reports
Schaeffler AG: 1 director
A director at Schaeffler AG bought 21,500 shares at 4.708EUR and the significance rating of the trade was 60/100. 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 clearly ...
- Anthony Dick
- Emira Sagaama
- Marc Lavaud
- Michael Foundoukidis
- Youssef Besbes
ODDO BHF Small & MIDCAP MORNING NEWS - 10/03/2024
DEME, the world’s leading offshore wind installation company and top 3 in the global dredging market, delivered a better than expected H1. Its share price, however, corrected by 15-20% as DEME’s outlook was weaker than expected. In this report, we explain there are three good reasons why DEME management is holding its cards at its chest: (1) US elections; (2) Gaza conflict, and (3) the still uncertain usage of its € 1.0-1.5bn war chest. Expecting DEME to not only use the war chest for...
- Anthony Dick
- Emira Sagaama
- Marc Lavaud
- Michael Foundoukidis
- Youssef Besbes
ODDO BHF Small & MIDCAP MORNING NEWS - 03/10/2024
DEME, the world’s leading offshore wind installation company and top 3 in the global dredging market, delivered a better than expected H1. Its share price, however, corrected by 15-20% as DEME’s outlook was weaker than expected. In this report, we explain there are three good reasons why DEME management is holding its cards at its chest: (1) US elections; (2) Gaza conflict, and (3) the still uncertain usage of its € 1.0-1.5bn war chest. Expecting DEME to not only use the war chest for...
- Nicolas David
ODDO : Iberian Forum – Day 2
We hosted our 4th ODDO BHF Iberian Forum on the 1st and 2nd of October 2024, virtually. In total, 63 companies were present. In the following note, we provide some initial feedback from the companies on day 2. - >ACS (=): good operating momentum maintained, Abertis and its dividends on the front page - Atresmedia (=): Q3 should be challenging but outlook reiterated - Befesa (=): zinc prices held up well, offsetting the negative impact of maintenance on Q3 volumes - CaixaBank ...
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
CIE CIE AUTOMOTIVE S.A.
NVG NAVIGATOR COMPANY SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
MAP MAPFRE SA
ENC ENCE ENERGIA Y CELULOSA SA
CABK CAIXABANK SA
IBE IBERDROLA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
SAN BANCO SANTANDER S.A.
UNI UNICAJA BANCO S.A.
HOME NEINOR HOMES SA
BFSA BEFESA SA
GRE GRENERGY RENOVABLES
FER FERROVIAL SA
- Anthony Dick
- Michael Foundoukidis
Valeo : Brain, a key strength for the future of Valeo
>A clearer understanding of a major business for Valeo’s future - Valeo this week organised a series of visits in Germany (R&D centre, plant) around its Brain division, which brings together the hardware and software operations relating to driving assistance and interior experience. This was an opportunity for management to provide a detailed update on the strategy and competitiveness of this business, which is Valeo’s fastest-growing (revenues and order intake) and, ...
- Anthony Dick
- Michael Foundoukidis
Valeo : Brain, un atout clé pour le futur de Valeo
>Une meilleure compréhension d’une activité majeure pour le futur de Valeo - Valeo organisait cette semaine des visites en Allemagne (centre R&D, usine) autour de sa division Brain, qui regroupe les activités hardware et software autour de l’assistance à la conduite et l’expérience intérieure. Ce fut l’occasion pour le management de revenir en détail sur la stratégie et la compétitivité de cette activité, la plus dynamique de l’équipementier (CA et prises de commandes...
EQS-News: Verschmelzung der Vitesco Technologies Group AG auf dieSchae...
EQS-News: Schaeffler AG / Schlagwort(e): Firmenzusammenschluss Verschmelzung der Vitesco Technologies Group AG auf dieSchaeffler AG erfolgreich vollzogen 01.10.2024 / 10:33 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Verschmelzung der Vitesco Technologies Group AG auf dieSchaeffler AG erfolgreich vollzogen Verschmelzung von Vitesco Technologies Group AG auf Schaeffler AG und Umwandlung der Vorzugsaktien in stimmberechtigte Stammaktien abgeschlossen Vitesco-Aktien werden im Verhältnis 1:11,4 in neue stimmberechtigte ...
EQS-News: Merger of Vitesco Technologies Group AG into Schaeffler AG s...
EQS-News: Schaeffler AG / Key word(s): Merger Merger of Vitesco Technologies Group AG into Schaeffler AG successfully completed 01.10.2024 / 10:33 CET/CEST The issuer is solely responsible for the content of this announcement. Merger of Vitesco Technologies Group AG into Schaeffler AG successfully completed Merger of Vitesco Technologies Group AG into Schaeffler AG and conversion of non-voting common shares into common shares with full voting rights completed Vitesco shares exchanged for new Schaeffler common shares with full voting rights at a ratio of 1:11...
- Juan Ros-Padilla
EO FAURECIA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALCAR CARMAT SA
ALO ALSTOM SA
TRI TRIGANO SA
NEX NEXANS SA
01913 PRADA S.P.A.
SHA SCHAEFFLER AG
MONC MONCLER SPA
FYB FORMYCON AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TLGO TALGO SA
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
WAGA WAGA ENERGY SA
FLOW FLOW TRADERS LTD
- Juan Ros-Padilla
EO FAURECIA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALCAR CARMAT SA
ALO ALSTOM SA
TRI TRIGANO SA
NEX NEXANS SA
01913 PRADA S.P.A.
SHA SCHAEFFLER AG
MONC MONCLER SPA
FYB FORMYCON AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TLGO TALGO SA
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
WAGA WAGA ENERGY SA
FLOW FLOW TRADERS LTD
- Klaus Ringel
- Michael Foundoukidis
Schaeffler AG : Changes to Schaeffler AG Executive Board
>Preparing to close merger with Vitesco - Schaeffler has announced a couple of changes and new promotions in its Executive Board ahead of the merger with Vitesco, which becomes effective on 1 October: Mr. Thomas Stierle, who is currently CEO of the Electrification Solutions division at VTSC was appointed as CEO of the new E-Mobility division and a full member of the Executive Board of Schaeffler AG with effect from 1 October 2024. As previously communicated, Dr. Joche...
- Anthony Dick
- Michael Foundoukidis
Forvia : Reassuring clarifications on the end of the year, but not yet...
>A significant warning, but mostly expected and even apparently hoped for by many - A few hours after Hella, Forvia on Friday morning announced it was downgrading its full-year outlook given the worsening environment in H2 and, more generally, a higher level of caution on the part of management in what remains an extremely uncertain context. While cuts are set to be significant (>10% for EBIT and FCF 2024), they were not completely unexpected after the recent negative...
- Anthony Dick
- Michael Foundoukidis
Forvia : Des clarifications bienvenues sur la fin d’année, mais pas en...
>Un avertissement significatif, mais apparemment espéré par beaucoup - Quelques heures après Hella, Forvia a annoncé, vendredi matin, un ajustement à la baisse de ses perspectives annuelles face à la détérioration de l’environnement sur le S2 et une plus grande prudence de la part du management dans un contexte qui reste extrêmement incertain. Si les révisions devraient être significatives (>10% sur l’EBIT et le FCF 2024), elles n’étaient pas totalement inattendues ap...
EQS-News: Mitteilung zu Einstellung und Aufnahme des Handels der Schae...
EQS-News: Schaeffler AG / Schlagwort(e): Sonstiges Mitteilung zu Einstellung und Aufnahme des Handels der Schaeffler-Aktie 27.09.2024 / 16:05 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Mitteilung zu Einstellung und Aufnahme des Handels der Schaeffler-Aktie Herzogenaurach | 27. September 2024 | Die Schaeffler AG (Stammaktien: ISIN DE000SHA0019 / WKN: SHA001) erwartet, dass die Verschmelzung der Vitesco Technologies Group AG (ISIN: DE000VTSC017 / WKN: VTSC01) auf die Schaeffler AG im Wege der Verschmelzung durch Au...
EQS-News: Announcement on the suspension and resumption of trading in ...
EQS-News: Schaeffler AG / Key word(s): Miscellaneous Announcement on the suspension and resumption of trading in Schaeffler shares 27.09.2024 / 16:05 CET/CEST The issuer is solely responsible for the content of this announcement. Announcement on the suspension and resumption of trading in Schaeffler shares Herzogenaurach, Germany | September 27, 2024 | Schaeffler AG (Common shares: ISIN DE000SHA0019 / WKN: SHA001) expects the merger of Vitesco Technologies Group AG (ISIN: DE000VTSC017 / WKN: VTSC01) with Schaeffler AG by means of merger by absorption in e...
EQS-News: Veränderungen im Executive Board der Schaeffler AG
EQS-News: Schaeffler AG / Schlagwort(e): Personalie Veränderungen im Executive Board der Schaeffler AG 27.09.2024 / 13:29 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Veränderungen im Executive Board der Schaeffler AG Führung der neuen Sparte E-Mobility liegt bei Thomas Stierle von Vitesco Technologies Dr. Jochen Schröder übernimmt Rolle des CEO der Region Europa Christophe Hannequin tritt im nächsten Jahr Nachfolge von Claus Bauer als CFO an Herzogenaurach | 27. September 2024 | Der Aufsichtsrat der Schaeffler AG ha...
EQS-News: Changes in the Executive Board of Schaeffler AG
EQS-News: Schaeffler AG / Key word(s): Personnel Changes in the Executive Board of Schaeffler AG 27.09.2024 / 13:29 CET/CEST The issuer is solely responsible for the content of this announcement. Changes in the Executive Board of Schaeffler AG Thomas Stierle from Vitesco Technologies to head new E-Mobility division Dr. Jochen Schröder to assume the role of Regional CEO Europe Christophe Hannequin to succeed Claus Bauer as CFO next year Herzogenaurach | September 27, 2024 | In its meeting yesterday, the Supervisory Board of Schaeffler AG made two appointments...
- Carole Braudeau
GET GETLINK SE
UBI UBISOFT ENTERTAINMENT SA
CO CASINO GUICHARD-PERRACHON SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
EO FAURECIA SA
CBK COMMERZBANK AG
SCR SCOR SE
TEP TELEPERFORMANCE SE
CGM CEGEDIM SA
ALTA ALTAREA SCA
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
- Carole Braudeau
GET GETLINK SE
UBI UBISOFT ENTERTAINMENT SA
CO CASINO GUICHARD-PERRACHON SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
EO FAURECIA SA
CBK COMMERZBANK AG
SCR SCOR SE
TEP TELEPERFORMANCE SE
CGM CEGEDIM SA
ALTA ALTAREA SCA
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
FORVIA FY 2024 guidance update
FORVIA FY 2024 guidance update NANTERRE (FRANCE)SEPTEMBER 27, 2024 FORVIA ADJUSTS ITS FULL-YEAR 2024 GUIDANCE TO REFLECT LOWER PRODUCTION OUTLOOK AND UNCERTAIN ENVIRONMENT Sales guidance revised to between €26.8bn and €27.2bn at updated estimated 2024 average exchange rates.Operating margin guidance revised to between 5.0% and 5.3% of sales.Net Cash Flow (NCF) guidance revised to ≥ €550m.Net debt/Adjusted EBITDA ratio guidance revised to ≤ 2.0x at year-end. ACCELERATION OF INITIATIVES TO IMPROVE PERFORMANCE IN 2025 IN A CHALLENGING ENVIRONMENT DELEVERAGING KEY TARGET OF NET DEBT/ADJ. ...
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