A director at Lvmh Moet Hennessy Louis Vuitton SE bought 16,134 shares at 785.866EUR 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...
CREDIT AGRICOLE SA: CREDIT AGRICOLE S.A. ORDINARY AND EXTRAORDINARY GENERAL MEETING OF 22 MAY 2024 Montrouge, 30 April 2024 CREDIT AGRICOLE S.A. ORDINARY AND EXTRAORDINARY GENERAL MEETING OF 22 MAY 2024 Publication of the Notice of Meeting – Opening of the vote –Procedures for making the preparatory documents available Crédit Agricole S.A. informs its shareholders that its Ordinary and Extraordinary General Meeting will be held on Wednesday, 22 May 2024 at 10.00 am in Orléans (45100), France, at Palais des Congrès CO’Met, 1 rue du Président Robert Schuman. A Notice of Meeting, including...
CREDIT AGRICOLE SA : ASSEMBLÉE GÉNÉRALE ORDINAIRE ET EXTRAORDINAIRE DE CRÉDIT AGRICOLE S.A. DU 22 MAI 2024 Montrouge, le 30 avril 2024 ASSEMBLÉE GÉNÉRALE ORDINAIRE ET EXTRAORDINAIRE DE CRÉDIT AGRICOLE S.A. DU 22 MAI 2024 Publication de la brochure de convocation – Ouverture du vote – Modalités de mise à disposition des documents préparatoires Crédit Agricole S.A. informe ses actionnaires que son Assemblée générale ordinaire et extraordinaire se tiendra le mercredi 22 mai 2024 à 10h00 à Orléans (45 100), au Palais des congrès CO’Met - 1 rue du Président Robert Schuman. Un avi...
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). - ...
>Feedback Vopak conference call: performance key is portfolio restructuring - Early in the morning before the AGM on April 26, CEO Dick Richelle and CFO Michiel Gilsing hosted the 24Q1 analyst call with only four analysts present. Main analyst focus in the call was on getting more grip on the drivers which made Vopak deliver a better then expected Q1 performance.Proportional EBITDA up 10% y-o-y to € 298m. Excluding the contributions from its 2023 divestments (imp...
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from Apr 22, 2024 to Apr 26, 2024 AMSTERDAM – April 29, 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...
>We reiterate our Outperform rating after a road show in Paris - We organised a road show in Paris with STMicroelectronics, following in the Q1 2024 earnings publication (Flash in French /Flash in English). The group was represented by Jean Marc Chery (CEO), Lorenzo Grandi (CFO) and the IR team (Celine Berthier and Cedric Pugni). After having sharply downgraded its forecasts for 2024, management revisited the reasons and quantification of the warning, as well as the s...
>Sales a notch below forecast, and EBITDA a tad higher than expected in Q1 - In its core operations, Corbion reported sales of € 301m and adjusted EBITDA of € 41.4m in Q1 2024. Reported sales were little lower than our forecast and consensus, but adjusted EBITDA came in slightly higher than expected, implying that EBITDA profitability of 13.8% was higher than our forecast (13.4%) and consensus (13.1%). Volume/mix growth was 1.7% (ABNe: 0.5%) and price had a negative i...
>Topic of the week: the good, the not good and the worrying - From the batch of Q1 results, one outstanding performance stands out, the one of Miu Miu that again grew in excess of 80% this quarter. Astutely combining quiet luxury with fantasy, the sister brand of Prada together with Loewe - part of LVMH F&L - are probably the franchises encapsulating the most the current zeitgeist among young luxury shoppers. It stands for only 22% of the group sales and the reaction ...
>Topic of the week: the good, the not good and the worrying - From the batch of Q1 results, one outstanding performance stands out, the one of Miu Miu that again grew in excess of 80% this quarter. Astutely combining quiet luxury with fantasy, the sister brand of Prada together with Loewe - part of LVMH F&L - are probably the franchises encapsulating the most the current zeitgeist among young luxury shoppers. It stands for only 22% of the group sales and the reaction ...
>Nous réitérons notre opinion Surperformance après un roadshow à Paris - Nous avons organisé un roadshow à Paris avec STMicroelectronics, à la suite des résultats du T1 24 (Flash en Français /Flash in English). Le groupe était représenté par Jean Marc Chery (CEO), Lorenzo Grandi (CFO) et l’équipe IR (Celine Berthier et Cedric Pugni). Après avoir significativement révisé en baisse ses prévisions pour 2024, le management est revenu sur les raisons et la quantification d...
Signify starts share repurchase program of up to 450,000 shares to cover performance share plans Press Release April 29, 2024 Signify starts share repurchase program of up to 450,000 shares to cover performance share plans Eindhoven, the Netherlands – (Euronext: LIGHT), the world leader in lighting, today announced the start of a program to repurchase up to 450,000 of its own shares. Signify will use the shares to cover obligations arising from its long-term incentive performance share plan and other employee share plans. The program will start on April 29, 2024 and is expected...
Signify reported weaker-than-expected organic growth in 1Q24. In our view, the update showed once again the challenging market in the lighting industry. High demand for energy efficient connected solutions cannot offset the cyclical weakness and weak dynamics of the non-connected segment. High FCF-yield remains an attraction of the case, but we do not believe it will trigger a re-rating. We slightly decrease our target price from €28 to €26 and reiterate our HOLD.
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
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