reports
GL Events: 1 director
A director at GL Events sold 3,000 shares at 19.430EUR 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 years clearly showin...
- Robin Leclerc (IDMidCaps)
GL events - Remarkable performance but still room for improvement
Historic 2023 results, slightly better than expectedOMC has almost reached an all-time high, although there are still areas where the recovery is not complete.Balance sheet ratios have improved and debt is fully sustainable2024 growth target likely to be exceededThe year will continue to be marked by a heavy investment program, which will limit debt reductionOpinion raised to Buy to take advantage of favorable newsflow and reasonable valuation
- Baptiste Lebacq
VIRP VIRBAC SA
MTU MANITOU BF SA
GLO GL EVENTS SA
BOSS HUGO BOSS AG
EBRO EBRO FOODS SA
BAYN BAYER AG
ELIS ELIS SA
CPINV CARE PROPERTY INVEST SA
SPIE SPIE SA
IDR INDRA SISTEMAS S.A. CLASS A
MAU ETABLISSEMENTS MAUREL & PROM SA
DUFN DUFRY AG
CGG CGG
NFN NFON AG
ANTIN ANTIN INFRASTRUCTURE PARTNERS
ALLFG ALLFUNDS (UK) LTD
CTPNV CTP NV
- Baptiste Lebacq
VIRP VIRBAC SA
MTU MANITOU BF SA
GLO GL EVENTS SA
BOSS HUGO BOSS AG
EBRO EBRO FOODS SA
BAYN BAYER AG
ELIS ELIS SA
CPINV CARE PROPERTY INVEST SA
SPIE SPIE SA
IDR INDRA SISTEMAS S.A. CLASS A
MAU ETABLISSEMENTS MAUREL & PROM SA
DUFN DUFRY AG
CGG CGG
NFN NFON AG
ANTIN ANTIN INFRASTRUCTURE PARTNERS
ALLFG ALLFUNDS (UK) LTD
CTPNV CTP NV
- Geoffroy Michalet
GL Events : A strong year in 2023, the 2024 guidance could be beaten i...
>A strong year in 2023 - For its full-year 2023, GL Events reported underlying operating profit of € 133m (vs € 103m in 2022), above our forecasts. This gave an operating margin of 9.4% (vs 7.8% in 2022). EBITDA came to € 199m (ODDO BHF € 195m est.), an increase of 18% vs 2022. To recap, 2023 sales had already been reported in January at € 1,427m (+9% vs 2022). By division:Live (58%): Logistics and events engineering, sales of € 430.4m (-3% vs 2022), strong resil...
- Geoffroy Michalet
GL Events : Bonne année 2023, guidance 2024 dépassable selon nous
>Une bonne année 2023 - Au titre de son exercice 2023, GL Events a publié un ROC de 133 M€ (vs 103 M€ en 2022), supérieur à nos attentes. En résulte une MOC de 9,4% (contre 7.8% en 2022). L’EBITDA ressort à 199 M€ (ODDO BHF : 195 M€e), soit une hausse de 18% vs 2022. Pour rappel, le CA 2023 avait déjà été publié en janvier à 1 427 M€ (+9% vs 2022). Par division :Live (58%) : Ingénierie logistique et événementielle, CA 430.4 M€ (-3% vs 2022), bonne résilience...
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Geoffroy Michalet
GL Events : Réorganisation actionnariale avec la sortie de Sofina, l’e...
>Sortie partielle de Sofina dans la société cotée, avec la cession d’un bloc de 8% du capital - GL Events annonce ce soir la sortie partielle de Sofina de GL Events (société cotée), avec la cession d’un bloc de c.8% du capital, pour un prix de 18.4 €/action (soit 8% de décote par rapport au cours de clôture d’hier soir à 19.94 €, soit un montant total de c.44 M€. à l’issue de l’opération, Sofina détiendra toujours 7.9% du capital de GL Events.Sortie total...
- Geoffroy Michalet
GL Events : Shareholder structure reorganised with Sofina withdrawing,...
>Partial exit by Sofina from listed entity, with the disposal of an 8% block - GL Events yesterday evening announced Sofina’s partial exit from GL Events (listed entity), with the sale of a c.8% block, for € 18.4 a share (or an 8% discount to yesterday closing price of € 19.94, i.e. a total of c.€ 44m). Following the deal, Sofina will still own 7.9% GL Events’ capital.Total pull-out from controlling holding company, Polygone - Alongside the partial e...
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 01/26/2024
Although Argentina was only an anecdotal factor in Puma's profit warning, it has rekindled investors' questions about the impact of the peso's (official) depreciation following the election of Javier Milei last November. Here we recap on the risks faced by the twenty or so companies and sectors with a presence in Argentina within our universe of coverage. While the potential impact is marginal in most cases, it is more significant for: Prosegur, Prosegur Cash, Tenaris, Verallia, Save...
DEC JCDECAUX SA
CGM CEGEDIM SA
VRAP VRANKEN-POMMERY MONOPOLE SA
MRN MERSEN SA
MTU MANITOU BF SA
GLO GL EVENTS SA
ATE ALTEN SA
ALLAN LANSON-BCC
PNL POSTNL NV
WIZZ WIZZ AIR HOLDINGS PLC
DLG DE'LONGHI S.P.A.
SIGHT GENSIGHT BIOLOGICS SA
BEZ BERENTZEN GRUPPE
LIGHT SIGNIFY NV
RBO ROCHE BOBOIS INTERNATIONAL SAS
BAR BARCO NV
AERO MONTANA AEROSPACE AG
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 26/01/2024
Même si l’Argentine n’est qu’un élément accessoire du profit warning de Puma, il a ravivé les interrogations des investisseurs sur l’impact de la dépréciation du peso (officiel) à la suite de l’élection de Javier Milei en novembre dernier. Nous revenons ici sur les risques encourus par la vingtaine de sociétés et secteurs ayant une présence en Argentine au sein de notre univers de couverture. Si l’impact potentiel est le plus souvent marginal, il est plus matériel chez : Prosegur, Pro...
DEC JCDECAUX SA
CGM CEGEDIM SA
VRAP VRANKEN-POMMERY MONOPOLE SA
MRN MERSEN SA
MTU MANITOU BF SA
GLO GL EVENTS SA
ATE ALTEN SA
ALLAN LANSON-BCC
PNL POSTNL NV
WIZZ WIZZ AIR HOLDINGS PLC
DLG DE'LONGHI S.P.A.
SIGHT GENSIGHT BIOLOGICS SA
BEZ BERENTZEN GRUPPE
LIGHT SIGNIFY NV
RBO ROCHE BOBOIS INTERNATIONAL SAS
BAR BARCO NV
AERO MONTANA AEROSPACE AG
- Geoffroy Michalet
GL Events : Good Q4, ahead of expectations, boding well for margins an...
>Good Q4 at € 412m vs ODDO BHF estimate at € 395m, consensus at € 405m - GL Events reported € 412m in Q4 revenues, ahead of our estimate at € 395m and consensus at € 405m, but down 19% due to a tough base effect tied to last year's jumbo events. By division: Live: at € 256m, in line with our expectations. The group provided services for COP 28, the DP World Tour Golf Championship in Dubai, the Noor Riyadh Light Art Festival, the Pan American Games in Santiago, a...
- Geoffroy Michalet
GL Events : Bon T4, supérieur aux attentes, de bon augure pour la marg...
>Un bon T4, à 412 M€ vs ODDO BHF 395 M€ et css 405 M€ - Au titre de son T4, publie un CA de 412 M€, supérieur à notre attente de 395 M€ et au css de 405 M€, en recul de 19% du fait de l’effet de base des jumbo Events de l’année dernière. Par division : Live : à 256 M€, en ligne avec nos attentes, le groupe a réalisé des prestations pour la COP 28, le Golf DP World Tour Championship à Dubaï, au Noor Riyadh Light Art Festival, aux Pan American Games de Santiago, au...
- Ahmed Ben Salem
- Baptiste Salaville
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
NK IMERYS SA
HCO HIGHCO SA
BLC BASTIDE LE CONFORT MEDICAL SA
NTG NETGEM SA
GLO GL EVENTS SA
NOEJ NORMA GROUP SE
ENI ENI S.P.A.
REP REPSOL SA
VIS VISCOFAN S.A.
CIE CIE AUTOMOTIVE S.A.
SLIGR SLIGRO FOOD GROUP N.V.
SEFER SERGEFERRARI GROUP SA
ALVDM VOYAGEURS DU MONDE SA
ARG ARGAN SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
BP. BP P.L.C.
SFQ SAF-HOLLAND SE
BAR BARCO NV
MTRK MOTORK LTD
SHEL SHELL PLC
- Ahmed Ben Salem
- Baptiste Salaville
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
NK IMERYS SA
HCO HIGHCO SA
BLC BASTIDE LE CONFORT MEDICAL SA
NTG NETGEM SA
GLO GL EVENTS SA
NOEJ NORMA GROUP SE
ENI ENI S.P.A.
REP REPSOL SA
VIS VISCOFAN S.A.
CIE CIE AUTOMOTIVE S.A.
SLIGR SLIGRO FOOD GROUP N.V.
SEFER SERGEFERRARI GROUP SA
ALVDM VOYAGEURS DU MONDE SA
ARG ARGAN SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
BP. BP P.L.C.
SFQ SAF-HOLLAND SE
BAR BARCO NV
MTRK MOTORK LTD
SHEL SHELL PLC
- Geoffroy Michalet
GL Events : A good Q3, beating forecasts
>Q3 largely above forecasts - For Q3, GL Events has published sales of € 325m, i.e., growth of 16% vs n-1 (€ 280m). For 9M 2023, sales were € 1,015m, up +26% and for the first time exceeding for the first time the billion euros of turnover over the period.In detail for Q3: Live (provision of services): € 201m in sales generated in Q3, driven by major sporting events like the Ryder Cup and the Rugby World Cup (RWC France 2023). Amongst the other significant e...
- Geoffroy Michalet
GL Events : Bon T3, supérieur aux attentes
>CA T3 assez largement au-dessus des attentes - Au titre de son T3, GL Events publie un CA de 325 M€, soit une croissance de 16% par rapport à n-1 (280 M€). Sur 9 mois, le CA ressort à 1015 M€, en croissance de +26% et dépassant pour la première fois le milliard d’euro de CA sur la période.Dans le détail sur le trimestre : Live (Prestation de services) : 201 M€ de CA sur le T3, bénéficiant de grands évènements sportifs comme la Ryder Cup et la Coupe du Monde...
- Juan Ros-Padilla
ALFOC FOCUS HOME INTERACTIVE SA
FLY SOCIETE FONCIERE LYONNAISE SA
BIO BB BIOTECH AG
STF STEF
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
GBT GUERBET SA
GLO GL EVENTS SA
PGS PGS ASA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
RENE REDES ENERGETICAS NACIONAIS SA
LFDE LA FRANCAISE DE L'ENERGIE SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
AEDAS AEDAS HOMES SA
TMV TEAMVIEWER AG
- Juan Ros-Padilla
ALFOC FOCUS HOME INTERACTIVE SA
FLY SOCIETE FONCIERE LYONNAISE SA
BIO BB BIOTECH AG
STF STEF
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
GBT GUERBET SA
GLO GL EVENTS SA
PGS PGS ASA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
RENE REDES ENERGETICAS NACIONAIS SA
LFDE LA FRANCAISE DE L'ENERGIE SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
AEDAS AEDAS HOMES SA
TMV TEAMVIEWER AG
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