reports
- ING Helpdesk
Benelux Morning Notes
Aalberts: highlights ING Benelux Conference Brussels 2024, Ackermans & Van Haaren: Highlights ING Benelux Conference Brussels,Ackermans & Van Haaren: Strong operational performance of underlying companies and guidance fine-tuned upwards, AMG: Highlights ING Benelux Conference Brussels, Aperam: Highlights ING Benelux Conference Brussels, Arcadis: Highlights ING Benelux conference, Azelis: Highlights ING Benelux Conference Brussels, Bekaert: Guidance cut and €200m buyback as sweetener, CFE: No new...
BEKB BEKAERT SA
APAML APERAM SA
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
CFEB COMPAGNIE D'ENTREPRISES CFE SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
MONT MONTEA SCA
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
KIN KINEPOLIS GROUP NV
INX IMCD N.V.
JDEP JDE PEET'S NV
UMG UNIVERSAL MUSIC GROUP NV
AZE AZELIS GROUP NV
- Emna Ben Bdira
- Maxime Kogge
Aperam : Road show feedback: an increasingly countercyclical model soo...
>A convincing road show regarding the growth and resilience drivers - We organised two days of road shows in London and Amsterdam with Aperam's CFO, Sudhakar Sivaji, following the release of solid Q3 results and the announcement of the planned acquisition of Universal Stainless, a US producer of specialty stainless mainly for aerospace. Whilst Aperam remains largely perceived by investors as dependent on the European macro economy, our discussions highlighted the meri...
- Emna Ben Bdira
- Maxime Kogge
Aperam : Feedback roadshow : un positionnement de plus en plus contrac...
>Roadshow convaincant sur les moteurs de croissance et de résilience - Nous avons organisé deux journées de roadshows avec le CFO d’Aperam Sudhakar Sivaji à Londres et Amsterdam dans la foulée de résultats T3 solides et du projet d’acquisition d’Universal Stainless, un producteur US d’aciers inoxydables de spécialité principalement pour l’aéronautique. Alors qu’Aperam reste encore largement perçu par les investisseurs comme dépendant de la macro européenne, les discus...
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
Designated Person Notification
Aperam S.A. / Mot-clé(s) : Autres Designated Person Notification 13-Nov-2024 / 10:51 CET/CEST Designated Person Notification Luxembourg, 13 November 2024 (10:30 CET) - With reference to Article 19(3) of Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (Market Abuse Regulations), Aperam announces that one notification of share transactions by a Designated Person (i.e. Directors or Executive Officers) is available in the Luxembourg Stock Exchange’s electronic database OAM on and on Aperam’s web site under Investors > Ne...
Designated Person Notification
Aperam S.A. / Key word(s): Miscellaneous Designated Person Notification 13-Nov-2024 / 10:51 CET/CEST Designated Person Notification Luxembourg, 13 November 2024 (10:30 CET) - With reference to Article 19(3) of Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (Market Abuse Regulations), Aperam announces that one notification of share transactions by a Designated Person (i.e. Directors or Executive Officers) is available in the Luxembourg Stock Exchange’s electronic database OAM on and on Aperam’s web site under Investo...
- Jerôme Bodin
ALLIX WALLIX GROUP SA
APAML APERAM SA
DEC JCDECAUX SA
NRG NRJ GROUP SA
GOE GROUPE GORGE SA
ALTA ALTAREA SCA
BAMNB KONINKLIJKE BAM GROEP NV
BON BONDUELLE SCA
ADV ADVA AG OPTICAL NETWORKING
AALB AALBERTS N.V.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VGP VGP NV
SIFG SIF HOLDING NV
FNTN FREENET AG
ALFEN ALFEN NV
COP COMPUGROUP MEDICAL SE & CO. KGAA
TCH TECHNICOLOR SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
IVG IVECO GROUP
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
BRE BREMBO S.P.A.
- Emna Ben Bdira
- Maxime Kogge
Aperam : Solid Q3 and encouraging Q4 guidance, subdued Europe offset b...
>Better results driven by core Stainless & Electrical division - Aperam delivered solid Q3 results with adjusted EBITDA at € 99m, up 15% on Q2, 4% above ODDO BHF and 5% above the consensus. The q-o-q improvement was achieved despite lower seasonality and lingering value adjustment losses. It was driven by the core Stainless & Electrical division which benefitted in Europe from an improved mix and cost savings (€ 27m of leadership journey gains achieved in Q3 group-wid...
- Jerôme Bodin
ALLIX WALLIX GROUP SA
APAML APERAM SA
DEC JCDECAUX SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
GOE GROUPE GORGE SA
ALTA ALTAREA SCA
BAMNB KONINKLIJKE BAM GROEP NV
BON BONDUELLE SCA
ADV ADVA AG OPTICAL NETWORKING
AALB AALBERTS N.V.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VGP VGP NV
SIFG SIF HOLDING NV
FNTN FREENET AG
ALFEN ALFEN NV
COP COMPUGROUP MEDICAL SE & CO. KGAA
TCH TECHNICOLOR SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
IVG IVECO GROUP
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
BRE BREMBO S.P.A.
- Emna Ben Bdira
- Maxime Kogge
Aperam : Solid Q3 and encouraging Q4 guidance, subdued Europe offset b...
>Better results driven by core Stainless & Electrical division - Aperam delivered solid Q3 results with adjusted EBITDA at € 99m, up 15% on Q2, 4% above ODDO BHF and 5% above the consensus. The q-o-q improvement was achieved despite lower seasonality and lingering value adjustment losses. It was driven by the core Stainless & Electrical division which benefitted in Europe from an improved mix and cost savings (€ 27m of leadership journey gains achieved in Q3 group-wid...
- ING Helpdesk
Benelux Morning Notes
Aperam: 3Q24 results solid, reassuring 4Q24 guidance. bpost: 3Q24 results and FY24 outlook in line. Eurocommercial Properties: Solid results, guidance confirmed at the top of the range. Euronext: A €300m buyback is next. IMCD: In line 3Q24. SBM Offshore: Prosperity taken out. Sif Group: Line 2 now also reporting for duty
Aperam - Résultats du troisième trimestre 2024 : “L'amélioration de l’...
Aperam S.A. / Mot-clé(s) : Résultat trimestriel Aperam - Résultats du troisième trimestre 2024 : “L'amélioration de l’empreinte industrielle commence à avoir un impact positif” 08-Nov-2024 / 06:58 CET/CEST Résultats du troisième trimestre 20241 “L'amélioration de l’empreinte industrielle commence à avoir un impact positif” Luxembourg, le 8 November 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 30 septembre 2024. Faits marquants ...
Aperam - Third quarter 2024 results: “Footprint upgrade starts to make...
Aperam S.A. / Key word(s): Quarter Results Aperam - Third quarter 2024 results: “Footprint upgrade starts to make a positive impact” 08-Nov-2024 / 06:58 CET/CEST Third quarter 2024 results1 “Footprint upgrade starts to make a positive impact” Luxembourg, November 8, 2024 (07:00 CET) - Aperam S.A. (referred to as “Aperam” or the “Company”) (Amsterdam, Luxembourg, Paris, Brussels: APAM, NYRS: APEMY), announced today results for the three months ended September 30, 2024. Highlights Health and Safety: LTI frequency rate of 2.4x in Q3 2024 compared to 2.0x in Q2 2024 ...
- Emna Ben Bdira
- Maxime Kogge
Aperam : Universal, une opération loin d’être transformante mais posit...
>Opération amicale, les risques de réalisation semblent limités - Aperam a annoncé hier le projet d’acquisition de Universal Stainless, un producteur US d’alliages pour l’aéronautique, pour 45 $/action correspondant à une VE de 539 M$. Le deal a été approuvé par le board de Universal à l’unanimité mais reste soumis à l’approbation des actionnaires pour un closing prévu au S1 2025. L’opération est, par ailleurs, financée par un syndicat de cinq banques (avant un probab...
- Charlotte Vaisse
- Jerôme Bodin
- Marc Lavaud
ODDO BHF Small & MIDCAP MORNING NEWS - 10/18/2024
The recovery in growth in the IT & engineering services sector is undermined by the still mixed macroeconomic climate and the setbacks in the automotive and aerospace sectors. The improvement in sector momentum will therefore be minimal in H2 2024 with a growing decorrelation between the US which should be robust and a stagnating Europe. This leads us to adopt a more cautious approach on companies in our sector (revision to our 2025 growth estimates for 12 companies) and to prefer Acc...
- Emna Ben Bdira
- Maxime Kogge
Aperam : Universal, a far from transformative deal but positive on EPS...
>Friendly transaction, implementation risks seem limited - Yesterday Aperam announced the project to acquire Universal Stainless, one of the leading US producers of alloys for aerospace, for $ 45 per share corresponding to an EV of $ 539m. The deal was approved by the Universal board but remains subject to shareholders’ approval with closing expected in H1 2025. The transaction is financed by a syndicated bank loan (ahead of a likely refinancing on the bond markets). ...
- Charlotte Vaisse
- Jerôme Bodin
- Marc Lavaud
ODDO BHF Small & MIDCAP MORNING NEWS - 18/10/2024
La reprise de la croissance du secteur IT & Engineering Services est mise à mal par un contexte macro toujours mitigé et par les déboires des secteurs Auto et Aéro. Ainsi, l’amélioration de la dynamique du secteur sera minimale au S2 2024 et probablement aussi au S1 2025, avec une décorrélation grandissante entre les US qui devraient être solides et une Europe stagnante. Ceci nous amène à adopter une approche plus prudente pour les sociétés de notre secteur (révision de croissance 202...
Aperam expands Alloys footprint to the Aerospace and Industrial market...
Aperam S.A. / Mot-clé(s) : Acquisition d’une société Aperam expands Alloys footprint to the Aerospace and Industrial markets in the United States 17-Oct-2024 / 07:29 CET/CEST Aperam expands Alloys footprint to the Aerospace and Industrial markets in the United States ● Signs definitive agreement to acquire Universal Stainless & Alloy Products, Inc at $45.00/share in an all cash / fully debt funded transaction ● High synergies of $30m annually make transaction earnings, cash flow and value accretive ● Closing is expected for H1 2025 ● Aperam confirms...
Aperam expands Alloys footprint to the Aerospace and Industrial market...
Aperam S.A. / Key word(s): Takeover Aperam expands Alloys footprint to the Aerospace and Industrial markets in the United States 17-Oct-2024 / 07:29 CET/CEST Aperam expands Alloys footprint to the Aerospace and Industrial markets in the United States ● Signs definitive agreement to acquire Universal Stainless & Alloy Products, Inc at $45.00/share in an all cash / fully debt funded transaction ● High synergies of $30m annually make transaction earnings, cash flow and value accretive ● Closing is expected for H1 2025 ● Aperam confirms its progressive ...
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