reports
Prosiebensati Media SE: 1 director
A director at Prosiebensati Media SE bought 5,300 shares at 4.790EUR 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 ...
- Emmanuel Matot
- Marc Lavaud
- Michael Foundoukidis
- Emmanuel Matot
- Marc Lavaud
- Michael Foundoukidis
- Luis de Toledo Heras
Altri : Strong results led by resilient market and outstanding operati...
>Operating results in line, confidence on FY estimates - Strong Q3 2024 results (EBITDA € 56m) broadly in line with our estimates (+2%, +244% y-o-y) but with a higher-than-expected margin (27.1%, +210bp above our estimates) on resilient pulp prices ($ 1,375/t vs current $ 1,060/t) and good cost performance (-9% vs Q2 2024 with 9M 2024 costs declining -2.8% y-o-y). Margins in Q3 experienced a slight contraction (-370bp below Q2 2024) on lower production volumes due to ...
ASOS: 1 director
A director at ASOS bought 150,000 shares at 367p and the significance rating of the trade was 67/100. 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 Clos...
- Carole Braudeau
Credit Morning 11/20/2024
Grifols: the board considers that Brookfield’s indicative price undervalues the company Teva: S&P upgrades the rating to BB/positive from BB/positiveElior: Results recovered in 2023-24, exceeding expectations. Debt reduction is making headway as planned.Tereos: Sharp decline in EBITDA in Q2 24/25. The financial position is stable thanks to the generation of FCF.>...
- Carole Braudeau
Morning Crédit 20/11/2024
Grifols : le conseil d’administration estime que le prix indicatif proposé par Brookfield sous-évalue la sociétéTeva: S&P upgrades the rating to BB/positive from BB/positiveElior: les résultats se sont redressés 2023/24, dépassant les attentes. Le désendettement progresse comme prévu.Tereos : fort repli de l'EBITDA au T2 24/25. La situation financière est stable grâce à la génération de FCF.>...
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Jayanth Kandalam
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Odigeo, Engineering Group, Teva, Versuni (formerly Philips Domestic Appliances), Alain Afflelou, Eircom, Iliad, Borr Drilling, Ithaca Energy, Tullow Oil, Victoria, TUI Cruises, Axactor, McLaren, EVOCA, Flos B&B Italia (formerly International Design Group)
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Fehmi Ben Naamane
eDreams ODIGEO : Q2 in line with estimates. Outperform reiterated
>Q2 results broadly in line with expectations - eDreams ODIGEO’s Q2 2024-25 results to end-September, reported this morning, were broadly in line with estimations. Group revenues totalled € 167.8m, virtually flat y-o-y (vs our estimates of € 175.9m). Group revenues including the contribution of the Prime loyalty programme (i.e., cash revenue) came to € 187.7m in the quarter, broadly in line with the company-compiled consensus of € 188.2m and our estimates of € 188.9m....
- Fehmi Ben Naamane
eDreams ODIGEO : Q2 in line with estimates. Outperform reiterated
>Q2 results broadly in line with expectations - eDreams ODIGEO’s Q2 2024-25 results to end-September, reported this morning, were broadly in line with estimations. Group revenues totalled € 167.8m, virtually flat y-o-y (vs our estimates of € 175.9m). Group revenues including the contribution of the Prime loyalty programme (i.e., cash revenue) came to € 187.7m in the quarter, broadly in line with the company-compiled consensus of € 188.2m and our estimates of € 188.9m....
Cancom SE: 2 directors
Two Directors at Cancom SE bought 3,500 shares at between 21.900EUR and 22.529EUR. 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 ...
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Jerôme Bodin
ProSiebenSat.1 Media SE : Like its peers, a slightly tougher Q4 than e...
>Like its peers, the Q4 advertising trend is tougher than expected - Pro7Sat1 reported yesterday its Q3 earnings and held a conference call immediately afterwards. Q3 adjusted EBITDA was slightly above forecasts at € 104m (consensus at € 102m and ODDO BHF at € 99m). Like all its European peers, Pro7Sat1 cited a Q3 advertising trend that is tougher than expected. Our Q4 forecasts are therefore lowered, leading to 2024 EBITDA cut to € 565m vs € 600m. We nonetheless reit...
- Jerôme Bodin
ProSiebenSat.1 Media SE : Comme ses pairs un T4 un peu plus difficile ...
>Comme ses pairs, la tendance publicitaire T4 est plus difficile qu’attendu - Pro7Sat1 a publié hier ses résultats T3 et a tenu sa conférence téléphonique dans la foulée. L’EBITDA ajusté T3 est ressorti légèrement supérieur aux attentes à 104 M€ (consensus à 102 M€ et ODDO BHF à 99 M€). Comme tous ses pairs européens, Pro7Sat1 a évoqué une tendance publicitaire T4 plus difficile qu’attendu. Nos attentes T4 sont ainsi revues en baisse conduisant à un EBITDA 2024 réduit...
- Toby Thorrington
Renewi - Now a pure-play European recycler
The burden of the UK Municipal businesses has now been cut loose. This leaves a focused waste management and recycling group, for which the European legislative environment is clearly positive. The key is translating this, along with internal investment, into management’s organic growth target of at least 5%. Along with planned margin enhancement from cost actions and higher value-added recyclates, this would drive earnings and value creation.
Laurent-Perrier : Déclaration mensuelle des droits de vote au 31.10.20...
Laurent-Perrier : Déclaration mensuelle des droits de vote au 31.10.2024 Laurent-PerrierSociété anonyme à Directoire et Conseil de Surveillanceau capital de 22.594.271,80 eurosSiège Social : 32, avenue de Champagne 51150 Tours-sur-MarneRCS Reims B 335 680 096 Informations relatives au nombre total de droits de vote et d’actions composant le capital socialArticle L 233-8 II du Code de commerce et l’article 223-16 du Règlement Général de l’Autorité des Marchés Financiers DateNombre d'actions composant le capitalNombre total de droits de vote, y compris les actions privées de droit de voteNom...
- Christophe-Raphaël Ganet
- Fehmi Ben Naamane
- Marc Lavaud
TEMN TEMENOS AG
ZIL2 ELRINGKLINGER AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
ERA ERAMET SA
SIX2 SIXT SE
COK CANCOM SE
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
SFQ SAF-HOLLAND SE
RWI RENEWI PLC
FORSE FORSEE POWER SA
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