reports
Recordati: 1 director
A director at Recordati sold 118,000 shares at 51.335EUR and the significance rating of the trade was 80/100. 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 show...
- Michael B. Schäfer
ENGI ENGIE SA.
CA CARREFOUR SA
BVI BUREAU VERITAS SA
DAI DAIMLER AG
EN BOUYGUES SA
BAS BASF SE
HEI HEIDELBERGCEMENT AG
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
REP REPSOL SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
KBX KNORR-BREMSE AG
MRNA MODERNA INC.
JDEP JDE PEET'S NV
FER FERROVIAL SA
TEN TENARIS S.A.
- Michael B. Schäfer
ENGI ENGIE SA.
CA CARREFOUR SA
BVI BUREAU VERITAS SA
DAI DAIMLER AG
EN BOUYGUES SA
BAS BASF SE
HEI HEIDELBERGCEMENT AG
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
REP REPSOL SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
KBX KNORR-BREMSE AG
MRNA MODERNA INC.
JDEP JDE PEET'S NV
FER FERROVIAL SA
TEN TENARIS S.A.
- Martial Descoutures
- Oussema Denguir
Recordati : Rare diseases still driving growth - 2024-2025 guidance in...
>Lower non-recurring expenses and tax benefit the bottom line - Recordati reported its figures for Q4 2023 during yesterday's trading session. Sales rose by 10.6% in the quarter to € 526m (-0.3% vs consensus) despite a negative forex impact (-5.4% over the full year), offset by 1/ positive momentum in the rare diseases franchise (+11% in Q4/+15% l-f-l over the full year to € 715m) driven by the oncology and endocrinology businesses (respectively +15% and +41% y-o-y i...
- Martial Descoutures
- Oussema Denguir
Recordati : Maladies rares toujours en moteur de la croissance – Guida...
>Baisse des charges non-récurrentes et de l’imposition bénéficient à la bottom-line - Recordati a publié hier en cours de séance ses chiffres au titre du T4 2023. Les ventes ressortent en croissance de 10.6% sur le trimestre à 526 M€ (-0.3% vs Css) malgré un impact forex négatif (-5.4% sur l’année) bénéficiant notamment de 1/ momentum positif de la franchise maladies rares (+11% au T4/+15% en lfl sur l’année à 715 M€) sous l’impulsion de l’activité oncologie et endoc...
- Baptiste Salaville
- Jerôme Bodin
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ENGI ENGIE SA.
DB1 DEUTSCHE BOERSE AG
ADS ADIDAS AG
G1A GEA GROUP AG
LI KLEPIERRE SA
KPN ROYAL KPN NV
VOE VOESTALPINE AG
EOAN E.ON SE
BAYN BAYER AG
CAP CAPGEMINI SE
ENEL ENEL SPA
RTLL RTL GROUP S.A.
SIX2 SIXT SE
AMS AMADEUS IT GROUP SA CLASS A
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SHL SIEMENS HEALTHINEERS AG
DTG DAIMLER TRUCK
- Carole Braudeau
Credit Morning 11/08/2023
Altice: Search of SFR headquarters linked to a VAT tax dispute for the period 2013-2019. Banco BPM reports historic nine-month 2023 results, is assigned a BBB-/positive rating by S&P, and will announce its new strategic plan on 12 December.Paprec: New bond issue to refinance PAPREC 25 notes>...
CON CONTINENTAL AKTIENGESELLSCHAFT
COV COVIVIO SA
ORA ORANGE SA
ALTA ALTAREA SCA
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
SHA SCHAEFFLER AG
UCG UNICREDIT S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
DIC DIC ASSET AG
CLNX CELLNEX TELECOM S.A.
TEF TELEFONICA SA
GEST GESTAMP AUTOMOCION S.A.
NEXI NEXI S.P.A.
- Baptiste Salaville
- Jean-Baptiste Rouphael
- Jerôme Bodin
- Marc Lavaud
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ENGI ENGIE SA.
DB1 DEUTSCHE BOERSE AG
ADS ADIDAS AG
G1A GEA GROUP AG
LI KLEPIERRE SA
KPN ROYAL KPN NV
RF EURAZEO SA
VOE VOESTALPINE AG
EOAN E.ON SE
BAYN BAYER AG
CAP CAPGEMINI SE
ENEL ENEL SPA
RTLL RTL GROUP S.A.
SIX2 SIXT SE
AMS AMADEUS IT GROUP SA CLASS A
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SHL SIEMENS HEALTHINEERS AG
DTG DAIMLER TRUCK
- Carole Braudeau
Morning Crédit 08/11/2023
Altice : Perquisition au siège de SFR liée au contentieux sur les taux de TVA entre 2013 et 2019. Banco BPM publie des résultats à 9 mois 2023 historiques, se voit attribuer une notation BBB-/positive par S&P, et dévoilera son nouveau plan stratégique le 12 décembre.Paprec : lancement d’un placement obligataire pour refinancer les obligations 2025. >...
CON CONTINENTAL AKTIENGESELLSCHAFT
COV COVIVIO SA
ORA ORANGE SA
ALTA ALTAREA SCA
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
SHA SCHAEFFLER AG
UCG UNICREDIT S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
DIC DIC ASSET AG
CLNX CELLNEX TELECOM S.A.
TEF TELEFONICA SA
GEST GESTAMP AUTOMOCION S.A.
NEXI NEXI S.P.A.
- Martial Descoutures
- Oussema Denguir
Recordati : Recordati inspires confidence
>Profitability more solid than expected in Q3 - Recordati yesterday evening reported its Q3 2023 figures. Sales came to € 512m (+1% vs consensus), up 5.5% y-o-y despite a negative forex impact of € 29.6m over the period (-€ 59.6m for the first 9 months; -4.6%), driven by the Specialty & Primary Care business (over 10% growth in Q3 excluding the forex impact) and Rare Diseases (+23. 5% since the start of the year), with the endocrinology and oncology franchises growing...
- Martial Descoutures
- Oussema Denguir
Recordati : Recordati engrange de la confiance
>Une profitabilité plus solide que prévu au T3 - Recordati a publié hier ses chiffres au titre du T3 2023. Les ventes ressortent à 512 M€ (+1% vs css) en croissance de 5.5% yoy malgré un impact forex négatif de 29.6 M€ sur la période (-59.6 M€ sur les 9 1ers mois ; -4.6%), tirées par les business Specialty & Primary Care (plus de 10% de croissance au T3 hors effet changes) et les maladies rares (+23.5% depuis le début de l’année) avec notamment les franchises endo et ...
- Carole Braudeau
Credit Morning 07/31/2023
Atos: FCF guidance for FY 2023 disappoints the market. Cellnex: issuance of € 1bn of 2030 convertible notes, nearly all 2026 CBs will be repurchased, CFO has resigned. TDF is reportedly assessing options for its fibre business, including a sale (Reuters).Banking Stress tests. See our Special Comment published today.>...
DG ENGIE SA.
CO VINCI SA
ATO CASINO GUICHARD-PERRACHON SA
MF ATOS SE
EN WENDEL SE
ISP BOUYGUES SA
AMS INTESA SANPAOLO S.P.A.
ONTEX AMADEUS IT GROUP SA CLASS A
REC ONTEX GROUP N.V.
CLNX RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
TEC CELLNEX TELECOM S.A.
VOD TECHNIPFMC PLC
TEF VODAFONE GROUP PLC
TELEFONICA SA
CSGN CREDIT SUISSE GROUP AG
LR LEGRAND SA
HEIA HEINEKEN NV
ENX EURONEXT NV
EDEN EDENRED SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
DG VINCI SA
UBSN UBS GROUP AG
GALP GALP ENERGIA SGPS SA CLASS B
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EN BOUYGUES SA
RXL REXEL SA
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
ITRK INTERTEK GROUP PLC
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
CAP CAPGEMINI SE
BOL BOLLORE SA
01913 PRADA S.P.A.
BKT BANKINTER SA
NEM NEMETSCHEK SE
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
FDR FLUIDRA S.A.
AMS AMADEUS IT GROUP SA CLASS A
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
CABK CAIXABANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
ROTH ROTHSCHILD & CO. SCA
LDO LEONARDO SPA
UNI UNICAJA BANCO S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
UMI UMICORE
SAB BANCO DE SABADELL SA
RMV RIGHTMOVE PLC
FDJ LA FRANCAISE DES JEUX SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ALLFG ALLFUNDS (UK) LTD
- Carole Braudeau
Morning Crédit 31/07/2023
Atos : la guidance de FCF pour 2023 déçoit le marché. Cellnex : émission de 1 md EUR d’obligations convertibles 2030, la quasi-totalité des OC 2026 sera rachetée, démission du CFO. TDF évaluerait les options pour son activité fibre dont une vente (Reuters).Stress tests bancaires - cf. special comment publié ce jour.>...
DG ENGIE SA.
CO VINCI SA
ATO CASINO GUICHARD-PERRACHON SA
MF ATOS SE
EN WENDEL SE
ISP BOUYGUES SA
AMS INTESA SANPAOLO S.P.A.
ONTEX AMADEUS IT GROUP SA CLASS A
REC ONTEX GROUP N.V.
CLNX RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
TEC CELLNEX TELECOM S.A.
VOD TECHNIPFMC PLC
TEF VODAFONE GROUP PLC
TELEFONICA SA
CSGN CREDIT SUISSE GROUP AG
LR LEGRAND SA
HEIA HEINEKEN NV
ENX EURONEXT NV
EDEN EDENRED SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
DG VINCI SA
UBSN UBS GROUP AG
GALP GALP ENERGIA SGPS SA CLASS B
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EN BOUYGUES SA
RXL REXEL SA
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
ITRK INTERTEK GROUP PLC
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
CAP CAPGEMINI SE
BOL BOLLORE SA
01913 PRADA S.P.A.
BKT BANKINTER SA
NEM NEMETSCHEK SE
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
FDR FLUIDRA S.A.
AMS AMADEUS IT GROUP SA CLASS A
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
CABK CAIXABANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
ROTH ROTHSCHILD & CO. SCA
LDO LEONARDO SPA
UNI UNICAJA BANCO S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
RMV RIGHTMOVE PLC
FDJ LA FRANCAISE DES JEUX SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ALLFG ALLFUNDS (UK) LTD
- Martial Descoutures
- Oussema Denguir
Recordati : Group pulls ahead in anticipation of a less favourable H2
>Q2 marked by tight control of opex - Recordati published a good set of Q2 figures at the end of last week, despite a less favourable base effect than in Q1 for its SPC business, combined with a negative forex effect due to the devaluation of the Turkish lira (impact of € 30m, most of which was in Q2). Sales rose by 4.2% over the period (in line with the consensus) to € 493m, still driven by the SPC business and rare diseases (+15% and +15.5% cc respectively in H1), ...
- Martial Descoutures
- Oussema Denguir
Recordati : Le groupe prend de l’avance en prévision d’un S2 moins fav...
>Un T2 marqué par la bonne maîtrise des OPEX - Recordati a publié en fin de semaine dernière des chiffres T2 de bonne facture et ceci malgré un effet de base moins favorable qu’au T1 sur son business SPC conjugué à un impact changes délétère induit par la dévaluation de livre turque (impact de -30 M€ dont la grande partie au T2). Les ventes ont progressé de 4.2% sur la période (en ligne avec le Cs) à 493 M€ toujours tirées par le business SPC ainsi que les maladies r...
- Carole Braudeau
UBI UBISOFT ENTERTAINMENT SA
TKA THYSSENKRUPP AG
CO CASINO GUICHARD-PERRACHON SA
MT ARCELORMITTAL SA
DBK DEUTSCHE BANK AG
COV COVIVIO SA
MERY MERCIALYS SA
SAF SAFRAN S.A.
A4Y ACCENTRO REAL ESTATE AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
- Bruno Cavalier
- Jerôme Bodin
UBI UBISOFT ENTERTAINMENT SA
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
HO THALES SA
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
BRBY BURBERRY GROUP PLC
NOVO B NOVO NORDISK A/S CLASS B
KER KERING SA
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
01913 PRADA S.P.A.
BKT BANKINTER SA
MONC MONCLER SPA
DIM SARTORIUS STEDIM BIOTECH SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAP SAP SE
AM DASSAULT AVIATION
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Carole Braudeau
Morning Crédit 21/07/2023
INEOS Group Holdings : forte dégradation des résultats au T2 2023 KONE revoit à la baisse ses perspectives Unibail cède son premier flagship aux USA avec un discount important de -12% Safran acquiert les activités d’actionnement et de commandes de vol de Collins Aerospace>...
UBI UBISOFT ENTERTAINMENT SA
TKA THYSSENKRUPP AG
CO CASINO GUICHARD-PERRACHON SA
MT ARCELORMITTAL SA
DBK DEUTSCHE BANK AG
COV COVIVIO SA
MERY MERCIALYS SA
SAF SAFRAN S.A.
A4Y ACCENTRO REAL ESTATE AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.