reports
LNA Sante Sa: 1 director
A director at LNA Sante Sa bought 34,000 shares at 20.800EUR 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 clearly...
- Jerôme Bodin
ODDO BHF Small & MIDCAP MORNING NEWS - 03/05/2024
Founded in 1959, Leifheit AG is one of the leading European brand suppliers of household items. The group divides its operating business into the household, wellbeing and private label segments. In view of its growing turnover (CAGR of +2.8% for 2023 to 2026e) and EBIT margins (+290bp to 5.2% in 2026e vs 2023), as well as its solid financial profile (equity ratio of about 50%, average net cash position of c. € 40m for 2024e to 2026e, average positive FCF of c. € 11m for 2024e to 2026e...
- Jerôme Bodin
ODDO BHF Small & MIDCAP MORNING NEWS - 05/03/2024
Founded in 1959, Leifheit AG is one of the leading European brand suppliers of household items. The group divides its operating business into the household, wellbeing and private label segments. In view of its growing turnover (CAGR of +2.8% for 2023 to 2026e) and EBIT margins (+290bp to 5.2% in 2026e vs 2023), as well as its solid financial profile (equity ratio of about 50%, average net cash position of c. € 40m for 2024e to 2026e, average positive FCF of c. € 11m for 2024e to 2026e...
- Christophe-Raphaël Ganet
LNA Santé : Q1 2024 revenue: solid - 2024 healthcare tariffs not parti...
>Q1 revenue: robust organic growth - LNA Santé has reported Q1 revenue of € 189.3m, up 6.9% (+6.9% l-f-l). Occupancy rates at cruising speed, excl. hospital care at home, stood at 99%, up 1.6 points vs Q1 2023. LNA reiterated its target for organic growth of 4.5%, i.e. operating income of >€ 750m (i.e. >+4.2%) for an EBITDA margin excl. IFRS of 11% (vs 10.8% in 2023). That said, LNA noted the latest elements relating to 1/ the 2024 tariff campaign for post-acute/...
- Christophe-Raphaël Ganet
LNA Santé : CA T1 2024 : solide – Tarifs sanitaires 2024 peu encourage...
>CA T1 : une croissance organique robuste - LNA Santé publie un CA T1 à 189,3 M€, une hausse de 6,9% (+6,9% à ptc.). Le taux d’occupation des établissements en régime de croisière, hors HAD, ressort à 99%, en hausse de 1,6 point par rapport au T1 2023. LNA renouvelle son objectif de croissance organique à 4,5% soit un CA Exploitation de >750 M€ (ie. >+4,2%) pour une marge d’EBITDA hors IFRS à 11% (vs 10,8% en 2023). Toutefois, LNA insiste sur les derniers élément...
- 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.
- Christophe-Raphaël Ganet
LNA Santé : RN FY 2023: les chiffres sont assez conformes – Focus sur ...
>ROC – RNpg : en ligne avec le consensus - Le CA 2023 ressort à 736,1 M€ (+1,1% vs. +5,8% pour le CA hors immobilier), l’EBITDA 2023 atteint 148,8 M€ (+4,2% - css : 142,7 M€), le ROC 65 M€ (+1%) et le RNpg 23,4 M€ (-9,3%). Le parc en activité (incluant les lits en restructuration) représente 9 390 lits à fin 2023 (vs 9 335 en 2022) sur 85 établissements dont 8 376 lits en « régime de croisière ».LNA Santé guide sur une croissance organique de 4,5% en 2024 (CA d’e...
- Christophe-Raphaël Ganet
LNA Santé : FY 2023 results: mostly in line – Focus on execution
>EBIT – Net profit: in line with the consensus - Sales totalled € 736.1m in 2023 (+1.1% vs +5.8% for sales ex-property), EBITDA € 148.8m (+4.2% - Css: € 142.7m), EBIT € 65m (+1%) and attributable net profit € 23.4m (-9.3%). The operating network (including beds undergoing restructuring) represented 9,390 beds at the end of 2023 (up from 9,335 in 2022) at 85 facilities, including 8,376 beds at “cruising speed”.LNA Santé guided for organic sales growth of +4.5% in ...
- Aurelien Sivignon
MERY MERCIALYS SA
TYRES NOKIAN RENKAAT OYJ
ABVX ABIVAX SA
WHA WERELDHAVE N.V.
LNA LNA SANTE SA
MBB MBB INDUSTRIES SE
BAMNB KONINKLIJKE BAM GROEP NV
VASTN VASTNED RETAIL NV
AALB AALBERTS N.V.
MELE MELEXIS NV
TKO TIKEHAU CAPITAL SCA
UNI UNICAJA BANCO S.A.
JEN JENOPTIK AG
TMV TEAMVIEWER AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
ECMPA EUROCOMMERCIAL PROPERTIES NV
- Aurelien Sivignon
MERY MERCIALYS SA
TYRES NOKIAN RENKAAT OYJ
ABVX ABIVAX SA
WHA WERELDHAVE N.V.
LNA LNA SANTE SA
MBB MBB INDUSTRIES SE
BAMNB KONINKLIJKE BAM GROEP NV
VASTN VASTNED RETAIL NV
AALB AALBERTS N.V.
MELE MELEXIS NV
TKO TIKEHAU CAPITAL SCA
UNI UNICAJA BANCO S.A.
JEN JENOPTIK AG
TMV TEAMVIEWER AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
ECMPA EUROCOMMERCIAL PROPERTIES NV
- Christophe-Raphaël Ganet
LNA Santé : Q4 2023 revenues still solid but no guidance upgrade
>Q4 2023: still solid - Q4 2023 revenues came in at € 186.1m, or +5.6% (and +5.8% in organic terms).For the year, LNA Santé’s operating revenues amounted to € 719.8m, in line with the guidance given by management i.e. growth of +5.8% y-o-y, lifted by a solid organic trend of +5.9%.LNA also indicated that operating deleveraging continued at a good pace in H2.No momentum - Key takeaways from this release:1/ Q4 was broadly in line with our...
- Christophe-Raphaël Ganet
LNA Santé : CA T4 2023 toujours solide mais sans relèvement des object...
>T4 2023 : toujours solide - Le CA T4 se monte à 186,1 M€, soit +5,6% (et +5,8% organique).Sur l’année, le CA Exploitation de LNA Santé s’établit à 719,8 M€ conformément à l’objectif donné par le management ie. une progression de 5,8% sur un an, porté par un organique solide de 5,9%.En outre, LNA indique que le désendettement de l’Exploitation s’est également poursuivi à un bon rythme au cours du S2.Pas de momentum - Dans cette publication, ...
- Baptiste Salaville
- Jean-Baptiste Rouphael
- Marc Lavaud
- Melek Laabidi
- Stephane Houri
VCT VICAT-CIMENTS VICAT SA
TNG TRANSGENE SA
ALCLA CLASQUIN SA
WHA WERELDHAVE N.V.
LNA LNA SANTE SA
JCQ JACQUET METALS SA
HOT HOCHTIEF AG
ALTA ALTAREA SCA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
BON BONDUELLE SCA
BRE BREMBO S.P.A.
PAT PATRIZIA AG
TWEKA TKH GROUP N.V. CERT
ARG ARGAN SA
DIC DIC ASSET AG
ALVAL VALBIOTIS SA
RUI RUBIS SCA
DUE DURR AG
GEST GESTAMP AUTOMOCION S.A.
AEIN ALLGEIER HOLDING AG
VRLA VERALLIA SAS
KTA KNAUS TABBERT
AG1 AUTO1 GROUP
SYAB SYNLAB AG
HGEA HGEARS AG
- Baptiste Salaville
- Jean-Baptiste Rouphael
- Marc Lavaud
- Melek Laabidi
- Stephane Houri
VCT VICAT-CIMENTS VICAT SA
TNG TRANSGENE SA
ALCLA CLASQUIN SA
WHA WERELDHAVE N.V.
LNA LNA SANTE SA
JCQ JACQUET METALS SA
HOT HOCHTIEF AG
ALTA ALTAREA SCA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
BON BONDUELLE SCA
BRE BREMBO S.P.A.
PAT PATRIZIA AG
TWEKA TKH GROUP N.V. CERT
ARG ARGAN SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
DIC DIC ASSET AG
ALVAL VALBIOTIS SA
RUI RUBIS SCA
DUE DURR AG
GEST GESTAMP AUTOMOCION S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
AEIN ALLGEIER HOLDING AG
VRLA VERALLIA SAS
KTA KNAUS TABBERT
AG1 AUTO1 GROUP
SYAB SYNLAB AG
HGEA HGEARS AG
- Christophe-Raphaël Ganet
LNA Santé : Q3 2023 revenues in line with estimates, guidance reiterat...
>Q3 revenues: +4.1% and +5% LfL - LNA Santé reported Q3 operating revenues of € 176,6m, up +4.1% (+5% LfL). In the first nine months, operating revenues came in at € 533,7m (+5.8%, +5.9% LfL). In its press release, the group confirmed its 2023 guidance: organic growth of 6%, which means operating revenues close to € 720m, operating leverage maintained below 2x and EBITDA margin excluding IFRS 16 for sites at full swing at 11% of operating revenues.Organi...
- Christophe-Raphaël Ganet
LNA Santé : CA T3 2023 : régulier et en ligne – Guidance maintenue
>CA T3 : +4,1% et +5% lfl. - LNA Santé publie un CA Exploitation qui se monte à 176,6 M€, soit +4,1% (+5% à ptc). A 9 mois, le CA Exploitation atteint donc 533,7 M€ (+5,8% et +5,9% à ptc). Le communiqué confirme les guidances 2023 : croissance organique de 6% ce qui signifie un CA Exploitation proche de 720 M€, un levier d’Exploitation maintenu sous un ratio de 2x et une marge d’EBITDA hors IFRS 16 des sites en croisière à 11% du CA Exploitation.Le cap de...
- Ahmed Ben Salem
EQNR EQUINOR ASA
ALESK ESKER SA
GALP GALP ENERGIA SGPS SA CLASS B
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
HCO HIGHCO SA
IPH INNATE PHARMA SA CLASS A
LNA LNA SANTE SA
JCQ JACQUET METALS SA
PIG HAULOTTE GROUP SA
ENI ENI S.P.A.
REP REPSOL SA
BP. BP P.L.C.
ALCUR ARCURE SA
SHEL SHELL PLC
DEME DEME GROUP NV
- Christophe-Raphaël Ganet
LNA Santé : Résultat S1 2023 stable et en phase avec nos attentes et l...
>EBITDA en légère hausse et assez conforme - L’EBITDA S1 a atteint 73,4 M€, l’EBIT ressort à 32,2 M€ (le niveau d’EBIT Exploitation consolide à 8,9% vs 9,7% au S1 22) et le RN affiche une baisse de 12%, à 11,9 M€ (dont 14,3 M€, stable, pour le BN Exploitation). La dette nette ressort à 368,5 M€ (vs 348 M€ fin 22) en raison des investissements immobiliers. La DN d’exploitation ressort, elle, à 136 M€, et LNA dispose de 200 M€ de cash. La guidance est reconduite....
- Ahmed Ben Salem
EQNR EQUINOR ASA
ALESK ESKER SA
GALP GALP ENERGIA SGPS SA CLASS B
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
HCO HIGHCO SA
IPH INNATE PHARMA SA CLASS A
LNA LNA SANTE SA
JCQ JACQUET METALS SA
PIG HAULOTTE GROUP SA
ENI ENI S.P.A.
REP REPSOL SA
BP. BP P.L.C.
ALCUR ARCURE SA
SHEL SHELL PLC
DEME DEME GROUP NV
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