reports
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 04/11/2024
Waga Energy offers an innovative start-up profile in the utilities sector: i/ disruptive technology in biogas treatment, ii/ established competitive advantages, iii/ positioning on a market with strong potential (>20,000 landfills) and iv/ a robust business model based on recurring revenues. At its CMD in February 2024, the company reconfirmed its ambitions for 2026 set out at the IPO (contracts for 4 TWh and recurring revenues of € 200m). The financing secured in Q1 2024 (€ 112m base...
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 11/04/2024
Waga Energy propose un profil de start-up innovante dans le secteur des utilities : i/ une technologie disruptive pour le traitement du biogaz, ii/ des avantages compétitifs établis, iii/ un positionnement sur un marché à fort potentiel (>20 000 décharges) et iv/ un modèle robuste de revenus récurrents. La société a reconfirmé lors du CMD en février 2024 ses ambitions à horizon 2026 annoncées au moment de son IPO (signature de 4 TWh et CA récurrent de 200 M€). Fort des financements ob...
- Andreas Riemann
Hugo Boss : Q1 2024 results due 2 May – Good top line but lower operat...
>Some 6% FX neutral growth supported by all regions and channels - Hugo Boss will release Q1 2024 results on 2 May. We forecast some 6% sales growth excluding FX to € 1bn. All channels and regions should contribute to this. Digital should be the fastest growing channel (up 9%) followed by Wholesale (up 7%) and Retail (up 3%). In terms of regions, EMEA should post growth almost in line with Q4 (up 4%), while North America (up 9%) and Asia (up 8%) should see lower growt...
- Andreas Riemann
ODDO BHF Small & MIDCAP MORNING NEWS - 03/11/2024 Date Performance sin...
Our 8th TMT Forum, held again in virtual format, was attended by 46 listed companies and around 399 investors (+30%). The tone was generally upbeat, with key markets still showing positive momentum, notably in advertising. For semiconductors, the exposure to AI is positive, the rest is more muted. In IT Services, business has remained weak QTD. Nevertheless, clients are constructive and committed to their digital transformation. On telecoms, there was confirmation most markets are ret...
- Andreas Riemann
ODDO BHF Small & MIDCAP MORNING NEWS - 11/03/2024 Date Performance dep...
Our 8th TMT Forum, held again in virtual format, was attended by 46 listed companies and around 399 investors (+30%). The tone was generally upbeat, with key markets still showing positive momentum, notably in advertising. For semiconductors, the exposure to AI is positive, the rest is more muted. In IT Services, business has remained weak QTD. Nevertheless, clients are constructive and committed to their digital transformation. On telecoms, there was confirmation most markets are ret...
- Andreas Riemann
Hugo Boss : Cautious 2024 outlook triggers target price cut, Outperfor...
>Single-digit revenue growth but higher profitability in 2024 - Last week, Hugo Boss released final FY 2023 results in line with the prelims released in January. In Q4 2023, sales increased 13% y-o-y excluding FX to € 1,177m. Regions: EMEA +7% driven by Germany and France, Americas +18% and Asia +33%. Channels: retail +12%, wholesale +5% and digital +26%. EBIT came to € 121m. Management also gave the first outlook for FY 2024: Hugo Boss expects 3-6% revenue growth i...
- 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
- Andreas Riemann
Hugo Boss : FY 2024 outlook below expectations
>EBIT 2024 outlook some 8-9% below consensus - This morning, Hugo Boss released final FY 2023 results in line with prelims. In Q4 2023, sales increased 13% y-o-y excluding FX to € 1,177m. Regions: EMEA +7% driven by Germany and France, Americas +18% and Asia +33%. Channels: retail +12%, wholesale +5% and digital +26%. EBIT came at € 121m. Management also gave the first outlook for FY 2024: Hugo Boss expects 3-6% revenue growth (consensus: 9%, ODDO BHFe: 9%) with sal...
Hugo Boss AG: 1 director
A director at Hugo Boss AG bought 2,999 shares at 57.980EUR and the significance rating of the trade was 67/100. 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...
- Andreas Riemann
Hugo Boss : Q4 prelims: Strong growth but lower-than-expected profits
>Sales grow 13% but profits are 5% below consensus - This morning, Hugo Boss pre-released headline numbers for Q4 and FY 2023. In Q4 2023, sales increased 13% y-o-y excluding FX to € 1,177m (consensus: € 1,173m, ODDO BHFe: € 1,155m), which is in line with the consensus. Regions: EMEA +7% driven by Germany and France, Americas +18% and Asia +33%. Channels: Retail +12%, Wholesale +5% and Digital +26%. EBIT came at € 121m (consensus: € 128m, ODDO BHFe: € 128m) which wa...
- Jean-François Granjon
ODDO BHF Small & MIDCAP MORNING NEWS - 01/15/2024 Date Performance sin...
We host our 27th ODDO BHF Forum in Lyon in 11th and 12th January 2024 and virtually 15th and 16th January 2024. In total, 335 companies will be presenting. In the following note, we provide some initial feedback of the company on day 2. - ...
- Jean-François Granjon
ODDO BHF Small & MIDCAP MORNING NEWS - 15/01/2024 Date Performance dep...
We host our 27th ODDO BHF Forum in Lyon in 11th and 12th January 2024 and virtually 15th and 16th January 2024. In total, 335 companies will be presenting. In the following note, we provide some initial feedback of the company on day 2. - ...
- Andreas Riemann
Hugo Boss : Q4 due 7 March – Further double-digit growth and higher ma...
>Consistent growth across all regions and segments - Hugo Boss will report detailed Q4 2023 results on 7 March, but we would not be surprised to see preliminary numbers before that. We forecast some 8% sales growth y-o-y to € 1,155m driven by organic growth of 12% and FX headwind of 4%. All channels and regions should contribute to this. Brick-and-mortar retail and wholesale should be up 8% and 14%, respectively while we see Digital growing even faster at 21%. In term...
AMS AMS AG
ATO ATOS SE
ISS ISS A/S
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
GLB GLANBIA PLC
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
DR0 DEUTSCHE ROHSTOFF AG
XFAB X-FAB SILICON FOUNDRIES SE
DUFN DUFRY AG
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
IVG IVECO GROUP
ARM ARM HOLDINGS PLC
AMS AMS AG
ATO ATOS SE
ISS ISS A/S
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
GLB GLANBIA PLC
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
DR0 DEUTSCHE ROHSTOFF AG
XFAB X-FAB SILICON FOUNDRIES SE
DUFN DUFRY AG
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
IVG IVECO GROUP
ARM ARM HOLDINGS PLC
- Andreas Riemann
Hugo Boss : Q3 in line, FY outlook confirmed, still very resilient
>Some 15% sales growth and a 20bp operating margin increase - In Q3 2023, sales increased 15% y-o-y excluding FX to € 1,027m (consensus: € 1,021m, ODDO BHFe: € 1,026m), i.e. was 1% above the consensus. Regions: EMEA +12% (supported by Germany), Americas +22% (with US growing 20%) and Asia +21% (with China up 17%). Channels: Retail +8%, Wholesale +21% and Digital +25%. Brands: BOSS Men +12%, BOSS Women +24% and HUGO +25%. EBIT came in 1% above consensus at € 103m (cons...
- Florent Laroche-Joubert
- Florent Laroche-Joubert
- Andreas Riemann
Hugo Boss : Q3 2023 due 2 November – Another strong quarter
>Some 15% sales growth and 30bp EBIT margin improvement - Hugo Boss will release Q3 2023 results on 2 November. We forecast some 10% sales growth y-o-y to € 1,026m driven by organic growth of 15% and FX headwind of 5%. All channels and regions should contribute to this, i.e. growth is again very consistent. Brick-and-mortar retail and wholesale should be up 13% and 16% respectively, while we see digital growing even a notch faster at 18%. In terms of regions, we fore...
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