reports
- Gerardo Ibanez
- Steven Boumans
ODDO BHF Small & MIDCAP MORNING NEWS - 05/08/2024 Date Performance sin...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
OUT1V OUTOKUMPU OYJ
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
EURN EURONAV NV
LEI LEIFHEIT AG
LXS LANXESS AG
KCO KLOECKNER & CO SE
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MAREL MAREL HF.
NDA AURUBIS AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
RUI RUBIS SCA
B4B METRO AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
JEN JENOPTIK AG
CLA CLARANOVA SE
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
SYAB SYNLAB AG
ALVGO VOGO SA
STM STABILUS SE
- Gerardo Ibanez
- Steven Boumans
ODDO BHF Small & MIDCAP MORNING NEWS - 08/05/2024 Date Performance dep...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
OUT1V OUTOKUMPU OYJ
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
EURN EURONAV NV
LEI LEIFHEIT AG
LXS LANXESS AG
KCO KLOECKNER & CO SE
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MAREL MAREL HF.
NDA AURUBIS AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
RUI RUBIS SCA
B4B METRO AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
JEN JENOPTIK AG
CLA CLARANOVA SE
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
SYAB SYNLAB AG
ALVGO VOGO SA
STM STABILUS SE
- Klaus Ringel
- Michael Foundoukidis
Stabilus SE : Mixed Q2 2023-24 results and guidance specified at the l...
>STM suffered from the weak macro environment in Q2 2023-24 - Stabilus released a mixed set of results for Q2 2023-24. Reported group sales were +1% y-o-y to € 314m (+1% vs. ODDO BHF & css.) with an organic growth rate of +1.0%. Sales were up strongly in APAC (+12% y-o-y), flat in EMEA and down in the Americas (-4%). In terms of market segment aerospace, marine & rail (+66% y-o-y), health, recreation& furniture (+6%) and automotive (+5%) with Powerise especially showi...
- Richard Williamson
Claranova - EBITDA improvement across all divisions
On relatively flat H124 revenue, Claranova grew adjusted EBITDA more than 50% year-on-year as the focus on profitability over growth started to deliver. With Avanquest’s loss-making non-core business reducing, myDevices hitting break-even and customer acquisition costs back under control in PlanetArt, the company is better positioned to drive profitable growth. Management is targeting an adjusted EBITDA margin of c 10% in FY24. The company has refinanced its debt, providing funds to repay the OC...
- Nicolas Thorez
Claranova : Q3 close to forecasts. Claranova begins a new chapter foll...
>Q3 2023/24 sales of € 94m (+4%, o/w +2% org), close to our forecasts - Claranova reported yesterday evening Q3 2023/24 sales of € 94m, up 4% year-on-year on a reported basis and 2% organically. This figure was close to our forecast (ODDO BHF: € 97m). By division, 1/ PlanetArt (65% of Q3 sales) reported a 2% organic decline. While this division is still not back on the organic growth path, sales have stabilised in the context of the priority given to profitability; 2/...
- Cedric Rossi
- Clement Genelot
- Gregory Ramirez
Claranova: In-line Q3 2023/24 sales
Yesterday evening, Claranova reported Q3 FY24 revenue of EUR94m, up 4% as reported and 2% lfl. This was broadly in line with our expectations (EUR95m). The analysts' call also provided an opportunity for newly appointed CEO, Eric Gareau, to confirm that the strategic review announced last month was
- Nicolas Thorez
Claranova : T3 proche des attentes. Claranova aborde un nouveau chapit...
>CA T3 2023/24 de 94 M€ (+4% dont +2% org), peu éloigné de nos attentes - Claranova a publié hier soir au titre du T3 2023/24 un CA de 94 M€, en hausse de 4% y-o-y en données publiées et de 2% en organique. Ce niveau d’activité ressort proche de nos attentes (ODDO BHF : 97 M€). En substance, 1/ PlanetArt (65% CA T3) affiche un repli de 2% org. Si la division n’a pas encore retrouvé le chemin de la croissance org., le niveau d’activité s’est stabilisé dans un contexte ...
EQS-News: Stabilus SE closes Q2 FY2024 with a slight increase in reven...
EQS-News: Stabilus SE / Key word(s): Quarter Results Stabilus SE closes Q2 FY2024 with a slight increase in revenue 08.05.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. CORPORATE NEWS Stabilus SE closes Q2 FY2024 with a slight increase in revenue Revenue increases by 0.9% to €313.5 million in Q2 FY2024 despite challenging environment, APAC region primary growth driver Adjusted EBIT[1] in Q2 at €38.9 million compared to €40.8 million in Q2 FY2023, corresponding to a margin of 12.4% (Q2 FY2023: 13.1%) Q2 result at...
EQS-News: Stabilus SE schließt Q2 GJ2024 mit leichtem Umsatzplus ab
EQS-News: Stabilus SE / Schlagwort(e): Quartalsergebnis Stabilus SE schließt Q2 GJ2024 mit leichtem Umsatzplus ab 08.05.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. CORPORATE NEWS Stabilus SE schließt Q2 GJ2024 mit leichtem Umsatzplus ab Umsatzanstieg in Q2 GJ2024 von 0,9% auf 313,5 Mio. € trotz herausforderndem Umfeld, Region APAC primärer Wachstumstreiber Bereinigtes EBIT[1] in Q2 bei 38,9 Mio. €, nach 40,8 Mio. € in Q2 GJ2023, entsprechend einer Marge von 12,4% (Q2 GJ2023: 13,1%) Q2-Ergebnis bei 18,1...
Claranova : Chiffre d’affaires 9 mois 2023-2024 de 395 M€
PARIS--(BUSINESS WIRE)-- Regulatory News: Claranova (Paris:CLA): Évolution du chiffre d’affaires par pôle d’activité sur le troisième trimestre de l’exercice 2023-2024 : En M€ Déc. 2023 à mars 2024 (3 mois) Déc. 2022 à mars 2023 (3 mois) Var. Var. à taux de change constants Var. à périmètre constant Var. à périm. et taux de change constants PlanetArt 61 60 2% -2% 2% -2% Avanquest 31 29 7% 8% 7% 8% myDevices 2 2 18% 18% ...
EQS-News: 155th wienerberger Annual General Meeting: All resolutions a...
EQS-News: Wienerberger AG / Key word(s): AGM/EGM 155th wienerberger Annual General Meeting: All resolutions adopted 07.05.2024 / 14:30 CET/CEST The issuer is solely responsible for the content of this announcement. 155th wienerberger Annual General Meeting: All resolutions adopted Dividend of € 0.90 per share Heimo Scheuch, Chairman of the Managing Board of Wienerberger AG: “Perfectly positioned for further growth” Vienna, May 7, 2024 – The 155th Annual General Meeting of Wienerberger AG was held as an on-site meeting at Wiener Stadthalle on May 7, 2024. After the prese...
EQS-News: 155. ordentliche wienerberger Hauptversammlung: Alle Anträge...
EQS-News: Wienerberger AG / Schlagwort(e): Hauptversammlung 155. ordentliche wienerberger Hauptversammlung: Alle Anträge genehmigt 07.05.2024 / 14:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. 155. ordentliche wienerberger Hauptversammlung: Alle Anträge genehmigt Dividende von 0,90 € je Aktie Heimo Scheuch, Vorstandsvorsitzender der Wienerberger AG: „Bestens positioniert, um Wachstum weiter voranzutreiben“ Wien, 07. Mai 2024 – Die 155. ordentliche Hauptversammlung der Wienerberger AG fand am 7. Mai 2024 als Präsenzveranstaltun...
Nombre d’actions et droits de vote composant le capital social de Clar...
PARIS--(BUSINESS WIRE)-- Regulatory News: Conformément aux articles L.233-8 II du Code de commerce et 223-16 du Règlement général de l’Autorité des Marchés Financiers, Claranova SE (ISIN : FR0013426004) (Paris:CLA) publie le nombre d’actions composant son capital social ainsi que le nombre de droits de vote associés au 30 avril 2024 : Actions composant le capital 57 206 910 Droits de vote théoriques (A) 57 206 910 Actions privées de droits de vote Auto détention au nominatif (B) 0 Auto détention au porteur (C) 473 787 ...
BALYO : Mise à disposition du Document d’Enregistrement Universel 2023
ARCUEIL, France--(BUSINESS WIRE)-- Regulatory News: BALYO (FR0013258399, Mnémonique : BALYO, éligible PEA-PME), leader technologique dans la conception et le développement de solutions robotisées innovantes pour les chariots de manutention, annonce le dépôt de son Document d’Enregistrement Universel 2023 auprès de l’Autorité des marchés financiers (AMF), le 26 avril 2024, sous le numéro D.24-0334. Le Document d’Enregistrement Universel inclut notamment : le rapport financier annuel pour l'exercice clos le 31 décembre 2023 ; le rapport du Conseil d’administration sur le gouvernement d...
EQS-News: Stabilus SE: Invitation to a web conference on Q2 FY2024 res...
EQS-News: Stabilus SE / Key word(s): Quarter Results/Conference Stabilus SE: Invitation to a web conference on Q2 FY2024 results on May 8, 2024 25.04.2024 / 16:45 CET/CEST The issuer is solely responsible for the content of this announcement. CORPORATE NEWS Stabilus SE: Invitation to a web conference on Q2 FY2024 results on May 8, 2024 Koblenz, April 25, 2024 - Stabilus SE (WKN: STAB1L, ISIN: DE000STAB1L8) invites investors and analysts to a web conference on May 8, 2024, 10:30 a.m. CET, on the occasion of the publication of its Q2 FY2024 results. In the we...
EQS-News: Stabilus SE: Einladung zu einer Webkonferenz zu Q2-GJ2024-Er...
EQS-News: Stabilus SE / Schlagwort(e): Quartalsergebnis/Konferenz Stabilus SE: Einladung zu einer Webkonferenz zu Q2-GJ2024-Ergebnissen am 08.05.2024 25.04.2024 / 16:45 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. CORPORATE NEWS Stabilus SE: Einladung zu einer Webkonferenz zu Q2-GJ2024-Ergebnissen am 08.05.2024 Koblenz, 25. April 2024 - Die Stabilus SE (WKN: STAB1L, ISIN: DE000STAB1L8) lädt Investoren und Analysten anlässlich der Veröffentlichung ihrer Ergebnisse des 2...
BALYO annonce son chiffre d’affaires du 1er trimestre 2024, à 5,2 M€
ARCUEIL, France--(BUSINESS WIRE)-- Regulatory News: BALYO (FR0013258399, Mnémonique : BALYO, éligible PEA-PME), leader technologique dans la conception et le développement de solutions robotisées innovantes pour les chariots de manutention, annonce aujourd’hui son chiffre d’affaires du 1er trimestre 2024. Pascal Rialland, Président Directeur général de BALYO, déclare : « Ce premier trimestre 2024 reflète une dynamique commerciale plus faible qu'attendue avec une baisse des prises de commandes principalement due à un effet de base défavorable. En effet, les ventes du premier trimestre de l'...
- Frank Claassen
Fagron - Compounding for growth
• New 40p report: Fagron is an excellent play on the structural growth drivers of personalized medication (e.g. demographics, drug shortages). • It has high visibility on high single digit organic growth and in combination with Buy-and-build this offers double digit EBITDA growth.• We reiterate our Buy with a TP of EUR 24 (was EUR 23) based on our SOTP and DCF on the back of 2% higher EBITDA estimates following Q1.
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 04/17/2024 Date Performance sin...
NEXT can claim the leading position in the UK fashion category. Moreover, the company managed the transition from offline to online comparatively well. However, top-line growth should remain at 4% a year until 2026 as the business outside the UK is too small. The operating margin should decrease 40bp to 17.6% on higher wages and general Opex inflation. We initiate coverage with a Neutral rating and a TP of 8,900p (based on a peer group and DCF). - ...
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 17/04/2024 Date Performance dep...
NEXT can claim the leading position in the UK fashion category. Moreover, the company managed the transition from offline to online comparatively well. However, top-line growth should remain at 4% a year until 2026 as the business outside the UK is too small. The operating margin should decrease 40bp to 17.6% on higher wages and general Opex inflation. We initiate coverage with a Neutral rating and a TP of 8,900p (based on a peer group and DCF). - ...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.