reports
- Jean Danjou
- Oliver Metzger
- Thomas Zlowodzki
A1XEH4 CROSSJECT SA
TFI TELEVISION FRANCAISE 1 SA
ISS ISS A/S
NRG NRJ GROUP SA
ALTA ALTAREA SCA
BOSS HUGO BOSS AG
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
GLB GLANBIA PLC
SAVE SAVENCIA SA
FIE FIELMANN AG
VID VIDRALA SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
AED AEDIFICA SA
BEZ BERENTZEN GRUPPE
WAF SILTRONIC AG
TWEKA TKH GROUP N.V. CERT
OREGE OREGE SA
LNSX SIXT LEASING AG
FFARM FORFARMERS
MVC METROVACESA SA
VOS VOSSLOH AG
NEOEN NEOEN S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
C3RY CHERRY AG
- Jean Danjou
- Oliver Metzger
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 02/05/2024
Nous sortons GALP de notre liste ODDO BHF European Large Caps. La valeur a réalisé une performance de +31,3% depuis son entrée le 20 mars dernier. Notre analyste adopte ce jour une opinion Neutre (vs Surperformance) sur la valeur qui a atteint notre objectif de cours. - ...
A1XEH4 CROSSJECT SA
TFI TELEVISION FRANCAISE 1 SA
ISS ISS A/S
NRG NRJ GROUP SA
ALTA ALTAREA SCA
BOSS HUGO BOSS AG
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
GLB GLANBIA PLC
SAVE SAVENCIA SA
FIE FIELMANN AG
VID VIDRALA SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
AED AEDIFICA SA
BEZ BERENTZEN GRUPPE
WAF SILTRONIC AG
TWEKA TKH GROUP N.V. CERT
OREGE OREGE SA
LNSX SIXT LEASING AG
FFARM FORFARMERS
MVC METROVACESA SA
VOS VOSSLOH AG
NEOEN NEOEN S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
C3RY CHERRY AG
- Klaus Breitenbach
Berentzen–Gruppe Aktiengesellschaft : Q1 2024 Preview – A mixed start ...
>Higher margins due to prices increases implemented in 2023 - Berentzen will publish its Q1 2024 figures on 7 May 2024. After average growth rates of over 15% in the first quarters of 2022 and 2023, which were driven by pent-up consumer demand following the lifting of coronavirus restrictions on social life, we believe growth rates will slow down. Compared to Q1 2023, when the marketing campaign promoting the different varieties of liqueur products contributed to sign...
- Thijs Berkelder
- Oliver Metzger
- Stephan Wulf
- Klaus Breitenbach
Berentzen–Gruppe Aktiengesellschaft : First intermediate steps towards...
>Top line and earnings growth in 2024 - Considering the positive development of individual segments, Berentzen projects higher revenue (range: € 190.0m to € 200.0m) for the 2024. It assumes that the spirits segment will experience modest growth, the non-alcoholic beverages and other segments considerable growth, and the fresh juice systems segment substantial growth. The group also expects a positive development for EBITDA (range: € 17.2m to € 19.2m) and EBIT (range: ...
EQS-News: Berentzen-Gruppe publishes 2023 Sustainability Report
EQS-News: Berentzen-Gruppe Aktiengesellschaft / Key word(s): Sustainability Berentzen-Gruppe publishes 2023 Sustainability Report 04.04.2024 / 10:08 CET/CEST The issuer is solely responsible for the content of this announcement. Press release No. 6/2024 Berentzen-Gruppe publishes 2023 Sustainability Report Numerous sustainability activities implemented in the 2023 financial year Has...
EQS-News: Berentzen-Gruppe veröffentlicht Nachhaltigkeitsbericht 2023
EQS-News: Berentzen-Gruppe Aktiengesellschaft / Schlagwort(e): Nachhaltigkeit Berentzen-Gruppe veröffentlicht Nachhaltigkeitsbericht 2023 04.04.2024 / 10:08 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Pressemitteilung Nr. 6/2024 Berentzen-Gruppe veröffentlicht Nachhaltigkeitsbericht 2023 Zahlreiche Nachhaltigkeitsaktivitäten im Geschäftsjahr 2023 umge...
- Andreas Riemann
- Jean Danjou
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - 03/28/2024
With the exception of the US, construction markets should continue to shrink in 2024 (-2% in Europe) before rebounding on the back of lower interest rates. Against this backdrop, groups will be differentiated mainly on the basis of their resilience (geographical and price/cost mix), capital allocation (and special situations) and valuation. In this context, we are upgrading our recommendations on KONE (modernisation as an alternative source of growth to China) and Holcim (a substantia...
OSE OSE IMMUNOTHERAPEUTICS SA
ZIL2 ELRINGKLINGER AG
SBS STRATEC SE
F3C SFC ENERGY AG
HCO HIGHCO SA
CGM CEGEDIM SA
VRAP VRANKEN-POMMERY MONOPOLE SA
LNA LNA SANTE SA
TRI TRIGANO SA
BCP BANCO COMERCIAL PORTUGUES S.A.
QDT QUADIENT SA
SESL SES-IMAGOTAG SA
BEZ BERENTZEN GRUPPE
ALBFR SIDETRADE SA
SMHN SUESS MICROTEC AG
JUN3 JUNGHEINRICH AG PREF
S92 SMA SOLAR TECHNOLOGY AG
RBO ROCHE BOBOIS INTERNATIONAL SAS
JEN JENOPTIK AG
KTA KNAUS TABBERT
INPST INPOST S.A.
MRX MISTER SPEX SE
LHYFE LHYFE S.A.
- Andreas Riemann
- Jean Danjou
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - 28/03/2024
Hormis les Etats-Unis, les marchés de la construction devraient continuer à reculer en 2024 (-2% en Europe) avant de rebondir à la faveur d’une baisse des taux. Dans ce contexte, la différenciation entre les groupes se fera essentiellement sur leur capacité de résistance (mix géographique et prix/ coûts), l’allocation du capital (et situations spéciales) et leur valorisation. Face à cet environnement, nous relevons nos recommandations sur KONE (la modernisation comme relais de la Chin...
OSE OSE IMMUNOTHERAPEUTICS SA
ZIL2 ELRINGKLINGER AG
SBS STRATEC SE
TNG TRANSGENE SA
F3C SFC ENERGY AG
HCO HIGHCO SA
CGM CEGEDIM SA
NTG NETGEM SA
VRAP VRANKEN-POMMERY MONOPOLE SA
LNA LNA SANTE SA
TRI TRIGANO SA
BCP BANCO COMERCIAL PORTUGUES S.A.
QDT QUADIENT SA
SESL SES-IMAGOTAG SA
BEZ BERENTZEN GRUPPE
ALBFR SIDETRADE SA
SMHN SUESS MICROTEC AG
JUN3 JUNGHEINRICH AG PREF
S92 SMA SOLAR TECHNOLOGY AG
RBO ROCHE BOBOIS INTERNATIONAL SAS
JEN JENOPTIK AG
KTA KNAUS TABBERT
INPST INPOST S.A.
MRX MISTER SPEX SE
LHYFE LHYFE S.A.
- Klaus Breitenbach
Berentzen–Gruppe Aktiengesellschaft : Final 2023 in line with prelims,...
>Solid development in 2023 - Berentzen published its final 2023 operating results which were in line with prelims. released on 6 February, 2024. All key numbers were within the forecast ranges (Revenue € 182m - € 190m, EBITDA € 15.3m - € 16.3m, EBIT € 7m - € 8m). Revenue increased by 6.6% y-o-y to € 185.7m (ODDO BHFe: € 185.5m; cons: € 185.4m) and was entirely driven by price increases; unit sales were slightly lower than in the 2022 financial year. EBITDA declined by...
EQS-News: Berentzen-Gruppe Aktiengesellschaft veröffentlicht Geschäfts...
EQS-News: Berentzen-Gruppe Aktiengesellschaft / Schlagwort(e): Jahresbericht/Jahresergebnis Berentzen-Gruppe Aktiengesellschaft veröffentlicht Geschäftsbericht 2023 28.03.2024 / 07:10 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Pressemitteilung Nr. 5/2024 Berentzen-Gruppe Aktiengesellschaft veröffentlicht Geschäftsbericht 2023 Umsatz- und Ertragszie...
EQS-News: Berentzen-Gruppe Aktiengesellschaft publishes 2023 Annual Re...
EQS-News: Berentzen-Gruppe Aktiengesellschaft / Key word(s): Annual Report/Annual Results Berentzen-Gruppe Aktiengesellschaft publishes 2023 Annual Report 28.03.2024 / 07:10 CET/CEST The issuer is solely responsible for the content of this announcement. Press Release No. 5/2024 Berentzen-Gruppe Aktiengesellschaft publishes 2023 Annual ReportRevenue and earnings targets met in financial year...
- Jean-François Granjon
ODDO BHF Small & MIDCAP MORNING NEWS - 12/03/2024 Date Performance dep...
We raise our price target for Arcadis to € 68.5 (DCF based) and maintain our Outperform rating. Although Arcadis’s shares have already performed well over the last 12 months (+43%), we see further upward potential as the delta in terms of peer multiples has only marginally diminished (still c. 35% lower EV/EBITDA, was c. 40%) and we see no reason to expect an industry multiples contraction. Given the GEC and automation/digitisation components of the company’s strategy, which come on t...
- Jean-François Granjon
ODDO BHF Small & MIDCAP MORNING NEWS - 03/12/2024 Date Performance sin...
We raise our price target for Arcadis to € 68.5 (DCF based) and maintain our Outperform rating. Although Arcadis’s shares have already performed well over the last 12 months (+43%), we see further upward potential as the delta in terms of peer multiples has only marginally diminished (still c. 35% lower EV/EBITDA, was c. 40%) and we see no reason to expect an industry multiples contraction. Given the GEC and automation/digitisation components of the company’s strategy, which come on t...
- Klaus Breitenbach
Berentzen–Gruppe Aktiengesellschaft : Confident tone on “Building BERE...
>Focus on new strategy “Building BERENTZEN 2028” - We organised a roadshow with Oliver Schwegmann (CEO), Ralf Brühöfner (CFO) and Thorsten Schmitt (IR) of the Berentzen Group. The focus of the roadshow was the company’s new strategy “Building BERENTZEN 2028” and the current market environment. In light of this roadshow, we believe management shows a good level of confidence on the road to a gradual improvement in revenue and profitability towards its 2028 strategic go...
EQS-News: Berentzen-Gruppe gibt neue Konzernstrategie und Mittelfristp...
EQS-News: Berentzen-Gruppe Aktiengesellschaft / Schlagwort(e): Strategische Unternehmensentscheidung Berentzen-Gruppe gibt neue Konzernstrategie und Mittelfristprognose bis 2028 bekannt 12.02.2024 / 14:01 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Pressemitteilung Nr. 3/2024 „Building BERENTZEN 2028“ Berentzen-Gruppe gibt neue Konzernstrategie...
EQS-News: Berentzen Group announces new Group strategy and medium-term...
EQS-News: Berentzen-Gruppe Aktiengesellschaft / Key word(s): Strategic Company Decision Berentzen Group announces new Group strategy and medium-term forecast until 2028 12.02.2024 / 14:01 CET/CEST The issuer is solely responsible for the content of this announcement. Press Release No. 3/2024 “Building BERENTZEN 2028” Berentzen Group announces new Group strategy and medium-term forecast until ...
- Baptiste Lebacq
- Fehmi Ben Naamane
- Marc Lavaud
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 09/02/2024
La baisse de l’inflation et de la croissance (en Europe) et – paradoxalement – des taux d’intérêt plus hauts incitent à une reprise du M&A en Europe. Les secteurs qui devraient être les plus actifs sont : la Santé, la Technologie, l’Industrie, les Télécoms et les Utilities/Renouvelables. Nous présentons les perspectives M&A pour l’ensemble des secteurs d’activité et identifions 80 sociétés potentiellement actives (prédatrices, cibles, acquéreuses ou cédantes d’actifs). - ...
AMS AMS AG
ALLIX WALLIX GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
ASY ASSYSTEM SA
GBT GUERBET SA
SAVE SAVENCIA SA
BEZ BERENTZEN GRUPPE
NHH NH HOTEL GROUP SA
XFAB X-FAB SILICON FOUNDRIES SE
TKWY JUST EAT TAKEAWAY.COM N.V.
OBEL ORANGE BELGIUM SA
CLA CLARANOVA SE
NXFIL NX FILTRATION HLDG BV
IVG IVECO GROUP
- Baptiste Lebacq
- Fehmi Ben Naamane
- Marc Lavaud
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 02/09/2024
Falling inflation and weaker growth (in Europe) and – paradoxically – higher interest rates are driving an upturn in M&A in Europe. The sectors that are expected to be the most active are: healthcare, technology, industry, telecoms and utilities/renewables. We present the M&A outlook for all sectors of activity and identify 80 potentially active companies (predators, targets, buyers or sellers of assets). - ...
AMS AMS AG
ALLIX WALLIX GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
ASY ASSYSTEM SA
GBT GUERBET SA
SAVE SAVENCIA SA
BEZ BERENTZEN GRUPPE
NHH NH HOTEL GROUP SA
XFAB X-FAB SILICON FOUNDRIES SE
TKWY JUST EAT TAKEAWAY.COM N.V.
OBEL ORANGE BELGIUM SA
CLA CLARANOVA SE
NXFIL NX FILTRATION HLDG BV
IVG IVECO GROUP
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