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. - ...
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. - ...
>Q1 2024 org growth of +0.3% marginally below Css but in line with the guidance - Q1 2024 revenue stands at € 1 587m up 13.8% y-o-y, roughly in line with expectations (ODDO BHF: € 1 584m; css: € 1570m).Organic growth stands at +0.3%, -5.9pts below previous quarter (vs Q4 23 +6.2% org). This figure is -50bp below expectations (ODDO BHF: 0.9 %; Css: 0.8%), impacted by a slowdown in discretionary investments in technology, high comps (9.1% growth in Q1 2023) and an ...
>Q1 2024 org growth of +0.3% marginally below Css but in line with the guidance - Q1 2024 revenue stands at € 1 587m up 13.8% y/y, roughly in line with expectations (ODDO BHF: € 1 584m; css: € 1570m).Organic growth stands at +0.3%, -5.9pts below previous quarter (vs Q4 23 +6.2% org). This figure is -50bps below expectations (ODDO BHF: 0.9 %; Css: 0.8%), impacted by a slowdown in discretionary investments in technology, high comps (9.1% growth in Q1 2023) and an u...
>Q1 organic growth below expectations - Alten yesterday reported Q1 revenue of € 1,067m, with organic growth of 0.8%, below expectations (ODDO BHF: 3.1% organic; consensus: 2.3% organic; Q4: 5.8% organic). The performance was again driven by France, which posted organic growth of 6.0% (ODDO BHF: 8.0% organic), albeit at a much slower pace than in Q4 (11.3% organic). The performance was driven by the Aero, Defence, Automotive and Energy sectors, while Retail and Bank,...
>Q1 2024: further robust organic growth of 16.8% and stable margin of 12% - Sword has reported robust Q1 2024 earnings close to our forecasts. Q1 sales came in at € 75.8m (vs ODDO BHF € 75.4m), up 5.3% y/y in reported terms. After adjustments for the deconsolidation of AAA, this reflected Q1 organic growth of 16.8%, or an acceleration in sequential terms (higher than we were expecting organically) and above the company’s initial budget (+15% org.). By region, this (...
>T1 2024 : poursuite d’une forte croissance org. à 16.8% et marge stable à 12% - Sword a publié des résultats T1 2024 solides et proches de nos attentes. Le CA trimestriel ressort à 75.8 M€ (vs ODDO BHF 75.4 M€), en croissance de 5.3% y/y en données publiées. Après retraitement lié à la déconsolidation d’AAA, ceci fait ressortir une croissance org. T1 à 16.8%, soit une accélération en séquentiel (supérieure à ce que nous anticipions en organique) et au-dessus du budge...
>Croissance org T1 inférieure aux attentes - Alten a publié hier un CA T1 de 1 067 M€, avec une croissance org. de 0.8%, inférieure aux attentes (ODDO BHF: 3.1% org ; css: 2.3% org ; T4: 5.8% org). Cette performance est de nouveau tirée par la France qui est en croissance org. de 6.0%, (ODDO BHF :8.0% org) mais en net ralentissement par rapport au T4 (11.3% org). Cette performance a été tirée par les secteurs Aero, Défense, Automobile et Energie alors que le secteur ...
PARIS--(BUSINESS WIRE)-- Regulatory News: Le chiffre d’affaires du 1er trimestre 2024 de Sopra Steria (Paris:SOP) s’est élevé à 1 587,4 M€, en croissance de 13,8%. A périmètre et taux de change constants, le chiffre d’affaires a augmenté de 0,3 %. Sopra Steria : chiffre d'affaires consolidé du 1er trimestre 2024 M€ / % T1 2024 T1 2023 Croissanceorganique Croissancetotale Chiffre d'affaires 1 587,4 1 395,4 0,3% 13,8% Cyril Malargé, Directeur Général de Sopra Steria Group, a déclaré : « Sur le 1er trimestre 2024, dans un marché toujours porteur pour les grand...
Sword Group: Results for the First Quarter of 2024 Consolidated Revenue: €75.8m (i)Organic Growth: +16.8% (i)EBITDA Margin: 12.0%(i) on a like-for-like basis and at constant exchange rates (excluding AAA) KEY FIGURES The consolidated revenue for the first quarter of 2024 is €75.8m, up 16.8% at constant scope and exchange rates.Profitability (EBITDA margin) is 12.0% or €9.1m.Q1 2024 ACCOUNTS Q1 | non audited figures€m20242023 (iI)Organic Growth (i)Revenue75.872.0+16.8%EBITDA9.18.6-EBITDA Margin12.0%12.0%-(i) on a like-for-like basis and at constant exchange rates (excluding AAA)(ii) include...
Sword Group : Résultats du 1er Trimestre 2024 Chiffre d’Affaires consolidé : 75,8 M€ (1)Croissance Organique : + 16,8 % (1)Rentabilité (Marge d’EBITDA) : 12,0 %(1) à périmètre et à taux de change constants (hors AAA) PRINCIPAUX CHIFFRESLe chiffre d’affaires consolidé du 1er trimestre 2024 est de 75,8 M€, en progression de +16,8 % à périmètre et taux de change constants.La rentabilité (marge d’EBITDA) est de 12,0 % soit 9,1 M€.COMPTES DU 1ER TRIMESTRE Q1 | Chiffres non audités M€20242023 (2)CroissanceOrganique (1)Chiffre d’affaires75,872,0+16,8 %EBITDA9,18,6-Marge d’EBITDA12,0 %12,0 %-(1)...
Atos: weak Q1 2024 results, need for fresh funds has already increasedVerisure launches a new term loan; new bonds to followVerallia: Q1 2024 logically weak but the recovery in demand is confirmedAngloAmerican Plc: Takeover offer from BHP Group for the entire share capital>...
Atos : faibles résultats au T1 2024, les besoins de nouveaux fonds a augmentéVerisure lance un nouveau term loan ; des nouvelles obligations suivrontVerallia : T1 2024 logiquement faible mais la reprise de la demande se confirmeAngloAmerican PLC : Offre de rachat sur la totalité du capital par BHP>...
Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...
Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...
>Q1 org growth of -2.6%, above expectations thanks to Tech Foundation - Atos just released its Q1 2024 sales. Q1 2024 revenue stood at € 2,479m, 1.1% above css expectations and -2.8% below our estimates (ODDO BHF: € 2,551m; css: € 2,452m). This implies organic growth at -2.6%, 110bp above css expectations (vs ODDO BHF: -2.3% org; css: -3.7% org.), slowing down sharply vs previous quarter (vs -0.6% org in Q4 2023) due to Eviden weakness. By division, i/Tech Foundations...
>Q1 org growth of -2.6%, above expectations thanks to Tech Foundation - Atos just released its Q1 2024 sales. Q1 2024 revenue stood at € 2,479m, 1.1% above css expectations and -2.8% below our estimates (ODDO BHF: € 2,551m; css: € 2,452m). This implies organic growth at -2.6%, 110bp above css expectations (vs ODDO BHF: -2.3% org; css: -3.7% org.), slowing down sharply vs previous quarter (vs -0.6% org in Q4 2023) due to Eviden weakness. By division, i/Tech Foundations...
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