reports
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Chaima Ferrandon
- Sven Edelfelt
Bilfinger : Believe in your dreams, they will come true
>Takeaways from Q3 2024 results, ahead of expectations - Q3 2024 results beat consensus expectations (see our comment of 14 November - Don’t lose sight of what really matters). Key takeaways from the conference call: ongoing solid momentum in all the group’s markets/geographies, with good results on margins underpinned by the efficiency programme and management’s confidence on the mid-term performances.Takeaways: good Q3 figures, confidence on short and m...
- Chaima Ferrandon
- Sven Edelfelt
Bilfinger : Croyez en vos rêves, ils se réaliseront
>Retour sur la publication des résultats T3 2024, supérieurs aux attentes - Résultats T3 2024, supérieurs aux attentes du consensus, disponibles dans le commentaire du 14/11 (« Ne pas perdre de vue l’essentiel »). Nous retenons de la conférence téléphonique, les éléments ci-dessous : le maintien d’une bonne dynamique sur tous les marchés/ géographies du groupe, les bons résultats sur les marges soutenus par le programme d’efficience et la confiance du management sur l...
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - Date1
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - 11/14/2024
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
JST JOST WERKE AG
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
- Chaima Ferrandon
- Sven Edelfelt
Bilfinger : Don’t lose sight of what really matters
>Q3 EBITA 11% above the consensus despite a surprise in the international segment - Bilfinger reported Q3 sales up +15% (with +2% l-f-l), +1% ahead of consensus expectations. Growth remained brisk across all divisions: E&M Europe was flat l-f-l (in line with expectations), E&M International was up +2% l-f-l (+3% vs the consensus) and more importantly Technologies was up +9% l-f-l (but -6% below expectations).EBITDA came in 11% ahead of expectations, showing growt...
- Chaima Ferrandon
- Sven Edelfelt
Bilfinger : Ne pas perdre de vue l’essentiel
>EBITA T3 11% supérieur au consensus malgré une surprise à l’International - Bilfinger a publié un chiffre d’affaires T3 en hausse de 15% (dont +2% lfl), 1% supérieur aux attentes du consensus. La croissance reste soutenue dans toutes les divisions : E&M Europe à stable lfl (en ligne avec les attentes), E&M International à +2% lfl (+3% vs le consensus) et surtout Technologies à +9% lfl (mais inférieur aux attentes de -6%).Supérieur aux attentes de 11%, l’EBITA af...
- Carole Braudeau
- Carole Braudeau
- Clement Genelot
HelloFresh: welcome pragmatism, but unknown downside on meal-kit custo...
HelloFresh further detailed its new commercial approach for meal-kit in its Q3 conference call. While this welcome shift was perceived as strong proof of pragmatism in a still declining meal-kit environment, it remains to be seen where the new customer base floor stands and for how long the meal-ki
- Carole Braudeau
Morning Crédit 30/10/2024
Première publication du groupe Mobilux (BUT/Conforama)Rexel : amende de 124 m EUR de la part de l’Autorité de la concurrence (prix dérogés)Kering : S&P a dégradé le rating à BBB+/stableSynlab : Elliott va devenir actionnaire d’Ephios, ouvrant la voie au rachat des minoritaires>...
- Carole Braudeau
Credit Morning 10/30/2024
Synlab: Elliott will become shareholder of Ephios, paving the way for a squeeze-out of minority holdersRexel: France’s competition authority fines Rexel € 124m (special price agreement mechanism)Kering: S&P downgrades rating to BBB+/stableFirst publication of the Mobilux Group (BUT/Conforama)>...
- Carole Braudeau
- Carole Braudeau
EQS-News: Q3 2024: HelloFresh Gruppe erzielt währungsbereinigtes Umsat...
EQS-News: HelloFresh SE / Schlagwort(e): Quartalsergebnis Q3 2024: HelloFresh Gruppe erzielt währungsbereinigtes Umsatzwachstum von 1,9 % gegenüber dem Vorjahr und bereinigtes EBITDA („AEBITDA“) von €72 Millionen 29.10.2024 / 06:58 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Q3 2024: HelloFresh Gruppe erzielt währungsbereinigtes Umsatzwachstum von 1,9 % gegenüber dem Vorjahr und bereinigtes EBITDA („AEBITDA“) von €72 Millionen Gruppenumsatz in der Berichtswährung Euro von rund €1,83 Milliarden in Q3 2024 (Q3 2023: €1,80 Mil...
EQS-News: Q3 2024: HelloFresh Group achieved a year-on-year constant c...
EQS-News: HelloFresh SE / Key word(s): Quarter Results Q3 2024: HelloFresh Group achieved a year-on-year constant currency revenue growth of 1.9% and an adjusted EBITDA (“AEBITDA”) of €72 million 29.10.2024 / 06:58 CET/CEST The issuer is solely responsible for the content of this announcement. Q3 2024: HelloFresh Group achieved a year-on-year constant currency revenue growth of 1.9% and an adjusted EBITDA (“AEBITDA”) of €72 million Group euro-reported revenue reached approximately €1.83 billion in Q3 2024 (Q3 2023: €1.80 billion) Group AEBITDA reached €72 million...
- Clement Genelot
HelloFresh: Ongoing weakness in meal-kits, but encouraging signs of pr...
With HelloFresh beating Q3 EBITDA expectations, cutting its FY sales guidance and upgrading its FY EBITDA guidance on "marketing efficiencies", we understand that the meal-kits customer base is still far from stabilising. But HelloFresh is sending another welcome signal of pragmatism by downsizing
HelloFresh SE: 1 director
A director at HelloFresh SE bought 1,500,000 shares at 6.710EUR and the significance rating of the trade was 100/100. 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 clea...
- Oliver Metzger
- Sinan Doganli
ODDO : First feedback – DAY 1
We host the 15th edition of the Corporate Conference in cooperation with Commerzbank on September 3rd & 4th 2024 in Frankfurt am Main. This year we are welcoming 90 German small, mid and large cap companies. - >Adidas (+) – On trackAixtron (=) – No short-term inflection, but high confidence in long-term prospectsAllgeier (+) – Is confident it can achieve 15% EBITDA margin by the end of 2025 ams OSRAM (=) – Some cautiousness on auto/industrial, still co...
FME FRESENIUS MEDICAL CARE AG
CEC CECONOMY AG
AMS AMS AG
ADS ADIDAS AG
CBK COMMERZBANK AG
EVT EVOTEC SE
GBF BILFINGER SE
BOSS HUGO BOSS AG
SDF K+S AG
TPE PVA TEPLA AG
ZAL ZALANDO SE
BAS BASF SE
AIXA AIXTRON SE
BC8 BECHTLE AG
SAX STROEER SE & CO. KGAA
LEG LEG IMMOBILIEN AG
WAF SILTRONIC AG
BNR BRENNTAG SE
SMHN SUESS MICROTEC AG
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
AEIN ALLGEIER HOLDING AG
IOS IONOS GROUP SE
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