reports
- Emira Sagaama
- Juan Ros-Padilla
AMS AMS AG
CRI CHARGEURS SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
LXS LANXESS AG
BEN BENETEAU SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
GLB GLANBIA PLC
DEZ DEUTZ AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
CPINV CARE PROPERTY INVEST SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
ALFEN ALFEN NV
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
RWI RENEWI PLC
HGEA HGEARS AG
AF AIR FRANCE - KLM
- Emira Sagaama
- Juan Ros-Padilla
AMS AMS AG
CRI CHARGEURS SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
LXS LANXESS AG
BEN BENETEAU SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
GLB GLANBIA PLC
DEZ DEUTZ AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
CPINV CARE PROPERTY INVEST SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
ALFEN ALFEN NV
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
RWI RENEWI PLC
HGEA HGEARS AG
AF AIR FRANCE - KLM
- Jeremy Garnier
Chargeurs : Good Q3 revenues - gradual recovery confirmed and better v...
>Q3 revenues up 11.2% (+10.5% l-f-l) at € 165.3m - Chargeurs’ Q3 revenues, reported this morning, were close to our forecast with growth of 11.2% to € 165.3m (vs € 175m est.). Over nine months on a cumulative basis, revenues came to € 539.6m (vs € 550m est.) reflecting growth of 9.4% (+10.9% l-f-l). Revenues from nearly all the divisions were in line with our expectations, the gap for Museum studio stemming from delayed billing for projects from quarter to quarter bu...
- Jeremy Garnier
Chargeurs : Bon CA T3 2023 - rebond progressif confirmé et meilleure v...
>CA T3 en hausse de 11.2% (+10.5% lfl) à 165.3 M€ - Chargeurs a publié ce matin un CA T3 proche de notre attente en progression de 11.2% à 165.3 M€ (vs 175 M€e). Sur 9 mois cumulés, le CA s’établit à 539.6 M€ (vs 550 M€e) traduisant une croissance de 9.4% (+10.9% lfl). Tous les CA par pôle sont en ligne avec nos attentes, l’écart provient du pôle Museum Studios avec des décalages de facturation de projets d’un trimestre à l’autre mais aucune remise en question de la ...
- Saïma Hussain
Solid first half with robust cash generation
Solid first half with robust cash generation EARNINGS/SALES RELEASES Chargeurs is confirming its Q1 24 trend continues into H1 24, with the top line and profitability exceeding expectations, bolstered by all the group’s core activities. Novacel (formerly Chargeurs Advanced Materials), in particular, saw its operating margin doubling, thereby consolidating its recovery. Improved profitability together with better working capital management led to a substantial accretion in OCF, enabling the gro...
SCHP SECHE ENVIRONNEMENT
AMS AMS AG
CRI CHARGEURS SA
POM PLASTIC OMNIUM SE
FGA FIGEAC AERO SA
GLO GL EVENTS SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
KENDR KENDRION NV
CPINV CARE PROPERTY INVEST SA
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VLTSA VOLTALIA
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
SCHP SECHE ENVIRONNEMENT
AMS AMS AG
CRI CHARGEURS SA
POM PLASTIC OMNIUM SE
FGA FIGEAC AERO SA
GLO GL EVENTS SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
KENDR KENDRION NV
CPINV CARE PROPERTY INVEST SA
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VLTSA VOLTALIA
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
- Jeremy Garnier
Chargeurs : H1 results a shade below forecasts
>H1 sales of € 374m (vs € 377m est.) up 8.6% / underlying operating profit of € 17m (vs € 20m est.) - This morning, Chargeurs published H1 results that came in a shade below our forecasts. Sales were € 374m (vs € 377m est.) up 8.6% (+11.1% l-f-l) implying Q2 sales of € 196m, up 9.5% (after Q1 sales of € 178m up 6.7%). Underlying operating profit was € 17m (vs € 20m est.), i.e. an operating margin of 4.5% up 80bp. Lastly, attributable net profit was -€ 3.5m (vs € 4m e...
- Jeremy Garnier
Chargeurs : Résultats S1 légèrement inférieurs aux attentes
>CA S1 de 374 M€ (vs 377 M€e) en hausse de 8.6% / ROC de 17 M€ (vs 20 M€e) - Chargeurs a publié ce matin des résultats S1 légèrement inférieurs à notre attente. Le CA atteint 374 M€ (vs 377 M€e) en croissance de 8.6% (+11.1% lfl) impliquant un CA T2 de 196 M€ en hausse de 9.5% (après un CA T1 de 178 M€ en hausse de 6.7%). Le ROC ressort à 17 M€ (vs 20 M€e) soit une marge d’exploitation de 4.5% en hausse de 80 pb. Enfin le RNpg est négatif à -3.5 M€ (vs 4 M€e) en raiso...
Chargeurs: 1 director
A director at Chargeurs sold 3,900 shares at 12.718EUR and the significance rating of the trade was 54/100. 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 showin...
- Saïma Hussain
Q1-24 Chargeurs kicks off the year in high gear
Q1-24 Chargeurs kicks off the year in high gear EARNINGS/SALES RELEASES Chargeurs got off to a good start in 2024 with 10% yoy organic revenue growth, boosted by all of its divisions. As in the previous quarters, the Luxury segment continued to be the Group’s main driving force, bolstered by the museum activity. The positive surprise of this release, however, was Advanced Materials, which returned to growth territory after 6 consecutive quarters of decline, lifted by a volume effect, even in a...
- Jean Danjou
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 30/04/2024 Date Performance dep...
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
CRI CHARGEURS SA
VCT VICAT-CIMENTS VICAT SA
FLY SOCIETE FONCIERE LYONNAISE SA
TYRES NOKIAN RENKAAT OYJ
VETO VETOQUINOL SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
GMM GRAMMER AG
FIE FIELMANN AG
DEZ DEUTZ AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ARCAD ARCADIS NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
ROYAL VOPAK NV
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
MOR MORPHOSYS AG
NFN NFON AG
WAVE WAVESTONE SA
NACON NACON SASU
ALHRS HYDROGEN REFUELING SOLUTIONS
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
EXN EXCLUSIVE NETWORKS SA
WAGA WAGA ENERGY SA
- Jean Danjou
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 04/30/2024
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
CRI CHARGEURS SA
VCT VICAT-CIMENTS VICAT SA
FLY SOCIETE FONCIERE LYONNAISE SA
TYRES NOKIAN RENKAAT OYJ
VETO VETOQUINOL SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
GMM GRAMMER AG
FIE FIELMANN AG
DEZ DEUTZ AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ARCAD ARCADIS NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
ROYAL VOPAK NV
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
MOR MORPHOSYS AG
NFN NFON AG
WAVE WAVESTONE SA
NACON NACON SASU
ALHRS HYDROGEN REFUELING SOLUTIONS
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
EXN EXCLUSIVE NETWORKS SA
WAGA WAGA ENERGY SA
- Jeremy Garnier
Chargeurs : Q1 sales higher than expected but still cautious for 2024
>Q1 sales up 6.7% (+10% l-f-l) to € 177.8m (vs € 165m est.) - Chargeurs this morning reported Q1 sales that were higher than expected at € 177.8m (vs € 165m est.), up 6.7% (+10% l-f-l).Return of growth in all divisions at the start of the year - Q1 in the end showed growth for the group with a contribution from all divisions. Besides a favourable base effect (Q1 2023 -18% l-f-l), the group benefited from a recovery in all divisions. Advanced mate...
- Jeremy Garnier
Chargeurs : CA T1 supérieur aux attentes mais toujours de la prudence ...
>CA T1 en hausse de 6.7% (+10% lfl) à 177.8 M€ (vs 165 M€e) - Chargeurs a publié ce matin un CA T1 supérieur aux attentes à 177.8 M€ (vs 165 M€e) en croissance de 6.7% (+10% lfl).Retour de la croissance sur l’ensemble des pôles en ce début d’année - Le T1 est finalement ressorti en hausse pour le groupe avec une contribution de l’ensemble des pôles. Au-delà d’un effet de base favorable (T1 2023 -18% lfl), le groupe a bénéficié d’une reprise sur l’ense...
- Anthony Dick
- Joan Sehim
- Michael Foundoukidis
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 03/15/2024
After a terrible start to the year with the fall in gas prices and interest rate pressures, utilities have staged a slight recovery since the second half of February thanks to an uptick in electricity prices and slight decline in long rates. The most recent US macro figures support our scenario of higher long rates in the coming months, stymieing a sector recovery. A recovery will have to wait for a hypothetical collapse in consumer spending in Europe and the first policy rate cuts by...
- Anthony Dick
- Joan Sehim
- Michael Foundoukidis
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 15/03/2024
Après un début d’année horribilis avec la chute des prix du gaz et les tensions sur les taux, les Utilities ont marqué un léger rebond depuis la deuxième moitié de février grâce à un rebond des prix de l’électricité et un léger reflux des taux longs. Les derniers chiffres macro US soutiennent notre scénario de taux longs plus hauts dans les mois qui viennent, empêchant le rebond du secteur. Celui-ci devra attendre un hypothétique effondrement de la consommation en Europe et les premiè...
- Jeremy Garnier
Chargeurs : Takeover bid pulled off at € 12 per share: 65% held by Col...
>Successful takeover bid by Colombus Holding - shares to remain listed with 35% free float - Yesterday evening, the AMF published a press release announcing the result of the tender offer launched by Colombus Holding and Colombus Holding 2 (controlled by Michaël Fribourg, Chairman and Chief Executive Officer of Chargeurs) to take over Chargeurs. At the end of the offer period, Colombus Holding and Colombus Holding 2 will hold 15,475,902 shares, representing 62% of the...
- Jeremy Garnier
Chargeurs : Succès de l’OPA à 12 € par titre : 65% détenus par Colombu...
>Succès de l’OPA de Colombus Holding – le titre va rester coté avec 35% de flottant - L’AMF a publié hier soir un communiqué annonçant le résultat de l’OPA lancé par les sociétés Colombus Holding et Colombus Holding 2 (contrôlées par M. Fribourg, Président Directeur Général de Chargeurs) sur la société Chargeurs. A l’issue de la période de l’offre, Colombus Holding et Colombus Holding 2 détiennent 15 475 902 actions soit 62% du capital (16 300 362 titres soit 65% en i...
- Saïma Hussain
Operational results in line with the 2023 expectations
Operational results in line with the 2023 expectations EARNINGS/SALES RELEASES Although 2023 was disappointing, Chargeurs’ top-line and underlying operating profit were broadly in line with our expectations. As had been warned, the pain came from the cash flow spinner, Chargeurs Advanced Materials, in the face of order volatility. The bright side was Chargeurs Museum Studio with astounding deliveries. 2023’s low Ebit-FCF had to contend with soaring interest costs of €29.7m and gearing concern...
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