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
- 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
- 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 ...
- 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...
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...
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...
- 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 - 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
- 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
- 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...
RUBIS: Publication of the 2023 Universal Registration Document
RUBIS: Publication of the 2023 Universal Registration Document Paris, 29 April 2024, 17:45 pm Rubis filed its 2023 Universal Registration Document with the Autorité des marchés financiers (the French Financial Markets Authority – AMF), in ESEF format, on 29 April 2024. This document is available on the Company's website () in the section "Publications – Financial Reports – Universal Registration Documents", on the AMF’s website () and at the company's registered office (46, rue Boissière - 75116 Paris - France). The 2023 Universal Registration Document includes notably: the Annua...
RUBIS: Mise à disposition du Document d'enregistrement universel 2023
RUBIS: Mise à disposition du Document d'enregistrement universel 2023 Paris, le 29 avril 2024, 17h45 Rubis a déposé son Document d’enregistrement universel relatif à l’exercice 2023, en format ESEF, auprès de l’Autorité des marchés financiers (AMF) le 29 avril 2024. Ce document est disponible sur le site internet de la Société () dans la rubrique « Publications – Rapports Financiers – Documents d’enregistrement universels », sur le site internet de l’AMF () et au siège de la Société (46, rue Boissière - 75116 Paris). Le Document d’enregistrement universel 2023 comprend notamment ...
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 04/26/2024 Date Performance sin...
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 26/04/2024
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Aurelien Sivignon
VusionGroup : Q1 2024 in line and order entries still trending favoura...
>Much faster growth in the USA, offsetting the downturn in Europe - VusionGroup’s Q1 revenue figures came out in line with our forecasts, with revenue growing by 12% y-o-y to € 178m (vs € 176me). On a reported IFRS basis (post-adjustment for the WMT contract, which for the record has no cash impact), sales reached € 172m, i.e. +8% y-o-y. The EMEA region (60% of Q1 revenue) posted a 18% decline to € 106m, reflecting the gradual completion of the Lidl roll-out, which wa...
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