reports
SMA Solar Technology AG: 1 director
A director at SMA Solar Technology AG bought 19,200 shares at 11.828EUR and the significance rating of the trade was 72/100. 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 yea...
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Anis Zgaya
- Louis Boujard
- CFA
SMA Solar Technology AG : The restructuring plan is necessary but not ...
>Integration of the restructuring plan in 2024, and estimates almost unchanged in 2025 and 2026 - We factored the cost of the restructuring plan into our estimates for 2024. We now expect revenues of € 1,489m, down 5.3% on our previous estimates (versus new guidance for between € 1,450m and € 1,500m), EBITDA of -€ 16.4m versus € 108m previously (guidance between -€ 20m and € 20m), EBIT of -€ 85m (guidance between -€ 100m and -€ 50m) and an attributable net result of ...
- Anis Zgaya
- Louis Boujard
- CFA
SMA Solar Technology AG : Le plan de restructuration est nécessaire ma...
>Intégration du plan de restructuration en 2024, et estimations presque inchangées en 2025 et 2026 - Nous avons intégré le cout du plan de restructuration dans nos estimations 2024. Nous attendons désormais un CA de 1489 M€ en baisse de 5.3% par rapport à nos précédentes estimations (contre une nouvelle guidance entre 1450 M€ et 1500 M€), un EBITDA de -16.4 M€ contre 108 M€ précédemment (guidance entre -20 et 20 M€), un EBIT de -85 M€ (guidance entre -100 M€ et -50 M€...
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - Date1
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - 11/14/2024
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
JST JOST WERKE AG
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
- Anis Zgaya
- Louis Boujard
- CFA
SMA Solar Technology AG : Q3 2024 weak as expected and full-year guida...
>Weak Q3 as expected impacted by persistent weakness of Home Solutions and C&I segments and by a slightly less robust quarter in Large Scale - SMA’s reported Q3 2024 results were weak as expected. Sales came in at € 300m, down 46% vs Q3 2023, below consensus expectations at € 330m. EBITDA was € 3m (-97% y-o-y) above the company-compiled consensus of € 0m and bang in line with our forecast of € 3m. The Q3 EBITDA margin thus came to 0.97%, above the consensus forecast o...
- Anis Zgaya
- Louis Boujard
- CFA
SMA Solar Technology AG : Q3 2024 weak as expected and full-year guida...
>Weak Q3 as expected impacted by persistent weakness of Home Solutions and C&I segments and by a slightly less robust quarter in Large Scale - SMA’s reported Q3 2024 results were weak as expected. Sales came in at € 300m, down 46% vs Q3 2023, below consensus expectations at € 330m. EBITDA was € 3m (-97% y-o-y) above the company-compiled consensus of € 0m and bang in line with our forecast of € 3m. The Q3 EBITDA margin thus came to 0.97%, above the consensus forecast o...
EQS-News: SMA publishes figures for the first nine months of 2024, red...
EQS-News: SMA Solar Technology AG / Key word(s): Quarterly / Interim Statement/Restructure of Company SMA publishes figures for the first nine months of 2024, reduces its sales and earnings guidance and sets out details of restructuring and transformation program 14.11.2024 / 00:02 CET/CEST The issuer is solely responsible for the content of this announcement. SMA publishes figures for the first nine months of 2024, reduces its sales and earnings guidance and sets out details of restructuring and transformation program Sales for the first nine months come in at €1,059...
EQS-News: SMA veröffentlicht Neunmonatszahlen 2024, reduziert die Umsa...
EQS-News: SMA Solar Technology AG / Schlagwort(e): Quartals-/Zwischenmitteilung/Unternehmensrestrukturierung SMA veröffentlicht Neunmonatszahlen 2024, reduziert die Umsatz- und Ergebnisprognose und gibt Details zum Restrukturierungs- und Transformationsprogramm bekannt 14.11.2024 / 00:02 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. SMA veröffentlicht Neunmonatszahlen 2024, reduziert die Umsatz- und Ergebnisprognose und gibt Details zum Restrukturierungs- und Transformationsprogramm bekannt Umsatz nach neun Monaten bei 1.059,...
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 10/17/2024
We measured the impact of the contribution from Michel Barnier’s exceptional tax on 88 stocks exposed to France. Some 17 of them would experience a (negative) impact on their EPS of more than 4% on average over 2024 and 2025: LDC (-8.3%), Synergie (-8%), Eiffage (-7.9%), ADP (-7.9%), Dassault Aviation (-7%), Crit (-6.9%), Derichebourg (-6.3%), Hermès (-5.6%), Safran (-5.6%), Bouygues (-5.6%), M6 (-5.2%), Thales (-5%), TF1 (-4.9%), Nexans (-4.9%), Vinci (-4.7%), Compagnie des Alpes (...
FP TOTAL SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
AUTN AUTONEUM HOLDING AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KORI KORIAN SA
HCO HIGHCO SA
EL ESSILORLUXOTTICA SA
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
GBT GUERBET SA
GLO GL EVENTS SA
KER KERING SA
ENI ENI S.P.A.
PNL POSTNL NV
01913 PRADA S.P.A.
REP REPSOL SA
TIETO TIETOEVRY OYJ
TECN TECAN GROUP AG
SLIGR SLIGRO FOOD GROUP N.V.
AALB AALBERTS N.V.
MONC MONCLER SPA
BEZ BERENTZEN GRUPPE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
BIM BIOMERIEUX SA
S92 SMA SOLAR TECHNOLOGY AG
BAR BARCO NV
NA9 NAGARRO
SHEL SHELL PLC
EAPI EUROAPI
ORP ORPEA
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 17/10/2024
Nous avons mesuré l’impact de la contribution exceptionnelle Barnier sur 88 valeurs exposées à la France. 17 d’entre elles auraient un impact (négatif) sur leurs BPA de plus de 4% en moyenne sur 2024 et 2025 : LDC (-8,3%), Synergie (-8%), Eiffage (-7,9%) ADP (-7,9%), Dassault Aviation (-7%), Crit (-6,9%), Derichebourg (-6,3%), Hermès (-5,6%), Safran (-5,6%), Bouygues (-5,6%), M6 (-5,2%), Thalès (-5%), TF1 (-4,9%), Nexans (-4,9%), Vinci (-4,7%), Compagnie des Alpes (-4,4%), FDJ (-4%). - ...
FP TOTAL SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
AUTN AUTONEUM HOLDING AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KORI KORIAN SA
HCO HIGHCO SA
EL ESSILORLUXOTTICA SA
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
GBT GUERBET SA
GLO GL EVENTS SA
KER KERING SA
ENI ENI S.P.A.
PNL POSTNL NV
01913 PRADA S.P.A.
REP REPSOL SA
TIETO TIETOEVRY OYJ
TECN TECAN GROUP AG
SLIGR SLIGRO FOOD GROUP N.V.
AALB AALBERTS N.V.
MONC MONCLER SPA
BEZ BERENTZEN GRUPPE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
BIM BIOMERIEUX SA
S92 SMA SOLAR TECHNOLOGY AG
BAR BARCO NV
NA9 NAGARRO
SHEL SHELL PLC
EAPI EUROAPI
ORP ORPEA
- Anis Zgaya
- Louis Boujard
- CFA
SMA Solar Technology AG : Q3 is likely to be the weakest quarter of th...
>Q3 affected by the persistent weakness of the Home Solutions and C&I segments and by a slightly less robust quarter in Large Scale - SMA is scheduled to release its Q3 results on 14 November before the start of trading. We expect Q3 to be poor and the weakest quarter of the year, affected by the persistent weakness of the Home Solutions and C&I segments and by sales in the Large Scale segment being pushed back more toward the end of the year (Q4 is expected to be ve...
- Anis Zgaya
- Louis Boujard
- CFA
SMA Solar Technology AG : Le T3 devrait être le trimestre le plus faib...
>Le T3 impacté par la faiblesse persistante des segments Home Solutions et C&I et par un trimestre un peu moins solide dans les Large Scale - SMA publiera ses résultats T3 le 14 novembre avant bourse. Nous attendons un T3 faible, le plus faible de l’année, impactée par la persistance de la faiblesse des segments Home Solutions et C&I et par des ventes dans le segment Large Scale qui seraient un peu plus décalées vers la fin de l’année (un T4 très fort attendu et un T...
- Anis Zgaya
- Louis Boujard
- CFA
SMA Solar Technology AG : Prudence maintenue malgré l’annonce d’un pla...
>Annonce d’un plan de restructuration visant 150 à 200 M€ d’économie de couts - SMA a annoncé qu’il a décidé de lancer, compte tenu d'un environnement de marché toujours difficile, un programme de restructuration et de transformation visant à accroître l'efficacité et à se concentrer sur la stratégie. Ce programme compte réaliser des économies de coûts estimées par la société entre 150 et 200 M€. Dans le cadre de ce programme, des mesures doivent être prises dans les...
- Fehmi Ben Naamane
ODDO BHF Small & MIDCAP MORNING NEWS - 27/09/2024
Bystronic est un groupe suisse spécialisé dans les machines de découpe laser et de pliage, avec un business model hybride entre vente d’équipements, services récurrents et logiciels. Alors que ses commandes pâtissent d’un momentum difficile depuis plusieurs trimestres, nous n’anticipons pas d’amélioration au S2 et la visibilité reste réduite pour 2025. En parallèle, le plan de restructuration initié cette année devrait surtout être visible à compter du S1 2025. Dans ce contexte, Bystr...
OSE OSE IMMUNOTHERAPEUTICS SA
WTB WHITBREAD PLC
CGM CEGEDIM SA
GBT GUERBET SA
TRI TRIGANO SA
BAMNB KONINKLIJKE BAM GROEP NV
MBWS MARIE BRIZARD WINE & SPIRITS SA
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
S92 SMA SOLAR TECHNOLOGY AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
S30 SOLUTIONS 30 SE
SOL SOLTEC POWER HOLDINGS
ENER GRUPO ECOENER S.A.
- Luis de Toledo Heras
ODDO BHF Small & MIDCAP MORNING NEWS - 09/27/2024
Bystronic is a Swiss group specialising in laser cutting and bending machines, with a hybrid business model combining equipment sales, recurring services, and software. The group has seen its orders dampened by a challenging environment over the past quarters with no signs of an upsurge in H2, and visibility remains limited over 2025. The restructuring plan initiated this year should really start paying off in H1 2025. Bystronic should nonetheless retain a substantial net cash surplus...
- Anis Zgaya
- Louis Boujard
- CFA
SMA Solar Technology AG : Cautious stance maintained despite the restr...
>Announcement of a restructuring plan aimed at generating € 150-200m in cost savings - SMA announced that, given the still challenging market environment, it had decided to launch a restructuring and transformation programme aimed at boosting efficiency and focusing on strategy. With this programme, the company expects to generate cost savings that it estimates at between € 150m and € 200m. As part of this programme, measures are to be taken in the following fields: ...
EQS-News: SMA initiates company-wide restructuring and transformation ...
EQS-News: SMA Solar Technology AG / Key word(s): Restructure of Company SMA initiates company-wide restructuring and transformation program 25.09.2024 / 21:43 CET/CEST The issuer is solely responsible for the content of this announcement. SMA initiates company-wide restructuring and transformation program Against the backdrop of a persistently challenging market environment, the Managing Board of SMA Solar Technology AG has decided to initiate a company-wide restructuring and transformation program aimed at increasing efficiency and strategic focusing. At the same time...
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