ProSiebenSat.1 Media SE : La tendance publicitaire T2 reste solide et ...

>Opinion Surperformance réitérée - Pro7Sat1 a publié ses résultats T1 définitifs hier et a tenu sa conférence téléphonique dans la foulée. Il avait publié ses résultats préliminaires le 15/04. L’EBITDA T1 est ressorti supérieur à notre attente initiale. Le management a confirmé une tendance publicitaire T2 en ligne avec le T1 (+4,4%) avec un bon mois de mai. Le momentum reste donc bon, soutenu par des effets de base favorables qui devraient s’estomper au S2. Nos atte...

ODDO BHF Small & MIDCAP MORNING NEWS - 05/15/2024 Date Performance sin...

With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...

ODDO BHF Small & MIDCAP MORNING NEWS - 15/05/2024 Date Performance dep...

Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...

ProSiebenSat.1 Media SE : Advertising trend remains solid in Q2 and th...

>Outperform rating confirmed - Pro7Sat1 released its definitive Q1 results followed by a conference call. The group had reported its preliminary earnings on 15 April. Q1 EBITDA topped our initial estimate. Management confirmed a Q2 advertising trend in line with Q1 (+4.4%) with a good month of May. Momentum therefore remains good, underpinned by favourable base effects which should be fade in H2. Our EBITDA expectations are unchanged and remain higher than those of t...

Hugo Boss AG: 2 directors

Two Directors at Hugo Boss AG bought 3,000 shares at between 46.020EUR and 47.360EUR. The significance rating of the trade was 59/100. 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 la...

ODDO BHF Small & MIDCAP MORNING NEWS - 05/02/2024

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ODDO BHF Small & MIDCAP MORNING NEWS - 02/05/2024

Nous sortons GALP de notre liste ODDO BHF European Large Caps. La valeur a réalisé une performance de +31,3% depuis son entrée le 20 mars dernier. Notre analyste adopte ce jour une opinion Neutre (vs Surperformance) sur la valeur qui a atteint notre objectif de cours. - ...

Hugo Boss : Consistent top-line growth, Q1 EBIT some 6% above the cons...

>All brands, regions and channels are growing, EBIT better than expected - This morning, Hugo Boss released Q1 2024 results. In Q1, sales increased 6% y-o-y excluding FX to € 1,014m (consensus: € 1,005m, ODDO BHFe: € 1,007m) which is 1% above the consensus. Regions: EMEA +5%, Americas +11% and Asia +4%. Channels: Retail +3%, Wholesale +8% and Digital +10%. EBIT rose 6% to € 69m (consensus: € 65m, ODDO BHFe: € 62m) and was thus 6% above the consensus with the margin up...

ODDO BHF Small & MIDCAP MORNING NEWS - 04/29/2024

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ODDO BHF Small & MIDCAP MORNING NEWS - 29/04/2024

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Sopra Steria Group : Unsurprising caution on Q2, but group has tangibl...

>Good-quality Q1 performance, despite France and Germany - Sopra Steria’s Q1 revenues, reported last Friday, were in line with expectations, implying organic growth just short of expectations (organic growth in Q1 of +0.3% vs 0.9%e), and a sharp slowdown on Q4 (+6.2% org.), as expected, undermined especially by weaker demand, particularly in consulting (-7% in Q1). Business was particularly lacklustre in France and Germany (organic decline in Q1), notably in banking/f...

INVEST SECURITIES - SOPRA STERIA : Feuille de route respectée - ACHAT,...

Sopra Steria Group : Prudence logique pour T2, mais le groupe dispose ...

>Une performance T1 de bonne facture, malgré la France et l’Allemagne - Sopra Steria a publié vendredi dernier un CA T1 conforme aux attentes impliquant une croissance org. marginalement en dessous des attentes (croissance org. T1 de +0.3% vs 0.9%e), et en net ralentissement par rapport au T4 (+6.2% org.), comme attendu, pénalisée notamment par un affaiblissement de la demande, en particulier pour les activités de consulting (-7% au T1). L’activité a été particulièrem...

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. - ...

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. - ...

Sopra Steria Group : Q1 sales roughly in line and FY guidance reiterat...

>Q1 2024 org growth of +0.3% marginally below Css but in line with the guidance - Q1 2024 revenue stands at € 1 587m up 13.8% y-o-y, roughly in line with expectations (ODDO BHF: € 1 584m; css: € 1570m).Organic growth stands at +0.3%, -5.9pts below previous quarter (vs Q4 23 +6.2% org). This figure is -50bp below expectations (ODDO BHF: 0.9 %; Css: 0.8%), impacted by a slowdown in discretionary investments in technology, high comps (9.1% growth in Q1 2023) and an ...

Sopra Steria Group : Q1 sales roughly in line and FY guidance reiterat...

>Q1 2024 org growth of +0.3% marginally below Css but in line with the guidance - Q1 2024 revenue stands at € 1 587m up 13.8% y/y, roughly in line with expectations (ODDO BHF: € 1 584m; css: € 1570m).Organic growth stands at +0.3%, -5.9pts below previous quarter (vs Q4 23 +6.2% org). This figure is -50bps below expectations (ODDO BHF: 0.9 %; Css: 0.8%), impacted by a slowdown in discretionary investments in technology, high comps (9.1% growth in Q1 2023) and an u...