Enova International Inc: 1 director

A director at Enova International Inc sold after exercising options/sold 41,303 shares at 60.156USD and the significance rating of the trade was 75/100. 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 dir...

Bible 1Q24 - Smartphones: mixed signals on demand; iPhone decelerating...

2025 outlook for datacenter AI, BEVs slow, Hybrids accelerate, AMD GPU...

ODDO BHF Small & MIDCAP MORNING NEWS - 03/05/2024

Founded in 1959, Leifheit AG is one of the leading European brand suppliers of household items. The group divides its operating business into the household, wellbeing and private label segments. In view of its growing turnover (CAGR of +2.8% for 2023 to 2026e) and EBIT margins (+290bp to 5.2% in 2026e vs 2023), as well as its solid financial profile (equity ratio of about 50%, average net cash position of c. € 40m for 2024e to 2026e, average positive FCF of c. € 11m for 2024e to 2026e...

ODDO BHF Small & MIDCAP MORNING NEWS - 05/03/2024

Founded in 1959, Leifheit AG is one of the leading European brand suppliers of household items. The group divides its operating business into the household, wellbeing and private label segments. In view of its growing turnover (CAGR of +2.8% for 2023 to 2026e) and EBIT margins (+290bp to 5.2% in 2026e vs 2023), as well as its solid financial profile (equity ratio of about 50%, average net cash position of c. € 40m for 2024e to 2026e, average positive FCF of c. € 11m for 2024e to 2026e...

2CRSI : Guidance raised for FY 2023-24, revenue expected above € 190m

>Upward revision to revenue and EBITDA for FY 2023-24 (16 months) - 2CRSi yesterday evening issued a press release announcing an increase in its financial targets for FY 2023-24 to end-June 2024 (16 months). Whereas at the announcement of the capital increase (12 March 2024) the company had guided to FY 2023-24 revenue of € 150m with an EBITDA margin above 3%, it announced yesterday evening that it was raising its guidance for the financial year to revenue of € 190m w...

2CRSI : Révision à la hausse des guidances pour l’exercice 2023-2024, ...

>Révision à la hausse du CA et de l’EBITDA pour l’exercice 2023-204 (16 mois) - Hier soir 2CRSi a publié un communiqué pour annoncer une révision à la hausse de ses objectifs financiers pour l’exercice 2023-2024 se terminant à fin juin 2024 (16 mois). Alors que la société guidait lors de l’annonce de l’augmentation de capital (12 mars 2024) sur un CA 2023-2024 de 150 M€ avec une marge d’EBITDA supérieure à 3%, elle relève sa guidance pour ce même exercice à 190 M€ ave...

PSA Consumer Electronics: Update on Global Smartphone and PC Shipment ...

Pelham Smithers highlights some interesting trends in the global smartphone and PC markets.

ODDO BHF Small & MIDCAP MORNING NEWS - 27/03/2024 Date Performance dep...

Rieter est leader mondial dans les équipements de filature à fibres courtes destinés au marché textile. Il s’agit d’une activité à cycles courts (4 ans en moyenne) dont l’exercice 2024 devrait représenter un point bas avec un CA proche de 1 MdCHF (-28% y-o-y). Le programme de performance « Next Level », présenté en juillet 2023, devrait permettre de réduire la cyclicité du business model et de revenir sur des niveaux normatifs de rentabilité (c. 6% de marge d’EBIT). Rieter est donc en...

ODDO BHF Small & MIDCAP MORNING NEWS - 03/27/2024 Date Performance sin...

Rieter is the world’s leading supplier of short-staple fibre spinning equipment designed primarily for textile, a short-cycle business that spans four years on average. The group is set to hit a low in 2024 with close to CHF 1bn in revenues, down 28% YoY. Next Level, a performance programme presented in July 2023, should enable the group to reduce the cyclicality of its business model and return to normal profitability with around 6% in EBIT margin. Rieter is indeed on track to embark...

2CRSI : Fresh orders at GTC: € 150m sales target for 2023-2024 looks t...

>New server sales for AI for $ 29.3m - 2CRSi took part in the GTC Nvidia (GPU Technology Conference), an event organised by Nvidia from 17 to 21 March. The event was an opportunity for 2CRSi to develop its commercial relations with several clients and even finalise an order for GODi 1.8 servers for $ 29.3m. This also comes with an option for two orders similar to the first, potentially delivering an additional $ 60m or so. Demand for 40,000 H100 chips to ...

2CRSI : De nouvelles commandes lors du GTC : l’objectif de CA de 150 M...

>Nouvelles ventes de serveur pour l’IA pour 29.3 M$ - 2CRSi a participé au GTC Nvidia (GPU Technologie Conference), un salon organisé par Nvidia du 17 au 21 mars. Au cours de cet évènement 2CRSi a pu développer ses relations commerciales avec de nombreux clients et cela a même été l’occasion pour la société de finaliser une commande pour des serveurs GODi 1.8 d’un montant de 29.3 M$. Celle-ci est également assortie d’une option pour 2 commandes semblables à la premièr...

ODDO BHF Small & MIDCAP MORNING NEWS - 03/14/2024

Banks tick all the boxes in the market’s current configuration: search for discounted sectors, cyclical momentum, sectors driven by long-term interest rates that remain high and shareholder returns through very high dividend yields. Technical analysis reveals a strong conviction since early March, and this should continue. We prefer banks in southern Europe, where the macro outlook is brighter. Alongside CaixaBank, which we are maintaining in our list of European Large Cap stocks, we ...

2CRSI : Fund raise of € 12m at the top end of the range. Target price ...

>Announcement of a capital increase between € 8m and € 12m - 2CRSi this morning announced that the company had raised € 12m, of which € 10.9m from institutional investors, and € 1.1m from private investors via the PrimaryBid platform. 2CRSI issued 3,260,870 new shares at a subscription price of € 3.68, corresponding to a discount of 18.4% to the closing price on 13 March 2024 of € 4.51. In accordance with his commitment, Alain Wilmouth subscribed for a total amount of...

ODDO BHF Small & MIDCAP MORNING NEWS - 14/03/2024

Les banques cochent toutes les cases de la configuration de marché actuelle : recherche de secteurs décotés, momentum cyclique, secteurs portés par des taux longs qui restent hauts, retour à l’actionnaire via un très haut dividend yield. L’analyse technique montre une forte conviction depuis début mars, qui devrait se poursuivre. Nous favorisons les banques du sud de l’Europe, à la macro plus avenante. Aux côtés de CaixaBank, que nous conservons dans notre liste de valeurs Large Caps ...

2CRSI : Une levée de fonds de 12 M€ dans la fourchette haute. OC abais...

>Annonce d’une augmentation de capital entre 8 et 12 M€ - Ce matin 2CRSi a annoncé qu’ils avaient levé 12 M€, dont 10.9 M€ auprès d’institutionnels et 1.1 M€ auprès d’investisseurs particuliers via la plateforme PrimaryBid. 2CRSI a émis 3 260 870 actions nouvelles à un prix de souscription de 3.68 €, correspondant à une décote de 18.4% par rapport au cours de clôture du 13 mars 2024 à 4.51€. Conformément à son engagement Alain Wilmouth a souscrit pour un montant total...

NSR Policy: Congressional Signals on ACP and Tax Bill

In this Weekend Update, we focus on the signs that Congress provided this past week on two issues that directly affect the finances of ISPs: the future of ACP and taxes. As to the ACP, we discuss how extension proponents apparently failed in efforts to include an ACP extension appropriation in the recently adopted short-term budget compromise. That should surprise no one but it indicates that an extension remains an uphill struggle. Still, that possibility remains on the table but there will be ...

PSA Macro: The Importance of Japan’s Belated Export Boom

Despite the yen steadily weakening against both the dollar and euro over past three years, Japan’s exports haven’t really taken off. However, the latest trade data suggests that this is finally happening. Pelham Smithers discusses the importance of Japan’s belated export boom.

PSA Market Strategy: How Japan Transformed from a Bear Market to a Bul...

In our 2010 Japan Perspective, written close to the nadir of the bear market, we discussed what was wrong with Japan, but also what it was starting to do right. Fourteen years on, the Nikkei 225 - though not yet Topix - has hit a new all-time high. This report looks at how Japan built on those things that were going right, while also starting to address what else needed to be done, and looks at whether more is needed to be done if the market rally is to continue from here.

ODDO BHF Small & MIDCAP MORNING NEWS - 02/23/2024 Date Performance sin...

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