reports
DKSH Holding AG: 1 director
A director at DKSH Holding AG bought 1,500 shares at 63.800CHF 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 clearl...
- Oliver Metzger
- Wim Gille
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/09/2024
La prochaine acquisition de Campari pourrait être en Inde et intervenir rapidement, selon nous. Rapidement d’abord pour que le groupe puisse pleinement profiter du dynamisme de ce marché. Rapidement ensuite pour se prémunir du ralentissement actuel des liqueurs et apéritifs (L&A) en Europe, segment dont il est historiquement très dépendant. Malgré l’intérêt stratégique du marché indien, une telle opération de M&A pourrait se révéler risquée en s’ajoutant aux multiples défis opérationn...
DGE DIAGEO PLC
MTX MTU AERO ENGINES AG
RI PERNOD RICARD SA
HO THALES SA
RCO REMY COINTREAU SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
ISP INTESA SANPAOLO S.P.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BOL BOLLORE SA
BA. BAE SYSTEMS PLC
UCG UNICREDIT S.P.A.
SKF B SKF AB CLASS B
LDO LEONARDO SPA
HAG HENSOLDT AG
CPR DAVIDE CAMPARI-MILANO N.V.
AERO MONTANA AEROSPACE AG
UMG UNIVERSAL MUSIC GROUP NV
AM DASSAULT AVIATION
DTG DAIMLER TRUCK
LAT LATECOERE
R3NK RENK GROUP AG
- Oliver Metzger
- Wim Gille
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/18/2024
Campari’s next acquisition might be in India and could materialise quickly, in our view. Speed is of the essence: first so that the group can take full advantage of the dynamic growth of this market; and second to guard against the current slowdown in liqueurs and aperitifs (L&A) in Europe, a segment on which it has historically been very reliant. Despite the strategic value that the Indian market offers, such an M&A deal could prove risky by adding to the multiple operational challen...
DGE DIAGEO PLC
MTX MTU AERO ENGINES AG
RI PERNOD RICARD SA
HO THALES SA
RCO REMY COINTREAU SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
ISP INTESA SANPAOLO S.P.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BOL BOLLORE SA
BA. BAE SYSTEMS PLC
UCG UNICREDIT S.P.A.
SKF B SKF AB CLASS B
LDO LEONARDO SPA
HAG HENSOLDT AG
CPR DAVIDE CAMPARI-MILANO N.V.
AERO MONTANA AEROSPACE AG
UMG UNIVERSAL MUSIC GROUP NV
AM DASSAULT AVIATION
DTG DAIMLER TRUCK
LAT LATECOERE
R3NK RENK GROUP AG
Intesa Sanpaolo S.p.A.: 1 director
A director at Intesa Sanpaolo S.p.A. sold 9,000 shares at 3.760EUR and the significance rating of the trade was 52/100. 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 cl...
- Benoit Valleaux
- Steven Gould
ODDO : ABI statistics (September 2024): broadly reassuring trend
>Update on the macroeconomic and banking situation in Italy - The latest data from the Italian Banking Association (ABI), covering the summer months of 2024 confirms the recent trend, with an overall situation confirming its relative resilience in view of the recent indications (GDP, industrial production, confidence climate, etc.) and given uncertainties on the short to medium term. The lending activity confirmed signs of an improvement YTD (notably with regard ...
- Benoit Valleaux
- Steven Gould
ODDO : Statistiques ABI (sept 2024) : évolution globalement rassurante
>Point sur la situation macroéconomique & bancaire en Italie - Les dernières données de l’Association Bancaire Italienne (ABI), couvrant les mois d’été 2024, confirment la tendance récente, avec une situation globale confirmant sa relative résilience au regard des indicateurs récents (PIB, production industrielle, climat de confiance…) et compte tenu des incertitudes à CMT. L’activité de crédit confirme les signes d’amélioration YTD (notamment auprès des ménages)...
- Carole Braudeau
- Carole Braudeau
Abivax: 1 director
A director at Abivax sold 41,270 shares at 10.270EUR and the significance rating of the trade was 55/100. 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 ...
- Carole Braudeau
- Stephane Beyazian
- Carole Braudeau
- Stephane Beyazian
- ING Helpdesk
- Damien Choplain
- Martial Descoutures
Abivax : Financial visibility out to Q4 2025 confirmed
>No surprises in the first-half results - The company reported an operating loss of € 80.0m for H1 2024 vs a loss of € 37.3m last year. The difference is due to operating costs which increased by € 47m to € 86.8m including growth of 1/ € 32.1m for R&D (€ 64.7m in H1 2024 vs € 32.6m in H1 2023) due mainly to progress on the clinical phase III programme for obefazimod in UC, 2/ € 4.2m for S&M expenses (€ 4.2m vs € 0.2m ) relating to the preparation of the launch of obef...
- Damien Choplain
- Martial Descoutures
Abivax : Visibilité financière jusqu’au T4 2025 confirmée
>Résultats semestriels sans surprise - La société publie une perte opérationnelle de 80.0 M€ pour le S1 2024 vs une perte de 37.3 M€ l’année dernière. La différence s’explique par des charges d’exploitation en hausse de 47 M€ pour atteindre 86.8 M€ dont une progression de 1/ 32.1 M€ pour la R&D (64.7 M€ au S1 24 vs 32.6 M€ au S1 23) principalement en raison de la progression du programme clinique de phase 3 d’obefazimod dans la RCH, 2/ 4.2 M€ pour les S&M (4.2 M€ vs...
EQS-News: Abivax presents first-half 2024 financial results
EQS-News: ABIVAX / Key word(s): Half Year Results Abivax presents first-half 2024 financial results 09.09.2024 / 22:01 CET/CEST The issuer is solely responsible for the content of this announcement. Abivax presents first-half 2024 financial results Cash balance of EUR 222M at June 30, 2024; cash runway in to Q4 2025 PARIS, France, September 9, 2024, 10:00 p.m. CEST – Abivax SA (Euronext Paris: FR0012333284 – ABVX) (“Abivax” or the “Company”), a clinical-stage biotechnology company focused on developing therapeutics that harness the body’s natural regulatory mechanisms to...
Abivax presents first-half 2024 financial results
Abivax presents first-half 2024 financial results Abivax presents first-half 2024 financial results Cash balance of EUR 222M at June 30, 2024; cash runway in to Q4 2025 PARIS, France, September 9, 2024, 10:00 p.m. CEST – Abivax SA (Euronext Paris: FR0012333284 – ABVX) (“Abivax” or the “Company”), a clinical-stage biotechnology company focused on developing therapeutics that harness the body’s natural regulatory mechanisms to modulate the inflammatory response in patients with chronic inflammatory diseases, announces today its 2024 half-year financial results, as of June 30, 20...
- Oliver Metzger
- Sinan Doganli
ODDO : First feedback – DAY 1
We host the 15th edition of the Corporate Conference in cooperation with Commerzbank on September 3rd & 4th 2024 in Frankfurt am Main. This year we are welcoming 90 German small, mid and large cap companies. - >Adidas (+) – On trackAixtron (=) – No short-term inflection, but high confidence in long-term prospectsAllgeier (+) – Is confident it can achieve 15% EBITDA margin by the end of 2025 ams OSRAM (=) – Some cautiousness on auto/industrial, still co...
FME FRESENIUS MEDICAL CARE AG
CEC CECONOMY AG
AMS AMS AG
ADS ADIDAS AG
CBK COMMERZBANK AG
EVT EVOTEC SE
GBF BILFINGER SE
BOSS HUGO BOSS AG
SDF K+S AG
TPE PVA TEPLA AG
ZAL ZALANDO SE
BAS BASF SE
AIXA AIXTRON SE
BC8 BECHTLE AG
SAX STROEER SE & CO. KGAA
LEG LEG IMMOBILIEN AG
WAF SILTRONIC AG
BNR BRENNTAG SE
SMHN SUESS MICROTEC AG
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
AEIN ALLGEIER HOLDING AG
IOS IONOS GROUP SE
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
WNC WABASH NATIONAL CORPORATION
VC VISTEON CORPORATION
TS TENARIS S.A. ADS
TMST TIMKENSTEEL CORP
TGI TRIUMPH GROUP INC.
PCAR PACCAR INC
EMR EMERSON ELECTRIC CO.
MUR MURPHY OIL CORPORATION
CMCO COLUMBUS MCKINNON CORPORATION
TNC TENNANT COMPANY
VSH VISHAY INTERTECHNOLOGY INC.
BVN... COMPANIA DE MINAS BUENAVENTURA SAA SPONSORED ADR
HI HILLENBRAND INC.
SONO SONOS
COP COMPUGROUP MEDICAL SE & CO. KGAA
SHLS SHOALS TECHNOLOGIES GROUP
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