reports
- 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...
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.
ASSYSTEM : Informations relatives au nombre total de droits de vote e...
ASSYSTEM : Informations relatives au nombre total de droits de vote et d'actions composant le capital social au 30 avril 2024 Informations relatives au nombre d’actions composant le capital social et au nombre total de droits de vote correspondants Paris La Défense, le 2 mai 2024 – Assystem S.A. (ISIN : FR0000074148 - ASY), annonce aujourd'hui, conformément à l’article L. 233-8 II du Code de commerce et à l’article 223-16 du Règlement général de l’Autorité des marchés financiers, le nombre d’actions composant son capital social et le nombre total de droits de vote correspondants à la date...
- Konrad Zomer
- Thomas Zlowodzki
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/02/2024
We are removing GALP from our ODDO BHF European Large Caps list. The stock has chalked up a performance of +31.3% since its inclusion in the list on 20 March. Our analyst is adopting today a Neutral recommendation (vs Outperform) on the stock. - ...
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Delphine Brault
- Quentin Borie
Rexel : Après un T1 un peu inférieur aux attentes, le groupe compte su...
>CA T1 : des volumes à -3.1% et des prix (hors câbles) stables - Rexel a publié mardi un CA T1 2024 légèrement inférieur aux attentes, à 4.7 Md€, affichant un recul en données comparables et à nombre de jours constant de 4.6% (consensus -3.9%), pénalisé notamment par l’Europe (-6.9%) du fait des pays nordiques (-19.9%), de l’Allemagne (-10.1%) et du Benelux (-10.6%). La France et l’Amérique du Nord résistent mieux (-1.9% et -1.1% respectivement). Comme anticipé,...
- Delphine Brault
- Quentin Borie
Rexel : After a slightly weaker Q1 than expected, the group is countin...
>Q1 volumes at -3.1% and stable prices (excl. cables) - Rexel’s Q1 2024 sales, reported on Tuesday, fell slightly short of expectations, at € 4.7bn, with a decline in comparable terms and on constant working days of 4.6% (consensus -3.9%), undermined notably by Europe (-6.9%), due to Nordic countries (-19.9%), Germany (-10.1%) and Benelux (-10.6%). France and North America proved more resilient (-1.9% and -1.1% respectively). As expected, the electrification segm...
Vallourec :Availability of information relating to the Combined (Ordin...
Vallourec :Availability of information relating to the Combined (Ordinary and Extraordinary) Shareholders’ Meeting of 23 May 2024 Vallourec: Availability of information relating to the Combined (Ordinary and Extraordinary) Shareholders’ Meeting of 23 May 2024 Meudon (France), 2 May 2024 Vallourec's Ordinary and Extraordinary Shareholders' Meeting will be held on 23 May 2024 at 2:00 p.m. at Espace Verso, 52 rue de la Victoire 75009 Paris. The prior notice of meeting published in the Bulletin des Annonces Légales Obligatoires of April 12, 2024, the notice of meeting including the agenda, d...
BIC Annual General Meeting of 29 May 2024: Availability of the prepara...
BIC Annual General Meeting of 29 May 2024: Availability of the preparatory documents FOR IMMEDIATE RELEASE Annual General Meeting of 29 May 2024:Availability of the preparatory documents Clichy, France – April 30, 2024 - The Combined, Ordinary and Extraordinary, General Meeting of the shareholders of Société BIC will be held on Wednesday, May 29th, 2024, at 9:00 a.m. at the Cloud Business Center, 10 bis, rue du 4 Septembre, 75002 Paris. The notice of meeting (avis de reunion valant avis de convocation) was published at the French official legal announcement public...
BIC Assemblée Générale Mixte du 29 mai 2024 : Mise à disposition des d...
BIC Assemblée Générale Mixte du 29 mai 2024 : Mise à disposition des documents préparatoires POUR PUBLICATION IMMEDIATE Assemblée Générale Mixte du 29 mai 2024 :Mise à disposition des documents préparatoires à l’Assemblée Générale Clichy, France – 30 avril 2024 - L’Assemblée Générale Mixte, Ordinaire et Extraordinaire, des Actionnaires de Société BIC se tiendra le mercredi 29 mai 2024 à 9h00 au Cloud Business Center, 10 bis, rue du 4 Septembre, 75002 Paris. L’avis de réunion valant avis de convocation a été publié au Bulletin des Annonces Légales Obligatoi...
Rexel Annual Shareholders’ Meeting
Rexel Annual Shareholders’ Meeting REXEL ANNUAL SHAREHOLDERS’ MEETING OF APRIL 30, 2024 Rexel’s Combined Shareholders' Meeting was held today in Paris under the Chairmanship of Agnès Touraine, Chairwoman of the Board of Directors. All resolutions were approved by the shareholders. The results of the votes and the audio webcast are available on the Company's website: (section: Investor/Event/ Annual General Shareholders’ Meeting 2024). Payout of 1.20 euros per share The Shareholders’ Meeting approved the distribution of an amount of 1.20 euros per share (in line with the payout policy ...
ASSEMBLEE GENERALE DE REXEL
ASSEMBLEE GENERALE DE REXEL ___________________________________________________________________________________________ ASSEMBLEE GENERALE DE REXEL DU 30 AVRIL 2024 _______________________________________________________________________________________ L’Assemblée générale mixte des actionnaires de Rexel s’est tenue ce jour à Paris sous la présidence d’Agnès Touraine, Présidente du Conseil d’Administration. Les actionnaires ont approuvé toutes les résolutions. Le résultat des votes et le webcast audio sont disponibles sur le site de la Société : www. rexel.com (rubrique : Investisseu...
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...
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