reports
GN Store Nord: 1 director
A director at GN Store Nord bought 7,000 shares at 201.500DKK and the significance rating of the trade was 69/100. 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...
- Alvaro del Pozo
TELEFÓNICA: 1Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
1Q'24 vs. 1Q'23 Results Sales: € 10.14 Bn (+0.9% vs. +0.5% BS(e) and +0.2% consensus); EBITDA: € 3.205 Bn (+2.7% vs. +1.7% BS(e) and +1.7% consensus); EBIT: € 1.042 Bn (+7.4% vs. +4.4% BS(e) and +5.7% consensus); Net Profit: € 532.0 M (+78.5% vs. -31.9% BS(e) and +30.2% consensus);
- Louis Boujard
- CFA
- Philippe Ourpatian
BMW BAYERISCHE MOTOREN WERKE AG
UBSN UBS GROUP AG
ALO ALSTOM SA
ELE ENDESA S.A.
VER VERBUND AG CLASS A
BA. BAE SYSTEMS PLC
BC8 BECHTLE AG
FDR FLUIDRA S.A.
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
PRY PRYSMIAN S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ARGX ARGEN-X SE
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
ARM ARM HOLDINGS PLC
- Louis Boujard
- CFA
- Philippe Ourpatian
BMW BAYERISCHE MOTOREN WERKE AG
UBSN UBS GROUP AG
ALO ALSTOM SA
ELE ENDESA S.A.
VER VERBUND AG CLASS A
BA. BAE SYSTEMS PLC
BC8 BECHTLE AG
FDR FLUIDRA S.A.
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
PRY PRYSMIAN S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ARGX ARGEN-X SE
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
ARM ARM HOLDINGS PLC
- Alvaro del Pozo
TELEFÓNICA: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 1T'24 vs 1T'23: Ventas: 10.140 M euros (+0,9% vs +0,5% BS(e) y +0,2% consenso); EBITDA: 3.205 M euros (+2,7% vs +1,7% BS(e) y +1,7% consenso); EBIT: 1.042 M euros (+7,4% vs +4,4% BS(e) y +5,7% consenso); BDI: 532,0 M euros (+78,5% vs -31,9% BS(e) y +30,2% consenso).
- Stephane Beyazian
Telefonica : Le Brésil tire toujours l’activité
>Un T1 2024 en ligne avec les attentes - Telefonica publie un CA du T1 2024 en hausse de 2% à 10 140 M€ (1% au-dessus du consensus de 10 057 M€), porté par le Brésil (croissance de 10%). L’EBITDA ressort en hausse de 2% à 3 205 M€ (1% au-dessus du css de 3 174 M€) mais l’EBITDAaL simplement en ligne. Le FCF au T1 2024 ressort en négatif de 44 M€ (vs consensus de gain de 111 M€). Les objectifs 2024 sont confirmés. Pour 2024, Telefonica vise une croissance du CA de...
- Stephane Beyazian
Telefonica : Brazil continues to drive performance
>Q1 2024 in line with forecasts - Telefonica has published Q1 2024 revenue growth of 2% to € 10,140m (1% above the consensus € 10,057m), driven by Brazil (growth of 10%). EBITDA was up 2% to € 3,205m (1% above the consensus at € 3,174m) but EBITDAaL was simply in line. FCF in Q1 2024 showed a loss of € 44m (vs consensus forecast for a gain of € 111m). The targets for 2024 are confirmed. For 2024, Telefonica is targeting revenue growth of 1%, +1-2% for EBITDA, > +...
- ING Helpdesk
- Hilde Van Boxstael
- Lynn Hautekeete
- Michiel Declercq
- Thomas Vranken
- Wim Lewi
- Research Department
IBERIAN DAILY 09 MAY + 1Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: BANKING SECTOR, CAF, REPSOL, TELEFÓNICA. 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. Europe continues to rally Another session of gains in Europe (except in Italy, which fell slightly), driven by the results campaign and despite the fact that sovereign debt yields widened after several days of tighte...
- Research Department
INFORME DIARIO 09 MAYO + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, REPSOL, SECTOR BANCARIO, TELEFONICA. 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. Europa sigue al alza Continuaron una jornada más las subidas en Europa (a excepción de Italia que recortó de forma moderada) impulsadas por la campaña de...
- Robert Jan Vos
Ahold Delhaize N.V. : € 33 TP and Outperform reiterated following a so...
>Underlying EBIT beats consensus by 6.4% in Q1 2024 - Ahold Delhaize’s sales and underlying EBIT beat both our and consensus expectations in Q1 2024. We were surprised by the strong revenue and underlying EBIT reported in Europe, but noted that the US operations outperformed sales and EBIT expectations as well in Q1 2024. Also, Global Support Office costs came in lower than we (and consensus) had expected.US – Apart from Stop & Shop, all is fine - Com...
- Sinan Doganli
Bechtle AG : Q1 Postview: we confirm our Outperform rating, but lower ...
>We reduce our target price from € 56.0 to € 54.0 - Considering the continued weak macroenvironment, weak demand from SMB businesses in Germany, and the lack of public client business due to delayed approval of government budgets, Q1 was decent at best. However, it was below Bechtle’s own ambitions. The company expects business to successively pick up in upcoming quarters, with a strong focus on H2. Bechtle is confirming its guidance but now targets the low to mid-ra...
- Kris Kippers
Proximus - Completion of the Route Mobile transaction
• Following regulatory clearing, Proximus announced the closing of the Route Mobile transaction• Post-reinvestment of Route Mobile shareholders, the net cash out for Proximus would be EUR 634m. A webcast will be organized on June 3• We stick to our BUY rating and EUR 11.0 TP, DCF-based
Trading in GN Store Nord shares by board members, executives and assoc...
Trading in GN Store Nord shares by board members, executives and associated persons GN Store Nord has received notification pursuant to article 19 of regulation (EU) no. 596/2014 of the below transactions related to shares in GN Store Nord made by persons discharging managerial responsibilities in GN Store Nord and/or persons closely associated with them. Details of the person discharging managerial responsibilities/person closely associated Name Jørgen Bundgaard Hansen Reason for the notification Position/status Member of the Board of Directors Initial notification/Amendment Ini...
EQS-News: freenet Annual General Meeting approves dividend increase of...
EQS-News: freenet AG / Key word(s): AGM/EGM/AGM/EGM freenet Annual General Meeting approves dividend increase of more than 5 % 08.05.2024 / 14:37 CET/CEST The issuer is solely responsible for the content of this announcement. freenet Annual General Meeting approves dividend increase of more than 5 % freenet maintains dividend continuity in line with business success Dividend per share increases by 5.4 % to EUR 1.77 (previous year: EUR 1.68) Dividend yield1 stands at 7.0 % Other agenda items adopted by a large majority Büdelsdorf, May 8, 2024 - At the Annual General Me...
EQS-News: freenet Hauptversammlung beschließt Dividendenerhöhung um me...
EQS-News: freenet AG / Schlagwort(e): Hauptversammlung/Hauptversammlung freenet Hauptversammlung beschließt Dividendenerhöhung um mehr als 5 % 08.05.2024 / 14:37 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. freenet Hauptversammlung beschließt Dividendenerhöhung um mehr als 5 % freenet setzt Dividendenkontinuität im Einklang mit Geschäftserfolg fort Dividende je Aktie steigt um 5,4 % auf 1,77 EUR (Vorjahr: 1,68 EUR) Dividendenrendite1 liegt bei 7,0 % Übrige Tagesordnungspunkte mit großer Mehrheit angenommen Büdelsdorf, 8. Mai 20...
- Ben Rickett
1&1 (Buy, €28, +70%) United Internet (Buy, €30, +30%) 1Q24: Spectrum ...
United Internet, 1&1 and IONOS have reported decent sets of Q1 results, with all financial guidance confirmed and steady progress on the mobile network build. The key remaining uncertainty for the network build is access to low-band spectrum; recent reports have suggested that BNetzA will present its preliminary decision to extend the existing licences on Monday (13 May 2024).
- Michiel Declercq
Ahold Delhaize 1Q24: Conference call feedback
Ahold Delhaize reported a nice set of 1Q24 results, with comparable sales increasing 1.6% y/y to € 21.7bn (kbcse: € 21.6bn, css: € 21.5bn), while the underlying operating result increased 0.7% at constant fx to € 861m (kbcse: € 825m, css: € 824). Following the good results, Ahold reiterates its outlook. Given that we expected 1Q24 to be the softest quarter of the year, we reiterate our Buy rating and € 32.0 TP.
- Gerardo Ibanez
- Steven Boumans
ODDO BHF Small & MIDCAP MORNING NEWS - 05/08/2024 Date Performance sin...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
OUT1V OUTOKUMPU OYJ
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
EURN EURONAV NV
LEI LEIFHEIT AG
LXS LANXESS AG
KCO KLOECKNER & CO SE
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MAREL MAREL HF.
NDA AURUBIS AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
RUI RUBIS SCA
B4B METRO AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
JEN JENOPTIK AG
CLA CLARANOVA SE
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
SYAB SYNLAB AG
ALVGO VOGO SA
STM STABILUS SE
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