Key Message OMV reported a clean CCS-based operating result of EUR 1,483 mn, marking a29% decrease YoY, but a 4% increase QoQ. This result is also considerablyabove the consensus estimate by 7%. With this result, OMV exceeded marketconsensus by 15%. The positive surprise was driven by the Chemicals(Petrochemistry) and Energy (E&P) segments, although the Fuels and Feedstocksegment performed below expectations.Key positives The most significant positive development is the recovery indicated by E...
HEADLINES: • ING BSK: 1Q24 results softer than demanding market expectations, but our medium-term outlook confirmed NEGATIVE • Solutions by STC: mixed 1Q24 financial results NEUTRAL • EME Macro/Strategy: macro all-in-one (29 April-5 May) • Huuuge Games: April bookings estimate at USD 11m, down 21% mom NEGATIVE • Ten Square Games: April bookings estimate down 20% mom NEGATIVE • 11 bit studios: INDIKA release attracts very positive reviews on Steam, but low peak in number of players NEGATIVE • Cyf...
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$0.75 per share: Raising new equity to fund a high impact activity programme – ADX has raised A$13.5 mm of new equity priced at A$0.105 per share. One free-attaching option will be issued for evert two placement shares with an exercise price of A$0.15 per share and an expiry date of 08/05/2026. The proceeds from the raise will fund (1) the production testing of the 450 m gas column encountered at ...
>Outperform rating maintained - Target price raised to € 5.5 (vs € 5.4) - Santander’s Q1 2024 results underpin our Outperform rating and lead us to increase our net profit estimates (+2% on average over the period 2024-2026e), due to a slightly more favourable stance on the top line trend. Our target price has thus been lifted to € 5.5 (vs € 5.4). The trend in the group’s operating performances remains broadly solid with the validation of the main financial targets se...
>Opinion Surperformance maintenue – OC porté à 5.5 € (vs 5.4 €) - Les résultats T1 2024 de Santander viennent conforter notre opinion Surperformance et nous amènent à rehausser nos estimations de RN (+2% en moyenne sur la période 2024-26), en raison d’un biais un peu plus favorable notamment sur l’évolution de la topline. Notre OC est en conséquence porté à 5.5 € (vs 5.4 €). L’évolution des performances opérationnelles du groupe reste globalement solides avec une vali...
EME Equity Market – April 2024 Market performance – green across all geographies, with Turkey outperforming. The MSCI EM Europe Index was up 5.3% mom in EUR terms and 4.2% mom in USD in April; while the Turkish ISE30 saw the strongest performance, adding 11.6% mom; followed by the Hungarian BUX (+5.0% mom); the Czech PX (+2.8% mom); the Greek ASE (+1.8% mom), the Polish WIG20 (+1.2% mom) and the Romanian BET (+0.1% mom) (all in EUR terms).
Iliad Holding plans to issue new bonds to fund the investment in Tele2 and a tender on Iliad Holding 2026 notesIsabel Marant: well preserved liquidity but further deep fall in the wholesale order bookVerisure markets new bonds with two special covenants linked to a potential IPOBUT/Mobilux: new bond offering with the inclusion of Conforama into the scope>...
Isabel Marant : liquidité supérieure aux attentes mais nouvelle chute du carnet de commandesBUT/Mobilux : Nouvelle émission obligataire avec intégration de Conforama dans le périmètreIliad Holding compte émettre des de nouvelles obligations pour financer l’investissement dans Tele2 et un tender sur la souche Iliad Holding 2026Verisure commercialise des nouvelles obligations avec deux covenants spéciaux liés à une potentielle IPO>...
1Q'24 vs. 1Q'23: NII: € 11.983 Bn (+17.7% vs. +11.5% BS(e) and +12.6% consensus); Total Revenues: € 15.380 Bn (+10.4% vs. +8.4% BS(e) and +8.5% consensus); Operating Income: € 8.833 Bn (+13.4% vs. +10.5% BS(e) and +10.8% consensus); Net Profit: € 2.852 Bn (+10.9% vs. +12.2% BS(e) and 12.3% consensus). 1Q'24 vs. 4Q'23: NII: € 11.983 Bn (+7.7% vs. +2.1% BS(e) and +3.1% consensus); Total Revenues: € 15.380 Bn (+5.7% vs. +3.8% BS(e) and +3.9% consensus); Operating Income: € 8.833 Bn (+9.2% vs. +6.4...
HEADLINES: • Santander Bank Polska: 1Q24 results – 19%+ headline ROE affected only slightly by FX mortgage saga costs • Bank Pekao: 1Q24 results in line with market's expectations NEUTRAL • PCF Group: 4Q23 headlines hit heavily by write-offs, but a more limited EBITDA loss than we had expected NEUTRAL • Erste Bank: 1Q24 results NEUTRAL • OMV: 1Q24 results – chemicals stronger than expected NEUTRAL • Borouge: 1Q24 results – better than expected POSITIVE • OMV Petrom: 1Q24 results NEUTRAL • Garan...
Rdos. 1T'24 vs 1T'23: M. Intereses: 11.983 M euros (+17,7% vs +11,5% BS(e) y +12,6% consenso); M. Bruto: 15.380 M euros (+10,4% vs +8,4% BS(e) y +8,5% consenso); M. Neto: 8.833 M euros (+13,4% vs +10,5% BS(e) y +10,8% consenso); BDI: 2.852 M euros (+10,9% vs +12,2% BS(e) y 12,3% consenso). Rdos. 1T'24 vs 4T'23: M. Intereses: 11.983 M euros (+7,7% vs +2,1% BS(e) y +3,1% consenso); M. Bruto: 15.380 M euros (+5,7% vs +3,8% BS(e) y +3,9% consenso); M. Neto: 8.833M euros (+9,2% vs +6,4% BS(e) y +6,7...
NEWS SUMMARY: CAIXABANK, SANTANDER. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. The Ibex is far from highs European stock exchanges kicked off the Fed’s week (Wednesday) with slight corrections and with sovereign yields tightening. Within the STOXX 600 sectors, Basic Resources and Real Estate saw the biggest gains...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, SANTANDER. EUROPA: ADIDAS, MERCEDES BENZ GROUP, VINCI. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. El Ibex se aleja de máximos Las bolsas europeas comenzaron la semana de la Fed (miércoles) con ligeras pérdidas y caídas de las re...
HEADLINES: • Arcelik: weak bottom-line performance in 1Q24 NEGATIVE • Sipchem: 1Q24 results – weak net income NEGATIVE • Kruk: issues flash 1Q24 net profit of PLN 338m NEUTRAL • EME Macro/Strategy: macro all-in-one (22-28 April) • Türkiye macro: MPC takes a pause, but hiking cycle not over yet • OTP Bank: CEO Csanyi speaks at AGM on future acquisitions and Russian exposure POSITIVE • Budimex: BXF Energia acquires 60 MW photovoltaic project NEUTRAL • Inter Cars: dividend policy for 2023-25E and p...
HEADLINES: • MONETA Money Bank: strong 1Q24 delivery, on better-than- expected revenues POSITIVE • Alior Bank: books small beat on 1Q24 delivery, driven by low credit risk charges; robust 2024E outlook supported POSITIVE • Shoper: 1Q24 adjusted EBITDA 9% above our expectations; FY23 results in line with prelims POSITIVE • Mo-BRUK: 4% miss vs. our 4Q23 adjusted EBITDA forecast, weak cash flows NEGATIVE • Wizz Air: fiscal 2024 post-close trading update POSITIVE • Aselsan: CEO's comments on exports...
EQS-News: Andritz AG / Schlagwort(e): Quartalsergebnis ANDRITZ meldet stabile Ergebnisse für das 1. Quartal 2024 25.04.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. GRAZ, 25. April 2024. Der internationale Technologiekonzern ANDRITZ verzeichnete im 1. Quartal 2024 eine zufriedenstellende Geschäftsentwicklung. Der Umsatz ging leicht zurück, doch die Rentabilität blieb stabil und das Konzernergebnis stieg im Vergleich zum 1. Quartal 2023 leicht an. Während der Auftragseingang insgesamt unter dem hohen Niveau des Vorjahre...
EQS-News: Andritz AG / Key word(s): Quarter Results ANDRITZ reports stable results for the first quarter of 2024 25.04.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. GRAZ, APRIL 25, 2024. International technology group ANDRITZ saw a satisfactory business development in the first quarter of 2024. The revenue decreased slightly, but profitability remained stable and net income increased slightly compared to the first quarter of 2023. While total order intake declined from the high level of the previous year, orders for green te...
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