>Full-year results broadly in line with expectations - eDreams’ Q3 results were broadly in line with expectations. They contain little new information other than that the very good momentum in terms of acquiring new Prime subscribers continues apace (except for natural seasonality effects), lending even greater credibility to the declared target of 7.25 million members at end-March 2025. There were also positive elements, in terms of profitability, with cash EBITDA u...
>Des résultats annuels globalement en ligne avec les attentes - Les résultats trimestriels T3 de eDreams sont ressortis globalement en ligne avec les attentes. Très peu d’enseignements à en tirer si ce n’est la poursuite du très bon momentum d’acquisition des nouveaux abonnés Prime, qui ne faiblit pas (hormis les effets naturels de la saisonnalité), donnant encore plus de crédit à l’objectif affiché de 7.25 millions de membres à fin mars 2025. Des éléments positifs ég...
>Q3 2023-24 results broadly in line with consensus expectations - eDreams published its Q3 2023-24 results (to end-December) this morning. The figures were a shade below expectations on the top line and in line on cash EBITDA. Cash revenues, including the contribution from the Prime loyalty programme, were € 152.9m, up 7% y-o-y (which is a decent figure given the disruptions to air transport in Europe, particularly in November), 6% below our estimates and the consensu...
>Q3 2023-24 results broadly in line with consensus expectations - eDreams published its Q3 2023-24 results (to end-December) this morning. The figures were a shade below expectations on the top line and in line on cash EBITDA. Cash revenues, including the contribution from the Prime loyalty programme, were € 152.9m, up 7% y-o-y (which is a decent figure given the disruptions to air transport in Europe, particularly in November), 6% below our estimates and the consensu...
The 27th ODDO BHF forum was held in the form of physical meetings (11-12 January) and digital meetings (15-16 January). It was attended by 325 companies (compared with 322 in 2023 and 314 in 2022): ~40% French, 30% German and 30% from the rest of the EU (except one from US). - Our 2024 Forum welcomed 910 investors (vs. 781 in 2023) 53% of whom were French (vs. 58% in 2023) working for 378 institutions in 20 countries. We organised the equivalent of 8,196 investor meetings (vs. 7,...
Notre 27ième Forum vient de se dérouler de manière présentielle (11-12 janvier), à Lyon, et en digital (les 15-16 janvier). Il a réuni 325 sociétés (vs 322 sociétés en 2023 et 314 en 2022), originaire à ~40% de France, à 30% d’Allemagne et les 30% restant venant du reste de l’Europe (sauf une société américaine). - L’édition 2024 de notre Forum a accueilli 910 investisseurs (781 en 2023) dont 53% français (vs 58% en 2023) travaillant pour 378 institutions de 20 pays. Nous avons ai...
A director at eDreams ODIGEO bought 15,200 shares at 6.600EUR and the significance rating of the trade was 60/100. 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...
>H1 earnings, a shade above estimates, brisk margin growth - The H1 publication for eDreams is decent, with cash revenue and cash EBITDA slightly exceeding forecasts, and robust cash generation. Profitability benefits from positive momentum related to the Prime loyalty programme, which continues to drive the group’s operating performance via optimising costs, notably those for acquisitions, and despite an increase in fixed costs related to the current inflation and in...
>Résultats S1, légèrement au-dessus des attentes, forte progression des marges - La publication S1 de eDreams aura été de bonne facture, avec un revenu cash et un EBITDA cash qui ont légèrement surpassé les attentes et une génération de cash solide. La profitabilité bénéficie du momentum positif lié au programme de fidélité Prime, qui continue de porter la performance opérationnelle du groupe en optimisant les coûts, notamment d’acquisition, et malgré une hausse des c...
Nexi : discussions avec F2i en vue de céder des activités non stratégiques en Italie pour environ 800 m EUR (Bloomberg). Ceconomy : JD.com serait intéressé par une prise de participation. eDreams Odigo : solides résultats au T2 2023/24 grâce au succès de Prime. Alstom : Résultat S1 23/24 et un plan de 2 mds EUR pour protéger le rating IG. >...
Nexi: talks with F2i to sell non strategic assets in Italy for about € 800m (Bloomberg) JD.com said to show interest in Ceconomy stake eDreams Odigo: solid results in Q2 2023/24 thanks to the success of Prime Alstom: H1 23/24 results and € 2bn plan to protect its IG rating>...
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