reports
Haulotte Group: 1 director
A director at Haulotte Group bought 8,013 shares at 2.852EUR and the significance rating of the trade was 52/100. 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 ...
- Oliver Metzger
- Wim Gille
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/09/2024
La prochaine acquisition de Campari pourrait être en Inde et intervenir rapidement, selon nous. Rapidement d’abord pour que le groupe puisse pleinement profiter du dynamisme de ce marché. Rapidement ensuite pour se prémunir du ralentissement actuel des liqueurs et apéritifs (L&A) en Europe, segment dont il est historiquement très dépendant. Malgré l’intérêt stratégique du marché indien, une telle opération de M&A pourrait se révéler risquée en s’ajoutant aux multiples défis opérationn...
DGE DIAGEO PLC
MTX MTU AERO ENGINES AG
RI PERNOD RICARD SA
HO THALES SA
RCO REMY COINTREAU SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
ISP INTESA SANPAOLO S.P.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BOL BOLLORE SA
BA. BAE SYSTEMS PLC
UCG UNICREDIT S.P.A.
SKF B SKF AB CLASS B
LDO LEONARDO SPA
HAG HENSOLDT AG
CPR DAVIDE CAMPARI-MILANO N.V.
AERO MONTANA AEROSPACE AG
UMG UNIVERSAL MUSIC GROUP NV
AM DASSAULT AVIATION
DTG DAIMLER TRUCK
LAT LATECOERE
R3NK RENK GROUP AG
- Oliver Metzger
- Wim Gille
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/18/2024
Campari’s next acquisition might be in India and could materialise quickly, in our view. Speed is of the essence: first so that the group can take full advantage of the dynamic growth of this market; and second to guard against the current slowdown in liqueurs and aperitifs (L&A) in Europe, a segment on which it has historically been very reliant. Despite the strategic value that the Indian market offers, such an M&A deal could prove risky by adding to the multiple operational challen...
DGE DIAGEO PLC
MTX MTU AERO ENGINES AG
RI PERNOD RICARD SA
HO THALES SA
RCO REMY COINTREAU SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
ISP INTESA SANPAOLO S.P.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BOL BOLLORE SA
BA. BAE SYSTEMS PLC
UCG UNICREDIT S.P.A.
SKF B SKF AB CLASS B
LDO LEONARDO SPA
HAG HENSOLDT AG
CPR DAVIDE CAMPARI-MILANO N.V.
AERO MONTANA AEROSPACE AG
UMG UNIVERSAL MUSIC GROUP NV
AM DASSAULT AVIATION
DTG DAIMLER TRUCK
LAT LATECOERE
R3NK RENK GROUP AG
- Olfa Taamallah
- Yan Derocles
MTX MTU AERO ENGINES AG
HO THALES SA
CEN GROUPE CRIT SA
ALCLA CLASQUIN SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
FII LISI SA
ALCAR CARMAT SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
DLG DE'LONGHI S.P.A.
LDO LEONARDO SPA
RUI RUBIS SCA
ALCUR ARCURE SA
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
- Olfa Taamallah
- Yan Derocles
ODDO : Rumeurs de cessez-le-feu en Ukraine: attention au sociétés expo...
>Des rumeurs de cessez-le-feu en Ukraine qui se multiplient - Un article de Bloomberg a ravivé hier les rumeurs de discussions pouvant amener à une fin négociée du conflit en Ukraine. Sans citer de sources, les journalistes rapportaient que certains alliés commençaient à discuter de la manière dont le conflit pouvait se terminer et que la période entre les élections présidentielles américaines et l’investiture (entre novembre et janvier) pourrait offrir une fenêtre d’...
- Olfa Taamallah
- Yan Derocles
ODDO : Rumours of a ceasefire in Ukraine: watch out for groups exposed...
>Rumours of a ceasefire in Ukraine are multiplying - An article in Bloomberg yesterday revived rumours of talks aimed at negotiating an end to the conflict in Ukraine. Without citing any sources, journalists report that certain allies were beginning to discuss the manner in which the conflict could be brought to an end and that the period between the US presidential elections and investiture (between November and January) could offer a window of opportunity. Last Sund...
- Emmanuel Matot
- Emmanuel Matot
- Klaus Ringel
- Michael Foundoukidis
Jost-Werke AG : Starting to deliver on its mid-term M&A ambitions
>Signing of an exclusive agreement to acquire Hyva BV - Jost announced that they have signed an agreement to acquire all shares in Hyva B.V., including its direct and indirect subsidiaries worldwide. The Netherlands based Hyva is a leading supplier of hydraulic solutions for the commercial vehicle industries. It has a global market share >40% in front-end tipping cylinders and its global manufacturing footprint encompasses 14 production facilities across China, India,...
EQS-News: JOST enters into exclusivity agreement to acquire Hyva
EQS-News: JOST Werke SE / Key word(s): Mergers & Acquisitions/Agreement JOST enters into exclusivity agreement to acquire Hyva 16.09.2024 / 14:47 CET/CEST The issuer is solely responsible for the content of this announcement. JOST enters into exclusivity agreement to acquire Hyva JOST signs exclusivity agreement to acquire Hyva: JOST intends to significantly broaden its product portfolio and to add the global market leader in hydraulic cylinders to its family of brands. Expected additional sales contribution of around EUR 624 million p.a.: Hyva will strengthen JOST’s on...
EQS-News: JOST schließt Exklusivitätsvereinbarung zur Übernahme von Hy...
EQS-News: JOST Werke SE / Schlagwort(e): Fusionen & Übernahmen/Vereinbarung JOST schließt Exklusivitätsvereinbarung zur Übernahme von Hyva ab 16.09.2024 / 14:47 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. JOST schließt Exklusivitätsvereinbarung zur Übernahme von Hyva ab JOST unterzeichnet Exklusivitätsvereinbarung zur Übernahme von Hyva: JOST beabsichtigt sein Produktportfolio signifikant zu erweitern und seine Markenfamilie durch den weltweiten Marktführer im Bereich Hydraulikzylinder zu ergänzen. Erwarteter zusätzlicher Umsa...
Bekaert - Update on the Liquidity Agreement
Bekaert - Update on the Liquidity Agreement Update on the Liquidity Agreement Period from 5 September 2024 to 11 September 2024 In relation to the renewed liquidity agreement with Kepler Cheuvreux announced on , Bekaert announces today that Kepler Cheuvreux on behalf of Bekaert has bought 7 500 shares during the period from 5 September 2024 to 11 September 2024 on Euronext Brussels. During the same period, Kepler Cheuvreux on behalf of Bekaert has sold 1 800 shares on Euronext Brussels. The tables below provide an overview of the transactions under the liquidity agreement durin...
Bekaert - Mise à jour relative au Contrat de liquidité
Bekaert - Mise à jour relative au Contrat de liquidité Mise à jour relative au Contrat de liquidité Période allant du 5 septembre 2024 au 11 septembre 2024 Dans le cadre du contrat de liquidité reconduit avec Kepler Cheuvreux annoncé le , Bekaert annonce aujourd'hui que Kepler Cheuvreux a acheté 7 500 actions pour le compte de Bekaert durant la période comprise entre le 5 septembre 2024 et le 11 septembre 2024 sur Euronext Bruxelles. Au cours de la même période, Kepler Cheuvreux a vendu 1 800 actions pour le compte de Bekaert sur Euronext Bruxelles. Les tableaux ci-dessous donnent ...
Bekaert - Update over de Liquiditeitsovereenkomst
Bekaert - Update over de Liquiditeitsovereenkomst Update over de Liquiditeitsovereenkomst Periode van 5 september 2024 tot 11 september 2024 In het kader van het hernieuwde liquiditeitscontract met Kepler Cheuvreux aangekondigd op , maakt Bekaert vandaag bekend dat Kepler Cheuvreux namens Bekaert 7 500 aandelen heeft aangekocht in de periode van 5 september 2024 tot 11 september 2024 op Euronext Brussels. Tijdens dezelfde periode heeft Kepler Cheuvreux namens Bekaert 1 800 aandelen verkocht op Euronext Brussels. De onderstaande tabellen geven een overzicht van de transacties in het ka...
- Stephane Beyazian
- Olfa Taamallah
- Yan Derocles
- Olfa Taamallah
- Yan Derocles
- Amira Manai
- Nicolas Thorez
Sidetrade : Résultats S1 solides à tous les niveaux : topline et booki...
>Résultats S1 meilleurs que prévu grâce à un bon levier opérationnel - Sidetrade a publié des résultats S1 solides à tous les niveaux et légèrement au-dessus des attentes. Pour un CA (déjà publié) de 24.8 M€, en croissance de 19% (+15% org), le groupe enregistre un EBIT en hausse de 44% à 3.6 M€ (vs ODDO BHF 3.3 M€). Ceci implique une marge opérationnelle de 14.5%, en amélioration de +250bps par rapport à N-1. Cette performance s’explique par le levier opérationnel su...
- Amira Manai
- Nicolas Thorez
Sidetrade : Robust H1 results at all levels: double-digit growth in th...
>H1 results better than expected thanks to good operating leverage - Sidetrade reported robust H1 results across the board that slightly exceeded expectations. On sales (already reported) of € 24.8m, up 19% (+15% organic), the group posted growth in EBIT of 44% to € 3.6m (vs ODDO BHF € 3.3m). This implies an operating margin of 14.5%, an improvement of +250bp compared with N-1. This performance is due to operating leverage on growth and good management of opex, despit...
- Emmanuel Matot
Haulotte : High operating margin in H1 and warning on sales for 2024
>High operating margin in H1 - Haulotte yesterday evening published its H1 2024 results. They beat our forecasts, notably at the underlying operating profit level, which more than doubled to € 30m (vs ODDO BHF = € 14m). In a context of a contraction in sales (-9%, including -10% organic), the group managed to generate a high underlying operating margin (+5.1 points to 8.3% - a level not reached since 2017) thanks to higher selling prices, a good commercial perfo...
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