reports
- Olfa Taamallah
- Yan Derocles
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/26/2024
‘Soft landing’... the term is in vogue and we think it aptly describes the current situation in the energy market. After a period of “excess profits”, the fundamentals are back in favour and prompt us to revise down our estimates for energy prices. - Alongside renewable energies, pockets of sustainable value creation are emerging for players capable of capitalising on the structural growth in volatility on the electricity markets but which are nonetheless trading at a discount In the U...
UBI UBISOFT ENTERTAINMENT SA
RR. ROLLS-ROYCE HOLDINGS PLC
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
MTX MTU AERO ENGINES AG
ORA ORANGE SA
HO THALES SA
SW SODEXO SA
EN BOUYGUES SA
FGA FIGEAC AERO SA
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
GAMA GAMMA COMMUNICATIONS
FII LISI SA
NXT NEXT PLC
BAS BASF SE
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
BA. BAE SYSTEMS PLC
HM B H&M HENNES & MAURITZ AB CLASS B
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
LDO LEONARDO SPA
SIE SIEMENS AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
FDJ LA FRANCAISE DES JEUX SA
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
SHEL SHELL PLC
LAT LATECOERE
R3NK RENK GROUP AG
- Olfa Taamallah
- Yan Derocles
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/09/2024
“Soft landing”… le terme est à la mode et nous pensons qu’il caractérise bien la situation du marché de l’énergie aujourd’hui. Après une parenthèse de « surprofits », les fondamentaux reprennent leur droit et nous conduisent à réviser en baisse nos hypothèses de prix de l’énergie. A côté du renouvelable, des poches pérennes de création de valeur apparaissent pour les acteurs capables de profiter de la croissance structurelle de la volatilité des marchés électriques et qui souffrent ma...
UBI UBISOFT ENTERTAINMENT SA
RR. ROLLS-ROYCE HOLDINGS PLC
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
MTX MTU AERO ENGINES AG
ORA ORANGE SA
HO THALES SA
SW SODEXO SA
EN BOUYGUES SA
FGA FIGEAC AERO SA
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
GAMA GAMMA COMMUNICATIONS
FII LISI SA
NXT NEXT PLC
BAS BASF SE
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
BA. BAE SYSTEMS PLC
HM B H&M HENNES & MAURITZ AB CLASS B
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
LDO LEONARDO SPA
SIE SIEMENS AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
FDJ LA FRANCAISE DES JEUX SA
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
SHEL SHELL PLC
LAT LATECOERE
R3NK RENK GROUP AG
- Robert Jan Vos
Colruyt Group N.V. : A bit of sweet and sour from yesterday’s AGM
>FY 2024/25 guidance reiterated at yesterday’s AGM - Colruyt hosted its AGM yesterday afternoon. As usual, the food retailer provided comments on its outlook for the current fiscal year 2024/25.Some negative nuances provided concerning market share and margin - On a positive note, Colruyt reiterated its expectation to match last year’s result (operating profit of € 470m and net profit of € 368m) in 2024/25. Furthermore, Colruyt expects operating profi...
- ING Helpdesk
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Hoste
Umicore Revising Battery Materials scenario: lower but no exit
Whilst awaiting the outcome of the ongoing strategy review for the Battery Materials business, we decided to take a more cautious approach and cut our FY30 CAM volume estimate from 250 GWh to 200 GWh, which compares to the previous company target of 400 GWh and the previous order book of 270 GWh. We do expect Umicore to continue to invest in Battery Materials, albeit at a much lowered pace, and see room for NMC outside of China on the back of sustainability, geopolitical and security of supply r...
- Michiel Declercq
Colruyt No surprises in the AGM outlook update
As usual, Colruyt's AGM included an update on the outlook. However, contrary to previous years, the outlook did not contain any major surprises, with the group reiterating its June 24 ambitions. This implies a stable operating and net profit compared to FY23/24 (excluding one-offs). However, Colruyt does expect the result to be slightly lower in 1H24/25. This was not communicated previously. We reiterate our Hold and € 40.0 TP.
- Thomas Vranken
mdxhealth $ 40m offering to strengthen the cash position
mdxhealth has proposed and priced an offering of 20m shares for $ 40m gross proceeds at $ 2.00 p.s. (21% discount vs. yesterday's close price). The new capital significantly strengthens the company's cash position (1H24: $ 21.3m) and provides runway well beyond the expected adjusted EBITDA profitability point in 1H25. We do note the significant dilution of 20m new shares vs. 27m shares currently outstanding. We adjust our TP from $ 5.7 to $ 4.2, and reiterate a Buy rating.
MDxHealth Announces Pricing of Offering of Ordinary Shares
MDxHealth Announces Pricing of Offering of Ordinary Shares MDxHealth Announces Pricing of Offering of Ordinary Shares IRVINE, CA, and HERSTAL, BELGIUM – September 25, 2024 () – MDxHealth SA (NASDAQ: MDXH) (“mdxhealth” or the “Company“), a commercial-stage precision diagnostics company, today announced that it has priced a registered public offering of 20,000,000 ordinary shares of the Company without nominal value (“Ordinary Shares”) in a registered public offering (the “Offering”) at a price to the public of $2.00 per Ordinary Share for total gross proceeds of $40.0 million before deducti...
MDxHealth Announces Launch of Offering of Ordinary Shares
MDxHealth Announces Launch of Offering of Ordinary Shares MDxHealth Announces Launch of Offering of Ordinary Shares IRVINE, CA, and HERSTAL, BELGIUM –September 25, 2024 () – MDxHealth SA (NASDAQ: MDXH) (“mdxhealth” or the “Company”), a commercial-stage precision diagnostics company, announced the launch of a proposed offering of $40.0 million of ordinary shares of the Company without nominal value ("Ordinary Shares") in a registered public offering (the “Offering”). The Company also expects to grant the underwriters a 30-day option to purchase up to 15% of the Ordinary Shares being offered...
Inventiva provides a corporate update and reports its unaudited 2024 f...
Inventiva provides a corporate update and reports its unaudited 2024 first-half financial results Recruitment in NATiV3 clinical trial progresses with over 85% of the targeted number of patients enrolled in the main cohort and a statistical powering of the study expected to be superior to 95% for both doses evaluated in the trial.Baseline characteristics of patients randomized in the main cohort of NATiV3 remain consistent with the characteristics of patients enrolled in the completed Phase IIb, NATIVE, clinical trial.Blinded analyses of patients in NATiV3 suggest a positive evolution of k...
Inventiva fait un point sur ses activités et publie ses résultats fina...
Inventiva fait un point sur ses activités et publie ses résultats financiers non audités du premier semestre 2024 Le recrutement dans l'étude clinique NATiV3 progresse, avec plus de 85 % du nombre cible de patients randomisés dans la cohorte principale et d'une puissance statistique de l'étude qui devrait être supérieure à 95 % pour les deux doses évaluées dans l’étude .Les caractéristiques de base des patients randomisés dans la cohorte principale de NATiV3 sont cohérentes avec celles des patients randomisés dans l'étude clinique de Phase IIb, NATIVE, qui est terminée.Les analyses en aveu...
- Jacob Mekhael
- Michiel Declercq
- Thomas Vranken
Life Sciences Conference 26.09.2024
This conference booklet is your guide to our Life Sciences Conference set to take place on Thursday, 26 September 2024 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or join pitch sessions with the following companies and their top management: Public: AUTOLUS | GALAPAGOS | HYLORIS | INVENTIVA | MAAT PHARMA | ONWARD MEDICAL | SEQUANA MEDICAL | UCB | ZEALAND PHARMA Private: CONFO TX | MRM HEALTH | PANTERA | SKYLINE DX
Umicore S.A.: 1 director
A director at Umicore S.A. bought 4,750 shares at 10.530EUR and 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 two years clearly s...
- ING Helpdesk
- Ana Arjona-Martinez
- Chaima Ferrandon
- Sven Edelfelt
- Ana Arjona-Martinez
- Chaima Ferrandon
- Sven Edelfelt
- Robert Jan Vos
Colruyt Group N.V. : Gloomy guidance for 2024/25 likely to be reiterat...
>Colruyt’s AGM usually includes guidance for the running fiscal year - Colruyt Group is set to host its AGM on 25 September at 16:00. At its AGM, Colruyt usually provides guidance for net profit for its running fiscal year. This practice dates from the years when the company provided guidance for sales only at the release of its full-year results, and then added more detail by providing guidance for net profit at its AGM. Last June (2023/24 results update), Colruyt al...
- Kristof Samoy
CMB.Tech Market court ruling opening door to $0.52 MTO bid price incre...
In a press release Euronav (soon to be renamed CMB.TECH) informed that the Market Court in Belgium has largely rejected the claims brought forward by FourWorld in connection with CMB's mandatory public bid for the Euronav shares that ended March 15, 2024. However, the Court did find that the pricing of certain vessels sold by Euronav to Frontline implied certain special benefits to Frontline. The Court calculated these benefits to be $0.52 p.s.. The judgment indicates that the FSMA retains discr...
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Wim Lewi
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