reports
Repurchase of Shares
Repurchase of Shares Repurchase of Shares Amsterdam, the Netherlands - Flow Traders Ltd. (Euronext: FLOW) has repurchased 29,000 of its own shares in the period from 25 April 2024 up to and including 26 April 2024 at an average price of €19.96. This is in accordance with the €15 million share buyback extension program originally announced on 27 October 2022, of which the period of execution was announced on 28 July 2023 to be extended by 12 months to 26 October 2024. The consideration of this purchase was €0.6 million. The total number of shares purchased under this program to date is...
- Michael Roeg
- Bruno Cavalier
- Jerôme Bodin
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
VIV VIVENDI SE
PHIA KONINKLIJKE PHILIPS N.V.
BRBY BURBERRY GROUP PLC
KER KERING SA
SAF SAFRAN S.A.
BOL BOLLORE SA
01913 PRADA S.P.A.
MONC MONCLER SPA
MAP MAPFRE SA
SKF B SKF AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
LIVS AUTOLIV INC. SDR
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
DWS DWS GROUP GMBH & CO. KGAA
UMI UMICORE
8TRA TRATON SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SGSN SGS SA
TEN TENARIS S.A.
- Bruno Cavalier
- Jerôme Bodin
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
VIV VIVENDI SE
PHIA KONINKLIJKE PHILIPS N.V.
BRBY BURBERRY GROUP PLC
KER KERING SA
SAF SAFRAN S.A.
BOL BOLLORE SA
01913 PRADA S.P.A.
MONC MONCLER SPA
MAP MAPFRE SA
SKF B SKF AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
LIVS AUTOLIV INC. SDR
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
DWS DWS GROUP GMBH & CO. KGAA
UMI UMICORE
8TRA TRATON SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SGSN SGS SA
TEN TENARIS S.A.
- Martijn Den Drijver
Umicore : Risk in Battery Materials not properly reflected, rating to ...
>Underperform, price target to €19 (was €25.5) - We change our rating to Underperform (was Neutral) and lower our TP to €19 per share (relative valuation outcome €17.5, weight 40% and DCF, outcome €20, weight 60%). Our investment thesis remains unchanged with declining volumes and thus sales and margins for Recycling and Catalysis in the medium and long term and lower than projected revenues and margins (and thus returns) for Battery Materials. Due to the material c...
- Ahmed Ben Salem
FP TOTAL SE
AC ACCOR SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
DG VINCI SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
SK SEB SA
GFC GECINA SA
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
SKF B SKF AB CLASS B
INX IMCD N.V.
CLNX CELLNEX TELECOM S.A.
STM STMICROELECTRONICS NV
UMI UMICORE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
TEN TENARIS S.A.
- Ahmed Ben Salem
FP TOTAL SE
AC ACCOR SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
DG VINCI SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
SK SEB SA
GFC GECINA SA
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
SKF B SKF AB CLASS B
INX IMCD N.V.
CLNX CELLNEX TELECOM S.A.
STM STMICROELECTRONICS NV
UMI UMICORE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
TEN TENARIS S.A.
- Martijn Den Drijver
Umicore : Cautious tone Battery Materials but 2024 EBITDA guidance mai...
>Reiterating 2024 EBITDA guidance of €900-€950m - Umicore has published a 1 page qualitative trading update about Q1 2024 in which it reiterated EBITDA guidance for 2024 (€900-€950m) so in that sense there are little surprises. Consensus is at €932m and we are at €909m. No analyst call is planned.Catalysis and Recycling performing in line with expectations - Umicore states that Catalysis is making headway on costs and efficiency gains (also in WC) whi...
- ING Helpdesk
Benelux Morning Notes
Basic-Fit: 1Q24 update in line, FY24 outlook in line with consensus at mid-point. bpost: Agreement on Flemish newspaper delivery; risk of provisions largely removed. Cofinimmo: Q1 results in line. Corbion: Tail wags the dog. IMCD: The last hurdle was a harsh clip. Proximus: Strong start to the year, guidance unchanged ahead of Digi arrival. Recticel: Kingspan 1Q24 trading update. Signify: 1Q24 results; revenue decline accelerates. Umicore: Confirms FY 2024 EBITDA guidance range. ...
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Wim Hoste
Umicore FIRST LOOK: No surprises in 1Q performance, FY guidance mainta...
Umicore commented that market dynamics in 1Q were in line with its expectations and the company reiterated its FY24 adj EBITDA guidance range of € 900-950m which represents at midpoint a 5% drop y/y. We continue to believe Umicore is well placed to play an important role in the electrification of transportation as we believe that global OEMs are still determined to establish local supply chains in Europe and North America. HLM and solid-state technologies will in our opinion support the position...
- Frank Claassen
Umicore - On track in another transition year
• In its qualitative Q1-24 trading update Umicore indicated that so far market dynamics are in line with its expectations. It confirms its FY24 EBITDA guidance range of EUR 900-950m.• We stick to our view that the doubts on battery materials are unlikely to be removed soon and that 2024 will be another transition year.• We stick to Hold and TP of EUR 23 based on our SOTP with an overall target EV/EBITDA of around 8x.
Flow Traders Q1 2024 Trading Update
Flow Traders Q1 2024 Trading Update Flow Traders Q1 2024 Trading Update Amsterdam, the Netherlands - Flow Traders Ltd. (Euronext: FLOW) announces its unaudited Q1 2024 trading update. Highlights Flow Traders recorded Net Trading Income of €127.1m and Total Income of €129.6m in Q124, compared to €72.7m and €74.3m, respectively, in Q423, and €110.5m for both in Q123. Flow Traders’ Value Traded increased 7% in Q124 when compared to last quarter and was flat when compared to the same period last year.Total Operating Expenses were €68.5m in Q124, compared to €62.5m in Q423 and €70.3m in Q1...
- Michael Roeg
Umicore S.A.: 1 director
A director at Umicore S.A. bought 4,930 shares at 20.290EUR and the significance rating of the trade was 60/100. 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 s...
- ING Helpdesk
Benelux Morning Notes
Ahold Delhaize: Release of 1Q24 company-compiled consensus. AkzoNobel: Decent 1Q24 with 4% beat, FY guidance reiterated. Allfunds Group plc: On the verge. Barco: Weak 1Q24, more conservative wording on guidance. DWS: 1Q24 preview. Flow Traders: No respite in March. IMCD: Last hurdle before growth. Randstad: 1Q24 slight miss vs consensus, 2Q24 outlook below due to weak gross margin. TKH Group: Preview – a weak 1Q expected Vår Energi: Nice start to the year
Repurchase of Shares
Repurchase of Shares Repurchase of Shares Amsterdam, the Netherlands - Flow Traders Ltd. (Euronext: FLOW) has repurchased 39,357 of its own shares in the period from 4 March 2024 up to and including 8 March 2024 at an average price of €16.91. This is in accordance with the €15 million share buyback extension program originally announced on 27 October 2022, of which the period of execution was announced on 28 July 2023 to be extended by 12 months to 26 October 2024. The consideration of this purchase was €0.7 million. The total number of shares purchased under this program to date is 4...
REPURCHASE OF SHARES
REPURCHASE OF SHARES REPURCHASE OF SHARES Amsterdam, the Netherlands - Flow Traders Ltd. (Euronext: FLOW) has repurchased 89,193 of its own shares in the period from 26 February 2024 up to and including 1 March 2024 at an average price of €16.63. This is in accordance with the €15 million share buyback extension program originally announced on 27 October 2022, of which the period of execution was announced on 28 July 2023 to be extended by 12 months to 26 October 2024. The consideration of this purchase was €1.5 million. The total number of shares purchased under this program to date ...
REPURCHASE OF SHARES
REPURCHASE OF SHARES REPURCHASE OF SHARES Amsterdam, the Netherlands - Flow Traders Ltd. (“Flow Traders”) (Euronext: FLOW) has repurchased 88,595 of its own shares in the period from 19 February 2024 up to and including 23 February 2024 at an average price of €16.65. This is in accordance with the €15 million share buyback extension program originally announced on 27 October 2022, of which the period of execution was announced on 28 July 2023 to be extended by 12 months to 26 October 2024. The consideration of this purchase was €1.5 million. The total number of shares purchased under thi...
- Lynn Hautekeete
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
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