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Jean Danjou ... (+3)
  • Jean Danjou
  • Oliver Metzger
  • Thomas Zlowodzki

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. - ...

Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie

Vossloh AG : Feedback from the road show with the CFO: the new Vossloh...

>Vossloh has seen a paradigm shift in recent years - On Monday and Tuesday, we held a road show with the CFO of Vossloh Thomas Triska, and Daniel Gavranovic (IR).The group seemed confident to us on reaching its 2024 guidance. Sales are mostly secured by the backlog and the call offs that the group is anticipating (like every year) on its framework contracts. The margin should increase significantly for Customized Modules (ODDO BHF at 9.2%, +130bp), secured ...

Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie

Vossloh AG : Feedback roadshow CFO : le nouveau Vossloh avec plus de c...

>Vossloh a changé de paradigme ces dernières années - Nous avons organisé lundi et mardi un roadshow avec le CFO de Vossloh, Thomas Triska, et Daniel Gavranovic (IR).Le groupe nous a paru confiant sur l’atteinte de sa guidance 2024. Le chiffre d’affaires est en très grande partie sécurisé par le carnet de commandes et les levées d’options que le groupe anticipe (comme chaque année) sur ses contrats cadres. La marge devrait s’améliorer significativement pour ...

 PRESS RELEASE

EQS-News: Knorr-Bremse increases dividend by 13% to € 1.64

EQS-News: Knorr-Bremse Aktiengesellschaft / Key word(s): AGM/EGM Knorr-Bremse increases dividend by 13% to € 1.64 30.04.2024 / 13:49 CET/CEST The issuer is solely responsible for the content of this announcement. Knorr-Bremse increases dividend by 13% to € 1.64 All agenda items approved by large majority at the Knorr-Bremse AG Annual General Meeting Dividend: total distribution reaches approximately € 264 million Payout ratio is 46% of consolidated net income   Munich, April 30, 2024 – At the Annual General Meeting of Knorr-Bremse AG today, the shareholders passed al...

 PRESS RELEASE

EQS-News: Knorr-Bremse erhöht die Dividende um 13 % auf 1,64 Euro

EQS-News: Knorr-Bremse Aktiengesellschaft / Schlagwort(e): Hauptversammlung Knorr-Bremse erhöht die Dividende um 13 % auf 1,64 Euro 30.04.2024 / 13:49 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Knorr-Bremse erhöht die Dividende um 13 % auf 1,64 Euro Hauptversammlung der Knorr-Bremse AG billigt alle Tagesordnungspunkte mit großer Mehrheit Dividende: Ausschüttungssumme erreicht rund 264 Mio. Euro Ausschüttungsquote liegt bei 46 % des Konzernjahresüberschusses   München, 30. April 2024 – Auf der heutigen ordentlichen Hauptversa...

Charlotte Vaisse ... (+4)
  • Charlotte Vaisse
  • Jean-Baptiste Rouphael
  • Luis de Toledo Heras
  • Thomas Zlowodzki

ODDO BHF Small & MIDCAP MORNING NEWS - 04/25/2024

Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...

Charlotte Vaisse ... (+4)
  • Charlotte Vaisse
  • Jean-Baptiste Rouphael
  • Luis de Toledo Heras
  • Thomas Zlowodzki

ODDO BHF Small & MIDCAP MORNING NEWS - 25/04/2024

Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...

Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie

Vossloh AG : A good start to the year allowing the group to confirm gu...

>Q1 2024: sales up 5% and EBIT margin of 6.7% (+120bp) - Vossloh has reported this morning Q1 2024 results ahead of forecasts at the EBIT level.The order intake totalled € 350m (+2% vs Q1 2023) with strong orders in the US (Class I and Amtrak) and for Lifecycle Solutions (China and Northern Europe).Sales came to € 269m (consensus € 265m), up 5%. Note the stability of Core Components sales and a small increase in sales in Customized Modules (driven by France ...

Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie

Vossloh AG : Le bon début d’année permet de confirmer la guidance

>T1 2024 : CA en hausse de 5% et marge d’EBIT de 6.7% (+120 pb) - Vossloh a publié ce matin des résultats T1 2024 supérieurs aux attentes au niveau de l’EBIT.Les prises de commandes atteignent 350 M€ (+2% vs T1 2023) avec de fortes commandes aux Etats-Unis (Class I et Amtrak) et pour Lifecycle Solutions (Chine et Europe du Nord).Le chiffre d’affaires atteint 269 M€ (consensus à 265 M€), en croissance de 5%. Notons une stabilité de l’activité pour Core Compon...

 PRESS RELEASE

EQS-News: Vossloh with renewed sales growth and significant EBIT incre...

EQS-News: Vossloh Aktiengesellschaft / Key word(s): Quarterly / Interim Statement Vossloh with renewed sales growth and significant EBIT increase in the opening quarter of the 2024 financial year 25.04.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Vossloh with renewed sales growth and significant EBIT increase in the opening quarter of the 2024 financial year Sales rise to the highest level in an opening quarter of €268.8 million EBIT improves by 27.4 percent to €17.9 million Orders received significantly exceed Sales an...

 PRESS RELEASE

EQS-News: Vossloh mit erneutem Umsatzwachstum und deutlicher EBIT-Stei...

EQS-News: Vossloh Aktiengesellschaft / Schlagwort(e): Quartals-/Zwischenmitteilung Vossloh mit erneutem Umsatzwachstum und deutlicher EBIT-Steigerung im Auftaktquartal des Geschäftsjahres 2024 25.04.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Vossloh mit erneutem Umsatzwachstum und deutlicher EBIT-Steigerung im Auftaktquartal des Geschäftsjahres 2024 Umsatz steigt auf den höchsten Wert in einem Auftaktquartal mit 268,8 Mio.€ EBIT verbessert sich um 27,4 % auf 17,9 Mio.€ Auftragseingang übertrifft Umsätze deutlich...

Research Department
  • Research Department

IBERIAN DAILY 24 APRIL + 1Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEW...

NEWS SUMMARY: GLOBAL DOMINION, GRIFOLS, NATURGY, TALGO. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. Markets continue to climb European stock markets celebrated the easing tensions in the Middle East and the start of the 1Q’24 results season. In the STOXX 600 almost all sectors posted gains, led by Technology (SAP r...

Research Department
  • Research Department

INFORME DIARIO 24 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GLOBAL DOMINION, NATURGY, TALGO. EUROPA: AIR LIQUIDE, KERING. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. Las bolsas europeas celebraron la moderación de las tensiones en Oriente Medio y el arranque de la temporada de resultados del 1T’24....

Alstom: Disposal of North America conventional signaling business is c...

The timely disposal is part of Alstom's plan to reduce its gross debt by €2 billion by March 2025.

Research Department
  • Research Department

IBERIAN DAILY 23 APRIL + 1Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SABAD...

NEWS SUMMARY: ENAGÁS, ENCE, IAG, NATURGY, TALGO. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. Rally on the market European stock markets recovered part of the losses from last week and gold recorded its biggest drop of the year, following the correction in public debt and oil prices after tensions in the Middle East...

Research Department
  • Research Department

INFORME DIARIO 23 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’24. PREVIEWS (ANÁLI...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS, ENCE, IAG, NATURGY, TALGO. EUROPA: SAP. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. Rebota el mercado Las bolsas europeas recuperaron parte de las pérdidas de la semana pasada y el oro registró su mayor bajada en un año, siguiendo ...

Carole Braudeau
  • Carole Braudeau

Credit Morning 04/22/2024

Alstom: Divestment of the conventional signalling business in North America for € 630mGroupama published solid 2023 results despite CatNat and announced the call of its PNC24TDF: exclusive talks with the DIF fund for the sale of TDF Fibre>...

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