reports
EQS-News: Knorr-Bremse Acquires Alstom’s Rail Signalling Technology Bu...
EQS-News: Knorr-Bremse Aktiengesellschaft / Key word(s): Mergers & Acquisitions/Takeover Knorr-Bremse Acquires Alstom’s Rail Signalling Technology Business in North America 19.04.2024 / 17:36 CET/CEST The issuer is solely responsible for the content of this announcement. Knorr-Bremse Acquires Alstom’s Rail Signalling Technology Business in North America Knorr-Bremse is strengthening especially its resilient rail business The acquisition is accretive from the beginning By acquiring one of the market leaders in North America, Knorr-Bremse is increasing its overall revenu...
EQS-News: Knorr-Bremse übernimmt das Bahnsignaltechnikgeschäft von Als...
EQS-News: Knorr-Bremse Aktiengesellschaft / Schlagwort(e): Fusionen & Übernahmen/Firmenübernahme Knorr-Bremse übernimmt das Bahnsignaltechnikgeschäft von Alstom in Nordamerika 19.04.2024 / 17:36 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Knorr-Bremse übernimmt das Bahnsignaltechnikgeschäft von Alstom in Nordamerika Knorr-Bremse stärkt das besonders resiliente Rail-Geschäft Akquisition wird von Anfang an positiv zur Profitabilität beitragen Durch den Kauf eines der Marktführer in Nordamerika erhöht Knorr-Bremse insgesamt seinen...
Die VAT veröffentlicht ihren Nachhaltigkeitsbericht 2023. Hier zeigt s...
VAT Group AG / Schlagwort(e): Jahresergebnis/Nachhaltigkeit Die VAT veröffentlicht ihren Nachhaltigkeitsbericht 2023. Hier zeigt sie die Fortschritte bei der Erreichung der mittelfristigen Ziele für Treibhausgasemissionen und Diversität seit 2022 auf. 19.04.2024 / 06:30 CET/CEST Reduktion der Treibhausgasemissionen (Scope 1 und 2) um 45% im Vorjahresvergleich 68% erneuerbare Energien im Energiemix (2022: 62%) 24% der Neueinstellungen sind weiblich im Jahr 2023 (2022: 22%) Mitarbeiterengagement zum siebten Mal in Folge gestiegen Die VAT, weltweit führende Anbieterin von Hi...
VAT releases its Sustainability Report 2023, showing progress against ...
VAT Group AG / Key word(s): Annual Results/Sustainability VAT releases its Sustainability Report 2023, showing progress against inaugural mid-term targets for Greenhouse Gas emissions and employee diversity targets set in 2022 19.04.2024 / 06:30 CET/CEST 45% reduction in Scope 1 and 2 Greenhouse Gas (GHG) emissions year-over-year Renewable energy proportion of the energy mix up to 68% (versus 62% in 2022) Female hires in 2023 at 24% versus 22% in 2022 Employee engagement score up for the 7th year in a row VAT, the leading global supplier of high-end vacuum valves, publish...
CN Announces Remi G. Lalonde as Chief Commercial Officer
CN Announces Remi G. Lalonde as Chief Commercial Officer MONTREAL, April 18, 2024 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) today announced the appointment of Remi G. Lalonde as Executive Vice-President and Chief Commercial Officer of CN effective April 24th, 2024. Remi is succeeding Doug MacDonald who will retire from CN following an impressive career of nearly 35 years. Since his arrival at CN in January, Remi has been embedded within CN’s operations, gaining first-hand experience with scheduled railroading and executing CN’s ‘Make the Plan, Run the Plan, Sell the Plan’ model. F...
Le CN annonce la nomination de Rémi G. Lalonde au poste de chef des ac...
Le CN annonce la nomination de Rémi G. Lalonde au poste de chef des activités commerciales MONTRÉAL, 18 avr. 2024 (GLOBE NEWSWIRE) -- Le CN (TSX : CNR) (NYSE : CNI) a annoncé aujourd’hui la nomination de Rémi G. Lalonde au poste de vice-président exécutif et chef des activités commerciales du CN, qui entre en fonction le 24 avril 2024. Rémi succède à Doug MacDonald qui prendra sa retraite du CN après une impressionnante carrière de près de 35 ans. Depuis son arrivée au CN en janvier, Rémi s’est imprégné des activités du CN pour acquérir une expérience pratique de l’exploitation ferro...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
The Pullback Finally Begins; Testing 2-Month Supports We have discussed for months that we will need to see the S&P 500 and Nasdaq 100 (QQQ) close below their 20-day MAs/21-day EMAs for more than 2-3 consecutive days in order to get more cautious. While this has not happened yet (only two consecutive days so far, yesterday and Friday), it does appear to be going in that direction as the U.S. dollar (DXY) climbs to test major $106 resistance, and amid 10- and 30-year Treasury yields breaking abo...
WM WASTE MANAGEMENT INC.
SCCO SOUTHERN COPPER CORPORATION
NGD. NEW GOLD INC.
FCX FREEPORT-MCMORAN INC.
AGI. ALAMOS GOLD INC.
TKO. TASEKO MINES LIMITED
EGO ELDORADO GOLD CORP.
K. KINROSS GOLD CORPORATION
IMG. IAMGOLD CORPORATION
JAGGF JAGUAR MINING INC.
SEA SEABRIDGE GOLD
TECK.B TECK RESOURCES LIMITED CLASS B
RSG REPUBLIC SERVICES INC.
BVN... COMPANIA DE MINAS BUENAVENTURA SAA SPONSORED ADR
WCN WASTE CONNECTIONS INC.
MUX MCEWEN MINING INC.
- Luis de Toledo Heras
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/16/2024
We are initiating coverage of the mining equipment segment with Metso on Outperform, Sandvik on Neutral and Epiroc on Underperform. We have adopted a cautious scenario with demand stable or slightly up in the short term (mining business sales up +3% on average between 2024 and 2026), pending positive signals indicating a rebound in greenfield investments (not before 2027, in our view). In this scenario, we think that Metso should confirm the progress achieved in 2023 (margin improveme...
- Luis de Toledo Heras
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/04/2024
Nous initions le segment des équipementiers miniers avec Metso à Surperformance, Sandvik à Neutre et Epiroc à Sous-performance. Nous adoptons un scénario prudent avec une demande stable ou en légère hausse à court terme (CA des activités minières en hausse moyenne de 3% entre 2024 et 2026), dans l’attente de signaux positifs indiquant un rebond des investissements greenfield (pas avant 2027 selon nous). Dans ce scénario, nous estimons que Metso devrait confirmer les progrès réalisés e...
- Chaima Ferrandon
- Sven Edelfelt
Sika : Start of the year in line
>Q1 2024 sales in line with forecasts - Q1 2024 sales came in at CHF 2.648bn (+0.2% l-f-l and +13.8% in real terms), in line with the consensus (CHF 2.636bn est.) and 3% ahead of our expectations (CHF 2.567bn). We expected a slightly lower contribution from MBCC at 17.3% vs 19.9% reported. L-f-l growth came in at 0.2% after 0.8% in Q4, +1.3% in Q3 and +0.3% in Q2. The working days effect was negative to the tune of -1.5% in Q1. In the EMEA division, Middle East/A...
- Chaima Ferrandon
- Sven Edelfelt
Sika : Un début d’année conforme
>CA T1 2024 en ligne avec les attentes - Le CA du T1 2024 ressort à 2 648 MCHF (+0.2% à pcc et +13.8% en réel), en ligne avec le consensus (2 636 MdCHFe) et 3% au-dessus de nos attentes (2 567 MCHF). Nous attendions une contribution de MBCC légèrement moindre à 17.3% contre 19.9% publiés. La croissance à pcc ressort à 0.2% après 0.8% au T4, +1.3% au T3 et +0.3% au T2. Rappelons que le nombre de jours ouvrés ressort négatif à -1.5% au T1. Dans la branche EMEA, les...
- Martin Marandon-Carlhian
- Stephane Houri
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/12/2024
We have upgraded our rating on Ørsted to Outperform from Neutral, with a target price lifted to DKK 480 from DKK 400. Future projects are showing a much more attractive return on investment than in the past. At the same time, particular attention is being paid to a healthier financial equation and a review of project execution. Among the renewable energy players, Ørsted seems more likely than its peers to outperform, even if the fall in interest rates takes a little longer to material...
- Martin Marandon-Carlhian
- Stephane Houri
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 12/04/2024
Nous relevons notre opinion sur Ørsted à Surperformance contre Neutre précédemment avec un OC porté à 480 DKK contre 400 DKK. Les futurs projets affichent des retours sur investissement beaucoup plus attractifs que par le passé. En parallèle une attention particulière est portée sur l’équation financière plus saine et une remise à plat de l’exécution des projets. Parmi les acteurs du renouvelable, Ørsted semble le plus à même de surperformer même si la baisse des taux d’intérêt devait...
- Martin Marandon-Carlhian
- Stephane Houri
VAT Group AG : Reprise bien engagée mais avec peu d’upside sur la valo...
>Opinion Neutre confirmée, OC révisé à 500 CHF (vs 420 CHF) - Le titre VAT était stable hier, la déception autour du CA T1 et de la guidance T2 ayant été compensées par de solides prises de commandes (10% > aux attentes). Le momentum devrait par ailleurs se poursuivre sur les prochains trimestres, avec un BtB attendu >1, tiré notamment par le rebond des investissements dans la mémoire et l’absence de baisse de la demande en Chine. Compte tenu de ces éléments, nous aju...
- Martin Marandon-Carlhian
- Stephane Houri
VAT Group AG : Recovery well underway but limited upside on the valuat...
>Neutral recommendation confirmed, target price raised to CHF 500 (vs CHF 420) - VAT’s share price was stable yesterday, with the disappointment on Q1 revenue and the guidance for Q2 offset by solid order intake (10% > forecasts). Moreover, momentum should continue over the coming quarters, with a book-to-bill anticipated at >1, largely driven by the rebound in investment in memory and the absence of a decline in demand in China. In light of these elements, we have ad...
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
VAT Group AG : Q1 sales and Q2 guidance slightly below expectations, b...
>Q1 2024 sales slightly below the consensus but orders above - This morning, VAT reported Q1 2024 sales slightly below the consensus but with better-than-expected order intake. Sales in Q1 were CHF 199m (down 15% y-o-y and -11% q-o-q), 2% below the company-compiled consensus at CHF 203m (vs a guidance range of CHF 185 – 205m). Orders came in at CHF 236m, above the consensus forecast of CHF 214m. Order intake was up 73% y-o-y and flat q-o-q, with a book-to-bill ratio ...
- Martin Marandon-Carlhian
- Stephane Houri
VAT Group AG : Q1 sales and Q2 guidance slightly below expectations, b...
>Q1 2024 sales slightly below the consensus but orders above - This morning, VAT reported Q1 2024 sales slightly below the consensus but with better-than-expected order intake. Sales in Q1 were CHF 199m (down 15% y-o-y and -11% q-o-q), 2% below the company-compiled consensus at CHF 203m (vs a guidance range of CHF 185 – 205m). Orders came in at CHF 236m, above the consensus forecast of CHF 214m. Order intake was up 73% y-o-y and flat q-o-q, with a book-to-bill ratio ...
- Christophe-Raphaël Ganet
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/10/2024
Brunello Cucinelli’s stock offers investors a rare opportunity to benefit from sustainable and steady growth in high-end luxury thanks to its exclusive positioning, distinctive style and significant potential in Asia. We are initiating coverage with an Outperform rating and a target price of € 110, as the stock is one of the few in the sector with residual upside. - ...
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