reports
SBM Offshore completes US$1.5 billion financing of Jaguar
SBM Offshore completes US$1.5 billion financing of Jaguar Amsterdam, November 21, 2024 SBM Offshore announces it has completed the project financing of FPSO Jaguar for a total of US$1.5 billion. The project financing was fully secured by a consortium of 16 international financial institutions. The Company expects to draw the loan phased over the construction period of the FPSO. The project loan is in line with the duration of the construction phase. The FPSO Jaguar’s design is based on SBM Offshore’s industry leading Fast4Ward® program that incorporates the Company’s seventh new build, ...
EQS-News: SFC Energy AG erneuert Rahmenvertrag mit Fuel Cell Systems L...
EQS-News: SFC Energy AG / Schlagwort(e): Auftragseingänge SFC Energy AG erneuert Rahmenvertrag mit Fuel Cell Systems Ltd. im Wert von EUR 5,5 Mio. für das Jahr 2025 21.11.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. SFC Energy AG erneuert Rahmenvertrag mit Fuel Cell Systems Ltd. im Wert von EUR 5,5 Mio. für das Jahr 2025 Brunnthal/München, Deutschland, 21. November 2024 – Die SFC Energy AG („SFC“, , ISIN: ), ein führender Anbieter von Wasserstoff- und Methanol-Brennstoffzellen für stationäre, portable und mobile Hybri...
EQS-News: SFC Energy AG renews framework contract with Fuel Cell Syste...
EQS-News: SFC Energy AG / Key word(s): Incoming Orders SFC Energy AG renews framework contract with Fuel Cell Systems Ltd. worth EUR 5.5 million for 2025 21.11.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. SFC Energy AG renews framework contract with Fuel Cell Systems Ltd. worth EUR 5.5 million for 2025 Brunnthal/Munich, Germany, November 21, 2024 – SFC Energy AG (“SFC”, , ISIN: ), a leading provider of hydrogen and methanol fuel cells for stationary, portable and mobile hybrid power solutions, has secured another framework ...
- Tijs Hollestelle
DEME Group/Flush with cash/BUY
DEME's 3Q24 trading update surprised on the upside as the company increased its 2024 revenue guidance for the second time this year. With DEME reiterating its EBITDA margin guidance, we increase our FY24F EBITDA estimate by 12% to €740m. We have not changed our 2025-26 revenue and EBITDA estimates, not because we are worried about end market fundamentals, but rather that this is how DEME's project-based business model works. Most important in our view is that DEME also lowered its capex guidance...
Weekly share repurchase program transaction details
Weekly share repurchase program transaction details November 20, 2024 SBM Offshore reports the transaction details related to its EUR130 million (c. US$140 million) share repurchase program for the period November 14, 2024 through November 20, 2024. The repurchases were made under the EUR65 million share repurchase program announced on February 29, 2024, effective from March 1, 2024 and increased by EUR65 million as announced on August 8, 2024. The objective of the program is to reduce share capital and, in addition, to provide shares for regular management and employee share programs. In...
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Thijs Berkelder
- Usama Tariq
SFC Energy AG : SFC’s outstanding run continues on the back of strong ...
>SFC reports good sales growth with margins far exceeding our expectations - SFC Energy reported another strong set of results with 9M sales at €105.2m, up 19.5% y-o-y and 2% lower than our estimate of €106.8m. Exclusively for Q3, total sales for the quarter were €34.3m, around 5% lower than our estimate of €36.0m, primarily led by Clean Power Management with sales at €11.8m, 9% lower than our estimate of €13.3m. Clean Energy on the other hand reported sales which cam...
Green Arrow sélectionne Voltalia pour construire une centrale en Espag...
Green Arrow sélectionne Voltalia pour construire une centrale en Espagne Green Arrow sélectionne Voltalia pour construire une centrale en Espagne Voltalia (Euronext Paris, ISIN code : FR0011995588), acteur international des énergies renouvelables, annonce la signature avec Green Arrow Capital d’un contrat visant à assurer l’Ingénierie, l’Approvisionnement et la Construction (EPC) ainsi que l’Exploitation-Maintenance (O&M) d’une centrale solaire de 135 mégawatts La centrale sera située à Séville (Andalousie) dans la municipalité de Sanlucar la Mayor. La construction démarrera en 2024 av...
Green Arrow selects Voltalia to build a power plant in Spain
Green Arrow selects Voltalia to build a power plant in Spain Green Arrow selects Voltalia to build a power plant in Spain Voltalia (Euronext Paris, ISIN code: FR0011995588), an international player in renewable energies, announces the signing of a contract with Green Arrow Capital for the Engineering, Procurement and Construction (EPC) and Operation & Maintenance (O&M) of a 135-megawatt solar power plant The plant will be located in Seville (Andalusia), in the municipality of Sanlucar la Mayor. Construction will start in 2024, with full commissioning scheduled for 2025. Voltalia will t...
EQS-News: SFC Energy AG remains on track after nine months – Significa...
EQS-News: SFC Energy AG / Key word(s): 9 Month figures SFC Energy AG remains on track after nine months – Significant sales growth with disproportionately high increase in profitability 19.11.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. SFC Energy AG remains on track after nine months – Significant sales growth with disproportionately high increase in profitability Group sales growth of 19.5% to EUR 105,190 thousand (9M/2023: EUR 88,030 thousand) Adjusted EBITDA up 52.8% to EUR 18,230 thousand (9M/2023: EUR 11,931 thousand...
EQS-News: SFC Energy AG nach neun Monaten weiter auf Kurs – Deutliches...
EQS-News: SFC Energy AG / Schlagwort(e): 9-Monatszahlen SFC Energy AG nach neun Monaten weiter auf Kurs – Deutliches Umsatzwachstum bei überproportional steigender Profitabilität 19.11.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. SFC Energy AG nach neun Monaten weiter auf Kurs – Deutliches Umsatzwachstum bei überproportional steigender Profitabilität Konzernumsatz wächst um 19,5 % auf TEUR 105.190 (9M/2023: TEUR 88.030) EBITDA bereinigt mit plus 52,8 % auf TEUR 18.230 (9M/2023: TEUR 11.931); EBITDA-Marge bereinigt er...
- Emmanuel Matot
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 18/11/2024
Comme prévu, les actions américaines ont salué la victoire de Donald Trump tandis que les bourses européennes accusaient le coup, également lestées deux jours plus tard par une nouvelle déception sur le plan de relance chinois. Nos stratégies sectorielles et paniers de valeurs Trump (long ou short) ont fonctionné, avec quelques exceptions qui peuvent être des opportunités d’investissement, à l’instar de Total Energies ou Repsol. En Europe, nous conservons notre opinion Sous-pondérer s...
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
ELE ENDESA S.A.
01913 PRADA S.P.A.
SOI SOITEC SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
ATRY ATRYS HEALTH
TMV TEAMVIEWER AG
VK VALLOUREC SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
PLX PLUXEE NV
- Emmanuel Matot
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 11/18/2024
As expected, US equities welcomed Donald Trump's victory, while European stock markets reacted negatively, also weighed down two days later by a further disappointment on China's stimulus plan. Our sector strategies and baskets of Trump stocks (long or short) have paid off, with a few exceptions that may provide investment opportunities, like Total Energies or Repsol. In Europe, we are maintaining our Underweight recommendation on the Basic Resources, Chemicals, Luxury Goods and Autom...
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
ELE ENDESA S.A.
01913 PRADA S.P.A.
SOI SOITEC SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
ATRY ATRYS HEALTH
TMV TEAMVIEWER AG
VK VALLOUREC SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
PLX PLUXEE NV
- Klaus Breitenbach
Borussia Dortmund GmbH & Co KGaA : Q1 2024-25 : higher revenue, but lo...
>Revenue better than expected - In Q1 2024-25, BVB generated revenue of € 107.3m (+5.0% y-o-y, +5.3% vs ODDO BHFe). Income from merchandising declined (demanding comps with ca. 90,000 special-edition kits delivered in the 2022-23 season), while other revenue streams, particularly advertising (higher income from Champion Partners, Partners and two kit sponsors) and TV marketing (higher total distribution for the starting fee in the UEFA Champions League and performance...
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - Date1
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - 11/14/2024
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
JST JOST WERKE AG
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
- Thijs Berkelder
- Usama Tariq
SBM Offshore : A strong quarter as the company lifts its FY24 guidance
>Another strong set of results as SBM looks forward to FPSO sales - PSO Sale. The company indicated that its FPSO Prosperity was sold to ExxonMobil Guyana Ltd on November 7 whereas it expects the sales of FPSO Liza Destiny to be on track, expecting it to close by the end of the year. Contract award: The company announced that it has been awarded an FPSO contract as part of the GranMorgu field development project in Suriname. According to the company, the c. 220 k...
- ING Helpdesk
Benelux Morning Notes
Agfa-Geveart: Material miss on Healthcare activities. ASML: Long-term guidance confirmed. CVC Capital Partners: Comfortably on track. DEME Group: Raises outlook, lowers capex guidance. Proximus: Pressure on CEO from another possible coalition party. SBM Offshore: Again delivering
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Thibault Leneeuw
- Wim Lewi
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