>FreshDirect disposal and tobacco seen negative € 330m on sales in Q1 2024 - Ahold Delhaize is set to publish its Q1 2024 results on 8 May (07:45) and host a conference call at 10:00. Compared with Q1 2023 and Q4 2023, food inflation came down further in Q1 2024 (US and Europe). Other negative effects are the deconsolidation of FreshDirect (estimated negative sales impact of $ 175m in Q1 2024), the impact of the termination of the support programmes (SNAP) in the US, ...
We expect another solid organic growth quarter, again mainly driven by pricing – but for investor focus to be on any further detail on the ongoing Deutsche Telekom (DTAG) arbitration, and comments on FCF and the EBITA margin. We reiterate our BUY and DKK171 target price.
ArcelorMittal S.A.: ArcelorMittal publishes its 2023 Integrated Annual Review 23 April 2024, 15:00 CET Today, ArcelorMittal (‘the company’) published its 2023 Integrated Annual Review (‘IAR’), which can be accessed here . The 2023 IAR, ‘Preparing for the future’, is structured in nine main chapters: Our business and material issues Driving change in our safety performanceResponsible energy use and lower-carbon futuresAir, water, land, biodiversity and ecosystemsDelivering a circular economy through innovationValue chains our stakeholders trustAttracting, retaining and developing...
In the run-up to the 2024 Summer Olympic Games and Euro 2024 football tournament, we have identified six stocks to favour: JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield and easyJet. While these two major sporting events are not expected to have a significant impact on the host economies in the medium term, the microeconomic and sectoral impacts should be more marked. The tourism, transport, beverages and consumer goods sectors are expected to be the main winners. Some med...
En amont des Jeux Olympiques d’été et de l’Euro de football 2024, nous identifions 6 valeurs à privilégier : JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield et easyJet. Alors que ces deux évènements sportifs majeurs ne devraient pas avoir d’impact significatif sur les économies hôtes à moyen terme, les impacts microéconomiques et sectoriels devraient être plus marqués. Les secteurs du tourisme, des transports, des boissons et des biens de consommation devraient être les pr...
Rdos. 1T'24 vs 1T'23: Ventas: 8.041 M euros (+8,1% vs +8,1% BS(e) y +7,9% consenso); EBIT non-IFRS: 1.533 M euros (+16,0% vs +22,3% BS(e) y +18,3% consenso). Rdos. 1T’24 en línea en ventas (+8,1% vs +8,1% BS(e) y +7,9% consenso) donde destacamos el comportamiento de Cloud (44% ventas), que presenta un crecimiento elevado aunque esperado (+24% vs 1T’23, en línea con nuestras estimaciones y las del consenso).
>Solid Cloud & Software revenue, driven by on-premises resilience. Strong CCB - SAP released its Q1 2024 earnings yesterday after market. Sales were just in line, at € 8.04bn (css: € 8.02bn) but Cloud & Software revenue growth on cc came in at 11%, above expectations (css: 9% cc), thanks, again, to impressive resilience from the Support revenues (-1% cc vs css: -2.8% cc), while Cloud revenue growth was just in line with expectations (25% cc). The current Cloud backlo...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS, ENCE, IAG, NATURGY, TALGO. EUROPA: SAP. 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. Rebota el mercado Las bolsas europeas recuperaron parte de las pérdidas de la semana pasada y el oro registró su mayor bajada en un año, siguiendo ...
>Solid Cloud & Software revenue, driven by on-premises resilience. Strong CCB - SAP released its Q1 2024 earnings yesterday after market. Sales were just in line, at € 8.04bn (css: € 8.02bn) but Cloud & Software revenue growth on cc came in at 11%, above expectations (css: 9% cc), thanks, again, to impressive resilience from the Support revenues (-1% cc vs css: -2.8% cc), while Cloud revenue growth was just in line with expectations (25% cc). The current Cloud backlo...
In the run-up to the 2024 Summer Olympic Games and Euro 2024 football tournament, we have identified six stocks to favour: JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield and easyJet. While these two major sporting events are not expected to have a significant impact on the host economies in the medium term, the microeconomic and sectoral impacts should be more marked. The tourism, transport, beverages and consumer goods sectors are expected to be the main winners. Som...
En amont des Jeux Olympiques d’été et de l’Euro de football 2024, nous identifions 6 valeurs à privilégier : JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield et easyJet. Alors que ces deux évènements sportifs majeurs ne devraient pas avoir d’impact significatif sur les économies hôtes à moyen terme, les impacts microéconomiques et sectoriels devraient être plus marqués. Les secteurs du tourisme, des transports, des boissons et des biens de consommation devraient être l...
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from Apr 15, 2024 to Apr 19, 2024 AMSTERDAM – April 22, 2024 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated July 1, 2021. The Program was approved by a shareholder resoluti...
EQS-News: Schaeffler AG / Schlagwort(e): Kooperation Künstliche Intelligenz: Schaeffler und Siemens vertiefen Zusammenarbeit 22.04.2024 / 11:38 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Künstliche Intelligenz: Schaeffler und Siemens vertiefen Zusammenarbeit Schaeffler und Siemens unterzeichnen Memorandum of Understanding (MoU) im Bereich Künstliche Intelligenz in der Produktion Absichtserklärung fokussiert auf die gemeinsame Entwicklung digitaler Lösungen für den Shopfloor und KI-Anwendungen im Industriebereich Innovativer ...
EQS-News: Schaeffler AG / Key word(s): Alliance Artificial intelligence: Schaeffler and Siemens intensify collaboration 22.04.2024 / 11:38 CET/CEST The issuer is solely responsible for the content of this announcement. Artificial intelligence: Schaeffler and Siemens intensify collaboration Schaeffler and Siemens sign memorandum of understanding (MoU) in the field of artificial intelligence in production Memorandum of understanding focuses on joint development of digital solutions for the shop floor and AI applications in the industrial sector Innovative AI assistant ...
Transactions in connection with share buyback programme Company Announcement Copenhagen, 22 April 2024 No. 17/2024 Transactions in connection with share buyback programmeISS A/S, a leading workplace experience and facility management company, announced on 22 February 2024 a new share buyback programme, see company announcement no. 4/2024. The share buyback programme is executed in accordance Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 (the “Market Abuse Regulation”) and the Commission Delegated Regulation (EU) 2016...
ROHM Group Company SiCrystal and STMicroelectronics Expand Silicon Carbide Wafer Supply Agreement ROHM Group Company SiCrystal and STMicroelectronics Expand Silicon Carbide Wafer Supply Agreement Kyoto, Japan and Geneva, Switzerland, April 22, 2024 – ROHM (TSE: 6963) and STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, announced today the expansion of the existing multi-year, long-term 150mm silicon carbide (SiC) substrate wafers supply agreement with SiCrystal, a ROHM group company. The new multi-year agreemen...
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