A director at Gerresheimer AG bought 2,000 shares at 29.200EUR and the significance rating of the trade was 56/100. 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 clearl...
While the DAX year-to-date has clearly outperformed most of the large European and US indexes (except the IBEX), many corporates presenting at the 16th edition of our Corporate Conference, hosted jointly by ODDO BHF and Commerzbank, were still focused on the macroeconomic environment, geopolitical tensions and tariffs and the related impact on their sectors. Unsurprisingly, the clearly most positive sector was defence. For others, the picture was more mixed inside the sectors. Based on the feedb...
ODDO BHF and Commerzbank are jointly hosting the 16th edition of the Corporate Conference on 3 and 4 of September 2025 in Frankfurt am Main. This year, we are welcoming 85 German small, mid and large cap companies. Here are the first messages compiled by our analysts from day 2. We would highlight, notably, a positive tone from Bilfinger, Deutz, GEA, Indus, Jungheinrich, KION Group, Nordex, Stabilus, Thyssenkrupp, TUI and Vonovia Neutral tone from Continental, Dermapharm, DHL Group, E.ON, Frapor...
Das durch Zukauf der Bormioli Pharma erweiterte Behälterglas-Geschäft (Moulded Glas) soll verkauft werden (proforma 24er Rev/EBITDA: ca. € 735 Mio./ ca. € 145 Mio.), was u.E. sehr sinnvoll ist. Den möglichen Verkaufserlös schätzen wir auf € 650 - 850 Mio. der zur Reduktion der hohen Schulden (€ 2,0 Mrd.) eingesetzt werden dürfte. Zukauf der Bormioli Pharma ergänzt das Kerngeschäft, aber bringt auch komplementäre Moulded Glas-Aktivitäten, das langsamer wachsen und konjunktursensibel sind, mit. ...
The container glass business (Moulded Glass) expanded through the acquisition of Bormioli Pharma is to be sold (pro forma 24er Rev/EBITDA: approx. € 735 million / approx. € 145 million), which we consider very sensible. We estimate the possible sale proceeds at € 650 - 850 million, which should be used to reduce the high debts (€ 2.0 billion). The acquisition of Bormioli Pharma complements the core business, but also brings in complementary Moulded Glass activities that grow more slowly and are ...
Overall, the planned revenue and the operating result of the 4th guidance FY 25 are still about 15% behind the average analyst estimate. On July 10, 25, the revenue corridor was made broader and more conservative (organic revenue growth: 0-2% YoY; previously: organic revenue growth: 1-2% YoY). This resulted even in a slight decline in the 25 plan-adjusted EPS.
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