reports
- Marc Lavaud
- Maxime Kogge
ODDO : The Copper Rush
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - >Our copper ...
- Marc Lavaud
- Maxime Kogge
ODDO : La ruée vers le cuivre
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) ...
- Martin Marandon-Carlhian
- Stephane Houri
ATO ATOS SE
BFIT BASIC-FIT NV
LPE LAURENT-PERRIER SA
ACX ACERINOX SA
DEQ DEUTSCHE EUROSHOP AG
SHA SCHAEFFLER AG
FAE FAES FARMA S.A.
AIXA AIXTRON SE
WAF SILTRONIC AG
GCO GRUPO CATALANA OCCIDENTE S.A.
CSM CORBION NV
COFA COFACE SA
CASH PROSEGUR CASH SA
ALFEN ALFEN NV
FUR FUGRO NV
- Martin Marandon-Carlhian
- Stephane Houri
ATO ATOS SE
BFIT BASIC-FIT NV
LPE LAURENT-PERRIER SA
ACX ACERINOX SA
DEQ DEUTSCHE EUROSHOP AG
SHA SCHAEFFLER AG
FAE FAES FARMA S.A.
AIXA AIXTRON SE
WAF SILTRONIC AG
GCO GRUPO CATALANA OCCIDENTE S.A.
CSM CORBION NV
COFA COFACE SA
CASH PROSEGUR CASH SA
ALFEN ALFEN NV
FUR FUGRO NV
- Fatma Agnès Hamdani
Laurent-Perrier : FY 2023-24 expected to be robust despite the continu...
>Upgrade from Underperform to Neutral with a target price maintained at € 130 - Ahead of the FY 2023-24 results which are due for publication on 24 May, we have upgraded our recommendation for Laurent-Perrier from Underperform to Neutral with a target price maintained at € 130. Once again, Laurent-Perrier should show good resilience in its profitability thanks to a continued value policy and strict cost controls, masking the decline in volumes which continued in H2, a...
- Fatma Agnès Hamdani
Laurent-Perrier : Des résultats 2023/24 attendus solides malgré la pou...
>Relèvement de notre recommandation de Sous-performance à Neutre avec un OC maintenu à 130 € - En amont des résultats annuels 2023/24 qui seront publiés le 24 mai, nous passons de Sous-performance à Neutre sur Laurent-Perrier avec un OC maintenu à 130 €. Une nouvelle fois, Laurent-Perrier devrait afficher une bonne résilience de sa rentabilité grâce à une politique de valeur qui se poursuit et une gestion rigoureuse des coûts, masquant la baisse des volumes qui se pou...
EQS-News: Schoeller-Bleckmann Oilfield Equipment AG: DIVIDEND ANNOUNCE...
EQS-News: Schoeller-Bleckmann Oilfield Equipment AG / Key word(s): Dividend Schoeller-Bleckmann Oilfield Equipment AG: DIVIDEND ANNOUNCEMENT 25.04.2024 / 15:59 CET/CEST The issuer is solely responsible for the content of this announcement. SCHOELLER-BLECKMANN OILFIELD EQUIPMENT Aktiengesellschaft Ternitz ISIN number AT0000946652 DIVIDEND ANNOUNCEMENT At the Annual General Meeting held on 25 April 2024, a resolution was passed to pay a dividend of EUR 2.00 per share entitled to dividend for the fiscal year 2023. The ex-dividend date on the Vienna Stock Exchange is ...
EQS-News: Schoeller-Bleckmann Oilfield Equipment AG: DIVIDENDENBEKANNT...
EQS-News: Schoeller-Bleckmann Oilfield Equipment AG / Schlagwort(e): Dividende Schoeller-Bleckmann Oilfield Equipment AG: DIVIDENDENBEKANNTMACHUNG 25.04.2024 / 15:59 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. SCHOELLER-BLECKMANN OILFIELD EQUIPMENT Aktiengesellschaft Ternitz ISIN Nummer AT0000946652 DIVIDENDENBEKANNTMACHUNG In der am 25. April 2024 abgehaltenen ordentlichen Hauptversammlung wurde für das Geschäftsjahr 2023 die Ausschüttung einer Dividende von EUR 2,00 je dividendenberechtigter Aktie beschlossen. Der Ex-Di...
Altri SPGS S.A.: 1 director
A director at Altri SPGS S.A. sold 284,081 shares at 4.958EUR 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...
- Emmanuel Matot
- Emmanuel Matot
- Robert Jan Vos
Sligro Food Group N.V. : At assumed 7%+ EBITDA profitability in 2025, ...
>Group sales € 13m (2%) lower than our forecast in Q1 2024 - Sligro reported net sales of € 652m, implying an organic increase of 2.7% in Q1 2024. We had forecast € 665m and company-compiled consensus was at € 654m. In the Netherlands, sales rose by 3.8% to € 554m, which, according to Sligro, was in line with the general trend in the market. We had expected growth of 2.7% for the Netherlands in Q1 2024. In Belgium, sales were down by 3.2% to € 98m. On the back of the ...
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ENI ENI S.P.A.
REP REPSOL SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
VIS VISCOFAN S.A.
SLIGR SLIGRO FOOD GROUP N.V.
CARM CARMILA SAS
INSD VERIMATRIX SA
CSM CORBION NV
BP. BP P.L.C.
NSI NSI N.V.
FPE3 FUCHS PETROLUB SE
ALVGO VOGO SA
SHEL SHELL PLC
CABKA CABKA N.V.
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ENI ENI S.P.A.
REP REPSOL SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
VIS VISCOFAN S.A.
SLIGR SLIGRO FOOD GROUP N.V.
CARM CARMILA SAS
INSD VERIMATRIX SA
CSM CORBION NV
BP. BP P.L.C.
NSI NSI N.V.
FPE3 FUCHS PETROLUB SE
ALVGO VOGO SA
SHEL SHELL PLC
CABKA CABKA N.V.
- Robert Jan Vos
Sligro Food Group N.V. : Netherlands decent, but Belgium not yet where...
>Q1 revenue 2% below our expectation and in line with consensus - Sligro reported net sales of € 652m, implying an organic increase of 2.7%. We had forecast € 665m and company-compiled consensus was eyeing revenue of € 654m. In the Netherlands, revenue was up 3.8%, and, according to Sligro, in line with the general upward trend in the market. We had expected growth of 2.7% for the Netherlands in Q1 2024. In Belgium, revenue was down 3.2% to € 98m. On the back of furt...
- ING Helpdesk
Benelux Morning Notes
Azelis: Bloomberg report citing M&A interest. BE Semiconductor Industries: 1Q24 preview, focus on order intake. Greenyard: Crème de la Crème acquisition. Just Eat Takeaway.com: Deliveroo reports 1Q24 trading. Melexis: 1Q24 Preview, focus on pricing. NSI: Guidance confirmed, LTV improves, small but interesting investments might come. Sligro: 1Q24 results in line with expectations Vastned: Key €100m single asset disposal achieved
- Fernand de Boer
Sligro Food Group - Q1 sales in line
Q1 sales came in marginally below our estimates, but stripping out tobacco sales, we consider sales to be in line. Hence, based on the Q1 trading update we do not expect to change our estimates materiallyVolumes were still down, illustrating the challenging market conditions. Hence, we maintain our Hold rating and TP of EUR 16.50
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 04/11/2024
Waga Energy offers an innovative start-up profile in the utilities sector: i/ disruptive technology in biogas treatment, ii/ established competitive advantages, iii/ positioning on a market with strong potential (>20,000 landfills) and iv/ a robust business model based on recurring revenues. At its CMD in February 2024, the company reconfirmed its ambitions for 2026 set out at the IPO (contracts for 4 TWh and recurring revenues of € 200m). The financing secured in Q1 2024 (€ 112m base...
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 11/04/2024
Waga Energy propose un profil de start-up innovante dans le secteur des utilities : i/ une technologie disruptive pour le traitement du biogaz, ii/ des avantages compétitifs établis, iii/ un positionnement sur un marché à fort potentiel (>20 000 décharges) et iv/ un modèle robuste de revenus récurrents. La société a reconfirmé lors du CMD en février 2024 ses ambitions à horizon 2026 annoncées au moment de son IPO (signature de 4 TWh et CA récurrent de 200 M€). Fort des financements ob...
- Robert Jan Vos
Sligro Food Group N.V. : Organic sales growth of 4.8% forecast for Q1 ...
>Growth seen to normalise with strong year-on-year growth expected at Metro - Sligro is set to report its Q1 2024 sales on 18 April (07:30). The company does not host a call or web cast following the Q1 and Q3 trading updates. Whereas last year’s (Q1 2023) growth was still impacted by the aftermath of COVID 19-related closures of premises (in Q1 2022), we expect growth to show a more normal pattern in Q1 2024. We forecast Sligro to report net sales of € 665m, split b...
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