reports
- Oliver Metzger
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
PUB PUBLICIS GROUPE SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SRT3 SARTORIUS AG PREF
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
WPP WPP PLC
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SHL SIEMENS HEALTHINEERS AG
- Carole Braudeau
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
PUB PUBLICIS GROUPE SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SRT3 SARTORIUS AG PREF
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
WPP WPP PLC
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SHL SIEMENS HEALTHINEERS AG
- Carole Braudeau
EQS-News: Michael Grosse to succeed Joachim Kreuzburg as Chief Executi...
EQS-News: SARTORIUS AG / Key word(s): Personnel Michael Grosse to succeed Joachim Kreuzburg as Chief Executive Officer of Sartorius AG (news with additional features) 06.12.2024 / 18:21 CET/CEST The issuer is solely responsible for the content of this announcement. Göttingen, December 6, 2024 Michael Grosse to succeed Joachim Kreuzburg as Chief Executive Officer of Sartorius AG Grosse to take over as Group CEO on July 1, 2025 At its meeting today, the Supervisory Board of Sartorius AG appointed Dr. Michael Grosse Chief Executive Officer of Sartorius. He will take over ...
EQS-News: Michael Grosse folgt auf Joachim Kreuzburg als Vorstandsvors...
EQS-News: SARTORIUS AG / Schlagwort(e): Personalie Michael Grosse folgt auf Joachim Kreuzburg als Vorstandsvorsitzender der Sartorius AG (News mit Zusatzmaterial) 06.12.2024 / 18:21 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Göttingen, 6. Dezember 2024 Michael Grosse folgt auf Joachim Kreuzburg als Vorstandsvorsitzender der Sartorius AG Grosse wird Konzernleitung zum 1. Juli 2025 übernehmen Der Aufsichtsrat der Sartorius AG hat in seiner heutigen Sitzung Dr. Michael Grosse zum künftigen Vorstandsvorsitzenden des Konzerns er...
- Thomas J. Schiessle
Q3/24 besser als Konsensus und Wettbewerb
Auch die EBITDA-Marge des Q3/24 war besser als der pessimistische Analysten-Konsensus und manche Aussichten von Wettbewerbern. Wie in den Vorquartalen, prägten auch jüngst Investitionszurückhaltung in den USA, ein schwaches China-Geschäft und leichtes Wachstum in EMEA, den Geschäftsgang.
- Thomas J. Schiessle
Q3/24 better than consensus and competition
.The EBITDA margin for Q3/24 was also better than the pessimistic analyst consensus and some competitor forecasts. As in previous quarters, business performance was characterised by a reluctance to invest in the US, weak business in China and slight growth in EMEA. The picture remains mixed and there is still no sign of any stable positive momentum.
- Charlotte Vaisse
- Christophe-Raphaël Ganet
- Maissa Keskes
- Marc Lavaud
- Stephane Houri
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/18/2024
The recovery in growth in the IT & engineering services sector is undermined by the still mixed macroeconomic climate and the setbacks in the automotive and aerospace sectors. The improvement in sector momentum will therefore be minimal in H2 2024 with a growing decorrelation between the US which should be robust and a stagnating Europe. This leads us to adopt a more cautious approach on companies in our sector (revision to our 2025 growth estimates for 12 companies) and to prefer Acc...
VIE VEOLIA ENVIRONNEMENT SA
CA CARREFOUR SA
VOLV B VOLVO AB CLASS B
RI PERNOD RICARD SA
FGR EIFFAGE SA
ABB ABB LTD.
HNR1 HANNOVER RUECK SE
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
DIM SARTORIUS STEDIM BIOTECH SA
BC BRUNELLO CUCINELLI S.P.A.
RACE FERRARI NV
VACN VAT GROUP AG
FDJ LA FRANCAISE DES JEUX SA
WDP WAREHOUSES DE PAUW SCA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
- Charlotte Vaisse
- Christophe-Raphaël Ganet
- Maissa Keskes
- Marc Lavaud
- Stephane Houri
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/10/2024
La reprise de la croissance du secteur IT & Engineering Services est mise à mal par un contexte macro toujours mitigé et par les déboires des secteurs Auto et Aéro. Ainsi, l’amélioration de la dynamique du secteur sera minimale au S2 2024 et probablement aussi au S1 2025, avec une décorrélation grandissante entre les US qui devraient être solides et une Europe stagnante. Ceci nous amène à adopter une approche plus prudente pour les sociétés de notre secteur (révision de croissance 202...
VIE VEOLIA ENVIRONNEMENT SA
CA CARREFOUR SA
VOLV B VOLVO AB CLASS B
RI PERNOD RICARD SA
FGR EIFFAGE SA
ABB ABB LTD.
HNR1 HANNOVER RUECK SE
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
DIM SARTORIUS STEDIM BIOTECH SA
BC BRUNELLO CUCINELLI S.P.A.
RACE FERRARI NV
VACN VAT GROUP AG
FDJ LA FRANCAISE DES JEUX SA
WDP WAREHOUSES DE PAUW SCA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
- Oliver Metzger
SARTORIUS AG : Order intake to point in the right direction
>BPS - Sequential order intake growth shows turn to the better - The Bioprocess solution business’ order intake in the third quarter showed a meaningful improvement with not only 2.5% growth y-o-y, but also 8.7% sequential growth compared to Q2. While management stated in the conference call that whilst still not yet the right indicator to access the activity in the market, some normalisation of order trends was reported. But it was also stated that recurring order in...
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/17/2024
We measured the impact of the contribution from Michel Barnier’s exceptional tax on 88 stocks exposed to France. Some 17 of them would experience a (negative) impact on their EPS of more than 4% on average over 2024 and 2025: LDC (-8.3%), Synergie (-8%), Eiffage (-7.9%), ADP (-7.9%), Dassault Aviation (-7%), Crit (-6.9%), Derichebourg (-6.3%), Hermès (-5.6%), Safran (-5.6%), Bouygues (-5.6%), M6 (-5.2%), Thales (-5%), TF1 (-4.9%), Nexans (-4.9%), Vinci (-4.7%), Compagnie des Alpes (...
FP TOTAL SE
PUB PUBLICIS GROUPE SA
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
RI PERNOD RICARD SA
GFC GECINA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
WTB WHITBREAD PLC
ABB ABB LTD.
KORI KORIAN SA
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
GBT GUERBET SA
KER KERING SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
AIR AIRBUS SE
01913 PRADA S.P.A.
REP REPSOL SA
MONC MONCLER SPA
DIM SARTORIUS STEDIM BIOTECH SA
SKF B SKF AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
VACN VAT GROUP AG
BHP BHP GROUP LTD
BP. BP P.L.C.
BIM BIOMERIEUX SA
INPST INPOST S.A.
SHEL SHELL PLC
EAPI EUROAPI
ORP ORPEA
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/10/2024
Nous avons mesuré l’impact de la contribution exceptionnelle Barnier sur 88 valeurs exposées à la France. 17 d’entre elles auraient un impact (négatif) sur leurs BPA de plus de 4% en moyenne sur 2024 et 2025 : LDC (-8,3%), Synergie (-8%), Eiffage (-7,9%) ADP (-7,9%), Dassault Aviation (-7%), Crit (-6,9%), Derichebourg (-6,3%), Hermès (-5,6%), Safran (-5,6%), Bouygues (-5,6%), M6 (-5,2%), Thalès (-5%), TF1 (-4,9%), Nexans (-4,9%), Vinci (-4,7%), Compagnie des Alpes (-4,4%), FDJ (-4%). - ...
FP TOTAL SE
PUB PUBLICIS GROUPE SA
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
RI PERNOD RICARD SA
GFC GECINA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
WTB WHITBREAD PLC
ABB ABB LTD.
KORI KORIAN SA
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
GBT GUERBET SA
KER KERING SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
AIR AIRBUS SE
01913 PRADA S.P.A.
REP REPSOL SA
MONC MONCLER SPA
DIM SARTORIUS STEDIM BIOTECH SA
SKF B SKF AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
VACN VAT GROUP AG
BHP BHP GROUP LTD
BP. BP P.L.C.
BIM BIOMERIEUX SA
INPST INPOST S.A.
SHEL SHELL PLC
EAPI EUROAPI
ORP ORPEA
- Carole Braudeau
- Carole Braudeau
- Oliver Metzger
SARTORIUS AG : Q3 review – Stabilisation seen, order intake better
>Q3 review – Results slightly below expectations, order intake better - Q3 revenues of € 794m (-2.1% y-o-y, -2%/-2% vs ODDO BHF/consensus) were impacted by a constant-currency sales decline of -1.7% including 250bp coming from external growth. Sartorius reported that customers have largely completed their destocking programmes. The order intake of € 768m (+2.2% y-o-y) was up 2.9% at constant currencies and 2% ahead of our expectations, which we rate as positive. Henc...
EQS-News: 9-Monatszahlen im Rahmen der Erwartungen: Umsatz fast auf Vo...
EQS-News: SARTORIUS AG / Schlagwort(e): 9-Monatszahlen 9-Monatszahlen im Rahmen der Erwartungen: Umsatz fast auf Vorjahr; Aufträge legen zu; robuste Profitabilität; gesteigerter Cashflow (News mit Zusatzmaterial) 17.10.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Göttingen, 17. Oktober 2024 9-Monatszahlen im Rahmen der Erwartungen: Umsatz fast auf Vorjahr; Aufträge legen zu; robuste Profitabilität; gesteigerter Cashflow Konzernumsatz nach neun Monaten mit – 2,0 Prozent nur noch leicht rückläufig, Auftragseingang pl...
EQS-News: Nine-month results in line with expectations: sales revenue ...
EQS-News: SARTORIUS AG / Key word(s): 9 Month figures Nine-month results in line with expectations: sales revenue almost at prior-year level; orders on the rise; robust profitability; increased cash flow (news with additional features) 17.10.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. Göttingen, Germany | October 17, 2024 Nine-month results in line with expectations: sales revenue almost at prior-year level; orders on the rise; robust profitability; increased cash flow Group sales revenue down only slightly by - 2.0 perce...
- Thomas J. Schiessle
CEO will „keine Fantasien erzeugen“ - 24er Guidance abgesenkt – volati...
Die KPIs des Q2/24 waren besser als der pessimistische Analysten-Konsensus. Wie in den Vorquartalen, so prägten auch jüngst Investitionszurückhaltung in den USA, ein schwaches China-Geschäft und leichtes Wachstum in EMEA, den Geschäftsgang. Weiterhin ist das Bild uneinheitlich und noch ist kein stabil positives Momentum zu erkennen. Die Order-Trendwende sei -im Werden, wiederholte der CEO; ohne allerdings spürbar kräftiger zu werden. H1/24 sah bei der Orderentwicklung auf € 1558,3 Mio. einen Ans...
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