reports
Befesa SA: 1 director
A director at Befesa SA bought 26,024 shares at 19.440EUR and the significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...
- Delphine Brault
- Emmanuel Matot
- Quentin Borie
OUT1V OUTOKUMPU OYJ
LSS LECTRA SA
FAE FAES FARMA S.A.
BRNL BRUNEL INTERNATIONAL N.V.
SEFER SERGEFERRARI GROUP SA
SPIE SPIE SA
CASH PROSEGUR CASH SA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
2CRSI 2CRSI SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
PLX PLUXEE NV
CO CASINO GUICHARD-PERRACHON
VIRI VIRIDIEN
- Delphine Brault
- Emmanuel Matot
- Quentin Borie
OUT1V OUTOKUMPU OYJ
LSS LECTRA SA
FAE FAES FARMA S.A.
BRNL BRUNEL INTERNATIONAL N.V.
SEFER SERGEFERRARI GROUP SA
SPIE SPIE SA
CASH PROSEGUR CASH SA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
2CRSI 2CRSI SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
PLX PLUXEE NV
CO CASINO GUICHARD-PERRACHON
VIRI VIRIDIEN
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : Stock market performance fails to reflect the group’s solidit...
>Guidance range unsurprisingly narrowed to € 210-215m - At the time of its Q3 publication (see details on page 2), Befesa lowered its guidance for 2024 EBITDA to € 210-215m (vs € 205-235m). This came as no great surprise since the group had already indicated that it expected EBITDA at around the mid-point of the previous guidance (€ 215m), and given the performance of the zinc refining asset in the US and the recycling factories in China (low utilisation rate averagin...
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : La performance boursière ne reflète pas la solidité du groupe
>Fourchette de guidance sans surprise rétrécie à entre 210 M€ et 215 M€ - Lors de sa publication T3 (voir détails page 2), Befesa a réduit sa fourchette de guidance d’EBITDA 2024 à 210 M€ - 215 M€ (vs 205 M€ - 235 M€). Ceci n'est pas une grande surprise pour nous, puisque le groupe avait déjà dit qu'il s'attendait à ce que l'EBITDA se situe autour du point médian de la guidance précédente (215 M€), et qu'étant donné la performance de l’actif de raffinage de zinc aux E...
- Emira Sagaama
- Michael B. Schäfer
SOP SOPRA STERIA GROUP SA
TFI TELEVISION FRANCAISE 1 SA
VETO VETOQUINOL SA
LSS LECTRA SA
EBRO EBRO FOODS SA
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
ELIS ELIS SA
MAREL MAREL HF.
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
DLG DE'LONGHI S.P.A.
FDR FLUIDRA S.A.
MELE MELEXIS NV
SPIE SPIE SA
GLPG GALAPAGOS NV
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
RUI RUBIS SCA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
CLA CLARANOVA SE
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLX PLUXEE NV
- Emira Sagaama
- Michael B. Schäfer
SOP SOPRA STERIA GROUP SA
TFI TELEVISION FRANCAISE 1 SA
VETO VETOQUINOL SA
LSS LECTRA SA
EBRO EBRO FOODS SA
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
ELIS ELIS SA
MAREL MAREL HF.
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
DLG DE'LONGHI S.P.A.
FDR FLUIDRA S.A.
MELE MELEXIS NV
SPIE SPIE SA
GLPG GALAPAGOS NV
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
RUI RUBIS SCA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
CLA CLARANOVA SE
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLX PLUXEE NV
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : Q3 below expectations and 2024 guidance narrowed to € 210m-21...
>Q3 below estimates with pricing positive impact offsetting negative contribution from US refining asset - This morning, Befesa published its Q3 results, which were below consensus expectations. The group's revenue was € 294m, up 1.7% slightly below consensus at € 306m. EBITDA was € 48.7m, up 16% y-o-y and below the company-compiled consensus at €50 and FactSet consensus at € 52m (ODDO BHF at € 55m). EBIT came in at € 23.1m below consensus at € 30m. Net profit came i...
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : Q3 below expectations and 2024 guidance narrowed to € 210m-21...
>Q3 below estimates with pricing positive impact offsetting negative contribution from US refining asset - This morning, Befesa published its Q3 results, which were below consensus expectations. The group's revenue was € 294m, up 1.7% slightly below consensus at € 306m. EBITDA was € 48.7m, up 16% y-o-y and below the company-compiled consensus at €50 and FactSet consensus at € 52m (ODDO BHF at € 55m). EBIT came in at € 23.1m below consensus at € 30m. Net profit came i...
EQS-News: Befesa achieves solid Q3 with double-digit adjusted EBITDA g...
EQS-News: Befesa S.A. / Key word(s): Quarter Results Befesa achieves solid Q3 with double-digit adjusted EBITDA growth amidst challenging market 31.10.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. PRESS AND INVESTOR ANNOUNCEMENT Q3 2024 results Befesa achieves solid Q3 with double-digit adjusted EBITDA growth amidst challenging market Q3 2024 adjusted EBITDA at €49 million, reflecting a strong year-on-year performance; 9M adjusted EBITDA at €152 million, showing continued growth. Robust performance in the Steel Dust segme...
EQS-News: Befesa meistert herausforderndes Marktumfeld mit solidem dri...
EQS-News: Befesa S.A. / Schlagwort(e): Quartalsergebnis Befesa meistert herausforderndes Marktumfeld mit solidem dritten Quartal und zweistelligem bereinigten EBITDA-Wachstum 31.10.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. PRESSEMITTEILUNG UND INVESTOR NEWS 3. Quartal 2024 Befesa meistert herausforderndes Marktumfeld mit solidem dritten Quartal und zweistelligem bereinigten EBITDA-Wachstum Bereinigtes EBITDA in Q3 2024: 49 Mio. €, spiegelt starke Leistung im Vergleich zum Vorjahr wider; bereinigtes EBITDA der ers...
- Nicolas David
ODDO : Iberian Forum – Day 2
We hosted our 4th ODDO BHF Iberian Forum on the 1st and 2nd of October 2024, virtually. In total, 63 companies were present. In the following note, we provide some initial feedback from the companies on day 2. - >ACS (=): good operating momentum maintained, Abertis and its dividends on the front page - Atresmedia (=): Q3 should be challenging but outlook reiterated - Befesa (=): zinc prices held up well, offsetting the negative impact of maintenance on Q3 volumes - CaixaBank ...
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
CIE CIE AUTOMOTIVE S.A.
NVG NAVIGATOR COMPANY SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
MAP MAPFRE SA
ENC ENCE ENERGIA Y CELULOSA SA
CABK CAIXABANK SA
IBE IBERDROLA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
SAN BANCO SANTANDER S.A.
UNI UNICAJA BANCO S.A.
HOME NEINOR HOMES SA
BFSA BEFESA SA
GRE GRENERGY RENOVABLES
FER FERROVIAL SA
- Oliver Metzger
- Sinan Doganli
ODDO : First feedback – DAY 2
We host the 15th edition of the Corporate Conference in cooperation with Commerzbank on September 3rd & 4th 2024 in Frankfurt am Main. This year we are welcoming 90 German small, mid and large cap companies. - >Accelor Mittal (=) – Heading for better H2 despite still soft underlying markets, no change on VallourecAdesso (=) – IT-solutions segment will continue to be a drag on profitability in H2 2024Aurubis (+) – Announced disposal for its US-based finished ...
CON CONTINENTAL AKTIENGESELLSCHAFT
FRA FRAPORT AG
MT ARCELORMITTAL SA
DAI DAIMLER AG
SZG SALZGITTER AG
VNA VONOVIA SE
RWE RWE AG
NDA AURUBIS AG
WIE WIENERBERGER AG
RAA RATIONAL AG
ADN1 ADESSO AG
BFSA BEFESA SA
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
STM STABILUS SE
TUI TUI AG
R3NK RENK GROUP AG
- Jerôme Bodin
PROX PROXIMUS SA DE DROIT PUBLIC
BEKB BEKAERT SA
VCT VICAT-CIMENTS VICAT SA
BFIT BASIC-FIT NV
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
TFI TELEVISION FRANCAISE 1 SA
BIO BB BIOTECH AG
ALCLA CLASQUIN SA
DEC JCDECAUX SA
ASY ASSYSTEM SA
BLC BASTIDE LE CONFORT MEDICAL SA
ALTR ALTRI SGPS SA
CGM CEGEDIM SA
SRP SRP GROUPE SA
FII LISI SA
LSS LECTRA SA
LNA LNA SANTE SA
GBT GUERBET SA
GOE GROUPE GORGE SA
ATE ALTEN SA
FR VALEO SE
ERA ERAMET SA
COFB COFINIMMO SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SESL SES-IMAGOTAG SA
SEFER SERGEFERRARI GROUP SA
WAF SILTRONIC AG
WBD WEBUILD S.P.A.
INSD VERIMATRIX SA
SPIE SPIE SA
TEC TECHNIPFMC PLC
XFAB X-FAB SILICON FOUNDRIES SE
HOME NEINOR HOMES SA
SMCP SMCP SA
BFSA BEFESA SA
VOS VOSSLOH AG
2CRSI 2CRSI SA
NEOEN NEOEN S.A.
HAG HENSOLDT AG
VK VALLOUREC SA
ALHRS HYDROGEN REFUELING SOLUTIONS
FORSE FORSEE POWER SA
SPM SAIPEM S.P.A.
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
- Jerôme Bodin
PROX PROXIMUS SA DE DROIT PUBLIC
BEKB BEKAERT SA
VCT VICAT-CIMENTS VICAT SA
BFIT BASIC-FIT NV
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
TFI TELEVISION FRANCAISE 1 SA
BIO BB BIOTECH AG
ALCLA CLASQUIN SA
DEC JCDECAUX SA
ASY ASSYSTEM SA
BLC BASTIDE LE CONFORT MEDICAL SA
ALTR ALTRI SGPS SA
CGM CEGEDIM SA
SRP SRP GROUPE SA
FII LISI SA
LSS LECTRA SA
LNA LNA SANTE SA
GBT GUERBET SA
GOE GROUPE GORGE SA
ATE ALTEN SA
FR VALEO SE
ERA ERAMET SA
ELIS ELIS SA
COFB COFINIMMO SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SESL SES-IMAGOTAG SA
SEFER SERGEFERRARI GROUP SA
WAF SILTRONIC AG
WBD WEBUILD S.P.A.
INSD VERIMATRIX SA
SPIE SPIE SA
TEC TECHNIPFMC PLC
XFAB X-FAB SILICON FOUNDRIES SE
HOME NEINOR HOMES SA
SMCP SMCP SA
BFSA BEFESA SA
VOS VOSSLOH AG
2CRSI 2CRSI SA
NEOEN NEOEN S.A.
S30 SOLUTIONS 30 SE
HAG HENSOLDT AG
VK VALLOUREC SA
ALHRS HYDROGEN REFUELING SOLUTIONS
FORSE FORSEE POWER SA
SPM SAIPEM S.P.A.
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : T2 en ligne avec les attentes et légers ajustements de nos es...
>Résultats T2 en ligne avec les attentes portés par la hausse du prix du zinc - Befesa a publié hier matin ses résultats du T2, qui sont ressortis parfaitement en ligne avec les attentes au niveau opérationnel. Le chiffre d'affaires du groupe est ressorti à 323 M€, en hausse de 10%. L'EBITDA s’est élevé à 55 M€, +22% en glissement annuel et en ligne avec le consensus compilé par la société et ODDO BHF à 55,0 M€. L'EBIT a atteint sans surprise à 27 M€, en hausse de 14...
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : Q2 in line with expectations and slight adjustments to our es...
>Q2 results in line with expectations driven by the rise in zinc prices - Yesterday morning, Befesa reported its Q2 2024 results which were fully in line with expectations at the operating level. The group’s sales grew 10% to € 323m. EBITDA came to € 55m, up +22% y-o-y and in line with the company-compiled consensus and ODDO BHF’s estimate of € 55.0m. EBIT came to € 27m, as expected, up +14%, and net profit came to € 11m, up +112%. As expected, the group’s performanc...
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : Q2 in line and bottom of the guidance raised as expected
>Q2 in line with expectations - This morning, Befesa published its Q2 results, which were in line with consensus expectations. Thegroup's revenue was € 323m, up 10%. EBITDA was € 55m, +22% y-o-y and in line with the company-compiled consensus and ODDO BHF at € 55.0m. EBIT came in unsurprisingly at € 27m, up +14%, and net profit came in at € 11m, up +112%. As expected the group's performance mainly benefited in Q2 from: 1/ a positive zinc spot price impact (+€ 12...
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : Q2 in line and bottom of the guidance raised as expected
>Q2 in line with expectations - This morning, Befesa published its Q2 results, which were in line with consensus expectations. Thegroup's revenue was € 323m, up 10%. EBITDA was € 55m, +22% y-o-y and in line with the company-compiled consensus and ODDO BHF at € 55.0m. EBIT came in unsurprisingly at € 27m, up +14%, and net profit came in at € 11m, up +112%. As expected the group's performance mainly benefited in Q2 from: 1/ a positive zinc spot price impact (+€ 12...
- Jerôme Bodin
IPS IPSOS
SOP SOPRA STERIA GROUP SA
ROG ROCHE HOLDING LTD
EO FAURECIA SA
NOVN NOVARTIS AG
CEN GROUPE CRIT SA
SDG SYNERGIE SA
MERY MERCIALYS SA
VIV VIVENDI SE
AUB AUBAY SA
NRG NRJ GROUP SA
FNAC FNAC DARTY SA
HOT HOCHTIEF AG
ACX ACERINOX SA
BAMNB KONINKLIJKE BAM GROEP NV
SAN SANOFI
ELIS ELIS SA
MAREL MAREL HF.
VASTN VASTNED RETAIL NV
VID VIDRALA SA
AIXA AIXTRON SE
ARCAD ARCADIS NV
ALVIV VISIATIV SA
AALB AALBERTS N.V.
CARM CARMILA SAS
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
WAF SILTRONIC AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ARG ARGAN SA
SIFG SIF HOLDING NV
ASS APPLUS SERVICES S.A.
VLTSA VOLTALIA
AZN ASTRAZENECA PLC
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
S30 SOLUTIONS 30 SE
VRLA VERALLIA SAS
TCH TECHNICOLOR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
FUR FUGRO NV
FORSE FORSEE POWER SA
MTRK MOTORK LTD
ALVGO VOGO SA
IVG IVECO GROUP
SPM SAIPEM S.P.A.
GSK GSK PLC
AF AIR FRANCE - KLM
NOVO B NOVO NORDISK A/S
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