reports
Clariane : Modalités de mise à disposition et de consultation des info...
PARIS--(BUSINESS WIRE)-- Regulatory News: Clariane (CLARIA.PA – ISIN FR0010386334) (Paris:CLARI) informe ses actionnaires qu’une Assemblée générale mixte (l’« Assemblée générale ») de la Société se tiendra le lundi 10 juin 2024 à 10 heures à la salle Apostrophe, située 83 avenue Marceau, 750016 Paris. L’avis préalable de réunion comportant l’ordre du jour, le texte des projets de résolutions présentés par le Conseil d’administration ainsi que les modalités de participation et de vote à l’Assemblée générale a été publié au Bulletin des Annonces Légales Obligatoires n° 55 du 6 mai 2024. Le...
- Carole Braudeau
- Carole Braudeau
CLARIANE : Renouvellement du Revolving Credit Facility et point d’info...
PARIS--(BUSINESS WIRE)-- Regulatory News: Clariane (Paris:CLARI) (CLARIA.PA – ISIN FR0010386334) annonce avoir renouvelé ce jour le tirage de sa ligne de RCF (Revolving Credit Facility) pour une période de 6 mois (échéance au 3 novembre 2024) pour un montant de 492,5 millions d’euros, conformément aux termes prévus au contrat signé en 2019 et étendu le 25 juillet 2023. Le Groupe rappelle que le tirage et le renouvellement de sa ligne de RCF sont conditionnés, outre les conditions usuelles, à un niveau de liquidité minimum de 300 millions d’euros au jour dudit tirage ou renouvellement, lequ...
- Jerôme Bodin
ODDO BHF Small & MIDCAP MORNING NEWS - 03/05/2024
Founded in 1959, Leifheit AG is one of the leading European brand suppliers of household items. The group divides its operating business into the household, wellbeing and private label segments. In view of its growing turnover (CAGR of +2.8% for 2023 to 2026e) and EBIT margins (+290bp to 5.2% in 2026e vs 2023), as well as its solid financial profile (equity ratio of about 50%, average net cash position of c. € 40m for 2024e to 2026e, average positive FCF of c. € 11m for 2024e to 2026e...
- Jerôme Bodin
ODDO BHF Small & MIDCAP MORNING NEWS - 05/03/2024
Founded in 1959, Leifheit AG is one of the leading European brand suppliers of household items. The group divides its operating business into the household, wellbeing and private label segments. In view of its growing turnover (CAGR of +2.8% for 2023 to 2026e) and EBIT margins (+290bp to 5.2% in 2026e vs 2023), as well as its solid financial profile (equity ratio of about 50%, average net cash position of c. € 40m for 2024e to 2026e, average positive FCF of c. € 11m for 2024e to 2026e...
- Christophe-Raphaël Ganet
LNA Santé : Q1 2024 revenue: solid - 2024 healthcare tariffs not parti...
>Q1 revenue: robust organic growth - LNA Santé has reported Q1 revenue of € 189.3m, up 6.9% (+6.9% l-f-l). Occupancy rates at cruising speed, excl. hospital care at home, stood at 99%, up 1.6 points vs Q1 2023. LNA reiterated its target for organic growth of 4.5%, i.e. operating income of >€ 750m (i.e. >+4.2%) for an EBITDA margin excl. IFRS of 11% (vs 10.8% in 2023). That said, LNA noted the latest elements relating to 1/ the 2024 tariff campaign for post-acute/...
- Christophe-Raphaël Ganet
LNA Santé : CA T1 2024 : solide – Tarifs sanitaires 2024 peu encourage...
>CA T1 : une croissance organique robuste - LNA Santé publie un CA T1 à 189,3 M€, une hausse de 6,9% (+6,9% à ptc.). Le taux d’occupation des établissements en régime de croisière, hors HAD, ressort à 99%, en hausse de 1,6 point par rapport au T1 2023. LNA renouvelle son objectif de croissance organique à 4,5% soit un CA Exploitation de >750 M€ (ie. >+4,2%) pour une marge d’EBITDA hors IFRS à 11% (vs 10,8% en 2023). Toutefois, LNA insiste sur les derniers élément...
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 04/26/2024 Date Performance sin...
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Carole Braudeau
LHN LAFARGEHOLCIM LTD.
AC ACCOR SA
AMS AMS AG
SGO COMPAGNIE DE SAINT-GOBAIN SA
DG VINCI SA
ATO ATOS SE
BFIT BASIC-FIT NV
SK SEB SA
NXI NEXITY SA CLASS A
MF WENDEL SE
KORI KORIAN SA
CGM CEGEDIM SA
GRF GRIFOLS S.A. CLASS A
WIZZ WIZZ AIR HOLDINGS PLC
ERA ERAMET SA
DIC DIC ASSET AG
CLNX CELLNEX TELECOM S.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 26/04/2024
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Christophe-Raphaël Ganet
Clariane : Q1 2024 revenue: a good level of activity aided by price ef...
>Q1 revenue: organic growth of >+7% - Clariane has reported Q1 2024 revenue of € 1,308m, i.e. +7.4% and +7.4% l-f-l of which revenue in France: +8.2% and +7% organic - revenue Germany: +7.6% and +7.9% organic - revenue Benelux: +5.7% and 8.1% - revenue Italy: +3.5% and +4.3% organic - revenue Spain/UK : +13.2% and +13.6%.According to Clariane, volumes were up +€ 47m (increase in occupancy rates on the mature network, opening of additional capacity) whilst price e...
- Carole Braudeau
LHN LAFARGEHOLCIM LTD.
AC ACCOR SA
AMS AMS AG
SGO COMPAGNIE DE SAINT-GOBAIN SA
DG VINCI SA
ATO ATOS SE
BFIT BASIC-FIT NV
SK SEB SA
NXI NEXITY SA CLASS A
MF WENDEL SE
KORI KORIAN SA
CGM CEGEDIM SA
GRF GRIFOLS S.A. CLASS A
WIZZ WIZZ AIR HOLDINGS PLC
ERA ERAMET SA
DIC DIC ASSET AG
CLNX CELLNEX TELECOM S.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
- Christophe-Raphaël Ganet
Clariane : CA T1 2024 : bon niveau d’activité aidé par les effets tari...
>CA T1 : organique à >+7% - Le CA T1 de Clariane ressort à 1308 M€, soit +7,4% et +7,4% à ptcc. dont CA France : +8,2% et +7% organique - CA Allemagne : +7,6% et +7,9% organique - CA Benelux : +5,7% et 8,1% - CA Italie : +3,5% et +4,3% organique - CA Espagne/RU. : +13,2% et +13,6%.Selon Clariane, la hausse des volumes ressort à +47 M€ (progression des taux d’occupation sur le réseau mature, mise en service de capacités complémentaires) tandis que les effets prix ...
Clariane : Chiffre d’affaires au 31 mars 2024
PARIS--(BUSINESS WIRE)-- Regulatory News: CLARIANE (Paris:CLARI): En millions d’euros – 31 mars 2023 31 mars 2024 Croissance publiée Croissance organique Chiffre d’affaires** 1 218 1 308 +7,4% +7,4% France 535 579 +8,2% +7,0% Allemagne 283 304 +7,6% +7,9% Belgique et Pays-Bas 181 191 +5,7% +8,1% Italie 153 158 +3,5% +4,3% Espagne et Royaume-Uni* 67 76 +13,2% +13,6% *C...
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 04/17/2024 Date Performance sin...
NEXT can claim the leading position in the UK fashion category. Moreover, the company managed the transition from offline to online comparatively well. However, top-line growth should remain at 4% a year until 2026 as the business outside the UK is too small. The operating margin should decrease 40bp to 17.6% on higher wages and general Opex inflation. We initiate coverage with a Neutral rating and a TP of 8,900p (based on a peer group and DCF). - ...
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 17/04/2024 Date Performance dep...
NEXT can claim the leading position in the UK fashion category. Moreover, the company managed the transition from offline to online comparatively well. However, top-line growth should remain at 4% a year until 2026 as the business outside the UK is too small. The operating margin should decrease 40bp to 17.6% on higher wages and general Opex inflation. We initiate coverage with a Neutral rating and a TP of 8,900p (based on a peer group and DCF). - ...
- Christophe-Raphaël Ganet
Emeis : 2023 results relatively in line – 2024 set to be last year of ...
>Operating indicators showing stabilising results - Emeis (formerly Orpéa) this morning posted its 2023 results, with EBITDAR of € 696m vs € 780m in 2022, or 13.4% of sales vs 16.7% in 2022, EBITDA pre-IFRS 16 of € 204m (vs € 342m), EBIT of -€ 919m and net income of € 1.355bn (vs € 1.25bn est.). Cash flow came in at -€ 746m. To recap, the latest guidance was for EBITDAR of around € 690m est. and EBIT of around € 210m.Shareholders’ equity after financial restr...
- Christophe-Raphaël Ganet
Emeis : Résultats 2023 relativement en ligne – L’exercice 2024 apparai...
>Des indicateurs opérationnels montrant une stabilisation des résultats - Emeis (ex-Orpéa) publie ce jour ses résultats 2023 : l’EBITDAR ressort à 696 M€ vs 780 M€ en 2022, soit 13,4% du CA vs 16,7% en 2022, l’EBITDA pre-IFRS 16 à 204 M€ (vs 342 M€), le ROP à -919 M€ et le RNpg à 1 355 M€ (vs 1,25 Md€e). Le cash-flow s’établit à -746 M€. Pour rappel, les dernières guidances indiquaient un EBITDAR aux environs de 690 M€e et EBIT autour de 210 M€.Les capitaux pro...
- Carole Braudeau
Credit Morning 04/05/2024
Nexity obtains a waiver on its bank debt Clariane confirms that it is considering selling its HAD business in FranceSaur: in response to the sharp fall in results in 2023, S&P placed its BBB- rating on negative creditwatch and Fitch directly downgraded its rating to BB+.>...
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