We trim our 2025F-27F estimates 2-3%, purely on FX, and up our TP slightly to €29.5, on higher financial investments (Spotify share price performance) and slightly higher long-term estimates. This follows a 2% EBITDA consensus beat on 5% better sales in 1Q25, backed by a very confident message from management on (1) broad-based DSPs subscription growth improvement, (2) achieving the 2028 targets (>7% sales CAGR, >10% EBITDA CAGR), thanks to incoming wholesale price increases, DSP own price incre...
A director at Argan sold 5,922 shares at 61.094EUR and the significance rating of the trade was 77/100. 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 showing Cl...
Aedifica, Cofinimmo: Aedifica CMD feedback bpost: 1Q25 results beat strongly, outlook surprises Brunel: 1Q25 results disappoint on perm, weak revenue Cofinimmo, Aedifica: Negative reaction on Aedifica offer Eurocommercial Properties: Good with no surprise Montea: Good results, guidance reconfirmed Proximus: Small 1Q beat, guidance reiterated, soft commercial performance Sif Group: The jury is still out Talabat: Preview 1Q25 Universal Music Group: Peer Warner Music slowdown in streaming and prof...
Aedifica: Strong Q1, improving fundamentals, further growth to come. Air France-KLM: Surprising Atlantic. Aperam: In-line 1Q25, seasonal better 2Q25 expected. ArcelorMittal: In-line 1Q25, risks to steel demand due to tariff uncertainty. ASM International: 1Q25 Results - FY25 headwinds from weak USD. Ayvens: Getting into Gear. dsm-firmenich: Transformation on Track. Lotus Bakeries: Peer Mondelez 1Q25 results. Melexis: Mixed 1Q25 results in unstable markets. Ontex: Two steps fo...
POSTPONEMENT OF BELIEVE'S ANNUAL GENERAL MEETING SCHEDULED FOR 26 JUNE 2025 POSTPONEMENT OF BELIEVE'S ANNUAL GENERAL MEETING SCHEDULED FOR 26 JUNE 2025 Paris, April 29, 2025 - Believe (Euronext Paris: BLV) announces that the President of the Paris Economic Activities Court has authorized the Company to extend the legal deadline for the approval of its financial statements for the financial year ended December 31, 2024. This decision follows the announcement by Upbeat BidCo(1 ) of its intention to file a public tender offer followed by a squeeze-out for the Believe shares (the "Transa...
REPORT DE L’ASSEMBLEE GENERALE ORDINAIRE ANNUELLE DE BELIEVE DU 26 JUIN 2025 REPORT DE L’ASSEMBLÉE GÉNÉRALE ORDINAIRE ANNUELLE DE BELIEVE DU 26 JUIN 2025 Paris, le 29 avril 2025 – Believe (Euronext Paris : BLV) annonce que le Président du Tribunal des activités économiques de Paris a autorisé la Société à proroger le délai légal d’approbation de ses comptes pour l’exercice clos le 31 décembre 2024. Cette démarche intervient à la suite de l’annonce d’Upbeat BidCo(1) de son intention de déposer une offre publique de retrait suivie d’un retrait obligatoire sur les actions Believe (l’« O...
Acomo: Cocoa-nuts. Cofinimmo: Strong operational start of the year. IMCD: Favourable start of the year. Randstad: Capital Markets Event 2025; rewriting the industry. Signify: Calm 1Q25 before tariff storm. Universal Music Group: EU to probe planned acquisition of Downtown Music. 1Q25 preview. WDP: Good investment, lighter LFL, guidance reconfirmed. Xior Student Housing: Strong organic trends continue. Events Calendar
Believe’s majority shareholder, Upbeat BidCo, announces its intention to file a public buy-out offer, followed by a squeeze-out, on the shares it does not hold. Believe’s majority shareholder, Upbeat BidCo, announces its intention to file a public buy-out offer, followed by a squeeze-out, on the shares it does not hold. Offer at a price of 15.30 euros per share, reflecting premiums of +2.9%, +4.4%, +7.5% and +6.0%, respectively, over the 30-day, 60-day, 120-day and 180-day volume-weighted average prices as of April 14, 2025.The Board of Believe has set up an ad hoc Committee made up of t...
L’actionnaire majoritaire de Believe, Upbeat BidCo, annonce son intention de déposer une offre publique de retrait suivie d’un retrait obligatoire sur les actions Believe qu’il ne détient pas. L’actionnaire majoritaire de Believe, Upbeat BidCo, annonce son intention de déposer une offre publique de retrait suivie d’un retrait obligatoire sur les actions Believe qu’il ne détient pas. Offre au prix de 15,30 euros par action, représentant des primes de respectivement +2,9%, +4,4%, +7,5% et +6,0% par rapport aux cours moyens 30 jours, 60 jours, 120 jours et 180 jours pondérés par les volumes...
2025 scrip dividend: Change in ARGAN’s share capital Press release – Neuilly-sur-Seine, Tuesday, April 15, 2025 – 5.45 pm 2025 scrip dividend:Change in ARGAN’s share capital Following the resolution voted at the Shareholders’ General Meeting on March 20, ARGAN specifies that the option for the scrip dividend was chosen by its shareholders at a rate of 22.02%. The subscription period, which lasted from March 28 to April 11, 2025, included, took place on a particularly adverse backdrop linked to turbulences created on financial markets by the new tariff policy implemented by the Unite...
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.