reports
- Gerardo Ibanez
- Steven Boumans
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. - ...
OUT1V OUTOKUMPU OYJ
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
EURN EURONAV NV
LEI LEIFHEIT AG
LXS LANXESS AG
KCO KLOECKNER & CO SE
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MAREL MAREL HF.
NDA AURUBIS AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
RUI RUBIS SCA
B4B METRO AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
JEN JENOPTIK AG
CLA CLARANOVA SE
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
SYAB SYNLAB AG
ALVGO VOGO SA
STM STABILUS SE
- Jerôme Bodin
INFINEON INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AG
G1A GEA GROUP AG
PUM PUMA SE
AFX CARL ZEISS MEDITEC AG
UTDI UNITED INTERNET AG
ALO ALSTOM SA
ELE ENDESA S.A.
GEBN GEBERIT AG
RWE RWE AG
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
SIX2 SIXT SE
BC8 BECHTLE AG
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
KBX KNORR-BREMSE AG
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
UN0 UNIPER SE
- Gerardo Ibanez
- Steven Boumans
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. - ...
OUT1V OUTOKUMPU OYJ
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
EURN EURONAV NV
LEI LEIFHEIT AG
LXS LANXESS AG
KCO KLOECKNER & CO SE
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MAREL MAREL HF.
NDA AURUBIS AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
RUI RUBIS SCA
B4B METRO AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
JEN JENOPTIK AG
CLA CLARANOVA SE
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
SYAB SYNLAB AG
ALVGO VOGO SA
STM STABILUS SE
- Jerôme Bodin
INFINEON INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AG
G1A GEA GROUP AG
PUM PUMA SE
AFX CARL ZEISS MEDITEC AG
UTDI UNITED INTERNET AG
ALO ALSTOM SA
ELE ENDESA S.A.
GEBN GEBERIT AG
RWE RWE AG
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
SIX2 SIXT SE
BC8 BECHTLE AG
AMS AMADEUS IT GROUP SA CLASS A
UCG UNICREDIT S.P.A.
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
KBX KNORR-BREMSE AG
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
UN0 UNIPER SE
- Emmanuel Matot
Rubis : 2024 guidance unchanged following mixed set of Q1 figures. Pen...
>Contrasting performances in Q1 depending on the business - Rubis reported its Q1 2024 revenues yesterday evening. The group posted mixed performances:For Retail & Marketing (70% of EBITDA in 2023): Trends for volumes (+4%) and adjusted unit margins (-2%) were right in line with 2023. Europe and the Caribbean are in good shape, unlike Africa, hit by lacklustre economic trends in Kenya and headwinds in bitumen in Nigeria. Some currency losses are also expected in ...
- Damien Choplain
- Martial Descoutures
AstraZeneca : A consensus that leaves little room for surprising guida...
>The premium can be justified by short-term growth and a well-stocked pipeline - AZN certainly benefits from: i/ attractive short-term core EPS growth for 2023-2027, up 11.5% (+12.7% expected this year), and undoubtedly the most well-stocked pipeline in the industry. These elements partly justify the market premium for its 2025 P/E (+43% vs sector median), leading to a 2023-2027 PEG of 1.6x vs 1.3x for the sector. However, this growth should be more timorous in 2...
- Emmanuel Matot
Rubis : Guidances 2024 inchangées suite à un T1 mitigé. En attente de ...
>Des performances disparates au T1 selon les activités - Rubis a publié hier soir son CA au titre du T1 2024. Nous retiendrons des performances mitigées :Pour Retail & Marketing (70% de l’EBITDA 2023) : Les tendances de volumes (+4%) et de marges unitaires ajustées (-2%) sont exactement en ligne avec 2023. L’Europe et les Caraïbes sont bien orientées contrairement à l’Afrique qui pâtit d’une économie sous pression au Kenya et de vents contraires dans le bitume au...
- Damien Choplain
- Martial Descoutures
AstraZeneca : Un consensus qui ne laisse que peu de place à une guidan...
>Une prime qui se justifie par une croissance CT et un pipeline exhaustif - AZN bénéficie sans nulle doute i/ d’une croissance CT attractive Core BPA 2023-2027 en hausse de 11.5% (+12.7% att cette année) et d’un pipeline certainement le plus exhaustif de l’industrie. Ces aspects justifient en partie la prime octroyée par le marché en termes de PE 25e (+43% vs médiane sectorielle) conduisant à un PEG 23/27e de 1.6x vs 1.3x pour le secteur. En revanche cette croiss...
RUBIS: Activité du T1 2024 : une solide performance opérationnelle sur...
RUBIS: Activité du T1 2024 : une solide performance opérationnelle sur une base de comparaison élevée Paris, le 7 mai 2024, 17h45 (CET) Distribution d’énergies Retail & Marketing – Solide croissance des volumes de 4 %, marge brute à 209 M€ (+ 2 % en ajusté1) Forte croissance du segment aviation en Afrique et aux Caraïbes Bonne performance opérationnelle du réseau de distribution de carburant en AfriqueBaisse de l’activité bitume au Nigéria Support & Services – Marge brute (hors SARA) en retrait de 16 %, après un excellent T1 2023 Taux d’utilisation élevé des navires aux Caraïbes Prod...
RUBIS: Q1 2024 trading update: solid operating performance on the back...
RUBIS: Q1 2024 trading update: solid operating performance on the back of a high comparable base Paris, 7 May 2024, 5:45pm Energy Distribution Retail & Marketing - Solid volume growth at +4%, gross margin at €209m (+2% adjusted1) Strong momentum of the aviation business in Africa and in the Caribbean regionRobust operating performance in Africa fuel distribution networkDecrease in the Bitumen activity in Nigeria Support & Services - Gross margin (excl. SARA) down 16%, after a strong Q1 2023 High level of vessel utilisation in the Caribbean Renewable Electricity Production Secured portfol...
- Martin Marandon-Carlhian
- Stephane Houri
FME FRESENIUS MEDICAL CARE AG & CO. KGAA
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
EN BOUYGUES SA
ADEN ADECCO GROUP AG
SCR SCOR SE
ZAL ZALANDO SE
GEBN GEBERIT AG
HEI HEIDELBERGCEMENT AG
SOLB SOLVAY SA
COLO B COLOPLAST A/S CLASS B
BP. BP P.L.C.
SHL SIEMENS HEALTHINEERS AG
UN0 UNIPER SE
- Martin Marandon-Carlhian
- Stephane Houri
INFINEON INFINEON TECHNOLOGIES AG
FME FRESENIUS MEDICAL CARE AG & CO. KGAA
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
EN BOUYGUES SA
ADEN ADECCO GROUP AG
SCR SCOR SE
ZAL ZALANDO SE
GEBN GEBERIT AG
HEI HEIDELBERGCEMENT AG
SOLB SOLVAY SA
COLO B COLOPLAST A/S CLASS B
BP. BP P.L.C.
SHL SIEMENS HEALTHINEERS AG
UN0 UNIPER SE
- ING Helpdesk
Novo Nordisk AS: 1 director
A director at Novo Nordisk AS sold 6,311,250 shares at 860.020DKK 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 cle...
- Konrad Zomer
Adecco : Doing relatively OK in a tough market environment
>Adecco just about meets consensus, underlying performance actually good - Adecco reported Q1 results which were broadly in line with consensus. Organic revenue growth came in flat (css at -1.3%, we at -1.2%), with the gross margin at 19.8%. This is a full 100bps yoy decline, mainly because of a change in business mix as pricing was referred to by management as firm. The temp gross margin had a negative effect of 50bps, permanent placement had a negative 40bps impact ...
RUBIS: Information relating to the total number of voting rights and s...
RUBIS: Information relating to the total number of voting rights and shares as of 30/04/2024 Paris, 3 May 2024, 5:45 pm INFORMATION ON TOTAL NUMBER OF VOTING RIGHTS AND NUMBER OF SHARES PURSUANT TO ARTICLE L.233-8 II OF THE FRENCH COMMERCIAL CODE AND ARTICLE 223-16 OF THE GENERAL REGULATION OF THE FRENCH FINANCIAL MARKETS AUTHORITY DateClass of sharesNumber of sharesNumber of theoretical voting rightsNumber of exercisable voting rights (excluding shares bought back by the Company*)30 April 2024Ordinary shares (par value of €1,25)103,596,246103,596,246103,556,575 * Shares bought back by...
RUBIS: Déclaration de capital et de droits de vote au 30/04/2024
RUBIS: Déclaration de capital et de droits de vote au 30/04/2024 Paris, le 3 mai 2024, 17h45 INFORMATIONS RELATIVES AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS PRÉVUES PAR L’ARTICLE L. 233-8 II DU CODE DE COMMERCE ET L’ARTICLE 223-16 DU RÈGLEMENT GÉNÉRAL DE L’AUTORITÉ DES MARCHÉS FINANCIERS Date Catégorie d’actions Nombre d’actions Nombre de droits de vote théoriques Nombre de droits de vote exerçables(hors actions autodétenues*) 30 avril 2024 Actions ordinaires (1,25 € de nominal) 103 596 246 103 596 246 103 556 575 * ** Les actions autodétenues son...
RUBIS: 11 June 2024 Ordinary Shareholders' Meeting - Availability of t...
RUBIS: 11 June 2024 Ordinary Shareholders' Meeting - Availability of the preparatory documents Paris, 3 May 2024, 17:40 pm The Rubis shareholders are invited to attend the Ordinary Shareholders’ Meeting that will take place on: Tuesday 11 June 2024 at 2:00 pmat Eurosites Salle Wagram- 39, avenue de Wagram - 75017 Paris The agenda, the resolutions and the ways of attending and voting at this Shareholders’ Meeting are set out in the notice of meeting (Avis de réunion) published in the Bulletin des Annonces Légales Obligatoires (“BALO”) on 3 May 2024. It is also availa...
RUBIS: Assemblée Générale Ordinaire du 11 juin 2024 - Modalités de mis...
RUBIS: Assemblée Générale Ordinaire du 11 juin 2024 - Modalités de mise à disposition des documents préparatoires Paris, le 3 mai 2024, 17h40 Les actionnaires de Rubis sont invités à participer à l’Assemblée Générale Ordinaire qui se tiendra le : Mardi 11 juin 2024 à 14 heuresà Eurosites Salle Wagram- 39, avenue de Wagram - 75017 Paris L’ordre du jour, le projet de résolutions ainsi que les modalités de participation et de vote à l’Assemblée sont détaillés dans l’avis de réunion publié au Bulletin des Annonces Légales Obligatoires (Balo) du 3 mai 2024 qui est égalemen...
- Rune Majlund Dahl
Novo Nordisk (Buy, TP: DKK1100.00) - Small guidance raise
Q1 LCY figures beat consensus due to US rebate adjustments related to 2023 adding c5%-points to LCY growth and low SG&A cost boosting EBIT growth in Q1. Wegovy sales were below consensus but above our forecast, and we have therefore adjusted our rebate assumptions for 2024. The 2024 guidance was raised to LCY sales growth of 19–27% (18–26%) and LCY operating profit growth of 22–30% (21–29%). We reiterate our BUY and DKK1,100 target price.
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