With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...
Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...
>Initial FFO I 2023-24e guidance in line with our estimates - Deutsche Konsum REIT (DKG) today reported Q2 2023-24 figures (from January to March 2024) which were overall slightly below our expectations.Rental revenues slightly decreased by -0.5% y-o-y to € 19.9m, below our € 20.3m forecast and net rental income decreased by -10.8% y-o-y to € 12.0m, being close to our € 13.2m estimate. FFO I declined more markedly by -13.1% y-o-y to € 8.5m translating into € 0.2...
>SFC Energy reports a strong Q1 print - The company reported strong sales growth with Q1 sales at €40m, up 45.9% as compared to €27.4m in 2023 and above AA-OB estimate of €35.3m. This was largely due to Clean Energy Segment, which increased by 73.4% as compared to Clean Power Management which dropped 4.6% on a yoy basis. Region-wise, Asia, particularly India, registered the largest percentage increase in sales YoY. Gross margin came at 44.7%, significantly above 2023...
EQS-News: SFC Energy AG / Key word(s): Quarterly / Interim Statement SFC Energy AG continues series of records in the first quarter of 2024 – adjusted EBIT margin more than doubled 15.05.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. SFC Energy AG continues series of records in the first quarter of 2024 – adjusted EBIT margin more than doubled Group sales up 45.9% to EUR 40,048 thousand (Q1/2023: EUR 27,454 thousand) Significant increase of 168.8% in adjusted EBITDA to EUR 8,997 thousand (Q1/2023: EUR 3,347 thousand); adjust...
EQS-News: SFC Energy AG / Schlagwort(e): Quartals-/Zwischenmitteilung SFC Energy AG setzt Rekordserie mit dem ersten Quartal 2024 fort – bereinigte EBIT-Marge mehr als verdoppelt 15.05.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. SFC Energy AG setzt Rekordserie mit dem ersten Quartal 2024 fort – bereinigte EBIT-Marge mehr als verdoppelt Konzernumsatz erhöht um 45,9 % auf TEUR 40.048 (Q1/2023: TEUR 27.454) EBITDA bereinigt steigt signifikant um 168,8 % auf TEUR 8.997 (Q1/2023: TEUR 3.347); EBITDA-Marge bereinigt deutl...
EQS-News: Deutsche Konsum REIT-AG / Schlagwort(e): Halbjahresergebnis Deutsche Konsum REIT-AG blickt auf solide Geschäftsentwicklung im ersten Geschäftshalbjahr 2023/2024 15.05.2024 / 07:10 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. PRESSEMITTEILUNG Deutsche Konsum REIT-AG blickt auf solide Geschäftsentwicklung im ersten Geschäftshalbjahr 2023/2024 Mieterlöse um 2,9 % auf EUR 39,8 Mio. gestiegen Vermietungsergebnis um 6,5 % auf EUR 24,8 Mio. gesunken FFO um 17 % auf EUR 16,5 Mio. rückläufig / FFO je Aktie bei EUR 0,47 Immobi...
EQS-News: Deutsche Konsum REIT-AG / Key word(s): Half Year Results Deutsche Konsum REIT-AG looks back on a solid business performance in the first half of the 2023/2024 financial year 15.05.2024 / 07:10 CET/CEST The issuer is solely responsible for the content of this announcement. Press Release Deutsche Konsum REIT-AG looks back on a solid business performance in the first half of the 2023/2024 financial year Rental income up 2.9% to EUR 39.8 million Net rental income down by 6.5% to EUR 24.8 million FFO down 17% to EUR 16.5 million / FFO per share at EUR 0.47 Real ...
Laurent-Perrier : Déclaration mensuelle des droits de vote au 30.04.2024 Laurent-PerrierSociété anonyme à Directoire et Conseil de Surveillanceau capital de 22.594.271,80 eurosSiège Social : 32, avenue de Champagne 51150 Tours-sur-MarneRCS Reims B 335 680 096 Informations relatives au nombre total de droits de vote et d’actions composant le capital socialArticle L 233-8 II du Code de commerce et l’article 223-16 du Règlement Général del’Autorité des Marchés Financiers DateNombre d'actions composant le capitalNombre total de droits de vote, y compris les actions privées de droit de voteNomb...
>Q1 2024 earnings are ahead of expectations - Schaeffler’s reported Q1 2024 group sales are -2% y-o-y to € 4.09bn, which is a touch below our expectation (ODDO BHF: € 4.11bn) and consensus (€ 4.13bn). Sales in Auto Tech division are +0.8% organically, Vehicle Lifetime Solutions (previously Automotive Aftermarket) sales are +8.6% organically and sales in Bearings& Industrial Solutions are -4.1% y-o-y. By region, sales in Europe are -0.4% organically, +4.2% in the Ameri...
EQS-News: Schaeffler AG / Schlagwort(e): Quartalsergebnis Schaeffler startet gut ins neue Geschäftsjahr 07.05.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Schaeffler startet gut ins neue Geschäftsjahr Umsatz währungsbereinigt mit 4,1 Milliarden Euro und EBIT-Marge vor Sondereffekten mit 7,9 Prozent auf Vorjahresniveau Free Cash Flow vor Ein- und Auszahlungen für M&A-Aktivitäten saisonal bedingt bei minus 166 Millionen Euro (Vorjahr: minus 73 Millionen Euro) Automotive Technologies mit positiver Entwicklung, Vehicl...
EQS-News: Schaeffler AG / Key word(s): Quarter Results Schaeffler off to a good start in 2024 07.05.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. Schaeffler off to a good start in 2024 Revenue of 4.1 billion euros at constant-currency and EBIT margin before special items of 7.9 percent at prior-year level Free cash flow before cash in- and outflows for M&A activities at -166 million euros due to seasonal factors (prior year: -73 million euros) Automotive Technologies reports growth, Vehicle Lifetime Solutions generates ...
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
>First-half results in line for EBITDA - H1 revenues already published (cf. comment on 25/1/2024) showed an increase of +19.7% with +18.2% for the charging station activity. On this basis, H1 underlying EBITDA came to -€ 4.1m (-€ 4m estimated) vs -€ 2.9m in H1 2022-23 and underlying EBIT was -€ 6.5m (vs -€ 3.6m in H1 2022-23). These results reflect the ongoing structuring of the company with less favourable seasonality in activity in H1 (1/3 of activity). Given incre...
>Résultats semestriels en ligne pour l’EBITDA - Le CA S1 déjà publié (cf. commentaire du 25/1/2024) affichait une hausse de 19.7% dont +18.2% pour l’activité stations de recharge. Sur cette base, l’EBITDA courant semestriel ressort à -4.1 M€ (-4 M€ estimé) vs -2.9 M€ YoY et le ROC à -6.5 M€ (vs -3.6 M€ YoY). Ces résultats sont le reflet de la poursuite de la structuration de la société avec une saisonnalité de l’activité moins favorable au S1 (1/3 de l’activité). Comp...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.