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Carole Braudeau
  • Carole Braudeau

Morning Crédit 15/05/2024

Air France-KLM : Nouvelle émission obligataire IGT : T1 2024 largement au-dessus des attentes, permettant un relèvement de la guidance >...

 PRESS RELEASE

Chinese variety show "Ride the Wind 2024" is catapulting international...

Chinese variety show "Ride the Wind 2024" is catapulting international talents onto the global stage CHANGSHA, China, May 09, 2024 (GLOBE NEWSWIRE) -- Chinese variety show "Ride the Wind 2024", produced by Mango TV, is a musical spectacular and international cultural exchange platform. The show has invited 36 accomplished women of all ages from across the globe to join in with the excitement. Their show-stopper choir performance, on a stage themed China’s traditional 24 solar terms that accompany the 12 months of the year, proved to be an entertainment feast that highlighted cultural d...

Carole Braudeau
  • Carole Braudeau

Credit Morning 05/07/2024

Monte has published a solid Q1 2024 results, above expectationsClariane has received a put option agreement for its HAD/SSIAD activities in FranceZalando: FY targets confirmed following a better-than-expected Q1, plans to buy back up to € 100m of convertible bonds due 2025Banco Sabadell rejects BBVA’s proposal>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 07/05/2024

Monte publie un T1 2024 solide, au-dessus des attentesZalando : objectifs confirmés à l’issue d’un T1 supérieur aux attentes, envisage des rachats d’obligations convertibles 2025 pour 100 m EUR maximumClariane a reçu une offre pour la cession de ses activités HAD/SSIAD en FranceBanco Sabadell rejette la proposition de fusion de BBVA>...

Andreas Riemann
  • Andreas Riemann

Zalando : Q1 profits above forecasts, FY 2024 targets confirmed

>GMV and revenue flat in Q1, adjusted EBIT margin up 130bp - In Q1, GMV was up 1% y-o-y to € 3,270m (consensus: € 3,242m, ODDO BHFe: € 3,268m) and sales decreased 1% to € 2,241m (consensus: € 2,262m, ODDO BHFe: € 2,267m), i.e. both were in line with consensus expectations. B2C revenue was down 2% while B2B revenue increased by 13%. Adjusted EBIT came in at € 28m (consensus: € 20m, ODDO BHFe: € 20m) with a margin of 1.3% (up 130bp) thanks to materially lower fulfilment...

 PRESS RELEASE

EQS-News: Zalando Boosts Quality Assortment, Grows Lifestyle Offering,...

EQS-News: Zalando SE / Key word(s): Quarter Results Zalando Boosts Quality Assortment, Grows Lifestyle Offering, Elevates Inspiration and Wins More B2B Partners to Deliver GMV Growth and Rising Profitability in Q1 07.05.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. Zalando Boosts Quality Assortment, Grows Lifestyle Offering, Elevates Inspiration and Wins More B2B Partners to Deliver GMV Growth and Rising Profitability in Q1 First-quarter gross merchandise volume (GMV) rises 1.3% Adjusted earnings before interest and tax (...

 PRESS RELEASE

EQS-News: Zalando steigert Bruttowarenvolumen und Profitabilität im er...

EQS-News: Zalando SE / Schlagwort(e): Quartalsergebnis Zalando steigert Bruttowarenvolumen und Profitabilität im ersten Quartal durch Ausbau seines hochwertigen Sortiments, mehr Lifestyle-Angeboten, zusätzlichen Inspirationselementen und neuen B2B Partner 07.05.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Zalando steigert Bruttowarenvolumen und Profitabilität im ersten Quartal durch Ausbau seines hochwertigen Sortiments, mehr Lifestyle-Angeboten, zusätzlichen Inspirationselementen und neuen B2B Partnern Bruttowarenvol...

 PRESS RELEASE

Joyce Jonathan représente la chanson française à l’émission chinoise d...

Joyce Jonathan représente la chanson française à l’émission chinoise de variétés « Ride the Wind 2024 » pour la toute première fois Dernièrement, cette émission populaire produite par la plateforme de streaming Mango TV a reçu sa première artiste française, à savoir la chanteuse Joyce Jonathan. Première en Chine pour Joyce Jonathan lors de l’émission de variétés « Ride the Wind 2024 »[Photo publiée avec l’aimable autorisation de Mango TV] CHANGSHA, Chine, 07 mai 2024 (GLOBE NEWSWIRE) -- Cette émission prend la forme d’un concours musical et sert de plateforme internationale d’échange...

 PRESS RELEASE

Chinese variety show "Ride the Wind 2024" receives its first French si...

Chinese variety show "Ride the Wind 2024" receives its first French singer Joyce Jonathan Recently, the popular variety show "Ride the Wind 2024" produced by China's Mango TV receives its first French singer Joyce Jonathan. French singer Joyce Jonathan debuts in the variety show Ride the Wind 2024. [Photo: Courtesy of Mango TV] CHANGSHA, China, May 06, 2024 (GLOBE NEWSWIRE) -- This show is a music competition as well as international cultural exchange platform, featuring accomplished females from worldwide. In this show, 36 international female stars from France, the United States, R...

 PRESS RELEASE

NIO Inc. Provides April 2024 Delivery Update

NIO Inc. Provides April 2024 Delivery Update NIO delivered 15,620 vehicles in April 2024, increasing by 134.6% year-over-yearNIO delivered 45,673 vehicles year-to-date in 2024, increasing by 21.2% year-over-year Cumulative deliveries of NIO vehicles reached 495,267 as of April 30, 2024 SHANGHAI, China, May 01, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today announced its April 2024 delivery results. NIO delivered 15,620 vehicles in April 2024, representing a ...

Douglas Lindahl
  • Douglas Lindahl

Dometic (Buy, TP: SEK100.00) - Recovery taking time

Overall, Q1 was below consensus, driven by surprisingly weak performance for Land Vehicles Americas where Dometic said the competitive environment was tough. We have cut our 2024–2026e adj. EBIT by c3% on average and reduced our target price to SEK100 (105). We reiterate our BUY, seeing c25% upside potential from the current share price to our target price, but have pushed a recovery out in time.

 PRESS RELEASE

NIO Inc. Files Its 2023 Annual Report on Form 20-F

NIO Inc. Files Its 2023 Annual Report on Form 20-F SHANGHAI, China, April 09, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today filed its 2023 annual report on Form 20-F for the fiscal year ended December 31, 2023 with the Securities and Exchange Commission. The annual report can be accessed on the Company’s investor relations website at . The Company will provide a hard copy of its annual report containing the audited consolidated financial statements, free of ...

Douglas Lindahl
  • Douglas Lindahl

Dometic (Buy, TP: SEK105.00) - Motoring on

We estimate Q1 sales of SEK6,614m and adj. EBIT of SEK595m (adj. EBITA of SEK745m). Q1 tends not to be a seasonally strong cash flow quarter and we expect end-Q1 net debt/EBITDA of 2.8x. We have increased our 2024–2026e adj. EBIT by c4% on average, reflecting updated FX and somewhat higher profitability. We reiterate our BUY and have raised our target price to SEK105 (100) on updated valuation and estimates.

 PRESS RELEASE

NIO Inc. Provides March and First Quarter 2024 Delivery Update

NIO Inc. Provides March and First Quarter 2024 Delivery Update NIO delivered 11,866 vehicles in March 2024, increasing by 14.3% year-over-yearNIO delivered 30,053 vehicles in the three months ended March 2024 Cumulative deliveries of NIO vehicles reached 479,647 as of March 31, 2024 SHANGHAI, China, April 01, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today announced its March and first quarter 2024 delivery results. NIO delivered 11,866 vehicles in March 2024...

 PRESS RELEASE

NIO Inc. Prudently Adjusts First Quarter 2024 Delivery Outlook

NIO Inc. Prudently Adjusts First Quarter 2024 Delivery Outlook SHANGHAI, China, March 27, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today provided an updated delivery outlook for the first quarter of 2024. Based on the most recent business update, the Company expects to deliver approximately 30,000 vehicles in the first quarter of 2024, revised from the previous outlook of 31,000 to 33,000 vehicles. About NIO Inc. NIO Inc. is a pioneer and a leading company in...

Cedric Rossi ... (+5)
  • Cedric Rossi
  • Clement Genelot
  • Loic Morvan
  • Paul Rouviere
  • Philippine Adam

On the shelves now: Consumer Weekly #21

In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we look at the expected growth recovery among e-commerce players and the necessary b

Dometic Group AB: 1 director

A director at Dometic Group AB bought 3,081 shares at 78.302SEK and the significance rating of the trade was 50/100. 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...

Clement Genelot
  • Clement Genelot

Zalando: pragmatic model shift fuelling an appealing and linear 2028 E...

Zalando's new 2028 plan resonates as a confession of pragmatism within a fashion e-commerce world where growth has become much less abundant. The group's shift from B2C (wholesale, marketplace) to new B2B services (fulfilment services to non-partners, marketplace SaaS provider, fashion blog...) mak

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