reports
Vallourec :Availability of information relating to the Combined (Ordin...
Vallourec :Availability of information relating to the Combined (Ordinary and Extraordinary) Shareholders’ Meeting of 23 May 2024 Vallourec: Availability of information relating to the Combined (Ordinary and Extraordinary) Shareholders’ Meeting of 23 May 2024 Meudon (France), 2 May 2024 Vallourec's Ordinary and Extraordinary Shareholders' Meeting will be held on 23 May 2024 at 2:00 p.m. at Espace Verso, 52 rue de la Victoire 75009 Paris. The prior notice of meeting published in the Bulletin des Annonces Légales Obligatoires of April 12, 2024, the notice of meeting including the agenda, d...
- Saïma Hussain
Q1-24 Chargeurs kicks off the year in high gear
Q1-24 Chargeurs kicks off the year in high gear EARNINGS/SALES RELEASES Chargeurs got off to a good start in 2024 with 10% yoy organic revenue growth, boosted by all of its divisions. As in the previous quarters, the Luxury segment continued to be the Group’s main driving force, bolstered by the museum activity. The positive surprise of this release, however, was Advanced Materials, which returned to growth territory after 6 consecutive quarters of decline, lifted by a volume effect, even in a...
Weekly share repurchase program transaction details
Weekly share repurchase program transaction details April 30, 2024 SBM Offshore reports the transaction details related to its EUR65 million (c. US$70 million) share repurchase program for the period April 25, 2024 through April 30, 2024. The repurchases were made under the EUR65 million share repurchase program announced on February 29, 2024 and effective from March 1, 2024. The objective of the program is to reduce share capital. Information regarding the progress of the share repurchase program and the aggregate of the transactions (calculated on a daily basis) for the period March ...
- 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
- Jeremy Garnier
Chargeurs : Q1 sales higher than expected but still cautious for 2024
>Q1 sales up 6.7% (+10% l-f-l) to € 177.8m (vs € 165m est.) - Chargeurs this morning reported Q1 sales that were higher than expected at € 177.8m (vs € 165m est.), up 6.7% (+10% l-f-l).Return of growth in all divisions at the start of the year - Q1 in the end showed growth for the group with a contribution from all divisions. Besides a favourable base effect (Q1 2023 -18% l-f-l), the group benefited from a recovery in all divisions. Advanced mate...
- Jeremy Garnier
Chargeurs : CA T1 supérieur aux attentes mais toujours de la prudence ...
>CA T1 en hausse de 6.7% (+10% lfl) à 177.8 M€ (vs 165 M€e) - Chargeurs a publié ce matin un CA T1 supérieur aux attentes à 177.8 M€ (vs 165 M€e) en croissance de 6.7% (+10% lfl).Retour de la croissance sur l’ensemble des pôles en ce début d’année - Le T1 est finalement ressorti en hausse pour le groupe avec une contribution de l’ensemble des pôles. Au-delà d’un effet de base favorable (T1 2023 -18% lfl), le groupe a bénéficié d’une reprise sur l’ense...
Invitation to Vallourec Q1 2024 Results Release and Conference Call
Invitation to Vallourec Q1 2024 Results Release and Conference Call Q1 2024 Results Release and Conference Call Thursday, May 16th, 2024 Vallourec will publish First Quarter 2024 Results on May 16th, 2024 at 07:30 AM CET. Philippe Guillemot, Chairman of the Board and Chief Executive Officer, and Sascha Bibert, Chief Financial Officer are pleased to invite you to a presentation of the results via conference call and audiocast at 09:30 AM CET. To connect to the audiocast (live and replay), please visit: To participate in the call, please dial: UK (Standard International Access): +44 (...
- Anthony Dick
- Michael Foundoukidis
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. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Anthony Dick
- Michael Foundoukidis
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. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Baptiste Lebacq
TechnipFMC : Look forward, not backwards (from a share price perspecti...
>Outperform rating, TP raised to $ 31 - Post-release and post-conference call, we are raising our TP to $ 31 (vs $ 25.3 previously), based on a 12m PE multiple of 20x now vs 18x. Although the stock has turned in a solid performance of + 30% YtD (doubling on a 12m-trailing basis!), we still believe it offers upside potential. The adjustments we have made to our 2024/2026 forecasts are solely the result of a heavier tax burden than initially expected. Like most oi...
- Baptiste Lebacq
Subsea 7 : One of the rare pure players to play the acceleration in su...
>Outperform recommendation. Target price raised to NOK 220 - Post-publication and conference call, we are leaving our EBITDA forecasts for 2024-2026 unchanged. In our view, the group is well placed to: 1/ ride the coming acceleration in offshore capex (we look average annual market growth of more than 15% over 2023-2025e). 2/ and those in investment in renewables in the UK to reduce its reliance in the medium term on Russian gas and in the US under the IRA....
- Baptiste Lebacq
TechnipFMC : Ne pas regarder derrière (boursièrement) mais devant
>Opinion Surperformance OC relevé à 31 $ - A l’issue de la publication et de la conférence call, nous relevons notre OC à 31 $ (vs 25.3 $ auparavant), ce dernier reste basé sur un multiple de PE 12m désormais de 20x vs 18x. Malgré une performance solide de + 30% YtD (et doublement sur un an glissant !), nous pensons que le titre continue de revêtir du potentiel. L’ajustement de nos attentes 2024/26 provient exclusivement d’une fiscalité plus lourde qu’initialeme...
- Baptiste Lebacq
Subsea 7 : Un des rares pure players pour jouer l’accélération du Subs...
>Opinion Surperformance et OC relevé à 220 NOK - Post publication et conférence call, nous maintenons notre séquence d’EBITDA 2024/26 inchangée. Le groupe est, selon nous, bien positionné pour :1/ Surfer sur l’accélération à venir des Capex en offshore (nous tablons sur un marché en croissance annuelle moyenne de plus de 15% sur 2023/2025e). 2/ Ainsi que sur celles des investissements dans les renouvelables au Royaume-Uni pour réduire sa dépendance à MT au ...
- Martin Huseby Karlsen
Subsea 7 (Buy, TP: NOK225.00) - On track for long-term growth
Q1 EBITDA was 5–10% above consensus and the best first quarter since 2017. Subsea and conventional performed well, while renewables broke even, although we see it improving with several new projects commencing late-Q1/early-Q2. The tender pipeline is strong, and management said it is in early discussions with clients for work extending towards the end of the decade, providing support for the cycle duration. There were no changes to the 2024–2025e guidance, and we have made limited estimate chang...
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- John Olaisen
Vallourec wins another major order from ExxonMobil Guyana
Vallourec wins another major order from ExxonMobil Guyana Vallourec wins another major order from ExxonMobil Guyana Meudon, France, 25 April 2024 – Vallourec has secured a fourth major order in the framework of the Long-Term Agreement (LTA) signed in 2021 with ExxonMobil Guyana. Under the contract, Vallourec will deliver line pipe for ExxonMobil Guyana’s deep-water Whiptail project. The Whiptail project is located in the Stabroek Block, a 26,800 km2 strategic basin located off Guyana’s continental shelf, where several important discoveries have been ...
Vallourec enregistre une nouvelle commande majeure auprès d’ExxonMobi...
Vallourec enregistre une nouvelle commande majeure auprès d’ExxonMobil Guyana Vallourec enregistre une nouvelle commande majeureauprès d’ExxonMobil Guyana Meudon, France, 25 avril 2024 – Vallourec enregistre une quatrième commande majeure dans le cadre de l’accord de long terme (LTA) signé en 2021 avec ExxonMobil Guyana. Dans le cadre de ce contrat, Vallourec livrera des tubes de conduite pour le projet Whiptail en eaux profondes d’ExxonMobil Guyana. Le projet Whiptail est situé dans le bloc Stabroek, bassin stratégique de 26 800 km2 au large du pl...
TechnipFMC Announces First Quarter 2024 Results
NEWCASTLE & HOUSTON--(BUSINESS WIRE)-- TechnipFMC plc (NYSE: FTI) (the “Company” or “TechnipFMC”) today reported first quarter 2024 results. Summary Financial Results from Continuing Operations Reconciliation of U.S. GAAP to non-GAAP financial measures are provided in financial schedules. Three Months Ended Change (In millions, except per share amounts) Mar. 31, 2024 Dec. 31, 2023 Mar. 31, 2023 Sequential Year-over- Year Revenue $2,042.0 $2,077.7 $1,717.4 (1.7%) 18.9%...
Subsea 7 S.A. Announces First Quarter 2024 Results
Subsea 7 S.A. Announces First Quarter 2024 Results Luxembourg – 25 April 2024 – Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY, ISIN: LU0075646355, the Company) announced today results of Subsea7 Group (the Group, Subsea7) for the first quarter which ended 31 March 2024. First quarter highlights Adjusted EBITDA of $162 million, up 52% on the prior year period, equating to a margin of 12%Backlog remains robust at $10.4 billion, of which $4.8 billion to be executed in the remainder of 2024High tendering activity supports management’s confidence in the outlook for order intake and margin exp...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.