reports
Scandic Hotels Group AB: 1 director
A director at Scandic Hotels Group AB bought 3,500 shares at 78.250SEK 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 year...
- Adrian Pehl
- Emira Sagaama
POM PLASTIC OMNIUM SE
ISS ISS A/S
FAGR FAGRON SA
GOE GROUPE GORGE SA
BB SOCIETE BIC SA
ERA ERAMET SA
INH INDUS HOLDING AG
KRN KRONES AG
MCPHY MCPHY ENERGY SA
EDR EDREAMS ODIGEO SA
SHOT SCANDIC HOTELS GROUP
SAFE SAFESTORE HOLDINGS PLC
VGP VGP NV
AMAG AMAG AUSTRIA METALL AG
VRLA VERALLIA SAS
AZE AZELIS GROUP NV
LOCAL SOLOCAL GROUP
- Adrian Pehl
- Emira Sagaama
POM PLASTIC OMNIUM SE
ISS ISS A/S
FAGR FAGRON SA
GOE GROUPE GORGE SA
BB SOCIETE BIC SA
ERA ERAMET SA
INH INDUS HOLDING AG
KRN KRONES AG
MCPHY MCPHY ENERGY SA
EDR EDREAMS ODIGEO SA
SHOT SCANDIC HOTELS GROUP
SAFE SAFESTORE HOLDINGS PLC
VGP VGP NV
AMAG AMAG AUSTRIA METALL AG
VRLA VERALLIA SAS
AZE AZELIS GROUP NV
LOCAL SOLOCAL GROUP
- Karl-Johan Bonnevier
Scandic Hotels (Buy, TP: SEK115.00) - Solid mix of growth and returns
Scandic Hotels ended 2024 on a strong note, with still-solid FCF generation in the seasonally slower Q4. Moreover, its CMD highlighted a new room-growth goal, adding to the supportive market outlook, and the record-strong financials allow for a more ambitious capital allocation policy (dividend and share buybacks). With its ‘financial muscle’ better utilised, we have updated our valuation base to an EV/EBITDA of 8x, on a par with the valuation when Hilton took it private in 2001. We reiterate ou...
- Fehmi Ben Naamane
- Fehmi Ben Naamane
- Luis de Toledo Heras
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
VCT VICAT-CIMENTS VICAT SA
SSAB A SSAB AB CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
SZG SALZGITTER AG
VOE VOESTALPINE AG
ELG ELMOS SEMICONDUCTOR SE
ACX ACERINOX SA
NOEJ NORMA GROUP SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ICAD ICADE SA
NDA AURUBIS AG
GREEN GREENYARD NV
ROYAL VOPAK NV
SFZN SIEGFRIED HOLDING AG
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ONTEX ONTEX GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ENG ENAGAS SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
MVC METROVACESA SA
AMAG AMAG AUSTRIA METALL AG
MEDCL MEDINCELL SA
SFQ SAF-HOLLAND SE
- Luis de Toledo Heras
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
VCT VICAT-CIMENTS VICAT SA
SSAB A SSAB AB CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
SZG SALZGITTER AG
VOE VOESTALPINE AG
ELG ELMOS SEMICONDUCTOR SE
ACX ACERINOX SA
NOEJ NORMA GROUP SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ICAD ICADE SA
NDA AURUBIS AG
GREEN GREENYARD NV
ROYAL VOPAK NV
SFZN SIEGFRIED HOLDING AG
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ONTEX ONTEX GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ENG ENAGAS SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
MVC METROVACESA SA
AMAG AMAG AUSTRIA METALL AG
MEDCL MEDINCELL SA
SFQ SAF-HOLLAND SE
- Fehmi Ben Naamane
- Fehmi Ben Naamane
- Fehmi Ben Naamane
- Jeremy Garnier
- Marc Lavaud
- Youssef Besbes
TKA THYSSENKRUPP AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
SZG SALZGITTER AG
MTU MANITOU BF SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
ERA ERAMET SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
NDA AURUBIS AG
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ALBFR SIDETRADE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
RIO RIO TINTO PLC
LDO LEONARDO SPA
SAE SHOP APOTHEKE EUROPE NV
BHP BHP GROUP LTD
SMCP SMCP SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
IHG INTERCONTINENTAL HOTELS GROUP PLC
FAST FASTNED
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLNW PLANISWARE
SHA SCHAEFFLER AG
- Fehmi Ben Naamane
- Jeremy Garnier
- Marc Lavaud
- Youssef Besbes
TKA THYSSENKRUPP AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
SZG SALZGITTER AG
MTU MANITOU BF SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
ERA ERAMET SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
NDA AURUBIS AG
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ALBFR SIDETRADE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
RIO RIO TINTO PLC
LDO LEONARDO SPA
SAE SHOP APOTHEKE EUROPE NV
BHP BHP GROUP LTD
SMCP SMCP SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
IHG INTERCONTINENTAL HOTELS GROUP PLC
FAST FASTNED
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLNW PLANISWARE
- Fehmi Ben Naamane
- Johanna Jourdain
- Fehmi Ben Naamane
- Johanna Jourdain
- Karl-Johan Bonnevier
Scandic Hotels (Buy, TP: SEK80.00) - Building a dividend case
After its strong share price performance (+82% LTM), the Q3 report, Q4 outlook and updated financial targets were not the short-term catalysts we were looking for to take the investment case to the next level. The high proposed DPS and buybacks are supportive, and we see unutilised ‘financial muscle’ for the future. We still like the group’s leading Nordic footprint, operating profile and FCF capacity, and reiterate our BUY and SEK80 target price.
- Jean-François Granjon
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 10/30/2024
The outcome of the US presidential election hangs in the balance, but the momentum seems to be with Donald Trump since the beginning of October: the candidate is now in the lead in six of the seven swing states, has just overtaken Kamala Harris in the national vote while 63% of punters are tipping him to win. We recap in the present note on the European stocks to play or avoid in the event of Donald Trump's victory and have also listed European stocks with a production base in the US,...
ETL EUTELSAT COMMUNICATIONS SA
OUT1V OUTOKUMPU OYJ
ALCLA CLASQUIN SA
TYRES NOKIAN RENKAAT OYJ
ACX ACERINOX SA
TRI TRIGANO SA
NEX NEXANS SA
ROYAL VOPAK NV
MMT METROPOLE TELEVISION SA
CIE CIE AUTOMOTIVE S.A.
AED AEDIFICA SA
MCPHY MCPHY ENERGY SA
SHOT SCANDIC HOTELS GROUP
MELE MELEXIS NV
ENC ENCE ENERGIA Y CELULOSA SA
CSM CORBION NV
LFDE LA FRANCAISE DE L'ENERGIE SA
IBG IBERPAPEL GESTION S.A.
IDR INDRA SISTEMAS S.A. CLASS A
MVC METROVACESA SA
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
ORP ORPEA
- Jean-François Granjon
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 30/10/2024
Le scrutin présidentiel US reste incertain, mais le momentum semble être du côté de Donald Trump depuis début octobre : le candidat est désormais en tête dans 6 des 7 swing states, vient de dépasser Kamala Harris dans le vote national et est donné gagnant à 63% chez les parieurs. Nous rappelons les valeurs européennes à privilégier ou à éviter en cas de victoire de Donald Trump, et avons également listé les valeurs européennes ayant une base de production aux US, par nature moins expo...
ETL EUTELSAT COMMUNICATIONS SA
OUT1V OUTOKUMPU OYJ
ALCLA CLASQUIN SA
TYRES NOKIAN RENKAAT OYJ
ACX ACERINOX SA
TRI TRIGANO SA
NEX NEXANS SA
ROYAL VOPAK NV
MMT METROPOLE TELEVISION SA
CIE CIE AUTOMOTIVE S.A.
AED AEDIFICA SA
MCPHY MCPHY ENERGY SA
SHOT SCANDIC HOTELS GROUP
MELE MELEXIS NV
ENC ENCE ENERGIA Y CELULOSA SA
CSM CORBION NV
LFDE LA FRANCAISE DE L'ENERGIE SA
IBG IBERPAPEL GESTION S.A.
IDR INDRA SISTEMAS S.A. CLASS A
MVC METROVACESA SA
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
ORP ORPEA
- Fehmi Ben Naamane
Scandic Hotels : Q3 results undershot expectations, but announcements ...
>Q1 figures a shade above forecasts - Scandic Hotels this morning published a pretty weak set of Q3 results, below expectations. Group RevPAR rose by just 0.9% y-o-y in the quarter (versus our estimate of +1.8%, css Visible Alpha at +1.6%), with average prices stable y-o-y and occupancy rates up 0.4 pt (in line with management expectations). Group revenues, at SEK 6,182m, were down 2% y-o-y (ODDO BHFe at SEK 6,374m and css Visible Alpha at SEK 6,317m), hit by weak Rev...
- Fehmi Ben Naamane
Scandic Hotels : Résultats T3 en dessous des attentes, mais les annonc...
>Des chiffres T3, en dessous des attentes - Scandic Hotels publie ce matin des résultats T3 plutôt faibles, en dessous de attentes. Les RevPAR groupe ressortent en hausse de seulement 0.9% yoy sur le trimestre (contre notre estimation à +1.8%, css Visible Alpha à +1.6%), avec des prix moyens stables yoy et des taux d’occupation qui progressent de 0.4 pt (en ligne avec les anticipations du management). Les revenus groupe, à 6182 MSEK, sont en baisse de 2% yoy (ODDO BH...
- Fehmi Ben Naamane
ODDO BHF Small & MIDCAP MORNING NEWS - 27/09/2024
Bystronic est un groupe suisse spécialisé dans les machines de découpe laser et de pliage, avec un business model hybride entre vente d’équipements, services récurrents et logiciels. Alors que ses commandes pâtissent d’un momentum difficile depuis plusieurs trimestres, nous n’anticipons pas d’amélioration au S2 et la visibilité reste réduite pour 2025. En parallèle, le plan de restructuration initié cette année devrait surtout être visible à compter du S1 2025. Dans ce contexte, Bystr...
OSE OSE IMMUNOTHERAPEUTICS SA
WTB WHITBREAD PLC
CGM CEGEDIM SA
GBT GUERBET SA
TRI TRIGANO SA
BAMNB KONINKLIJKE BAM GROEP NV
MBWS MARIE BRIZARD WINE & SPIRITS SA
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
S92 SMA SOLAR TECHNOLOGY AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
S30 SOLUTIONS 30 SE
SOL SOLTEC POWER HOLDINGS
ENER GRUPO ECOENER S.A.
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