reports
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 04/26/2024 Date Performance sin...
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. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 26/04/2024
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. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : Cautious guidance drives sell-off
>Q1 2024 in line with EBITDA expectations - Befesa reported its Q1 2024 results yesterday morning. Q1 EBITDA came in at € 49m, in line with expectations for stability relative to Q1 2023 (€ 50m), due to the impact of very negative zinc market prices in the quarter, given the higher average price level in Q1 2023 ($ 3,130/t) and the low price in Q1 2024 ($ 2,450/t) and a drop in Aluminium Metal margins of -€ 5m. These effects were almost all offset by lower treatment c...
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : Chahutée en Bourse à cause de prudence de la guidance
>T1 2024 en ligne avec les attentes au niveau de l’EBITDA - Befesa a publié hier matin ses résultats T1 2024. L’EBITDA du T1 est ressorti à 49 M€ en ligne avec les attentes, stable par rapport au T1 2023 (50 M€) impacté par un effet prix de marché du zinc très négatif de -17 M€ sur le trimestre étant donné le niveau de prix moyen élevé au T1 2023 (3130 $/t) et celui faible du T1 2024 (2450 $/t) et par la baisse de la marge dans l’aluminium secondaire de -5 M€. Ces ef...
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Luis de Toledo Heras
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 04/25/2024
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. - ...
ATO ATOS SE
CEN GROUPE CRIT SA
SDG SYNERGIE SA
MMB LAGARDERE SCA
ITP INTERPARFUMS
HCO HIGHCO SA
MRN MERSEN SA
LSS LECTRA SA
GOE GROUPE GORGE SA
FNAC FNAC DARTY SA
GLO GL EVENTS SA
EBRO EBRO FOODS SA
WIZZ WIZZ AIR HOLDINGS PLC
ERA ERAMET SA
VRNL VERNEUIL PARTICIPATIONS
AIXA AIXTRON SE
ALVIV VISIATIV SA
MELE MELEXIS NV
ALVDM VOYAGEURS DU MONDE SA
ARG ARGAN SA
ADOC ADOCIA SA
VLTSA VOLTALIA
SPIE SPIE SA
LFDE LA FRANCAISE DE L'ENERGIE SA
COPN COSMO PHARMACEUTICALS NV
SAE SHOP APOTHEKE EUROPE NV
XFAB X-FAB SILICON FOUNDRIES SE
SMCP SMCP SA
BFSA BEFESA SA
VOS VOSSLOH AG
AEDAS AEDAS HOMES SA
VRLA VERALLIA SAS
TCH TECHNICOLOR SA
SOL SOLTEC POWER HOLDINGS
BLV BELIEVE SA
FUR FUGRO NV
RWI RENEWI PLC
FLOW FLOW TRADERS LTD
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Luis de Toledo Heras
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 25/04/2024
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. - ...
ATO ATOS SE
CEN GROUPE CRIT SA
SDG SYNERGIE SA
MMB LAGARDERE SCA
ITP INTERPARFUMS
HCO HIGHCO SA
MRN MERSEN SA
LSS LECTRA SA
GOE GROUPE GORGE SA
FNAC FNAC DARTY SA
GLO GL EVENTS SA
EBRO EBRO FOODS SA
WIZZ WIZZ AIR HOLDINGS PLC
ERA ERAMET SA
VRNL VERNEUIL PARTICIPATIONS
AIXA AIXTRON SE
ALVIV VISIATIV SA
MELE MELEXIS NV
ALVDM VOYAGEURS DU MONDE SA
ARG ARGAN SA
ADOC ADOCIA SA
VLTSA VOLTALIA
SPIE SPIE SA
LFDE LA FRANCAISE DE L'ENERGIE SA
COPN COSMO PHARMACEUTICALS NV
SAE SHOP APOTHEKE EUROPE NV
XFAB X-FAB SILICON FOUNDRIES SE
SMCP SMCP SA
BFSA BEFESA SA
VOS VOSSLOH AG
AEDAS AEDAS HOMES SA
VRLA VERALLIA SAS
TCH TECHNICOLOR SA
SOL SOLTEC POWER HOLDINGS
BLV BELIEVE SA
FUR FUGRO NV
RWI RENEWI PLC
FLOW FLOW TRADERS LTD
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : Q1 in line and 2024 guidance slightly cautious
>Q1 results in line at EBITDA level - This morning, Befesa published its Q1 results, which were in line with consensus expectations. Thegroup's revenue was € 298m, down 7%. EBITDA was € 49m, -3% y-o-y and in line with the company-compiled consensus at € 48m and ODDO BHF and FactSet consensus at € 50m. Net profit came in at € 9.5m below the FactSet consensus forecast at € 14m, due to higher financial interests and higher depreciations than expected. The group's p...
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : Q1 in line and 2024 guidance slightly cautious
>Q1 results in line at EBITDA level - This morning, Befesa published its Q1 results, which were in line with consensus expectations. Thegroup's revenue was € 298m, down 7%. EBITDA was € 49m, -3% y-o-y and in line with the company-compiled consensus at € 48m and ODDO BHF and FactSet consensus at € 50m. Net profit came in at € 9.5m below the FactSet consensus forecast at € 14m, due to higher financial interests and higher depreciations than expected. The group's p...
EQS-News: Befesa builds momentum quarter-on-quarter and forecasts full...
EQS-News: Befesa S.A. / Key word(s): Quarterly / Interim Statement/Forecast Befesa builds momentum quarter-on-quarter and forecasts full-year EBITDA between €195m and €235m for 2024 25.04.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. PRESS AND INVESTOR ANNOUNCEMENT Q1 2024 results Befesa builds momentum quarter-on-quarter and forecasts full-year EBITDA between €195m and €235m for 2024 Revenue of €298m, -7% yoy (Q1 2023: €322m) but up 8% versus previous quarter (Q4 2023: €276m) Adjusted EBITDA of €49m, -3% yoy (Q1 2023: €5...
EQS-News: Befesa baut Momentum von Quartal zu Quartal weiter aus und e...
EQS-News: Befesa S.A. / Schlagwort(e): Quartals-/Zwischenmitteilung/Prognose Befesa baut Momentum von Quartal zu Quartal weiter aus und erwartet ein EBITDA zwischen 195 Mio. € und 235 Mio. € für das Jahr 2024 25.04.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. PRESSEMITTEILUNG UND INVESTOR NEWS 1. Quartal 2024 Befesa baut Momentum von Quartal zu Quartal weiter aus und erwartet ein EBITDA zwischen 195 Mio. € und 235 Mio. € für das Jahr 2024 Umsatz: +8% auf 298 Mio. € im Vergleich zum Vorquartal (Q4 2023: 276 Mio. €), ...
- Jean Danjou
- Jean-Baptiste Rouphael
- Marc Lavaud
- Oliver Metzger
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
ACX ACERINOX SA
EBRO EBRO FOODS SA
FR VALEO SE
BON BONDUELLE SCA
FIE FIELMANN AG
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
BPOST BPOST SA
EDR EDREAMS ODIGEO SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
LRE LAR ESPANA REAL ESTATE SOCIMI SA
TLGO TALGO SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TRE TECNICAS REUNIDAS SA
IBG IBERPAPEL GESTION S.A.
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
CASH PROSEGUR CASH SA
BFSA BEFESA SA
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
EXN EXCLUSIVE NETWORKS SA
SPM SAIPEM S.P.A.
ENER GRUPO ECOENER S.A.
- Jean Danjou
- Jean-Baptiste Rouphael
- Marc Lavaud
- Oliver Metzger
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
ACX ACERINOX SA
EBRO EBRO FOODS SA
FR VALEO SE
BON BONDUELLE SCA
FIE FIELMANN AG
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
BPOST BPOST SA
EDR EDREAMS ODIGEO SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
LRE LAR ESPANA REAL ESTATE SOCIMI SA
TLGO TALGO SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TRE TECNICAS REUNIDAS SA
IBG IBERPAPEL GESTION S.A.
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
CASH PROSEGUR CASH SA
BFSA BEFESA SA
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
EXN EXCLUSIVE NETWORKS SA
SPM SAIPEM S.P.A.
ENER GRUPO ECOENER S.A.
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : EBITDA rebound expected in 2024 not currently priced in
>2023 operating figures in line, net profit higher than expected - Befesa released its Q4 2023 results yesterday. EBITDA fell by 11% y-o-y to € 45m, which is slightly above the consensus and our own forecast of € 44m. Compared with the same period last year, EBITDA in Q4 2023 was penalised by: 1/ lower average zinc prices, corresponding to an impact of -€ 12m; 2/ higher treatment charges, i.e. an impact of -€ 2m; and 3/ lower aluminium FMB prices (-€ 5m). On the othe...
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : Le rebond attendu de l’EBITDA 2024 n’est pas reflété dans le ...
>Résultats 2023 en ligne en opérationnel et supérieurs au niveau du RN - Befesa a publié hier ses résultats du T4 2023. L'EBITDA s'est élevé à 45 M€, en baisse de 11% en glissement annuel, légèrement supérieur au consensus et à nos propres attentes à 44 M€. Par rapport à la même période de l'année dernière, l'EBITDA du T4 2023 a été impacté par : 1/ une baisse du prix moyen du zinc, soit un impact de -12 M€ ; 2/ des coûts de traitement plus élevés, soit un impact de ...
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Luis de Toledo Heras
AMS AMS AG
CO CASINO GUICHARD-PERRACHON SA
ATO ATOS SE
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
SBMO SBM OFFSHORE NV
MF WENDEL SE
KORI KORIAN SA
ITP INTERPARFUMS
G24 SCOUT24 AG
GLB GLANBIA PLC
VRNL VERNEUIL PARTICIPATIONS
SOC SUBSEA 7 S.A.
VID VIDRALA SA
AIXA AIXTRON SE
PAT PATRIZIA AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
SMCP SMCP SA
BFSA BEFESA SA
S92 SMA SOLAR TECHNOLOGY AG
NEOEN NEOEN S.A.
GRE GRENERGY RENOVABLES
THEP THERMADOR HOLDING SA
DSC1 DUTCH STAR C SHAR
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
SOL SOLTEC POWER HOLDINGS
TE TECHNIP ENERGIES NV
FUR FUGRO NV
EXN EXCLUSIVE NETWORKS SA
ALLFG ALLFUNDS (UK) LTD
EAPI EUROAPI
SPM SAIPEM S.P.A.
AF AIR FRANCE - KLM
SCHOTT PHARMA AG
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Luis de Toledo Heras
BMW BAYERISCHE MOTOREN WERKE AG
AMS AMS AG
CO CASINO GUICHARD-PERRACHON SA
RNO RENAULT SA
ATO ATOS SE
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
DAI DAIMLER AG
SBMO SBM OFFSHORE NV
MF WENDEL SE
KORI KORIAN SA
ITP INTERPARFUMS
G24 SCOUT24 AG
VOW3 VOLKSWAGEN AG PREF
GLB GLANBIA PLC
VRNL VERNEUIL PARTICIPATIONS
SOC SUBSEA 7 S.A.
VID VIDRALA SA
AIXA AIXTRON SE
PAT PATRIZIA AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
SMCP SMCP SA
BFSA BEFESA SA
S92 SMA SOLAR TECHNOLOGY AG
NEOEN NEOEN S.A.
GRE GRENERGY RENOVABLES
THEP THERMADOR HOLDING SA
DSC1 DUTCH STAR C SHAR
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
SOL SOLTEC POWER HOLDINGS
STLA STELLANTIS N.V.
TE TECHNIP ENERGIES NV
FUR FUGRO NV
EXN EXCLUSIVE NETWORKS SA
ALLFG ALLFUNDS (UK) LTD
EAPI EUROAPI
SPM SAIPEM S.P.A.
AF AIR FRANCE - KLM
SCHOTT PHARMA AG
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : 2023 above expectations at bottom line and positive 2024 qual...
>Q4/ FY 2023 results above expectations at bottom line - This morning, Befesa released its Q4 2023 results. EBITDA was € 45m, down 11% y-o-y, slightlyabove the consensus and our own expectations at € 44m. Compared with the same period last year, Q4 2023 EBITDA was impacted by: 1/ a decrease in the average zinc price, i.e. an impact of -€ 12m; 2/ higher treatment costs, i.e. an impact of -€ 2m over the quarter and 3/ lower alum metal margin -€ 5m. In contrast, Q...
- Anis Zgaya
- Louis Boujard
- CFA
Befesa : 2023 above expectations at bottom line and positive 2024 qual...
>Q4/ FY 2023 results above expectations at bottom line - This morning, Befesa released its Q4 2023 results. EBITDA was € 45m, down 11% y-o-y, slightlyabove the consensus and our own expectations at € 44m. Compared with the same period last year, Q4 2023 EBITDA was impacted by: 1/ a decrease in the average zinc price, i.e. an impact of -€ 12m; 2/ higher treatment costs, i.e. an impact of -€ 2m over the quarter and 3/ lower alum metal margin -€ 5m. In contrast, Q...
EQS-News: Befesa delivered €182m adjusted EBITDA despite a persistentl...
EQS-News: Befesa S.A. / Key word(s): Preliminary Results/Annual Results Befesa delivered €182m adjusted EBITDA despite a persistently challenging year 2023 29.02.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. PRESS AND INVESTOR ANNOUNCEMENT Preliminary full-year 2023 results Befesa delivered €182m adjusted EBITDA despite a persistently challenging year 2023 Total revenue increased in 2023 by 4% to €1,181m (2022: €1,136m) Adjusted EBITDA of €182m, in line with guidance (2022: 215m) EPS for 2023 came in at €1.45 (2022: €2.6...
EQS-News: Befesa erzielt in einem anhaltend herausfordernden Jahr 2023...
EQS-News: Befesa S.A. / Schlagwort(e): Vorläufiges Ergebnis/Jahresergebnis Befesa erzielt in einem anhaltend herausfordernden Jahr 2023 ein bereinigtes EBITDA von 182 Mio. € 29.02.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. PRESSEMITTEILUNG UND INVESTOR NEWS Vorläufiges Geschäftsergebnis 2023 Befesa erzielt in einem anhaltend herausfordernden Jahr 2023 ein bereinigtes EBITDA von 182 Mio. Euro Umsatz erhöhte sich in 2023 um 4% auf 1.181 Mio. € (2022: 1.136 Mio €) Bereinigtes EBITDA mit 182 Mio. € im Rahmen der Prog...
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