reports
Dormakaba Holding AG: 1 director
A director at Dormakaba Holding AG bought 1,250 shares at 669.359CHF and the significance rating of the trade was 100/100. 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...
- ING Helpdesk
Benelux Morning Notes
Aalberts: highlights ING Benelux Conference Brussels 2024, Ackermans & Van Haaren: Highlights ING Benelux Conference Brussels,Ackermans & Van Haaren: Strong operational performance of underlying companies and guidance fine-tuned upwards, AMG: Highlights ING Benelux Conference Brussels, Aperam: Highlights ING Benelux Conference Brussels, Arcadis: Highlights ING Benelux conference, Azelis: Highlights ING Benelux Conference Brussels, Bekaert: Guidance cut and €200m buyback as sweetener, CFE: No new...
BEKB BEKAERT SA
APAML APERAM SA
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
CFEB COMPAGNIE D'ENTREPRISES CFE SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
MONT MONTEA SCA
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
KIN KINEPOLIS GROUP NV
INX IMCD N.V.
JDEP JDE PEET'S NV
UMG UNIVERSAL MUSIC GROUP NV
AZE AZELIS GROUP NV
- Emmanuel Matot
- Emmanuel Matot
- Aurelien Sivignon
- Yan Derocles
Exosens : Road show feedback: very satisfactory visibility for 2025 wh...
>Main takeaways - This week we organised a virtual road show for Nordic investors with Exosens’ management (CEO, CFO and IR). Key takeaways:1/ Confidence in the achievement of full year targets: management confirmed the continuation of positive momentum in Q4 despite a more challenging comparison base. Growth in Q4 y-o-y, even limited, would in our view signify that the group is doing better than its full-year guidance for growth of +30% y-o-y (ODDO BHF est. in ...
- Delphine Brault
- Quentin Borie
Dormakaba : Confirmation of medium-term guidance at the CMD
>Medium-term guidance confirmed - The new CEO, Till Reuter, yesterday held his first CMD and set out his strategic roadmap to continue the group’s recovery. The group boasts a world no. 3 position (7% share) in a market with solid entry barriers. We note that 60% of the market is aftermarket business and the group is looking to draw on its installed base (CHF 20bn added over the last 15 years), with services accounting for 15% of its revenues. More client-centric...
- Aurelien Sivignon
- Yan Derocles
Exosens : Feedback roadshow : visibilité très satisfaisante pour 2025 ...
>Principaux messages à retenir - Nous avons organisé cette semaine un RS virtuel auprès d’investisseurs nordiques avec le management d’Exosens (CEO + CFO + IR). Nous retenons les principaux éléments suivants :1/ Confiance dans l’atteinte des objectifs FY : le management a confirmé la poursuite d’une dynamique positive sur T4, malgré un effet de base plus challenging. Un T4 en croissance y-o-y, même limitée, signifierait, selon nous, que le groupe ferait mieux que...
- Delphine Brault
- Quentin Borie
Dormakaba : Confirmation des objectifs de moyen terme lors du CMD
>Les objectifs de moyen terme sont confirmés - Le nouveau CEO, Till Reuter, a tenu hier son 1er CMD et présenté sa feuille de route stratégique pour poursuivre le redressement du groupe. Ce dernier détient une position de n°3 mondial (7% de parts de marché) sur un marché qui dispose de solides barrières à l’entrée. Rappelons que 60% du marché est de l’after market et le groupe entend s’appuyer sur sa base installée (20 MdCHF ajoutés sur les 15 dernières années), les s...
- Carole Braudeau
Credit Morning 11/20/2024
Grifols: the board considers that Brookfield’s indicative price undervalues the company Teva: S&P upgrades the rating to BB/positive from BB/positiveElior: Results recovered in 2023-24, exceeding expectations. Debt reduction is making headway as planned.Tereos: Sharp decline in EBITDA in Q2 24/25. The financial position is stable thanks to the generation of FCF.>...
- Carole Braudeau
Morning Crédit 20/11/2024
Grifols : le conseil d’administration estime que le prix indicatif proposé par Brookfield sous-évalue la sociétéTeva: S&P upgrades the rating to BB/positive from BB/positiveElior: les résultats se sont redressés 2023/24, dépassant les attentes. Le désendettement progresse comme prévu.Tereos : fort repli de l'EBITDA au T2 24/25. La situation financière est stable grâce à la génération de FCF.>...
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Jayanth Kandalam
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Odigeo, Engineering Group, Teva, Versuni (formerly Philips Domestic Appliances), Alain Afflelou, Eircom, Iliad, Borr Drilling, Ithaca Energy, Tullow Oil, Victoria, TUI Cruises, Axactor, McLaren, EVOCA, Flos B&B Italia (formerly International Design Group)
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Fehmi Ben Naamane
eDreams ODIGEO : Q2 in line with estimates. Outperform reiterated
>Q2 results broadly in line with expectations - eDreams ODIGEO’s Q2 2024-25 results to end-September, reported this morning, were broadly in line with estimations. Group revenues totalled € 167.8m, virtually flat y-o-y (vs our estimates of € 175.9m). Group revenues including the contribution of the Prime loyalty programme (i.e., cash revenue) came to € 187.7m in the quarter, broadly in line with the company-compiled consensus of € 188.2m and our estimates of € 188.9m....
- Fehmi Ben Naamane
eDreams ODIGEO : Q2 in line with estimates. Outperform reiterated
>Q2 results broadly in line with expectations - eDreams ODIGEO’s Q2 2024-25 results to end-September, reported this morning, were broadly in line with estimations. Group revenues totalled € 167.8m, virtually flat y-o-y (vs our estimates of € 175.9m). Group revenues including the contribution of the Prime loyalty programme (i.e., cash revenue) came to € 187.7m in the quarter, broadly in line with the company-compiled consensus of € 188.2m and our estimates of € 188.9m....
dormakaba ernennt Christian Baur zum President Key & Wall Solutions an...
dormakaba Holding AG / Schlagwort(e): Personalie dormakaba ernennt Christian Baur zum President Key & Wall Solutions and OEM sowie zum Chief Transformation Officer 18.11.2024 / 18:00 CET/CEST Rümlang, 18. November 2024 – dormakaba hat mit Wirkung zum 1. Januar 2025 Christian Baur als President Key & Wall Solutions and OEM sowie als Chief Transformation Officer in die Geschäftsleitung der dormakaba Gruppe berufen. Als President Key & Wall Solutions and OEM folgt er auf Stefano Zocca, der sich nach über 13-jähriger Tätigkeit entschlossen hat, das Unternehmen zu verlassen und s...
Christian Baur appointed President Key & Wall Solutions and OEM and Ch...
dormakaba Holding AG / Key word(s): Personnel Christian Baur appointed President Key & Wall Solutions and OEM and Chief Transformation Officer 18.11.2024 / 18:00 CET/CEST Rümlang, 18 November 2024 – dormakaba announces that Christian Baur will join dormakaba Group’s Executive Committee as President Key & Wall Solutions and OEM as well as Chief Transformation Officer effective 1 January 2025. As President Key & Wall Solutions and OEM, he follows Stefano Zocca who after over 13 years of tenure has decided to leave the company to pursue new professional opportunities. Additiona...
Exosens entre en négociations exclusives en vue de l'acquisition de No...
Exosens entre en négociations exclusives en vue de l'acquisition de Noxant, spécialiste des caméras infrarouges refroidies hautes performances EXOSENS ENTRE EN NEGOCIATIONS EXCLUSIVES EN VUE DE L'ACQUISITION DE NOXANT, SPECIALISTE DES CAMÉRAS INFRAROUGES REFROIDIES HAUTES PERFORMANCES COMMUNIQUÉ DE PRESSEMÉRIGNAC – PALAISEAU, FRANCE – 18 NOVEMBRE 2024 Exosens annonce entrer en négociations exclusives en vue de l’acquisition de Noxant, une société spécialiste des caméras infrarouges refroidies hautes performances.Cette acquisition permettrait à Exosens de renforcer sa plateforme technologi...
Exosens enters into exclusive negotiations to acquire Noxant, speciali...
Exosens enters into exclusive negotiations to acquire Noxant, specialized in high performance cooled infrared cameras EXOSENS ENTERS INTO EXCLUSIVE NEGOTIATIONS TO ACQUIRE NOXANT, SPECIALIZED IN HIGH PERFORMANCE COOLED INFRARED CAMERAS PRESS RELEASEMÉRIGNAC – PALAISEAU, FRANCE – NOVEMBER, 18th 2024 Exosens announces it has entered into exclusive negotiations to acquire Noxant, a specialist in high-performance cooled infrared cameras.This acquisition would enhance Exosens' technology platform by adding advanced cooled infrared camera cores for OEM partners, particularly in the Midwave Infr...
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - Date1
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
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.