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Christian Arnold
  • Christian Arnold

OC Oerlikon Corp AG : Execution pure play – Small is beautiful, isn’t ...

The H1 2025 results due 5 August 2025 will offer a first glimpse of the new OC Oerlikon, with Barmag (former Polymer Processing division ex HRSflow) classified as discontinued operations. We expect the new OC Oerlikon to be more resilient to economic cycles, offer higher growth and margin potential, but also to have an asset-heavier business model. We have adjusted our target price from CHF 4.00 to CHF 4.30 and reiterate our Neutral rating. But we also describe the way forward for the group to b...

OC Oerlikon Corp Ag: 1 director

A director at OC Oerlikon Corp Ag bought 570,000 shares at 3.745CHF 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 ...

Christian Arnold ... (+2)
  • Christian Arnold
  • Tobias Fahrenholz

ODDO : Swiss Equities Conference Feedback – Difficult Q2 but some H2 2...

ODDO BHF and Commerzbank jointly hosted the Swiss Equities Conference in Interlaken, Switzerland, from 10 to 12 June 2025. The event was attended by 64 companies (out of which 59 are listed, and with BASF one non-Swiss company). Some 125 investors met mostly (85%) C-level management in 440 meetings (one-on-one, one-to-few) and plenary sessions, resulting in some 1,100 interactions. Based on our positive assessments for Q2 & H2 2025 as well as beyond, we would like to highlight Accelleron (poten...

Moody's Ratings assigns A2 ratings to Air Products new debt; outlook n...

Moody's Ratings (Moody's) assigned A2 ratings to roughly $1 billion of new debt to be issued by Air Products and Chemicals, Inc. (Air Products) maturing in 2028 and 2032. Proceeds from the new debt will be used for general corporate purposes, including repayment of outstanding commercial paper. The ...

 PRESS RELEASE

Shareholders approved all resolutions

OC Oerlikon / Key word(s): AGMEGM Shareholders approved all resolutions 01.04.2025 / 15:01 CET/CEST Dividend payout of CHF 0.20 per share was approved Prof. Dr. Michael Suess was re-elected as Chairman of the Board All Board Members who stood for re-election were voted in Stefan Brupbacher, Marco Musetti and Eveline Steinberger were elected as new Board Members All members of the Human Resources Committee who stood for re-election and election, respectively, were voted in Sustainability Report 2024 was approved A total of 243 shareholders attended 2025 Annual General Meeting ...

 PRESS RELEASE

Aktionäre genehmigen sämtliche Anträge

OC Oerlikon / Schlagwort(e): Generalversammlung Aktionäre genehmigen sämtliche Anträge 01.04.2025 / 15:01 CET/CEST Dividendenausschüttung von CHF 0.20 je Aktie genehmigt Prof. Dr. Michael Süss als Verwaltungsratspräsident wiedergewählt Alle Verwaltungsratsmitglieder, die sich zur Wiederwahl stellten, wurden gewählt Stefan Brupbacher, Marco Musetti und Eveline Steinberger als neue Verwaltungsratsmitglieder gewählt Alle Mitglieder des Human Resources Committee, die sich zur Wiederwahl und Wahl gestellt haben, wurden gewählt Der Nachhaltigkeitsbericht 2024 wurde genehmigt Insgesa...

Air Products & Chemicals Inc: 1 director

A director at Air Products & Chemicals Inc sold 589 shares at 308.500USD and the significance rating of the trade was 55/100. 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 ye...

Research Department
  • Research Department

INFORME DIARIO 26 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, GLOBAL DOMINION, EBRO FOODS, REDEIA. EUROPA: AB INBEV, DANONE, DEUTSCHE TELEKOM, LINDE, MUNICH RE. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’24 que se publicarán en España y Europa en los próximos días. El Ibex continúa su racha alcista Nueva jornada de más a menos en las bolsas europeas, last...

Moody's Ratings assigns A2 ratings to Air Products' new debt; outlook ...

Moody's Ratings (Moody's) assigned A2 ratings to €1 billion of new senior unsecured notes issued by Air Products and Chemicals, Inc. (Air Products) maturing in 2031 and 2037. Proceeds from the new debt will be used repay commercial paper and maturing debt. The outlook is stable. "The company has r...

Alfonso Mariategui
  • Alfonso Mariategui

LINDE: RDOS. 4T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'24 vs 4T'23: Ventas: 8.282 M dólares (-0,2% vs +1,2% BS(e) y +1,2% consenso); EBIT ajustado: 2.477 M dólares (+9,0% vs +8,0% BS(e) y +7,6% consenso); BDI ajustado: 1.899 M dólares (+8,3% vs +7,6% BS(e) y +7,9% consenso).

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