reports
- Christophe-Raphaël Ganet
Bastide : Coming out of convalescence to regain lost leeway
The stock price has plunged since consensus began to see the group’s debt burden as excessively heavy and quite crippling. Having embarked on a deleveraging process with disposals to reduce leverage, Bastide should enter a positive phase marked by very healthy growth momentum in services, fuelled by margin-boosting mix effects. We are raising our rating to Outperform from Neutral and lifting our target price to € 27 from € 25.5.
- Christophe-Raphaël Ganet
Bastide : Sortir de la convalescence et retrouver des marges de manœuv...
Le cours de Bourse a fortement baissé depuis que l’endettement est considéré par le consensus comme trop élevé et limitant. A présent, engagé dans un processus de désendettement avec des cessions, synonymes de réduction du levier, Bastide devrait entrer dans une phase positive caractérisée par une très saine dynamique de croissance sur les Services, relayée par des effets de mix permettant d’anticiper des hausses de marge. Opinion relevée à Surperformance avec un OC porté à 27 € (vs 25,5 € aupar...
- Baptiste Salaville
- Klaus Breitenbach
- Oddo Sustainability Team
- Carole Braudeau
- Baptiste Salaville
- Klaus Breitenbach
- Oddo Sustainability Team
- Carole Braudeau
- Anthony Dick
- Michael Foundoukidis
- Manuel Martin
- CEFA
- CREA
- Michael B. Schäfer
- Manuel Martin
- CEFA
- CREA
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Klaus Breitenbach
- Anthony Dick
- Michael Foundoukidis
Aroundtown SA announces 9M 2024 results with continued strong operatio...
Aroundtown SA (IRSH) Aroundtown SA announces 9M 2024 results with continued strong operational results on track to upper end of FY2024 guidance 27-Nov-2024 / 06:50 CET/CEST The issuer is solely responsible for the content of this announcement. THIS ANNOUNCEMENT IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, AUSTRALIA, CANADA, JAPAN, SOUTH AFRICA OR ANY OTHER JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF APPLICABLE LAWS OR REGULATIONS AROUNDTOWN ANNOUNCES 9M 2024 RESULTS WITH CONTINUED STRONG OPERATIONAL RESULT...
EQS-News: Aroundtown SA announces 9M 2024 results with continued stron...
EQS-News: Aroundtown SA / Key word(s): 9 Month figures/Interim Report Aroundtown SA announces 9M 2024 results with continued strong operational results on track to upper end of FY2024 guidance 27.11.2024 / 06:48 CET/CEST The issuer is solely responsible for the content of this announcement. THIS ANNOUNCEMENT IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, AUSTRALIA, CANADA, JAPAN, SOUTH AFRICA OR ANY OTHER JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF APPLICABLE LAWS OR REGULATIONS AROUNDTOWN ANNOUNCES...
- Jean-François Granjon
NKT : A leading, albeit fairly valued, market player
NKT is the world's third biggest player in high-voltage cables, behind Prysmian and Nexans. The group operates mainly in northern Europe, but it has recently made a strategic acquisition in Portugal. Its 2028 expansion plan should generate a 2023-28 EBITDA CAGR of +18%, with a target EBITDA margin of 19.3% vs 14.1% in 2024 (+520bp). Based on our estimates, our target price stands at DKK 530 (€ 71), obtained based on a three-pronged approach (peer comparison, DCF, SOTP). With ratios showing a pr...
- Jean-François Granjon
EQS-News: Business update for financial year 2023/2024, Deutsche Kons...
EQS-News: Deutsche Konsum REIT-AG / Key word(s): Miscellaneous Business update for financial year 2023/2024, Deutsche Konsum REIT-AG on track in a challenging market environment 26.11.2024 / 15:15 CET/CEST The issuer is solely responsible for the content of this announcement. Press release Business update for financial year 2023/2024 Deutsche Konsum REIT-AG on track in a challenging market environment Stable operational business with significant debt reduction of EUR 88.6 million Successful bond refinancing of EUR 145.9 million New CFO appointed in June 2024 to stre...
EQS-News: Business Update für das Geschäftsjahr 2023/2024, Deutsche Ko...
EQS-News: Deutsche Konsum REIT-AG / Schlagwort(e): Sonstiges Business Update für das Geschäftsjahr 2023/2024, Deutsche Konsum REIT-AG auf Kurs in einem herausfordernden Marktumfeld 26.11.2024 / 15:15 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. PRESSEMITTEILUNG Business Update für das Geschäftsjahr 2023/2024Deutsche Konsum REIT-AG auf Kurs in einem herausfordernden Marktumfeld Stabiles operatives Geschäft mit deutlichem Schuldenabbau von EUR 88,6 Mio. Erfolgreiche Refinanzierung von Anleihen über EUR 145,9 Mio. Neuer CFO seit J...
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