reports
- ING Helpdesk
Benelux Morning Notes
Aalberts: highlights ING Benelux Conference Brussels 2024, Ackermans & Van Haaren: Highlights ING Benelux Conference Brussels,Ackermans & Van Haaren: Strong operational performance of underlying companies and guidance fine-tuned upwards, AMG: Highlights ING Benelux Conference Brussels, Aperam: Highlights ING Benelux Conference Brussels, Arcadis: Highlights ING Benelux conference, Azelis: Highlights ING Benelux Conference Brussels, Bekaert: Guidance cut and €200m buyback as sweetener, CFE: No new...
BEKB BEKAERT SA
APAML APERAM SA
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
CFEB COMPAGNIE D'ENTREPRISES CFE SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
MONT MONTEA SCA
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
KIN KINEPOLIS GROUP NV
INX IMCD N.V.
JDEP JDE PEET'S NV
UMG UNIVERSAL MUSIC GROUP NV
AZE AZELIS GROUP NV
- Emmanuel Matot
- Emmanuel Matot
- Martijn Den Drijver
TKH GROUP NV : Not 100% de-risked yet, estimates and TP lowered again
>Lowering estimates modestly, 2024 EBITA guidance still at risk - We have updated our estimates after the Q3 2024 earnings release, which disappointed and caused the full year EBITA guidance to be lowered, as we had feared. We are lowering our 2024-2026 sales estimates by 2%-3% and our 2024-2026 EBITAe by 3%, reflecting a continued cautious stance on Smart Vision and several businesses in Smart Connectivity. For 2024, we are now forecasting an EBITAe of €203m, which i...
Dassault Systèmes’ 3DEXPERIENCE Platform to Be Used for Electric Vehic...
Dassault Systèmes’ 3DEXPERIENCE Platform to Be Used for Electric Vehicle Development at Volvo Cars Press ReleaseVELIZY-VILLACOUBLAY, France — November 14, 2024 Dassault Systèmes’ 3DEXPERIENCE Platform to Be Used for Electric Vehicle Development at Volvo Cars Dassault Systèmes’ 3DEXPERIENCE platform helps automotive manufacturers streamline collaboration and deliver data-driven approaches to manage complexity The 3DEXPERIENCE platform has been selected by Volvo Cars to be used in the development of electric vehicles, by the company’s engineers Volvo Cars is already using solutions from D...
- Tijs Hollestelle
TKH Group/We can only change our expectations/BUY
TKH published yet another disappointing set of results. 3Q24 EBITA was around 16% below our forecast and TKH lowered its FY24 EBITA guidance by roughly 5% taking the mid-point of the guidance. Our previous forecasts were rather optimistic as we anticipated significantly higher revenue in the Connectivity division from offshore cable production, covering the already increased fixed cost base. But TKH had to postpone the ramp up of the new offshore wind cable factory in 3Q due to start-up issues. ...
- 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
- 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
- Jacob Mekhael
- Thibault Leneeuw
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- Martijn Den Drijver
TKH GROUP NV : Weak Q3, 2024 EBITA guidance lowered
>Weak sales, EBITA and EBITA margins in Q3 - Continued setbacks in Smart Connectivity and Smart Vision are the key reason for a weak Q3 for TKH. Sales came in at €393m or a miss of 9% versus our estimates (no css) with organic growth coming in at -6.2% where we had anticipated positive growth of 1.2%. Due to the lower sales volumes and start-up costs in Smart Connectivity and despite good progress on the €15m cost savings program, EBITA came in at €42.1m or a miss of ...
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
Dassault Systèmes: declaration of the number of outstanding shares and...
Dassault Systèmes: declaration of the number of outstanding shares and voting rights as of October 31, 2024 Press ReleaseVELIZY-VILLACOUBLAY, France — November 7, 2024 Declaration of the number of outstanding shares and voting rights as of October 31, 2024 (Euronext Paris: FR0014003TT8, DSY.PA) today announced below the total number of its outstanding shares and voting rights as of October 31, 2024, according to articles 223-16 and 221-3 of the General Regulation of the Autorité des marchés financiers. Number of outstanding shares: 1,339,460,603 Number of voting rights*: 2,013,203,694 ...
Dassault Systèmes : déclaration du nombre d'actions et de droits de vo...
Dassault Systèmes : déclaration du nombre d'actions et de droits de vote au 31 octobre 2024 Communiqué de PresseVELIZY-VILLACOUBLAY, France — le 7 novembre 2024 Déclaration du nombre d’actions et de droits de voteau 31 octobre 2024 (Euronext Paris : FR0014003TT8, DSY.PA) annonce ci-après le nombre total d’actions composant son capital et le nombre total de ses droits de vote au 31 octobre 2024, conformément aux articles 223-16 et 221-3 du Règlement Général de l’Autorité des marchés financiers. Nombre d'actions en circulation : 1 339 460 603 Nombre de droits de vote* : 2 013 2...
- Emira Sagaama
- Juan Ros-Padilla
AMS AMS AG
CRI CHARGEURS SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
LXS LANXESS AG
BEN BENETEAU SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
GLB GLANBIA PLC
DEZ DEUTZ AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
CPINV CARE PROPERTY INVEST SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
ALFEN ALFEN NV
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
RWI RENEWI PLC
HGEA HGEARS AG
AF AIR FRANCE - KLM
- Emira Sagaama
- Juan Ros-Padilla
AMS AMS AG
CRI CHARGEURS SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
LXS LANXESS AG
BEN BENETEAU SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
GLB GLANBIA PLC
DEZ DEUTZ AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
CPINV CARE PROPERTY INVEST SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
ALFEN ALFEN NV
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
RWI RENEWI PLC
HGEA HGEARS AG
AF AIR FRANCE - KLM
- Martijn Den Drijver
TKH GROUP NV : Preview Q3 + lowered 2024-2026 estimates and TP
>Cautiousness Vision + Manufacturing results in lower 2024-2026 estimates - We had not updated our forecast for TKH since the Q1 2024 trading update and H1 2024 results release: mea culpa. So although not ideal, we are using this preview to update our estimates. Given the disappointing H1 2024 results and 2024 guidance, we lower our estimates materially. We lower our 2024 to 2026 sales forecast by 3% to 8% and our EBITA estimates by 16% to 19%. For 2024, we now forec...
EQS-News: Business figures for the first nine months of 2024: Basler A...
EQS-News: Basler AG / Key word(s): 9 Month figures Business figures for the first nine months of 2024: Basler AG confirmed preliminary result 07.11.2024 / 06:49 CET/CEST The issuer is solely responsible for the content of this announcement. Corporate News Business figures / 9-month report Business figures for the first nine months of 2024: Basler AG confirmed preliminary result Sales: EUR 136.7 million (previous year: EUR 157.5 million, -13 %) Incoming orders: EUR 133.5 million (previous year: EUR 128.3 million, +4 %) EBITDA: EUR 9.0 million (previous year: EUR ...
EQS-News: Geschäftszahlen für die ersten 9 Monate 2024: Die Basler AG ...
EQS-News: Basler AG / Schlagwort(e): 9-Monatszahlen Geschäftszahlen für die ersten 9 Monate 2024: Die Basler AG bestätigt vorläufiges Ergebnis 07.11.2024 / 06:49 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Corporate News Geschäftszahlen / 9-Monatsbericht Geschäftszahlen für die ersten 9 Monate 2024: Die Basler AG bestätigt vorläufiges Ergebnis Umsatz: 136,7 Mio. Euro (VJ: 157,5 Mio. Euro, -13 %) Auftragseingang: 133,5 Mio. Euro (VJ: 128,3 Mio. Euro, +4 %) EBITDA: 9,0 Mio. Euro (VJ: 3,3 Mio. Euro, >+100 %) Vorsteuerergeb...
- ING Helpdesk
Benelux Morning Notes
Ahold Delhaize: A strong 3Q24, driven by Europe. CFE: 3Q24 preview - able to keep net profit outlook? CTP: Good results, guidance reiterated. DEME Group: 3Q24 preview - keeping the FY outlook. Exor: Ferrari hitting Chinese wall. IBA: Contract win for E-beam sterilisation solution in the Dominican Republic. Kendrion: 3Q24 preview - harsh end markets but easy comps. Proximus: 2025 price increases on the high side, more asset sales in the pipeline. Solvay: 3Q24 results beat by 4% bu...
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