reports
- Roy Külter
- Steven Boumans
COV COVIVIO SA
OUT1V OUTOKUMPU OYJ
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
ALDEL DELFINGEN INDUSTRY SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
VRAP VRANKEN-POMMERY MONOPOLE SA
LNA LNA SANTE SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
SLIGR SLIGRO FOOD GROUP N.V.
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MCPHY MCPHY ENERGY SA
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
IBG IBERPAPEL GESTION S.A.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
S30 SOLUTIONS 30 SE
VK VALLOUREC SA
KTA KNAUS TABBERT
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
IOS IONOS GROUP SE
SHUR SHURGARD SELF STORAGE LIMITED
ACAG AUSTRIACARD HOLDINGS AG
TEN TENARIS S.A.
- Roy Külter
- Steven Boumans
COV COVIVIO SA
OUT1V OUTOKUMPU OYJ
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
ALDEL DELFINGEN INDUSTRY SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
VRAP VRANKEN-POMMERY MONOPOLE SA
LNA LNA SANTE SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
SLIGR SLIGRO FOOD GROUP N.V.
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MCPHY MCPHY ENERGY SA
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
IBG IBERPAPEL GESTION S.A.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
S30 SOLUTIONS 30 SE
VK VALLOUREC SA
KTA KNAUS TABBERT
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
IOS IONOS GROUP SE
SHUR SHURGARD SELF STORAGE LIMITED
ACAG AUSTRIACARD HOLDINGS AG
TEN TENARIS S.A.
- Jeremy Garnier
- Jeremy Garnier
- Baptiste Salaville
- Charlotte Vaisse
- Gautier Le Bihan
- Baptiste Salaville
- Charlotte Vaisse
- Gautier Le Bihan
- Jeremy Garnier
- Jeremy Garnier
- Juan Ros-Padilla
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 11/05/2024
European equity markets weakened in October following multiple disappointments across the earnings season. The impending US election, the outcome of which is highly uncertain according to the polls, may also have prompted some traders to adopt a cautious stance. Sovereign long rates rose sharply, particularly in the US, on the back of macro indicators likely to provide arguments to the most hawkish of central bankers. All eyes are now on the November 5 elections and their repercussion...
VCT VICAT-CIMENTS VICAT SA
LEI LEIFHEIT AG
SZG SALZGITTER AG
ALDEL DELFINGEN INDUSTRY SA
ISS ISS A/S
NOEJ NORMA GROUP SE
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
COR CORTICEIRA AMORIM SGPS SA
TUB TUBACEX S.A.
BCHN BURCKHARDT COMPRESSION HOLDING AG
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
SAE SHOP APOTHEKE EUROPE NV
SAB BANCO DE SABADELL SA
S30 SOLUTIONS 30 SE
EXN EXCLUSIVE NETWORKS SA
SHUR SHURGARD SELF STORAGE LIMITED
- Juan Ros-Padilla
- Thomas Zlowodzki
ISS A/S : Growing visibility on short- to medium-term triggers leads t...
Les marchés actions européens ont fléchi en octobre après les nombreuses déceptions sur la saison des résultats. L’approche de l’élection US, très incertaine selon les sondages, pourrait également avoir poussé à la prudence certains opérateurs. Les taux longs souverains ont nettement remonté, en particulier aux Etats-Unis, sur la base d’indicateurs macro susceptibles de donner des arguments aux plus faucons des banquiers centraux. Tous les yeux sont désormais rivés sur le scrutin du 5...
VCT VICAT-CIMENTS VICAT SA
LEI LEIFHEIT AG
SZG SALZGITTER AG
ALDEL DELFINGEN INDUSTRY SA
ISS ISS A/S
NOEJ NORMA GROUP SE
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
COR CORTICEIRA AMORIM SGPS SA
TUB TUBACEX S.A.
BCHN BURCKHARDT COMPRESSION HOLDING AG
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
SAE SHOP APOTHEKE EUROPE NV
SAB BANCO DE SABADELL SA
S30 SOLUTIONS 30 SE
EXN EXCLUSIVE NETWORKS SA
SHUR SHURGARD SELF STORAGE LIMITED
- Jeremy Garnier
Delfingen : Q3 revenues lower than we expected
>Q3 revenues of € 100.2m (vs € 109.3m est.) down 12.9% (-12.3% l-f-l) - Delfingen’s Q3 revenues, reported yesterday evening, came to € 100.2m, short of our forecast (€ 109.3m est.), reflecting a decline of 12.9% (-12.3 % l-f-l). For 9M, revenues came at € 324.8m, down 6.9% (-7.8% l-f-l). In detail, the mobility division (85% of revenues) saw a sharp drop in Q3 of 13.7% to € 84.6m, in a still lacklustre automotive context. The decline over 9 months works out at 8.3% ...
- Jeremy Garnier
Delfingen : CA T3 inférieur à notre attente
>CA T3 de 100.2 M€ (vs 109.3 M€e) en baisse de 12.9% (-12.3% lfl) - Delfingen a publié hier soir un CA T3 de 100.2 M€ inférieur à notre attente (109.3 M€e) traduisant un retrait de 12.9% (-12.3 % lfl). Sur 9M, le CA ressort à 324.8 M€ en baisse de 6.9% (-7.8% lfl). Dans le détail, la division mobilité (85% du CA) marque au T3 un fort repli de 13.7% à 84.6 M€ dans un contexte automobile toujours atone. La baisse sur 9 mois ressort à 8.3% pour un CA de 297 M€. La divis...
- Stephane Beyazian
- Stephane Beyazian
- Jeremy Garnier
Delfingen : H1 2024 results down in a complicated market – Impulse 202...
>H1 2024 sales of € 224.7m/EBIT of € 11.7m (-27%), i.e. an underlying operating margin of 5.2% (-160bp) - Yesterday evening, Delfingen reported H1 2024 results that were a shade shy of our forecasts. With H1 sales (already published) at € 224.7m, down 3.9% (-5.6% like-for-like), EBITDA was down 8% at € 22.8m and underlying operating profit was down 27% at € 11.7m, implying an underlying operating margin of 5.2% (-160bp). After factoring in non-recurring items relating...
- Jeremy Garnier
Delfingen : Résultats S1 en baisse dans un marché compliqué. Nouveau p...
>CA S1 de 224.7 M€ / EBIT de 11.7 M€ (-27%) soit une MOC de 5.2% (-160 pb) - Delfingen a publié hier soir des résultats S1 2024 légèrement inférieurs à nos estimations. Pour un CA S1 déjà publié de 224.7 M€ en baisse de 3.9% (-5.6% à ptcc), l’EBITDA est en retrait de 8% à 22.8 M€ et le ROC affiche un repli de 27 % à 11.7 M€ impliquant une MOC de 5.2 % (-160 pb). Après prise en compte des éléments non récurrents liés à des provisions pour frais de restructuration (coût...
- Michael B. Schäfer
- Sinan Doganli
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 07/30/2024
With regard to our list of recommended stocks, i) we are adding: adidas, Merck KGaA, Santander, Technip FMC, Unilever and Vivendi , ii) we are maintaining ASMi, Atlas Copco, AXA, Deutsche Boerse, GSK, Holcim, Inditex, Lonza, Sodexo, RELX and Rolls-Royce, iii) we are removing: BASF, Nemetschek, Nestlé and TUI AG. - ...
- Michael B. Schäfer
- Sinan Doganli
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 30/07/2024
Au sein de notre liste de valeurs recommandées, i) nous faisons entrer : adidas, Merck KGaA, Santander, Technip FMC, Unilever et Vivendi, ii) nous maintenons ASMi, Atlas Copco, Axa, Deutsche Boerse, GSK, Holicm, Inditex, Lonza, Sodexo, RELX et Rolls-Royce, iii) nous faisons sortir : BASF, Nemetschek, Nestlé, TUI AG. - ...
NK IMERYS SA
ALDEL DELFINGEN INDUSTRY SA
EKI EKINOPS SA
MRN MERSEN SA
EBRO EBRO FOODS SA
COR CORTICEIRA AMORIM SGPS SA
IDR INDRA SISTEMAS S.A. CLASS A
SAE SHOP APOTHEKE EUROPE NV
DUFN DUFRY AG
GEST GESTAMP AUTOMOCION S.A.
THEP THERMADOR HOLDING SA
FPE3 FUCHS PETROLUB SE
ALLFG ALLFUNDS (UK) LTD
- Jeremy Garnier
Delfingen : H1 revenues slightly short of expectations
>Q2 revenues of € 111.1m (vs € 114.2m est.) down 5.3% (-5.7% l-f-l) - Delfingen’s Q2 revenues, reported yesterday evening, fell slightly short of our expectations at € 111.1m (vs € 114.2m est.) down 5.3% (-5.7% l-f-l). For H1, revenues came in at € 224.7m, down -3.9% (-5.6% l-f-l) due to i/ tough comps (+13.8% on l-f-l in H1 2023) and ii/ the deferred start-up of some electric platforms in the US and Germany. By division, Mobility (84% of Q2 revenues) came in 5....
- Jeremy Garnier
Delfingen : CA S1 légèrement inférieur aux attentes
>CA T2 de 111.1 M€ (vs 114.2 M€e) en baisse de 5.3% (-5.7% à ptcc) - Delfingen a publié hier soir son CA T2 qui ressort globalement inférieur à nos attentes à 111.1 M€ (vs 114.2 M€e) en repli de 5.3% (-5.7% à ptcc). Sur l’ensemble du S1, le CA s’établit ainsi à 224.7 M€ en retrait de 3.9% (-5.6% à ptcc) en raison notamment i/ d’une base de comparaison difficile (+13.8% à ptcc au S1 2023) et ii/ du décalage du démarrage de certaines plateformes électriques aux US et e...
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