reports
- Juan Ros-Padilla
- Juan Ros-Padilla
- Anthony Dick
- Michael Foundoukidis
CIE Automotive : Still best-in-class yet still under appreciated
>Very solid Q1 2024 results, scenario confirmed - CIE’s Q1 results, reported yesterday during trading hours, came in strong and ahead of expectations (+7% vs css EBIT, +15% at net income level). The group posted solid growth in revenues (€ 1.0bn, +3% y-o-y, +4% org.), but also, importantly, further margin expansion (EBIT € 146m, +9% y-o-y, i.e. margin of 14.0%, +70bp y-o-y) and solid FCF (€ 79m, 8% of revenues). The group still has not given detailed financial guida...
- Anthony Dick
- Michael Foundoukidis
CIE Automotive : Un best-in-class loin d’être apprécié à sa juste vale...
>Résultats T1 2024 très solides, scénario confirmé - CIE a publié hier en séance des résultats T1 très solides et supérieurs aux attentes (+7% vs EBIT css, +15% au niveau du RNpdg). Le groupe a fait état d’une progression solide de son CA (1,0 Md€, +3% y-o-y, +4% org.), mais aussi et surtout d’une nouvelle expansion de ses marges (EBIT 146 M€, +9% y-o-y, soit une marge de 14,0%, +70bp y-o-y) et d’un FCF solide (79 M€, 8% du CA). Le groupe ne fournit toujours pas de ...
- Ignacio Romero
- Ignacio Romero
- Gerardo Ibanez
- Steven Boumans
ODDO BHF Small & MIDCAP MORNING NEWS - 05/08/2024 Date Performance sin...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
OUT1V OUTOKUMPU OYJ
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
EURN EURONAV NV
LEI LEIFHEIT AG
LXS LANXESS AG
KCO KLOECKNER & CO SE
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MAREL MAREL HF.
NDA AURUBIS AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
RUI RUBIS SCA
B4B METRO AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
JEN JENOPTIK AG
CLA CLARANOVA SE
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
SYAB SYNLAB AG
ALVGO VOGO SA
STM STABILUS SE
- Gerardo Ibanez
- Steven Boumans
ODDO BHF Small & MIDCAP MORNING NEWS - 08/05/2024 Date Performance dep...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
OUT1V OUTOKUMPU OYJ
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
EURN EURONAV NV
LEI LEIFHEIT AG
LXS LANXESS AG
KCO KLOECKNER & CO SE
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MAREL MAREL HF.
NDA AURUBIS AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
RUI RUBIS SCA
B4B METRO AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
JEN JENOPTIK AG
CLA CLARANOVA SE
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
SYAB SYNLAB AG
ALVGO VOGO SA
STM STABILUS SE
- Olfa Taamallah
- Yan Derocles
Hensoldt AG : A fair valuation pending visibility on the German budget
>An optimistic tone after a faltering start for the year - Although Q1 is traditionally not representative of the overall momentum for the year (representing 7.4% of full-year adjusted EBITDA on average for the last 4 years), the start to the year is nonetheless faltering excluding pass-through only stable vs Q1 2023. However, the company has clearly indicated that growth should accelerate as of Q2 for the sensors segment, particularly thanks to the delivery of 3 TRML...
- Klaus Breitenbach
Borussia Dortmund GmbH & Co KGaA : Borussia Dortmund reaches the final...
>Wembley – Borussia Dortmund is coming - Yesterday evening, BVB won 1:0 against Paris Saint-German in the second leg of the semifinal of the UEFA Champions League in Paris. After winning 1:0 in the first leg on 1 May 2024 in Dortmund, BVB reached the final of the UEFA Champions League. In the final, BVB will play either Real Madrid or Bayern Munich. The final takes place on 1 June 2024 in London. The bonus for reaching the final amounts to ca. € 15.5m and ca. € 4.5m f...
- Olfa Taamallah
- Yan Derocles
Hensoldt AG : Une valorisation juste en attendant la visibilité sur le...
>Un ton optimiste après un démarrage de l’exercice poussif - Si le T1 est traditionnellement peu représentatif de la dynamique de l’ensemble de l’exercice (représentant 7.4% de l’EBITDA Ajusté annuel en moyenne sur les 4 derniers exercices), le démarrage de l’année n’en est pas moins poussif avec un CA hors pass-through seulement stable par rapport au T1 2023. Toutefois, la société a clairement indiqué que la croissance accélèrerait dès le T2 pour le segment Sensors e...
Availability of the documents of the Ordinary and Extraordinary Shareh...
Availability of the documents of the Ordinary and Extraordinary Shareholders’ General Meeting to be held on May 30th, 2024 Paris, May 7, 2024, 5:45 pm PRESS RELEASE Availability of the documents of the Ordinary and Extraordinary Shareholders’ General Meeting to be held on May 30th, 2024 Eramet’s shareholders are invited to participate in the Ordinary and Extraordinary Shareholder’s General Meeting, which will take place on: Thursday, May 30th, 2024, at 10:00 a.m. (Paris time), at Eramet’s head office, 10 boulevard de Grenelle 75015 Paris. Detailed participation procedures are outlined...
- Olfa Taamallah
- Yan Derocles
VLS VALNEVA SE
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
ELIS ELIS SA
SHA SCHAEFFLER AG
KRN KRONES AG
PSPN PSP SWISS PROPERTY AG
SIGHT GENSIGHT BIOLOGICS SA
BEZ BERENTZEN GRUPPE
ASS APPLUS SERVICES S.A.
COFA COFACE SA
JUN3 JUNGHEINRICH AG PREF
IDR INDRA SISTEMAS S.A. CLASS A
TMV TEAMVIEWER AG
HAG HENSOLDT AG
- Olfa Taamallah
- Yan Derocles
VLS VALNEVA SE
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
ELIS ELIS SA
SHA SCHAEFFLER AG
KRN KRONES AG
PSPN PSP SWISS PROPERTY AG
SIGHT GENSIGHT BIOLOGICS SA
BEZ BERENTZEN GRUPPE
ASS APPLUS SERVICES S.A.
COFA COFACE SA
JUN3 JUNGHEINRICH AG PREF
IDR INDRA SISTEMAS S.A. CLASS A
TMV TEAMVIEWER AG
HAG HENSOLDT AG
- Olfa Taamallah
- Yan Derocles
Hensoldt AG : Solid order intake but Q1 EBITDA only representing 8% of...
>Solid order intake – EBITDA broadly in line - Q1 2024 came in broadly in line with the consensus estimates with a sluggish start to the year at P&L level and, on the other hand, a dynamic order intake. The importance of Q1 needs to be put into perspective, as the quarter represents only 8% of the expected EBITDA based on the middle of the guidance range. Adjusted EBITDA was up 10.7% to € 33m thanks to favourable project mix effects (ODDO BHF: € 32.3m; compan...
- Olfa Taamallah
- Yan Derocles
Hensoldt AG : Solid order intake but Q1 EBITDA only representing 8% of...
>Solid order intake – EBITDA broadly in line - Q1 2024 came in broadly in line with the consensus estimates with a sluggish start to the year at P&L level and, on the other hand, a dynamic order intake. The importance of Q1 needs to be put into perspective, as the quarter represents only 8% of the expected EBITDA based on the middle of the guidance range. Adjusted EBITDA was up 10.7% to € 33m thanks to favourable project mix effects (ODDO BHF: € 32.3m; compan...
EQS-News: HENSOLDT continues positive business development in the firs...
EQS-News: HENSOLDT AG / Key word(s): Quarter Results HENSOLDT continues positive business development in the first quarter of 2024 and benefits from strong order intake 07.05.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. HENSOLDT continues positive business development in the first quarter of 2024 and benefits from strong order intake Order intake grows by 91.8% year over year to EUR 665 million with major orders in the Sensors segment Revenue on track at EUR 329 million Order backlog at record high of EUR 5,879 millio...
EQS-News: HENSOLDT setzt positive Geschäftsentwicklung im ersten Quart...
EQS-News: HENSOLDT AG / Schlagwort(e): Quartalsergebnis HENSOLDT setzt positive Geschäftsentwicklung im ersten Quartal 2024 konsequent fort und profitiert von starkem Auftragseingang 07.05.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. HENSOLDT setzt positive Geschäftsentwicklung im ersten Quartal 2024 konsequent fort und profitiert von starkem Auftragseingang Auftragseingang wächst um 91,8% gegenüber Vorjahreszeitraum auf 665 Millionen EUR dank Großaufträgen im Segment Sensors Umsatzerlöse liegen mit 329 Millionen...
- Michiel Declercq
PostNL Conference call feedback + model update
1Q24 revenues decreased 2% y/y to € 765m, or 3.9% below expectations. The revenue decline was driven by a softer than expected parcels volume growth of 4.6% and mail volume decline of 12.5%, as well a negative mix effects at parcels. Together with an uptick in organic costs (mainly labour), the normalized EBIT of € -9m came in below kbcs and css expectation of € -2m. However, given that most of the outlook will be driven by 4Q24, PNL reiterated its FY24 guidance. We reiterate our Hold rating and...
AMS AMS AG
APAML APERAM SA
EVT EVOTEC SE
SBS STRATEC SE
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MBB MBB INDUSTRIES SE
PNL POSTNL NV
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
MBWS MARIE BRIZARD WINE & SPIRITS SA
AIXA AIXTRON SE
ECV ENCAVIS AG
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
AF AIR FRANCE - KLM
ARM ARM HOLDINGS PLC
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