reports
Aalberts NV: 1 director
A director at Aalberts NV sold 5,000 shares at 46.530EUR and the significance rating of the trade was 67/100. 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 show...
- Carole Braudeau
- Carole Braudeau
Aperam announces cancellation of shares
Aperam S.A. / Key word(s): Share Buyback/Corporate Action Aperam announces cancellation of shares 29-May-2024 / 08:30 CET/CEST Aperam announces cancellation of shares Luxembourg, May 29, 2024 (08:30 CET) - Aperam (« Aperam », or « the Company ») (Amsterdam, Luxembourg, Paris, Brussels: APAM et NYRS: APEMY), announced today the cancellation of shares. Aperam announced that 4,852,118 shares have been cancelled in line with its financial policy. This cancellation takes into account shares already purchased under the 2.5 millions share buyback program announced on 11...
Aperam announces cancellation of shares
Aperam S.A. / Mot-clé(s) : Rachat d’actions/Mesure de capital Aperam announces cancellation of shares 29-Mai-2024 / 08:30 CET/CEST Aperam announces cancellation of shares Luxembourg, May 29, 2024 (08:30 CET) - Aperam (« Aperam », or « the Company ») (Amsterdam, Luxembourg, Paris, Brussels: APAM et NYRS: APEMY), announced today the cancellation of shares. Aperam announced that 4,852,118 shares have been cancelled in line with its financial policy. This cancellation takes into account shares already purchased under the 2.5 millions share buyback program announced o...
- Christophe Chaput
- Hela Zarrouk
ODDO BHF Small & MIDCAP MORNING NEWS - 05/28/2024
A leader in solutions for the protection of on-board electric and fluid networks, the family-owned group Delfingen has tripled in size in the last decade thanks to strong growth on its markets and well-integrated acquisitions. 2024 should be a transition year with calmer top-line momentum and an emphasis on an improvement in margins and cash generation before a resumption in M&A in the medium term. Our valuation (DCF and peers) stands at € 54 per share, i.e. upside of 40%. With an av...
- Christophe Chaput
- Hela Zarrouk
ODDO BHF Small & MIDCAP MORNING NEWS - 28/05/2024 Date Performance dep...
Leader dans les solutions de protection des réseaux électriques et fluides embarqués, le groupe familial Delfingen a triplé sa taille en 10 ans grâce à une belle croissance de ses marchés et des acquisitions bien intégrées. 2024 sera une année de transition avec une dynamique topline plus calme et un accent mis sur l’amélioration des marges et la génération de trésorerie avant un retour du M&A à moyen terme. Notre valorisation (DCF et comparables) ressort à 54 € par titre, soit un pot...
- Martijn Den Drijver
AALBERTS : The night is darkest just before dawn. Outperform reiterate...
>Adjusting 20204-2026 estimates very modestly - We have adjusted our Aalberts estimates modestly, lowering sales and EBITA estimates by between 1% and 3% for 2024 to 2026, mainly on the back of the worse than expected organic growth development of BT (Building Technology, -6.1% vs -4% to +1% expected) in the Jan-April period. We are still expecting an inflection in organic growth for BT in the latter part of 2024 while we assume only a modest EBITA margin contraction ...
Aperam announces a change in its Senior Leadership team
Aperam S.A. / Key word(s): Miscellaneous Aperam announces a change in its Senior Leadership team 27-May-2024 / 16:58 CET/CEST Aperam announces a change in its Senior Leadership team Luxembourg, May 27, 2024 (17:00 CET) - Aperam, a leading stainless steel company, announced today a change in its senior leadership. Bernard Hallemans, Aperam CTSO and CEO of Aperam Recycling, has decided to take a one year sabbatical leave from his position effective August 1st 2024. Under Bernard’s leadership, Aperam has taken important steps on its Sustainability roadmap and has started to ...
Aperam announces a change in its Senior Leadership team
Aperam S.A. / Mot-clé(s) : Autres Aperam announces a change in its Senior Leadership team 27-Mai-2024 / 16:58 CET/CEST Aperam announces a change in its Senior Leadership team Luxembourg, May 27, 2024 (17:00 CET) - Aperam, a leading stainless steel company, announced today a change in its senior leadership. Bernard Hallemans, Aperam CTSO and CEO of Aperam Recycling, has decided to take a one year sabbatical leave from his position effective August 1st 2024. Under Bernard’s leadership, Aperam has taken important steps on its Sustainability roadmap and has started to realize...
- Carole Braudeau
- Carole Braudeau
- Thymen Rundberg
- Tijs Hollestelle
Alfen/Underappreciated, but some help needed/BUY
Alfen's implied valuation multiples continue to decline. Mid-cycle trading multiples fell by c.0.5x over the last two months, on the back of moisture issues in Smart Grid and weaker than expected 1Q24 results. Alfen kept its 2024 outlook unchanged, but lowered growth guidance for Energy Storage, increasing the implied risk in the 2024 guidance. To stem the multiple de-rating Alfen needs to rebuild track record, meeting targets and guidance, so it can start beating expectations. The hire of Mr. K...
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
JOST Werke SE: 1 director
A director at JOST Werke SE bought 1,000 shares at 44.700EUR and the significance rating of the trade was 54/100. 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 ...
- Thijs Berkelder
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