reports
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
INFINEON INFINEON TECHNOLOGIES AG
LR LEGRAND SA
AMS AMS AG
RCO REMY COINTREAU SA
DEMANT DEMANT A/S
GLE SOCIETE GENERALE S.A. CLASS A
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ISP INTESA SANPAOLO S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
SIX2 SIXT SE
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
AMS AMS AG
APAML APERAM SA
EVT EVOTEC SE
SBS STRATEC SE
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MBB MBB INDUSTRIES SE
PNL POSTNL NV
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
MBWS MARIE BRIZARD WINE & SPIRITS SA
AIXA AIXTRON SE
ECV ENCAVIS AG
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
AF AIR FRANCE - KLM
ARM ARM HOLDINGS PLC
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
INFINEON INFINEON TECHNOLOGIES AG
LR LEGRAND SA
AMS AMS AG
RCO REMY COINTREAU SA
DEMANT DEMANT A/S
GLE SOCIETE GENERALE S.A. CLASS A
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ISP INTESA SANPAOLO S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
SIX2 SIXT SE
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
AMS AMS AG
APAML APERAM SA
EVT EVOTEC SE
SBS STRATEC SE
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MBB MBB INDUSTRIES SE
PNL POSTNL NV
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
MBWS MARIE BRIZARD WINE & SPIRITS SA
AIXA AIXTRON SE
ECV ENCAVIS AG
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
AF AIR FRANCE - KLM
ARM ARM HOLDINGS PLC
- Martin Marandon-Carlhian
- Stephane Houri
ODDO : March 2024 sales below forecasts, memory continues to underpin ...
>Global sales for March 2024 at +15.2% y-o-y (vs +16.4% in February), Q1 2024 at +15% - Worldwide semiconductor sales in March 2024 were published by the WSTS (World Semiconductor Trade Statistics), with the usual one-month lag. In terms of the three-month moving average, sales came to $ 50.8bn, falling short of our estimate of $ 52.2bn, pointing to y-o-y growth +15.2% (a slight sequential decline of -0.6%). This marks a slowdown vs February, which stood at +16.4%. Q1...
AMS AMS AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
- Martin Marandon-Carlhian
- Stephane Houri
ODDO : Ventes de mars 2024 inférieures aux attentes, la mémoire contin...
>Ventes mondiales de mars 2024 à +15.2% yoy (vs +16.4% en février), un T1 24 à +15% - Les ventes mondiales de semiconducteurs de mars 2024 ont été publiées par la WSTS (World Semiconductor Trade Statistics), avec comme toujours, un mois de décalage. En données lissées (moyenne 3 mois), elles ressortent à 50.8 Md$, inférieures à notre prévision à 52.2 Md$, en croissance annuelle de 15.2% (légère baisse en séquentiel de -0.6%). Il s’agit d’un ralentissement par rapport ...
AMS AMS AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
- Jean Danjou
- Oliver Metzger
- Thomas Zlowodzki
A1XEH4 CROSSJECT SA
TFI TELEVISION FRANCAISE 1 SA
ISS ISS A/S
NRG NRJ GROUP SA
ALTA ALTAREA SCA
BOSS HUGO BOSS AG
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
GLB GLANBIA PLC
SAVE SAVENCIA SA
FIE FIELMANN AG
VID VIDRALA SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
AED AEDIFICA SA
BEZ BERENTZEN GRUPPE
WAF SILTRONIC AG
TWEKA TKH GROUP N.V. CERT
OREGE OREGE SA
LNSX SIXT LEASING AG
FFARM FORFARMERS
MVC METROVACESA SA
VOS VOSSLOH AG
NEOEN NEOEN S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
C3RY CHERRY AG
- Jean Danjou
- Oliver Metzger
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 02/05/2024
Nous sortons GALP de notre liste ODDO BHF European Large Caps. La valeur a réalisé une performance de +31,3% depuis son entrée le 20 mars dernier. Notre analyste adopte ce jour une opinion Neutre (vs Surperformance) sur la valeur qui a atteint notre objectif de cours. - ...
A1XEH4 CROSSJECT SA
TFI TELEVISION FRANCAISE 1 SA
ISS ISS A/S
NRG NRJ GROUP SA
ALTA ALTAREA SCA
BOSS HUGO BOSS AG
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
GLB GLANBIA PLC
SAVE SAVENCIA SA
FIE FIELMANN AG
VID VIDRALA SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
AED AEDIFICA SA
BEZ BERENTZEN GRUPPE
WAF SILTRONIC AG
TWEKA TKH GROUP N.V. CERT
OREGE OREGE SA
LNSX SIXT LEASING AG
FFARM FORFARMERS
MVC METROVACESA SA
VOS VOSSLOH AG
NEOEN NEOEN S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
C3RY CHERRY AG
- Robert Jan Vos
- Salome Charamalet
ForFarmers : Noticeable profitability improvement but climate remains ...
>Negative revenue progression but profitability improving - Q1 2024 was negatively impacted by a significant drop in raw material and fertilizer prices which drove revenue down (-17.4% yoy). Total sales volume declined by 0.8% yoy (+0.2% lfl, adjusted for Belgian volumes sold in 2023 and acquired Piast volumes) of which no growth reported from compound feed sales volume. In the Netherlands ForFarmers reported stable volumes as flattening of the decline continued (it s...
ForFarmers trading update Q1 2024: Like-for-like volume growth and str...
ForFarmers trading update Q1 2024: Like-for-like volume growth and strong increase operational profitability Lochem, 2 May 2024 ForFarmers trading update Q1 2024Like-for-like volume growth and strong increase operational profitability Pieter Wolleswinkel, CEO ForFarmers: “Our (compound) feed volumes show an increase. This is a great achievement and shows that we have been able to further strengthen our market position with our focused local market approach. The volume development confirms that we are contributing to a good return on the farm/a profitable farming business. Our e...
ForFarmers operationele voortgangsrapportage Q1 2024: Autonome volumeg...
ForFarmers operationele voortgangsrapportage Q1 2024: Autonome volumegroei en sterke stijging operationele winstgevendheid Lochem, 2 mei 2024 ForFarmers operationele voortgangsrapportage Q1 2024Autonome volumegroei en sterke stijging operationele winstgevendheid Pieter Wolleswinkel, CEO ForFarmers: “Onze (meng)voervolumes laten een stijging zien. Dat is een mooie prestatie en laat zien dat wij, met onze gerichte lokale aanpak, onze marktpositie verder hebben weten te versterken. De volumeontwikkeling bevestigt dat we bijdragen aan een goed rendement op het boerenbedrijf. Onze ef...
- Fernand de Boer
ForFarmers - LFL volume growth turning positive
In Q1-24, ForFarmers continued to make progress with its strategy, reporting positive LFL volume growth. EBITDA increased by 55% on the back the better volume trends and cost savings. ROCE also improved. Despite the progress, our estimates look somewhat too ambitious. We maintain our Hold and on the back an expected lower estimate, we lower our TP from EUR 3.20 to EUR 3.00
BioSenic S.A. : Information on the total number of voting rights and ...
BioSenic S.A. : Information on the total number of voting rights and shares PRESS RELEASE – REGULATED INFORMATION Mont-Saint-Guibert, Belgium, April 30, 2024, 7.00 am CEST – (Euronext Brussels and Paris: BIOS), the clinical-stage company specializing in serious autoimmune and inflammatory diseases and cell therapy, today announces an increase in the total number of voting rights and shares as a result of the issuance of new shares. The following information is published in accordance with Article 15 of the Belgian law of 2 May 2007 on the publication of major shareholdings in issuers...
BioSenic publie sur son site web le plan de restructuration soumis au ...
BioSenic publie sur son site web le plan de restructuration soumis au tribunal des entreprises de Nivelles COMMUNIQUE DE PRESSE – INFORMATION PRIVILIGIEE Mont-Saint-Guibert, Belgique, le 26 avril 2024 à 17h30 CEST – (Euronext Bruxelles et Paris: BIOS), la société en phase clinique spécialisée dans les maladies auto-immunes et inflammatoires graves, dans le cadre du plan de restructuration global annoncé le 11 avril 2024, annonce aujourd'hui la publication sur son site internet de la documentation suivante : Le plan de restructuration couvrant les années 2024-2030 soumis au Tribunal...
BioSenic publishes on its website the restructuring plan submitted to ...
BioSenic publishes on its website the restructuring plan submitted to the Enterprise Court of Nivelles PRESS RELEASE - PRIVILEGED INFORMATION Mont-Saint-Guibert, Belgium, 26 April 2024, 17:30 CET – (Euronext Brussels and Paris: BIOS), the clinical-stage company specializing in serious autoimmune and inflammatory diseases, as part of the global restructuring plan announced on 11 April 2024, today announces the publication on its website of the following documentation : The restructuring plan covering the years 2024-2030 submitted to the Enterprise Court of Nivelles – accessible via th...
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Lynn Hautekeete
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Thibault Leneeuw
ASML Valuation method update
In this note we make a small adjustment to our forecast, give a valuation overview and change our valuation method. We still see reasons to remain cautious as inventories remain elevated, while the divergence between WFE revenue growth and Semi manufacturers CapEx growth continues to diverge. Furthermore, we provide an extensive multiple overview. Finally, we adjust our valuation method. Our current target price is for 50% based on DCF valuation, 30% based on peer multiples and 20% based on 2025...
ASML discloses 2024 AGM results
ASML discloses 2024 AGM results ASML discloses 2024 AGM results Veldhoven, the Netherlands, April 24, 2024 – ASML Holding N.V. (ASML) today announces the results of its Annual General Meeting (AGM) held on April 24, 2024. The 2024 AGM marks the end of the terms of Peter Wennink and Martin van den Brink as Presidents of ASML and the beginning of Christophe Fouquet's term as President and CEO of ASML. At the AGM, ASML’s statutory financial statements for the 2023 financial year were adopted. In addition, the following items were approved: Proposal to adopt a final dividend payment of €1....
BioSenic postpones its annual general meeting of the shareholders and ...
BioSenic postpones its annual general meeting of the shareholders and provides temporary non-audited financial figures for 2023 PRESS RELEASE - PRIVILEGED INFORMATION In view of the restructuring plan announced on April 11, 2024, BioSenic has decided to postpone the publication of its 2023 annual report as well as its annual general meeting of shareholders, so that the Enterprise Court of Nivelles can make a decision before the completion of the annual formalities. The Company believes that this postponement is preferable to ensure that the financial statements can be prepared on a going...
BioSenic reporte son assemblée générale annuelle des actionnaires et f...
BioSenic reporte son assemblée générale annuelle des actionnaires et fournit des chiffres financiers temporaires non-audités pour 2023 COMMUNIQUE DE PRESSE – INFORMATION PRIVILIGIEE Compte tenu du plan de restructuration annoncé le 11 avril 2024, BioSenic a décidé de reporter la publication de son rapport annuel 2023 ainsi que son assemblée générale annuelle des actionnaires, afin que le Tribunal de l'entreprise de Nivelles puisse prendre une décision avant l'accomplissement des formalités annuelles. La société estime que ce report est préférable pour s'assurer que les états financiers pe...
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