reports
GTT: Monthly disclosure of the total number of voting rights and share...
GTT: Monthly disclosure of the total number of voting rights and shares composing the share capital Monthly disclosure of the total number of voting rights and shares composing the share capital Articles L. 233-8-II of the French Commercial Code and 223-16 of the General Regulation of the Autorité des Marchés Financiers Saint-Rémy-lès-Chevreuse, May 3, 2024 DateTotal number of sharesTheoretical total number of voting rights1Net total number of voting rights2April 30, 202437,078,35737,078,35736,952,072 Investor Relations Contact / 87 1 Calculated on t...
- Jerôme Bodin
ODDO BHF Small & MIDCAP MORNING NEWS - 03/05/2024
Founded in 1959, Leifheit AG is one of the leading European brand suppliers of household items. The group divides its operating business into the household, wellbeing and private label segments. In view of its growing turnover (CAGR of +2.8% for 2023 to 2026e) and EBIT margins (+290bp to 5.2% in 2026e vs 2023), as well as its solid financial profile (equity ratio of about 50%, average net cash position of c. € 40m for 2024e to 2026e, average positive FCF of c. € 11m for 2024e to 2026e...
- Jerôme Bodin
ODDO BHF Small & MIDCAP MORNING NEWS - 05/03/2024
Founded in 1959, Leifheit AG is one of the leading European brand suppliers of household items. The group divides its operating business into the household, wellbeing and private label segments. In view of its growing turnover (CAGR of +2.8% for 2023 to 2026e) and EBIT margins (+290bp to 5.2% in 2026e vs 2023), as well as its solid financial profile (equity ratio of about 50%, average net cash position of c. € 40m for 2024e to 2026e, average positive FCF of c. € 11m for 2024e to 2026e...
- Emna Ben Bdira
- Maxime Kogge
Aperam : Decent Q1 set of results, Q2 outlook on higher demand but mar...
>Soft results as expected with stainless weakness offset by recycling and alloys - Aperam delivered decent Q1 results with adjusted EBITDA at € 55m, stable on Q4 in line with the group guidance and above the consensus at € 52m and our own expectations of € 48m. Positively, the core Stainless & Electrical division returned to profits (€ 14m EBITDA), although that was mostly driven by lower inventory valuation losses. Volumes were otherwise decent notably in Europe (per...
- ING Helpdesk
Benelux Morning Notes
Aperam: In-line 1Q24 EBITDA, FCF marked by WC build, 2Q24 guidance below consensus. Ayvens: Taking the brakes off. BAM: Not the best start to the year. bpost: 1Q24 in line with consensus but beat vs INGF, no outlook yet. Brunel International: good set of 1Q24 results – 5% beat on EBIT, comforting trends. B&S Group: Preview - should be a non-event. DEME Group: Preview - should be a non-event. D'Ieteren: Febiac April registrations flat YoY, VW brands up 8.4%. GBL: NAV per share in ...
- Emna Ben Bdira
- Maxime Kogge
Aperam : Decent Q1 set of results, Q2 outlook on higher demand but mar...
>Soft results as expected with stainless weakness offset by recycling and alloys - Aperam delivered decent Q1 results with adjusted EBITDA at € 55m, stable on Q4 in line with the group guidance and above the consensus at € 52m and our own expectations of € 48m. Positively, the core Stainless & Electrical division returned to profits (€ 14m EBITDA), although that was mostly driven by lower inventory valuation losses. Volumes were otherwise decent notably in Europe (per...
- Research Department
IBERIAN DAILY 03 MAY + 1Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: ACERINOX, IBERDROLA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. Doubts on the market despite an accommodating Fed With the exceptions of the IBEX and FTSE 100, it was a session of losses on European stock markets with strong sector dispersion, and where falling sovereign debt yields reeled in part o...
- Research Department
INFORME DIARIO 03 MAYO + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACERINOX, IBERDROLA. EUROPA: AXA, LINDE, SOCIÉTE GÉNÉRALE. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. Dudas en el mercado a pesar de una Fed complaciente A excepción del Ibex y FTSE 100, jornada en rojo en las principales bolsas europeas c...
Aperam - Résultats du premier trimestre 2024 : “Les activités non trad...
Aperam S.A. / Mot-clé(s) : Résultat trimestriel Aperam - Résultats du premier trimestre 2024 : “Les activités non traditionnelles font preuve de résilience face à la récession industrielle” 03-Mai-2024 / 06:59 CET/CEST Résultats du premier trimestre 20241 "Les activités non traditionnelles font preuve de résilience face à la récession industrielle" Luxembourg, le 3 mai 2024 (07:00 CET) - Aperam (« Aperam », ou la « Société») (Amsterdam, Luxembourg, Paris, Bruxelles: APAM et NYRS: APEMY), a annoncé aujourd’hui ses résultats pour le trimestre se terminant le 31 mars 2024. ...
Aperam - First quarter 2024 results: “Non-traditional activities prove...
Aperam S.A. / Key word(s): Quarter Results Aperam - First quarter 2024 results: “Non-traditional activities prove resilient in the industrial recession” 03-May-2024 / 06:59 CET/CEST First quarter 2024 results1 “Non-traditional activities prove resilient in the industrial recession” Luxembourg, May 3, 2024 (07:00 CET) - Aperam (referred to as “Aperam” or the “Company”) (Amsterdam, Luxembourg, Paris, Brussels: APAM, NYRS: APEMY), announced today results for the three months ended March 31, 2024. Highlights Health and Safety: LTI frequency rate of 1.5x in Q1 2024 comp...
- Frank Claassen
Aperam - Have we now seen the trough quarter?
• Q1 EBITDA was in line, while the outlook of a higher Q2 is encouraging. • Nevertheless, improvement is already anticipated and we do not expect to materially change our estimates. • We stick to our Hold rating with a TP of EUR 30, based on our 2025E SOTP with an overall target EV/EBITDA of around 5x.
Aperam annonce les résultats de son Assemblée Générale
Aperam S.A. / Mot-clé(s) : Assemblée générale Aperam annonce les résultats de son Assemblée Générale 30-Avr-2024 / 16:59 CET/CEST Aperam annonce les résultats de son Assemblée Générale Annuelle Luxembourg, 30 Avril 2024 (17:00 CET) - L’Assemblée Générale Annuelle qui s’est tenue aujourd’hui à Luxembourg a approuvé à une large majorité toutes les résolutions à l’ordre du jour. Des dispositions ont été prises pour permettre aux actionnaires de voter en présentiel, par voie électronique et par procuration. Les résultats seront publiés sous peu sur "Investors" - “Equity ...
Aperam announces results of its General Meeting
Aperam S.A. / Key word(s): AGM/EGM Aperam announces results of its General Meeting 30-Apr-2024 / 16:59 CET/CEST Aperam announces results of its Annual General Meeting Luxembourg April 30, 2024 (17:00 CET) - The Annual General Meeting of shareholders (“the General Meeting”) of Aperam held today approved all resolutions on the agenda by a large majority. Arrangements were made to allow shareholders to vote physically, electronically and by proxy voting. The results of the votes will be posted in due course on under "Investors" - “Equity Investors” - "Annual General Meet...
GTT: NOTICE OF AVAILABILITY OF THE 2023 UNIVERSAL REGISTRATION DOCUMEN...
GTT: NOTICE OF AVAILABILITY OF THE 2023 UNIVERSAL REGISTRATION DOCUMENT NOTICE OF AVAILABILITY OF THE 2023 UNIVERSAL REGISTRATION DOCUMENT Paris – April 30, 2024 - The 2023 universal registration document of GTT (Gaztransport et Technigaz), a technology and engineering company specialised in the design of membrane containment systems for the transportation and storage of liquefied gas, was registered with the French stock market authorities (AMF) on April 29, 2024. The French version is publicly available free of charge, in accordance with applicable legislation, and may be downloade...
GTT : MISE A DISPOSITION DU DOCUMENT D’ENREGISTREMENT UNIVERSEL 2023
GTT : MISE A DISPOSITION DU DOCUMENT D’ENREGISTREMENT UNIVERSEL 2023 MISE A DISPOSITION DU DOCUMENT D’ENREGISTREMENT UNIVERSEL 2023 Paris – Le 30 avril 2024 - Le Document d’enregistrement universel 2023 de GTT (Gaztransport et Technigaz), société de technologie et d’ingénierie spécialisée dans la conception de systèmes de confinement à membranes pour le transport et le stockage du gaz liquéfié, a été déposé auprès de l’Autorité des Marchés Financiers le 29 avril 2024. Il est tenu gratuitement à la disposition du public dans les conditions prévues par la réglementation en vigueur et peut ê...
- Stijn Demeester
Aperam/Model update and 1Q24 preview/BUY
We lower our 2024F-25F Adj. EBITDA estimates ahead of Aperam's 1Q24 results, mainly to reflect a delayed recovery in the European stainless steel market. Limited recovery is being seen in 1H24 market trends. We maintain our BUY, on the back of Aperam's attractive earnings recovery potential once market conditions normalise.
- Martin Marandon-Carlhian
- Stephane Houri
ATO ATOS SE
BFIT BASIC-FIT NV
LPE LAURENT-PERRIER SA
ACX ACERINOX SA
DEQ DEUTSCHE EUROSHOP AG
SHA SCHAEFFLER AG
FAE FAES FARMA S.A.
AIXA AIXTRON SE
WAF SILTRONIC AG
GCO GRUPO CATALANA OCCIDENTE S.A.
CSM CORBION NV
COFA COFACE SA
CASH PROSEGUR CASH SA
ALFEN ALFEN NV
FUR FUGRO NV
- Martin Marandon-Carlhian
- Stephane Houri
ATO ATOS SE
BFIT BASIC-FIT NV
LPE LAURENT-PERRIER SA
ACX ACERINOX SA
DEQ DEUTSCHE EUROSHOP AG
SHA SCHAEFFLER AG
FAE FAES FARMA S.A.
AIXA AIXTRON SE
WAF SILTRONIC AG
GCO GRUPO CATALANA OCCIDENTE S.A.
CSM CORBION NV
COFA COFACE SA
CASH PROSEGUR CASH SA
ALFEN ALFEN NV
FUR FUGRO NV
- Emna Ben Bdira
- Maxime Kogge
Acerinox : Exceptionals aside, robust Q1 and constructive message on r...
>Mixed results because of HPA but robust leaving aside exceptionals - Acerinox on Thursday reported mixed Q1 results with EBITDA of € 111m, 10% below our estimate and 5% below the consensus. The guidance was met however since the group expected a slightly higher EBITDA vs Q4 (€ 96m). The gap with expectations is mainly due to the High Performance Alloys (HPA) division whose earnings normalised strongly after Q3 and Q4 had been driven by a very high price effect from p...
- Fatma Agnès Hamdani
Laurent-Perrier : FY 2023-24 expected to be robust despite the continu...
>Upgrade from Underperform to Neutral with a target price maintained at € 130 - Ahead of the FY 2023-24 results which are due for publication on 24 May, we have upgraded our recommendation for Laurent-Perrier from Underperform to Neutral with a target price maintained at € 130. Once again, Laurent-Perrier should show good resilience in its profitability thanks to a continued value policy and strict cost controls, masking the decline in volumes which continued in H2, a...
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