reports
Les démarches ESG d’Implenia à nouveau très bien notées par MSCI et Su...
Implenia AG / Mot-clé(s) : Évaluation/RSE Les démarches ESG d’Implenia à nouveau très bien notées par MSCI et Sustainalytics 06.09.2024 / 07:00 CET/CEST Leader du secteur d’activité sur les critères environnementaux, sociaux et de gouvernance | MSCI renouvelle son AAA | Sustainalytics attribue un score ESG de 88 points (2023 : 86 points) Glattpark (Opfikon), le 6 septembre 2024 – Deux notations indépendantes importantes des performances environnementales, sociales et de gouvernance (ESG) confirment le leadership d’Implenia au sein du secteur d’activité. En 2021, Implenia é...
Implenia erneut mit Top-Bewertungen in den Nachhaltigkeitsratings von ...
Implenia AG / Schlagwort(e): Rating/ESG Implenia erneut mit Top-Bewertungen in den Nachhaltigkeitsratings von MSCI und Sustainalytics 06.09.2024 / 07:00 CET/CEST Branchenleader in den Bereichen Umwelt, Soziales und Governance | MSCI bestätigt AAA-Wertung | Mit 88 Punkten (2023: 86 Punkte) Position im Sustainalytics-ESG-Rating erneut gefestigt Glattpark (Opfikon), 6. September 2024 – Zwei wichtige, unabhängige Ratings zu den Bereichen Umwelt, Soziales und Governance (ESG) haben die Position von Implenia als Branchenleader bestätigt. 2021 hatte Implenia als erstes Unternehme...
Implenia once again earns top scores in the sustainability ratings of ...
Implenia AG / Key word(s): Rating/ESG Implenia once again earns top scores in the sustainability ratings of MSCI and Sustainalytics 06.09.2024 / 07:00 CET/CEST Industry leader in the areas of environment, social and governance | MSCI confirms AAA rating | With 88 points (2023: 86 points), position in Sustainalytics’ ESG rating consolidated once again Glattpark (Opfikon), 6 September 2024 – Two important, independent ESG ratings (environment, social and governance) have confirmed Implenia’s position as industry leader. In 2021, Implenia became the first company in the Cons...
SCHP SECHE ENVIRONNEMENT
AMS AMS AG
CRI CHARGEURS SA
POM PLASTIC OMNIUM SE
FGA FIGEAC AERO SA
GLO GL EVENTS SA
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
KENDR KENDRION NV
CPINV CARE PROPERTY INVEST SA
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VLTSA VOLTALIA
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
SCHP SECHE ENVIRONNEMENT
AMS AMS AG
CRI CHARGEURS SA
POM PLASTIC OMNIUM SE
FGA FIGEAC AERO SA
GLO GL EVENTS SA
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
KENDR KENDRION NV
CPINV CARE PROPERTY INVEST SA
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VLTSA VOLTALIA
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
- Martijn Den Drijver
Kendrion : Mixed to positive feelings about new strategic targets
>Capital Markets Day today - Kendrion is presenting its new strategy today following the announced divestment of most of its Automotive activities to Solero, a transaction that will raise €65m and is expected to close on October 10 of this year. As part of the new strategy, Kendrion has announced new financial targets including an adj. EBITDA margin of between 15% and 18% as of 2025 and a ROI of 23%-27% as of 2027. The dividend pay-out is raised from 30%-50% to 50% an...
Avantium N.V.: 2 directors
Two Directors at Avantium N.V. bought/maiden bought 82,140 shares at between 1.840EUR and 1.880EUR. The significance rating of the trade was 60/100. 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 directo...
- Roy Külter
- Steven Boumans
INTO INTERVEST OFFICES & WAREHOUSES SA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
MONT MONTEA SCA
AED AEDIFICA SA
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
NSI NSI N.V.
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
EBUS EBUSCO HLDG NV
CTPNV CTP NV
- Roy Külter
- Steven Boumans
INTO INTERVEST OFFICES & WAREHOUSES SA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
MONT MONTEA SCA
AED AEDIFICA SA
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
NSI NSI N.V.
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
EBUS EBUSCO HLDG NV
CTPNV CTP NV
- Gerardo Ibanez
- Roy Külter
- Steven Boumans
ODDO : Dutch transfer tax to be reduced to 8%, supporting NAV and LTVs...
>Dutch real estate transfer tax to be reduced from 10.4% to 8% - The Dutch government will reduce the transfer tax for commercial buyers to 8%, according to leaked documents that newspaper De Telegraaf released. This is still more than the 6% it was before 2021, but less than the current 10.4%. The budget has now been sent to the Council of State. On “Prinsjesdag”, September 17, the House of Representatives will officially receive the plans, and the budget will be mad...
- Usama Tariq
- Wim Gille
Avantium : Higher capex and royalty cut, we downgrade to Underperform
>H1 results contained negative surprises in general - Avantium recently reported its H1 results with two large negative surprises in our view. Firstly, the company reported that capex for its FDCA plant is expected to rise again, this time a 17% increase of around €26m, leading the total capex figure to around €175m. Secondly, as a result of Origin's announced change in its current strategic focus, Avantium has, as of July, decided to take a prudent approach and to su...
- Jean Danjou
- Oliver Metzger
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
BLC BASTIDE LE CONFORT MEDICAL SA
GAMA GAMMA COMMUNICATIONS
BON BONDUELLE SCA
DTE DEUTSCHE TELEKOM AG
FIE FIELMANN AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
SIFG SIF HOLDING NV
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
AVTX AVANTIUM NV
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
ECMPA EUROCOMMERCIAL PROPERTIES NV
SCHOTT PHARMA AG
- Jean Danjou
- Oliver Metzger
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
BLC BASTIDE LE CONFORT MEDICAL SA
GAMA GAMMA COMMUNICATIONS
BON BONDUELLE SCA
DTE DEUTSCHE TELEKOM AG
FIE FIELMANN AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
SIFG SIF HOLDING NV
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
AVTX AVANTIUM NV
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
ECMPA EUROCOMMERCIAL PROPERTIES NV
SCHOTT PHARMA AG
- Roy Külter
- Steven Boumans
- Roy Külter
- Steven Boumans
- Martijn Den Drijver
Kendrion : Modest adjustments to 2024-2025 estimates, investment case ...
>Result of core Industrial activities not as disappointing as initially assumed - The Q2 results of Kendrion were not as disappointing as we initially reported. The Industrial unit actually performed better than we had anticipated with IB outperforming on sales and the Industrial unit as a whole outperforming on adj. EBITDA although the adj. EBITDA margin was still down yoy. Yes, the Residual business did not show the improvement in adj. EBITDA we had anticipated des...
- Tijs Hollestelle
Kendrion/Margin over volume please/BUY
Kendrion's continued business, in our view, reported solid 2Q24 results. The share price though declined and the stock currently trades c.5% below the share price level before the announcement to dispose the Auto business. This has been fundamentally the most important positive news since the take-over of Intorq back in 2019 but the stock keeps sliding downwards. Kendrion will host a CMD on 5 September. This offers management the opportunity to turn the tide and we expect focus on: (1) Margin po...
- Roy Külter
- Steven Boumans
- Roy Külter
- Steven Boumans
- Amira Manai
- Jeremy Garnier
Feintool International Holding : 2024 penalised by challenging market ...
>H1 sales down 13% to CHF 390m – EBIT of CHF 0.2m (vs CHF 9.2m est.) - Feintool just reported its H1 results which came below our expectations in terms of profitability. H1 revenues was sharply down by 13.3% y-o-y (-10.8% l-f-l) to CHF 390.1m, as announced, affected by a challenging market environment Europe (uncertainties over electromobility, economic slowdown, inflation and high energy prices) leading to a decline in EV market and industrial business for electric m...
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