reports
- Anis Zgaya
- Philippe Ourpatian
ODDO BHF Small & MIDCAP MORNING NEWS - 27/03/2024 Date Performance dep...
Rieter est leader mondial dans les équipements de filature à fibres courtes destinés au marché textile. Il s’agit d’une activité à cycles courts (4 ans en moyenne) dont l’exercice 2024 devrait représenter un point bas avec un CA proche de 1 MdCHF (-28% y-o-y). Le programme de performance « Next Level », présenté en juillet 2023, devrait permettre de réduire la cyclicité du business model et de revenir sur des niveaux normatifs de rentabilité (c. 6% de marge d’EBIT). Rieter est donc en...
- Anis Zgaya
- Philippe Ourpatian
ODDO BHF Small & MIDCAP MORNING NEWS - 03/27/2024 Date Performance sin...
Rieter is the world’s leading supplier of short-staple fibre spinning equipment designed primarily for textile, a short-cycle business that spans four years on average. The group is set to hit a low in 2024 with close to CHF 1bn in revenues, down 28% YoY. Next Level, a performance programme presented in July 2023, should enable the group to reduce the cyclicality of its business model and return to normal profitability with around 6% in EBIT margin. Rieter is indeed on track to embark...
- Jeremy Garnier
Hornbach Holding : 2023-24 preliminary results slightly ahead of expec...
>FY 2023-24 sales at € 6,161m (vs € 6,125m est.), down 1.6%; underlying operating profit at € 254m (vs € 235m est.), implying an underlying operating margin of 4.1%, down 50bp - Hornbach Holding published yesterday evening preliminary FY 2023-24 results (to end-February) in a shade above our forecasts. Sales came in at € 6,161m (vs. € 6,125m est.), down 1.6% (vs.-2.2% e.), with Q4 ultimately following the same trend as the first nine months of the year (-1.3%). The un...
- Jeremy Garnier
Hornbach Holding : Résultats préliminaires 2023-24 légèrement supérieu...
>CA 23-24 de 6 161 M€ (vs 6 125 M€e) en baisse de 1.6% / ROC de 254 M€ (vs 235 M€e) soit une MOC de 4.1% (-50 pb) - Hornbach Holding a publié hier des résultats préliminaires 2023-2024 (clôture à fin février) légèrement supérieurs à notre attente. Le CA ressort à 6 161 M€ (vs 6 125 M€e) soit une baisse de 1.6% (vs -2.2%e) impliquant un T4 finalement dans la même tendance que les 9 premiers mois de l’année (-1.3%). Le ROC atteint quant à lui 254 M€ (vs 235 M€e) soit un...
- Carole Braudeau
- Carole Braudeau
EQS-News: HORNBACH Gruppe schließt das Geschäftsjahr 2023/24 erfolgrei...
EQS-News: HORNBACH Holding AG & Co. KGaA / Schlagwort(e): Vorläufiges Ergebnis HORNBACH Gruppe schließt das Geschäftsjahr 2023/24 erfolgreich wie angekündigt – Gesamtjahreszahlen spiegeln solide Entwicklung wider 26.03.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Ergebnisse des Geschäftsjahres 2023/24 spiegeln die verbesserte Entwicklung im zweiten Halbjahr und vierten Quartal wider – trotz des herausfordernden makroökonomischen Umfelds Konsolidierter Konzernumsatz wie erwartet leicht unter Vorjahr (-1,6%) – anhalte...
EQS-News: HORNBACH Group delivers successfully on FY 2023/24 targets –...
EQS-News: HORNBACH Holding AG & Co. KGaA / Key word(s): Preliminary Results HORNBACH Group delivers successfully on FY 2023/24 targets – full year figures reflect solid performance 26.03.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. FY 2023/24 figures reflect improved development in H2 and Q4 amid macro headwinds Consolidated Group sales 1.6% below FY 2022/23 in line with guidance – customers prioritize small tickets over big ticket and discretionary categories Like-for-like sales decreased by 2.0% in FY 2023/24, but stabi...
Hornbach Holding AG & Co KGaA: 1 director
A director at Hornbach Holding AG & Co KGaA bought 600 shares at 67.173EUR and the significance rating of the trade was 54/100. 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 ...
- Carole Braudeau
Verallia : Credit feedback – ODDO BHF Forum, 11 to 16 January 2024
The 27th ODDO BHF forum was held in the form of physical meetings (11-12 January) and digital meetings (15-16 January). It was attended by 325 companies (compared with 322 in 2023 and 314 in 2022): ~40% French, 30% German and 30% from the rest of the EU (except one from US). - Our 2024 Forum welcomed 910 investors (vs. 781 in 2023) 53% of whom were French (vs. 58% in 2023) working for 378 institutions in 20 countries. We organised the equivalent of 8,196 investor meetings (vs. 7,...
FME FRESENIUS MEDICAL CARE AG & CO. KGAA
IPS IPSOS SA
SCHP SECHE ENVIRONNEMENT SA
LHA DEUTSCHE LUFTHANSA AG
AC ACCOR SA
GET GETLINK SE
EDEN EDENRED SA
ELIOR ELIOR GROUP SA
DG VINCI SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
EO FAURECIA SA
NXI NEXITY SA CLASS A
EN BOUYGUES SA
DBG DERICHEBOURG SA
GYC GRAND CITY PROPERTIES SA
KORI KORIAN SA
POM PLASTIC OMNIUM SE
SCR SCOR SE
DEC JCDECAUX SA
TEP TELEPERFORMANCE SE
CGM CEGEDIM SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ALTA ALTAREA SCA
ZAL ZALANDO SE
NEX NEXANS SA
ERA ERAMET SA
EZJ EASYJET PLC
QDT QUADIENT SA
ELIS ELIS SA
SOI SOITEC SA
TEG TAG IMMOBILIEN AG
AMS AMADEUS IT GROUP SA CLASS A
KGX KION GROUP AG
EDR EDREAMS ODIGEO SA
ONTEX ONTEX GROUP N.V.
COFA COFACE SA
VLTSA VOLTALIA
SPIE SPIE SA
HBH HORNBACH HOLDING AG & CO. KGAA
TKO TIKEHAU CAPITAL SCA
CGG CGG
TEF TELEFONICA SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
NEOEN NEOEN S.A.
VRLA VERALLIA SAS
DSC1 DUTCH STAR C SHAR
VK VALLOUREC SA
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
TE TECHNIP ENERGIES NV
TUI TUI AG
AF AIR FRANCE - KLM
- Carole Braudeau
Verallia : Feedback Crédit Forum du 11 au 16 janvier 2024
Notre 27ième Forum vient de se dérouler de manière présentielle (11-12 janvier), à Lyon, et en digital (les 15-16 janvier). Il a réuni 325 sociétés (vs 322 sociétés en 2023 et 314 en 2022), originaire à ~40% de France, à 30% d’Allemagne et les 30% restant venant du reste de l’Europe (sauf une société américaine). - L’édition 2024 de notre Forum a accueilli 910 investisseurs (781 en 2023) dont 53% français (vs 58% en 2023) travaillant pour 378 institutions de 20 pays. Nous avons ai...
FME FRESENIUS MEDICAL CARE AG & CO. KGAA
IPS IPSOS SA
SCHP SECHE ENVIRONNEMENT SA
LHA DEUTSCHE LUFTHANSA AG
AC ACCOR SA
GET GETLINK SE
EDEN EDENRED SA
ELIOR ELIOR GROUP SA
DG VINCI SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
EO FAURECIA SA
NXI NEXITY SA CLASS A
EN BOUYGUES SA
DBG DERICHEBOURG SA
GYC GRAND CITY PROPERTIES SA
KORI KORIAN SA
POM PLASTIC OMNIUM SE
SCR SCOR SE
DEC JCDECAUX SA
TEP TELEPERFORMANCE SE
CGM CEGEDIM SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ALTA ALTAREA SCA
ZAL ZALANDO SE
NEX NEXANS SA
ERA ERAMET SA
EZJ EASYJET PLC
QDT QUADIENT SA
ELIS ELIS SA
SOI SOITEC SA
TEG TAG IMMOBILIEN AG
AMS AMADEUS IT GROUP SA CLASS A
KGX KION GROUP AG
EDR EDREAMS ODIGEO SA
ONTEX ONTEX GROUP N.V.
COFA COFACE SA
VLTSA VOLTALIA
SPIE SPIE SA
HBH HORNBACH HOLDING AG & CO. KGAA
TKO TIKEHAU CAPITAL SCA
CGG CGG
TEF TELEFONICA SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
NEOEN NEOEN S.A.
VRLA VERALLIA SAS
DSC1 DUTCH STAR C SHAR
VK VALLOUREC SA
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
TE TECHNIP ENERGIES NV
TUI TUI AG
AF AIR FRANCE - KLM
- Fehmi Ben Naamane
- Fehmi Ben Naamane
WTB WHITBREAD PLC
EXE EXEL INDUSTRIES SA
P2F PETROFAC LIMITED
SHA SCHAEFFLER AG
NDA AURUBIS AG
SHOT SCANDIC HOTELS GROUP
SIFG SIF HOLDING NV
HBH HORNBACH HOLDING AG & CO. KGAA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
IHG INTERCONTINENTAL HOTELS GROUP PLC
SFQ SAF-HOLLAND SE
FUR FUGRO NV
- Jeremy Garnier
Hornbach Holding : Résultats 9 mois 2023/2024 en ligne – bonne résilie...
>CA T3 de 1 485 M€ (-4%) / ROC de 48.1 M€ (MOC de 3.2 %) - Au titre du T3, Hornbach Holding a publié hier des résultats globalement en ligne avec nos attentes. Le CA s’établit à 1 485 M€ en baisse limitée de 4% et le ROC ressort à 48.1 M€ impliquant une MOC de 3.2 %. Sur 9 mois, le CA s’établit à 4 927 M€ en baisse de 1.7% et le ROC à 269.4 M€ soit une MOC de 5.5% (-100 pb). Poursuite des prises de part de marché – bonne tenue du segment rénovation, la ...
- Jeremy Garnier
Hornbach Holding : 9M 2023-24 results in line – good resilience in a c...
>Q3 2023-24 sales totalled € 1,485m (-4%)/underlying operating profit reached € 48.1m (underlying operating margin of 3.2%) - Yesterday, Hornbach Holding published Q3 results broadly in line with our expectations. Sales came in at € 1,485m, reflecting a limited contraction of 4%, and underlying operating profit reached € 48.1m, implying an underlying operating margin of 3.2%. Over 9M 2023-2024, sales totalled € 4,927m, down 1.7%, and underlying operating profit was ...
- Carole Braudeau
- Carole Braudeau
EQS-News: HORNBACH Group earnings further stabilized in Q3 2023/24
EQS-News: HORNBACH Holding AG & Co. KGaA / Key word(s): 9 Month figures HORNBACH Group earnings further stabilized in Q3 2023/24 20.12.2023 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. Earnings development has further stabilized in Q3 2023/24 driven by improved gross margin (+1 %pt) and successful tight cost management Consolidated Group sales came in 4.0% below Q3 2022/23 due to ongoing consumer focus on small tickets and some pressure in big tickets and discretionary categories HORNBACH continued to increase market share in ...
EQS-News: Ertrag der HORNBACH Gruppe in Q3 2023/24 weiter stabilisiert
EQS-News: HORNBACH Holding AG & Co. KGaA / Schlagwort(e): 9-Monatszahlen Ertrag der HORNBACH Gruppe in Q3 2023/24 weiter stabilisiert 20.12.2023 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Die Ergebnisentwicklung hat sich im Q3 2023/24 durch eine verbesserte Bruttomarge (+1 %-Pkt.) und erfolgreiches Kostenmanagement weiter stabilisiert Der konsolidierte Konzernumsatz lag im Q3 2022/23 um 4,0% unter dem Vorjahreswert – anhaltende Fokussierung der Verbraucher auf kleinere Projekte, Zurückhaltung bei Großprojekten und Sponta...
- Carole Braudeau
Credit Morning 11/17/2023
Ams OSRAM: upsize of the bond issue from € 800m to € 1bn Appointment of Nicolas Maes as Chief Executive Officer of Orano and contract with ITER Lagardère. Groupe Figaro announced the completion of the acquisition of Gala from Vivendi Elis upgraded to Investment Grade by S&P>...
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