Property – Resilient Amid Uncertainties

We believe marketing sales achievement could improve from 2Q24 onwards as new product launches continue to take place. However, BSDE and SMRA could report softer earnings in 2Q24 after a boost in 1Q24 results, while CTRA could deliver a more consistent revenue growth in 2Q24. We also note that property companies are optimistic in achieving their 2024 presales targets as mortgage rates remain attractive despite the recent interest rate hike. Maintain OVERWEIGHT with CTRA as our top pick.

Indonesia Daily - Thursday, May 16, 2024

Property: Resilient amid uncertainties. TRADERS’ CORNER Bank Mandiri (BMRI IJ): Technical BUY Indofood CBP Sukses Makmur (ICBP IJ): Technical BUY

EOG Resources Inc: 2 directors

Two Directors at EOG Resources Inc sold/sold after exercising options 18,776 shares at between 130.037USD and 130.305USD. The significance rating of the trade was 75/100. 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...

Antero Resources Corp: 1 director

A director at Antero Resources Corp sold 50,000 shares at 33.720USD and the significance rating of the trade was 68/100. 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 c...

Occidental Petroleum Corporation: Key facts and statistics - 2023

A summary company profile, detailing Occidental Petroleum Corporation’s business operations and financial highlights.

ODDO BHF Small & MIDCAP MORNING NEWS - 05/09/2024

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ODDO BHF Small & MIDCAP MORNING NEWS - 09/05/2024

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Wedbush Morning Call - May 09 2024 7:04AM

CompuGroup Medical SE : Little clarity in the medium-term outlook. Neu...

>Conference call feedback: 2024 guidance confirmed but no indication on medium-term prospects after the abandonment (unsurprisingly) of the 2025 targets - CompuGroup published yesterday morning a soft Q1 2024, slightly below expectations (first take link published yesterday). Below are the main elements from the conference call: 1/ 2024 guidance confirmed with a more favourable base effect in H2. As anticipated, the momentum in H1 has been penalised by the base effec...

CompuGroup Medical SE : Peu de lisibilité sur les perspectives MT. Opi...

>Feedback conf. call : guidance 2024 confirmée mais aucune indication sur les perspectives MT après l’abandon (sans surprise) des objectifs 2025 - CompuGroup a publié hier matin un T1 2024 soft et légèrement en deçà des attentes (lien first take publiée hier). Ci-dessous les principaux éléments que nous retenons de la conférence call : 1/ Guidance 2024 confirmée avec un effet de base plus favorable au S2. Comme anticipé, la dynamique du S1 est pénalisée par l’effet d...

Tx Growth Upside (Again) and Margin Beat; Reiterated '24 Guidance Cons...

Marathon Oil Corporation: Diversified oil & gas producer generating co...

Our credit view of this issuer reflects its diversified and sizeable asset base with sound credit metrics, offset by its high sensitivity of cash margins to oil prices.

ODDO BHF Small & MIDCAP MORNING NEWS - 05/08/2024 Date Performance sin...

Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...

ODDO BHF Small & MIDCAP MORNING NEWS - 08/05/2024 Date Performance dep...

Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...

CompuGroup Medical SE : Slow start to 2024. Mid-term targets (2025) wi...

>Q1 2024 slightly below expectations - This morning, CompuGroup published its Q1 2024 results, which came in a slightly below expectations. Q1 revenues were down 2% y-o-y to € 285m (-1% vs css). Excluding the TI effect, organic growth was up 3%. By division, HIS continued to drive growth in Q1 with revenues up 7% y-o-y to € 78m (-2% vs the consensus) mainly thanks to the ramp-up of the Hospital Future Act programme in Germany. On the other hand, the performance by AIS...

CompuGroup Medical SE : Slow start to 2024. Mid-term targets (2025) wi...

>Q1 2024 slightly below expectations - This morning, CompuGroup published its Q1 2024 results, which came in a slightly below expectations. Q1 revenues were down 2% y-o-y to € 285m (-1% vs css). Excluding the TI effect, organic growth was up 3%. By division, HIS continued to drive growth in Q1 with revenues up 7% y-o-y to € 78m (-2% vs the consensus) mainly thanks to the ramp-up of the Hospital Future Act programme in Germany. On the other hand, the performance by AIS...

Devon Energy Corp: 1 director

A director at Devon Energy Corp sold 20,000 shares at 51.040USD and the significance rating of the trade was 72/100. 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 clear...