reports
- Luis de Toledo Heras
Corticeira : Restructuring plan at Flooring unit to address continued ...
>Weak results on operating deleverage and high cork costs partially offset by mix effects, industrial efficiency and lower non-cork costs - Corticeira’s Q1 2024 results were weak (EBITDA -8.7% y-o-y) as anticipated on subdued activity levels across most of the units, particularly the Cork Stopper (-10.4%) and Flooring (-16.5%) segments. Increased cork prices and operating deleverage pressured profitability, but the EBITDA margin performed positively with the EBITDA ma...
- ING Helpdesk
- Hilde Van Boxstael
- Lynn Hautekeete
- Michiel Declercq
- Thomas Vranken
- Wim Lewi
- 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
- 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
- Gerardo Ibanez
- Steven Boumans
ODDO BHF Small & MIDCAP MORNING NEWS - 08/05/2024 Date Performance dep...
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.
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
- Olfa Taamallah
- Yan Derocles
Hensoldt AG : A fair valuation pending visibility on the German budget
>An optimistic tone after a faltering start for the year - Although Q1 is traditionally not representative of the overall momentum for the year (representing 7.4% of full-year adjusted EBITDA on average for the last 4 years), the start to the year is nonetheless faltering excluding pass-through only stable vs Q1 2023. However, the company has clearly indicated that growth should accelerate as of Q2 for the sensors segment, particularly thanks to the delivery of 3 TRML...
- Daniel Großjohann
Kapitalmarkt straft TMV-Aktie nach Q1-KPIs über Gebühr ab - Wechselkur...
Die Kursreaktion von bis zu -10%, als Reaktion auf die am eher unteren Ende der Erwartungen liegenden Q1-KPIs, scheint uns übertrieben. Immerhin gelang es TeamViewer in schwierigem Makroumfeld die Konzernumsätze um 7% (währungsbereinigt: 9%) zu steigern, das strategisch bedeutsame Enterprise-Geschäft wuchs 17% (währungsbereinigt: 19%). Das ebenfalls von Währungseffekten belastete EBITDA sank um 2%, die EBITDA-Marge (33%; Q1 23: 36%) verfehlte damit unsere Erwartungen. Für H2 ergibt sich aber all...
- Daniel Großjohann
Capital market overly penalises TMV shares after Q1 KPIs - exchange ra...
The share price reaction of up to -10% in response to the Q1 KPIs, which were at the lower end of expectations, seems exaggerated to us. Nevertheless, TeamViewer managed to increase consolidated revenues by 7% (currency-adjusted: 9%) in a difficult macro environment, while the strategically important Enterprise business grew by 17% (currency-adjusted: 19%). EBITDA, which was also impacted by currency effects, fell by 2%, meaning that the EBITDA margin (33%; Q1 23: 36%) fell short of our expectat...
- Olfa Taamallah
- Yan Derocles
Hensoldt AG : Une valorisation juste en attendant la visibilité sur le...
>Un ton optimiste après un démarrage de l’exercice poussif - Si le T1 est traditionnellement peu représentatif de la dynamique de l’ensemble de l’exercice (représentant 7.4% de l’EBITDA Ajusté annuel en moyenne sur les 4 derniers exercices), le démarrage de l’année n’en est pas moins poussif avec un CA hors pass-through seulement stable par rapport au T1 2023. Toutefois, la société a clairement indiqué que la croissance accélèrerait dès le T2 pour le segment Sensors e...
Availability of documentation for the shareholders' meeting, 29 May 20...
Availability of documentation for the shareholders' meeting, 29 May 2024 Ivry-sur-Seine, France — May 7, 2024 REGULATED INFORMATION Information regarding the arrangements for taking part in the combined general meeting of May 29, 2024 Conditions for obtaining or consulting the documents prepared for the meeting The shareholders of the Company are invited to participate in the Shareholders’ Meeting to be held on Wednesday, May 29, 2024 at 4.30 pm (Paris time) at: Urban Station - ESPACE DU CENTENAIRE 189, rue de Bercy – 75012 Paris The general meeting will be broadcast live (in French...
- Olfa Taamallah
- Yan Derocles
VLS VALNEVA SE
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
ELIS ELIS SA
SHA SCHAEFFLER AG
KRN KRONES AG
PSPN PSP SWISS PROPERTY AG
SIGHT GENSIGHT BIOLOGICS SA
BEZ BERENTZEN GRUPPE
ASS APPLUS SERVICES S.A.
COFA COFACE SA
JUN3 JUNGHEINRICH AG PREF
IDR INDRA SISTEMAS S.A. CLASS A
TMV TEAMVIEWER AG
HAG HENSOLDT AG
- Olfa Taamallah
- Yan Derocles
VLS VALNEVA SE
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
ELIS ELIS SA
SHA SCHAEFFLER AG
KRN KRONES AG
PSPN PSP SWISS PROPERTY AG
SIGHT GENSIGHT BIOLOGICS SA
BEZ BERENTZEN GRUPPE
ASS APPLUS SERVICES S.A.
COFA COFACE SA
JUN3 JUNGHEINRICH AG PREF
IDR INDRA SISTEMAS S.A. CLASS A
TMV TEAMVIEWER AG
HAG HENSOLDT AG
- Sinan Doganli
TeamViewer AG : Q1 results in line with expectations
>Strong confidence in achieving full year 2024 guidance - Q1 results are overall in line with our and the consensus estimates. Total Billings (goods and services invoiced to customers) are down -1.0% y-o-y to € 174.5m, in line with our estimates of € 174.6m and -3.3% below consensus estimates of € 180.5m respectively, mainly due to a decline of multi-year deals of -€ 6.4m. Revenue came in at € 161.7m, an increase of +6.9% (+9.0% cc) y-o-y which is in line with our an...
- Olfa Taamallah
- Yan Derocles
Hensoldt AG : Solid order intake but Q1 EBITDA only representing 8% of...
>Solid order intake – EBITDA broadly in line - Q1 2024 came in broadly in line with the consensus estimates with a sluggish start to the year at P&L level and, on the other hand, a dynamic order intake. The importance of Q1 needs to be put into perspective, as the quarter represents only 8% of the expected EBITDA based on the middle of the guidance range. Adjusted EBITDA was up 10.7% to € 33m thanks to favourable project mix effects (ODDO BHF: € 32.3m; compan...
- Olfa Taamallah
- Yan Derocles
Hensoldt AG : Solid order intake but Q1 EBITDA only representing 8% of...
>Solid order intake – EBITDA broadly in line - Q1 2024 came in broadly in line with the consensus estimates with a sluggish start to the year at P&L level and, on the other hand, a dynamic order intake. The importance of Q1 needs to be put into perspective, as the quarter represents only 8% of the expected EBITDA based on the middle of the guidance range. Adjusted EBITDA was up 10.7% to € 33m thanks to favourable project mix effects (ODDO BHF: € 32.3m; compan...
EQS-News: HENSOLDT continues positive business development in the firs...
EQS-News: HENSOLDT AG / Key word(s): Quarter Results HENSOLDT continues positive business development in the first quarter of 2024 and benefits from strong order intake 07.05.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. HENSOLDT continues positive business development in the first quarter of 2024 and benefits from strong order intake Order intake grows by 91.8% year over year to EUR 665 million with major orders in the Sensors segment Revenue on track at EUR 329 million Order backlog at record high of EUR 5,879 millio...
EQS-News: HENSOLDT setzt positive Geschäftsentwicklung im ersten Quart...
EQS-News: HENSOLDT AG / Schlagwort(e): Quartalsergebnis HENSOLDT setzt positive Geschäftsentwicklung im ersten Quartal 2024 konsequent fort und profitiert von starkem Auftragseingang 07.05.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. HENSOLDT setzt positive Geschäftsentwicklung im ersten Quartal 2024 konsequent fort und profitiert von starkem Auftragseingang Auftragseingang wächst um 91,8% gegenüber Vorjahreszeitraum auf 665 Millionen EUR dank Großaufträgen im Segment Sensors Umsatzerlöse liegen mit 329 Millionen...
EQS-News: TeamViewer kicks off 2024 with continued profitable revenue ...
EQS-News: TeamViewer SE / Key word(s): Quarter Results/Quarterly / Interim Statement TeamViewer kicks off 2024 with continued profitable revenue growth, FY 2024 guidance reiterated 07.05.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. GOPPINGEN, Germany, 7 May 2024 TeamViewer kicks off 2024 with continued profitable revenue growth, FY 2024 guidance reiterated Revenue up 7% (9% cc) yoy to EUR 161.7m; continued growth across all regions Adjusted EBITDA increased to EUR 65.2m with Adjusted EBITDA margin of 40% Enterprise reven...
EQS-News: TeamViewer mit anhaltend profitablem Umsatzwachstum im erste...
EQS-News: TeamViewer SE / Schlagwort(e): Quartalsergebnis/Quartals-/Zwischenmitteilung TeamViewer mit anhaltend profitablem Umsatzwachstum im ersten Quartal, Prognose für 2024 bekräftigt 07.05.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. GÖPPINGEN, Deutschland, 7. Mai 2024 TeamViewer mit anhaltend profitablem Umsatzwachstum im ersten Quartal, Prognose für 2024 bekräftigt Umsatzwachstum von 7% (9% währungsbereinigt) gegenüber Vorjahr auf 161,7 Mio. EUR; anhaltendes Wachstum in allen Regionen Bereinigtes EBITDA steig...
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.