results which were slightly below expectations. Revenues came in at € 247.8m, slightly below consensus estimates at € 249.5m (vs the guidance range of € 247-252m). They were up 1% q-o-q and flat y-o-y. The outperforming product lines were magnetic position sensors and pressure sensors. The euro-dollar exchange rate had no impact on sales compared to the same quarter of last year ...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Melexis : Q4 2024 guidance points to stronger-than-expected inventory ...

>Q3 2024 results slightly below expectations - This morning, Melexis reported its Q3 2024 results which were slightly below expectations. Revenues came in at € 247.8m, slightly below consensus estimates at € 249.5m (vs the guidance range of € 247-252m). They were up 1% q-o-q and flat y-o-y. The outperforming product lines were magnetic position sensors and pressure sensors. The euro-dollar exchange rate had no impact on sales compared to the same quarter of last year ...

Guy Sips ... (+6)
  • Guy Sips
  • Kristof Samoy
  • Lynn Hautekeete
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
Lynn Hautekeete
  • Lynn Hautekeete

Aedifica Increases FY24 guidance by 1%, no surprises

Aedifica reports 3Q24 results and increases the guidance by 1.0%. This is driven by positive currency differences and an improving operational margin. The results are perfectly in line with our expectations as we were already slightly above the FY24 guidance. The total investment program amounts to EUR 236m of which a EUR 93.0m cost-to-come remains. If Aedifica wants to grow EPS in the next years, new projects should be added to the pipeline. In the 3Q24 results Aedifica guides additional EUR 5....

Michiel Declercq
  • Michiel Declercq

bpost Staci, a make or break story

Running up the 3Q24 results on November 8th, we have adjusted our estimates and incorporated the Staci acquisition in our model. We now estimate the Adj. EBIT for FY24 to come in at the low end of the guided range, as we expect 3Q24 to be a softer quarter than usual driven by the impact of the press concession and though environment in the US. Looking at 2025, we expect some of these headwinds to continue. Additionally, the high transaction multiple that was paid for Staci will significantly inc...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

ASM International N.V : Fairly reassuring numbers after the ASML ‘melo...

>Q3 24: Results above expectations (except for net income with a one-off on forex) - Q3 2024 revenues came in at € 778m, at + 26% y-o-y, ahead of the css of € 767m and at the top of the € 740-780m range. The gross margin came to 49.4% ahead of the css of 48.6%, thanks to the contribution from China. Adjusted EBIT amounted to € 215m, or an operating margin of 27.6%, ahead of the css of € 201m and 26.3%. Net income came in at € 134m, short of the consensus of € 172m, du...

Guy Sips
  • Guy Sips

Melexis FIRST LOOK - Lower guidance / inventory correction in automoti...

3Q24 results were +/- OK but focus will be on outlook as Melexis sees more challenging end-market circumstances. It is not a surprise to us that Melexis revealed that recent discussions with customers indicate that they wish to reduce significantly their inventories by year-end, which Melexis has decided to assume. Melexis indicated that - while the inventory correction at its automotive customers is temporary and global car production is projected to grow in 2025 - visibility on next year is li...

Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans

Aedifica SA : Q3 2024 results: Results better than expected, strong de...

>EPS outlook +1%; upward revaluations (UK is strong) - Outlook increased +1% to >€4.90 EPRA EPS FY2024 and €233m EPRA earnings (before: €4.85/sh and >€231m); and reconfirmed the €3.90 DPS proposal.Like-for-like rental income +3.3% (H1 2024: 3.2% and 3% in FY2024 budget) broken down by +3.0% indexation, -0.2% rent negotiations and +0.5% fx changes.Fair value of investment portfolio increased +0.12% in Q3 (H1: +0.14%). Belgian (-1.4%) and German (-1.2%) fair v...

 PRESS RELEASE

Wolters Kluwer 2024 Nine-Month Trading Update

Wolters Kluwer 2024 Nine-Month Trading Update Wolters Kluwer 2024 Nine-Month Trading Update Alphen aan den Rijn, October 30, 2024 – Wolters Kluwer, a global leader in professional information, software solutions and services, today releases its scheduled 2024 nine-month trading update. Highlights Full-year 2024 guidance reiterated.Nine-month revenues up 6% in constant currencies and up 6% organically. Recurring revenues (83% of total revenues) up 7% organically; non-recurring revenues up 2%.Expert solutions revenues (59% of total revenues) grew 8% organically.Cloud software revenues (18%...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

ASM International N.V : Une publication plutôt rassurante après le ‘mé...

>T3 24 : Résultats > aux attentes (sauf sur le RN du fait d’un one off sur le forex) - Le CA T3 24 ressort à 778 M€, à + 26% yoy, > au css à 767 M€ et dans le haut de la guidance de 740/780 M€. La MB s’établit à 49,4% > au css de 48.6%, grâce à la contribution de la Chine. L’EBIT ajusté ressort à 215 M€, soit une MOP de 27,6%, > au css à 201 M€ et 26.3%. Le RN ajusté s’élève à 134 M€, < au css de 172 M€, en raison d’une charge de change de 48 M€ (la trésorerie est lib...

 PRESS RELEASE

Melexis Q3 2024 results – Third quarter sales of 247.9 million EUR

Melexis Q3 2024 results – Third quarter sales of 247.9 million EUR Regulated information Intermediate declaration by the Board of Directors Ieper, Belgium - October 30th, 2024, 07.00 hrs CET Dear, Please find herewith the link to our most recent press release: Attachment

 PRESS RELEASE

Melexis Q3 2024 résultats – Chiffre d'affaires de 247.9 millions d'eur...

Melexis Q3 2024 résultats – Chiffre d'affaires de 247.9 millions d'euros au troisième trimestre Information réglementée Déclaration intermédiaire par le Conseil d'administrationYpres, Belgique - le 30 octobre 2024, 07.00 H. CET Veuillez trouver ici le lien vers notre dernier communiqué de presse: Pièce jointe

 PRESS RELEASE

Melexis Q3 2024 resultaten – Omzet van 247,9 miljoen EUR voor het derd...

Melexis Q3 2024 resultaten – Omzet van 247,9 miljoen EUR voor het derde kwartaal Gereglementeerde informatie  Tussentijdse verklaring, opgesteld door de Raad van BestuurIeper, België - 30 oktober 2024, 07.00 uur CET Geachte, hieronder vindt u de link naar ons meest recente persbericht: Bijlage

 PRESS RELEASE

ASM announces third quarter 2024 results

ASM announces third quarter 2024 results Almere, The Netherlands October 29, 2024, 6 p.m. CET AI-related demand drives robust growth in bookings and revenue ASM International N.V. (Euronext Amsterdam: ASM) today reports its Q3 2024 results (unaudited). Financial highlights € millionQ3 2023Q2 2024Q3 2024New orders627.4755.4815.3yoy change % at constant currencies 0% 56% 30%     Revenue622.3706.1778.6yoy change % at constant currencies 9% 6% 26%     Gross profit margin % 48.1  % 49.8  % 49.4 %Adjusted gross profit margin 1 48.9  % 49.8  % 49.4 %    Operating result147.3177.6215.2Ope...

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