reports
- Jean Danjou
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 04/30/2024
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
CRI CHARGEURS SA
VCT VICAT-CIMENTS VICAT SA
FLY SOCIETE FONCIERE LYONNAISE SA
TYRES NOKIAN RENKAAT OYJ
VETO VETOQUINOL SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
GMM GRAMMER AG
FIE FIELMANN AG
DEZ DEUTZ AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ARCAD ARCADIS NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
ROYAL VOPAK NV
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
MOR MORPHOSYS AG
NFN NFON AG
WAVE WAVESTONE SA
NACON NACON SASU
ALHRS HYDROGEN REFUELING SOLUTIONS
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
EXN EXCLUSIVE NETWORKS SA
WAGA WAGA ENERGY SA
- Jean Danjou
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 30/04/2024 Date Performance dep...
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
CRI CHARGEURS SA
VCT VICAT-CIMENTS VICAT SA
FLY SOCIETE FONCIERE LYONNAISE SA
TYRES NOKIAN RENKAAT OYJ
VETO VETOQUINOL SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
GMM GRAMMER AG
FIE FIELMANN AG
DEZ DEUTZ AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ARCAD ARCADIS NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
ROYAL VOPAK NV
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
MOR MORPHOSYS AG
NFN NFON AG
WAVE WAVESTONE SA
NACON NACON SASU
ALHRS HYDROGEN REFUELING SOLUTIONS
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
EXN EXCLUSIVE NETWORKS SA
WAGA WAGA ENERGY SA
- Stephane Beyazian
NFON AG : A year of transition in a German market that is still not ta...
>Downward adjustment to our revenue estimates - We update our estimates for NFON, lowering our expectations for revenues (by 9-20% for revenues) but raising those for margins, which partly offsets the EBITDA impact. We now look for growth of 4-5% per year in revenues, at the low end of the target range for 2024 (5-10%) and in line with current commercial momentum (growth of 3-4% in the customer base, i.e. 20,000-30,000 new users per year, and slight growth in ARPU). N...
- Stephane Beyazian
NFON AG : Une année de transition dans un marché allemand qui peine à ...
>Ajustement à la baisse de nos prévisions de CA - Nous mettons à jour nos prévisions pour NFON en abaissant nos attentes de CA (de 9-20%) mais en relevant toutefois celles de marges, ce qui compense en partie l’impact sur l’EBITDA. Nous prévoyons désormais une croissance de 4-5% par an du CA, dans le bas de l’objectif pour 2024 (5-10%) et conforme à la dynamique commerciale actuelle (croissance de 3-4% du parc client, soit 20-30 000 nouveaux utilisateurs par an, et lé...
EQS-News: NFON AG: Forthcoming merger of Deutsche Telefon Standard Gmb...
EQS-News: NFON AG / Key word(s): Miscellaneous NFON AG: Forthcoming merger of Deutsche Telefon Standard GmbH with NFON AG in accordance with section 62(4) sentence 4, (3) sentence 2 of the Umwandlungsgesetz 25.04.2024 / 16:12 CET/CEST The issuer is solely responsible for the content of this announcement. Company Announcement by NFON AG on the forthcoming merger of Deutsche Telefon Standard GmbH with NFON AG in accordance with section 62(4) sentence 4, (3) sentence 2 of the Umwandlungsgesetz (UmwG – German Transformation Act) on 25 April 2024 By way of merger by absor...
EQS-News: NFON AG: Bevorstehende Verschmelzung der Deutsche Telefon St...
EQS-News: NFON AG / Schlagwort(e): Sonstiges NFON AG: Bevorstehende Verschmelzung der Deutsche Telefon Standard GmbH mit der NFON AG gem. § 62 Abs. 4 S. 4, Abs. 3 S. 2 UmwG 25.04.2024 / 16:12 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Gesellschaftsbekanntmachung der NFON AG über die bevorstehende Verschmelzung der Deutsche Telefon Standard GmbH mit der NFON AG gem. § 62 Abs. 4 S. 4, Abs. 3 S. 2 UmwG vom 25. April 2024 Die NFON AG beabsichtigt, im Wege der Verschmelzung durch Aufnahme das Vermögen der Deutsche Telefon Standar...
EQS-News: Data center cooling: technotrans expands its portfolio with ...
EQS-News: technotrans SE / Key word(s): Miscellaneous Data center cooling: technotrans expands its portfolio with a new retrofit solution and wins another major order 22.04.2024 / 11:25 CET/CEST The issuer is solely responsible for the content of this announcement. Data center cooling: technotrans expands its portfolio with a new retrofit solution and wins another major order Product range expanded to include liquid-based cooling solutions for existing data centers Initial order in the single-digit million euro range won for the conversion of US high-performance servers...
EQS-News: Datacenter-Kühlung: technotrans erweitert Portfolio um neue ...
EQS-News: technotrans SE / Schlagwort(e): Sonstiges Datacenter-Kühlung: technotrans erweitert Portfolio um neue Retrofit-Lösung und gewinnt weiteren Großauftrag 22.04.2024 / 11:25 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Datacenter-Kühlung: technotrans erweitert Portfolio um neue Retrofit-Lösung und gewinnt weiteren Großauftrag Produktangebot um flüssigkeitsbasierte Kühllösungen für bestehende Datacenter erweitert Initialauftrag in einstelliger Millionen Euro-Höhe für die Umrüstung von US-amerikanischen Hochleistungsservern g...
- Bruno Cavalier
- Emira Sagaama
- Stephane Beyazian
ODDO BHF Small & MIDCAP MORNING NEWS - 09/04/2024 Date Performance dep...
Nous réitérons notre recommandation Surperformance (conviction Midcap Europe) avec un objectif de cours et des prévisions de résultats relevés. L’optimisme est de rigueur sur les perspectives d’activité, les marges offrent encore un potentiel d’amélioration, le bilan est sous-leveragé, les multiples de valorisation restent attractifs et le fondateur achète des actions. - ...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
ATO ATOS SE
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
SDG SYNERGIE SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
BAMNB KONINKLIJKE BAM GROEP NV
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
ALFEN ALFEN NV
DRI 1&1 DRILLISCH AG
DEME DEME GROUP NV
LHYFE LHYFE S.A.
- Bruno Cavalier
- Emira Sagaama
- Stephane Beyazian
ODDO BHF Small & MIDCAP MORNING NEWS - 04/09/2024 Date Performance sin...
We reiterate our Outperform recommendation on the stock (European midcap top pick). We have revised up our target price and earnings forecasts. Bright prospects ahead for revenues, still room for margin improvement, the balance sheet is underleveraged, valuation multiples remain attractive and the founder is buying shares. - ...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
ATO ATOS SE
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
SDG SYNERGIE SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
BAMNB KONINKLIJKE BAM GROEP NV
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
ALFEN ALFEN NV
DRI 1&1 DRILLISCH AG
DEME DEME GROUP NV
LHYFE LHYFE S.A.
- Emira Sagaama
- Jerôme Bodin
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
RCO REMY COINTREAU SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
VIV VIVENDI SE
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ASML ASML HOLDING NV
BIM BIOMERIEUX SA
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
- Bruno Cavalier
- Emira Sagaama
- Jerôme Bodin
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
RCO REMY COINTREAU SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
VIV VIVENDI SE
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ASML ASML HOLDING NV
BIM BIOMERIEUX SA
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
- Konrad Zomer
- Stephane Beyazian
ODDO : Altice: after debt restructuring, a commercial tour de force?
>Our scenario for the restructuring of Altice France - Faced with a debt wall in 2027-2029 (€ 22bn) and already negative FCF, Altice France has opted to force the hand of its creditors by attempting to impose the restructuring of its debt. We see three scenarios: 1/ A general agreement: assuming the reinitialisation of leverage in 2024 at 3.7x and the use of the ~€ 5.4bn proceeds from divestments (Altice Media, La Poste Mobile, XP Fibre, data centres), we calcul...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
- Konrad Zomer
- Stephane Beyazian
ODDO : Altice : après le tour de force obligataire, un tour de force c...
>Notre scenario de restructuration d’Altice France - Face à son mur de dette sur 2027-2029 (22 Md€) et ses FCF déjà négatifs, Altice France a choisi de forcer la main de ses créanciers en tentant d’imposer une restructuration de sa dette. Notre équipe crédit, dans une note publiée ce matin, perçoit trois scenarios : 1/ Un accord général : en supposant une réinitialisation du levier 2024 à 3,7x et l’utilisation de ~5,4 Md€ de produits de cession (Altice Medi...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
Technotrans SE: 1 director
A director at Technotrans SE bought 2,200 shares at 16.661EUR and the significance rating of the trade was 54/100. 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...
EQS-News: technotrans steigert Umsatz um 10 % und bestätigt strategisc...
EQS-News: technotrans SE / Schlagwort(e): Jahresergebnis technotrans steigert Umsatz um 10 % und bestätigt strategische Ziele 2025 21.03.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. technotrans steigert Umsatz um 10 % und bestätigt strategische Ziele 2025 Konzernumsatz in Höhe von 262,1 Mio. € übertrifft Vorjahr um 10 % EBIT-Marge erreicht 5,4 %; EBIT bei 14,2 Mio. € Free Cashflow steigt signifikant auf 12,8 Mio. € Peter Hirsch, COO/CTO, scheidet einvernehmlich im März 2024 vorzeitig aus dem Vorstand der technotran...
EQS-News: technotrans increases revenue by 10 % and confirms strategic...
EQS-News: technotrans SE / Key word(s): Annual Results technotrans increases revenue by 10 % and confirms strategic targets for 2025 21.03.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. technotrans increases revenue by 10 % and confirms strategic targets for 2025 Consolidated revenue of € 262.1 million exceeds previous year by 10 % EBIT margin reaches 5.4 %; EBIT at € 14.2 million Free cash flow increases significantly to € 12.8 million Peter Hirsch, COO/CTO, to leave the Board of Management of technotrans SE prematurely b...
- Baptiste Lebacq
VIRP VIRBAC SA
MTU MANITOU BF SA
GLO GL EVENTS SA
BOSS HUGO BOSS AG
EBRO EBRO FOODS SA
BAYN BAYER AG
ELIS ELIS SA
CPINV CARE PROPERTY INVEST SA
SPIE SPIE SA
IDR INDRA SISTEMAS S.A. CLASS A
MAU ETABLISSEMENTS MAUREL & PROM SA
DUFN DUFRY AG
CGG CGG
NFN NFON AG
ANTIN ANTIN INFRASTRUCTURE PARTNERS
ALLFG ALLFUNDS (UK) LTD
CTPNV CTP NV
- Baptiste Lebacq
VIRP VIRBAC SA
MTU MANITOU BF SA
GLO GL EVENTS SA
BOSS HUGO BOSS AG
EBRO EBRO FOODS SA
BAYN BAYER AG
ELIS ELIS SA
CPINV CARE PROPERTY INVEST SA
SPIE SPIE SA
IDR INDRA SISTEMAS S.A. CLASS A
MAU ETABLISSEMENTS MAUREL & PROM SA
DUFN DUFRY AG
CGG CGG
NFN NFON AG
ANTIN ANTIN INFRASTRUCTURE PARTNERS
ALLFG ALLFUNDS (UK) LTD
CTPNV CTP NV
- Stephane Beyazian
NFON AG : 2024 targets: above expectations on margins, softer for reve...
>FY 2024: EBITDA target above expectations - For 2024, NFON is targeting mid-to-upper-single-digit percentage growth for recurring revenues, a shade faster than in 2023 (4.8%). The share of recurring revenues is expected at >90% of total revenue, in line with 2023 (93.7%). The target is potentially a little softer when compared to consensus expectations of +9.4% for total revenues. Recurring revenue growth was still low in Q4 2023 at 3.8% y-o-y (vs ~5% for the first 9...
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