reports
- Rune Majlund Dahl
Coloplast (Buy, TP: DKK1050.00) - Awaiting an acceleration in H2e
We forecast Q2 organic revenue growth of 7.6% YOY (in line with consensus), driven by the Chronic Care business segments, and an EBIT margin before special items of 27.6% (consensus 27.5%). We continue to expect QOQ improvements for the coming quarters. We expect the 2023/24 guidance to be unchanged for c8% organic revenue growth, and a 27–28% EBIT margin before special items. We reiterate our BUY, and have raised our target price to DKK1,050 (1,000).
- Jerôme Bodin
INFINEON INFINEON TECHNOLOGIES AG
EDEN EDENRED SA
JMT JERONIMO MARTINS SGPS S.A.
VIV VIVENDI SE
TEP TELEPERFORMANCE SE
HAL HAL TRUST
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
AENA AENA SME SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
IBE IBERDROLA SA
COLO B COLOPLAST A/S CLASS B
ASML ASML HOLDING NV
HFG HELLOFRESH SE
- Jerôme Bodin
INFINEON INFINEON TECHNOLOGIES AG
EDEN EDENRED SA
JMT JERONIMO MARTINS SGPS S.A.
VIV VIVENDI SE
TEP TELEPERFORMANCE SE
HAL HAL TRUST
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
AENA AENA SME SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
IBE IBERDROLA SA
COLO B COLOPLAST A/S CLASS B
ASML ASML HOLDING NV
HFG HELLOFRESH SE
- Oliver Metzger
Coloplast : Back on track
>Ostomy care - Strong growth in US to continue - While Coloplast is the strong global market leader with a share of c. 44% in ostomy care, the US represents a growth opportunity with a share in the high teens. We expect that the mixture ofsuccess at GPO contracts, major hospital groups as well as its approaches to increase awareness among patients and nurses directly, will lead to a marked improvement in traction over the next years. We forecast double-digit gr...
Coloplast AS: 1 director
A director at Coloplast AS sold 310 shares at 911.290DKK and the significance rating of the trade was 69/100. 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 show...
- Rune Majlund Dahl
Coloplast (Buy, TP: DKK1000.00) - Strong start to the year
Q1 organic growth of 7.5% YOY was broadly in line with our forecast and consensus, but the EBIT margin before special items of 27.6% beat our forecast of 26.7% and consensus of 26.8%. Coloplast cut its 2023/24 reported growth guidance from c12% to c11% due to FX, but maintained its guidance for c8% organic growth and a 27–28% EBIT margin before special items. We are positive on the continued roll-out of Luja. We reiterate our BUY and have raised our target price to DKK1,000 (900).
Coloplast A/S - Allokering af aktieoptioner
Coloplast A/S - Allokering af aktieoptioner Indberetning af ledende medarbejderes og disses nærtståendes transaktioner med Coloplast aktier og tilknyttede værdipapirer I henhold til Markedsmisbrugsforordningen art. 19 skal Coloplast indberette oplysninger om ledende medarbejderes og disses nærtståendes transaktioner med Coloplast aktier og tilknyttede værdipapirer. Transaktionen omhandler allokeringer af aktieoptioner. For yderligere information henvises til Coloplasts vederlagspolitik som er tilgængelig på Coloplasts hjemmeside: 1 Nærmere oplysninger om personen med ledels...
Coloplast A/S - Allocation of Share Options
Coloplast A/S - Allocation of Share Options Report on transactions of executives and related parties in Coloplast shares and related securities According to the Market Abuse Regulation article 19 Coloplast is obliged to report on the transactions of executives and their related parties in Coloplast shares and related securities. The below transactions concern allocation of share options. For further details, reference is made to Coloplast’s Remuneration Policy. The policy is available on the group website at this address: Details of the person discharging managerial responsib...
- Baptiste Lebacq
- Louis Boujard
- CFA
- Marc Lavaud
- Philippe Ourpatian
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/09/2024
Falling inflation and weaker growth (in Europe) and – paradoxically – higher interest rates are driving an upturn in M&A in Europe. The sectors that are expected to be the most active are: healthcare, technology, industry, telecoms and utilities/renewables. We present the M&A outlook for all sectors of activity and identify 80 potentially active companies (predators, targets, buyers or sellers of assets). - ...
- Baptiste Lebacq
- Louis Boujard
- CFA
- Marc Lavaud
- Philippe Ourpatian
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/02/2024
La baisse de l’inflation et de la croissance (en Europe) et – paradoxalement – des taux d’intérêt plus hauts incitent à une reprise du M&A en Europe. Les secteurs qui devraient être les plus actifs sont : la Santé, la Technologie, l’Industrie, les Télécoms et les Utilities/Renouvelables. Nous présentons les perspectives M&A pour l’ensemble des secteurs d’activité et identifions 80 sociétés potentiellement actives (prédatrices, cibles, acquéreuses ou cédantes d’actifs). - ...
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