reports
Worldline SA: 1 director
A director at Worldline SA maiden bought 5,000 shares at 11.750EUR and the significance rating of the trade was 71/100. 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 cl...
- Michael B. Schäfer
ODDO BHF Small & MIDCAP MORNING NEWS - 05/17/2024
Growth momentum remains solid, and the publication of Q1 sales bodes well for the future (12.5% organic growth, including 27% for Aerospace). Margins are set to pick up in 2024 (by an estimated 110bp), with the underlying operating profit expected to jump 33%. With good visibility for Aerospace, medium-term potential for Automotive and profitable growth for Medical, we estimate the potential for margin improvement at no less than 500bp in the medium term. We are raising our underlying...
DBG DERICHEBOURG SA
ALCAR CARMAT SA
TPE PVA TEPLA AG
NEX NEXANS SA
ERG ERG S.P.A.
WIE WIENERBERGER AG
GREEN GREENYARD NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
NVG NAVIGATOR COMPANY SA
COL INMOBILIARIA COLONIAL SOCIMI SA
SIFG SIF HOLDING NV
TMV TEAMVIEWER AG
VK VALLOUREC SA
FPE3 FUCHS PETROLUB SE
- Michael B. Schäfer
ODDO BHF Small & MIDCAP MORNING NEWS - 17/05/2024
La dynamique de croissance reste solide et la publication du CA T1 est de bon augure (croissance organique de 12.5% dont 27% pour l’Aerospace). 2024 devrait voir un redressement des marges (+110 pb estimés) pour un ROC attendu en hausse de 33%. A l’appui d’une bonne visibilité pour l’aéronautique, d’un potentiel MT pour l’automobile et d’une croissance profitable pour le Médical, nous estimons le potentiel d’amélioration des marges à au moins 500 pb à MT. Nous relevons nos estimations...
DBG DERICHEBOURG SA
ALCAR CARMAT SA
TPE PVA TEPLA AG
NEX NEXANS SA
ERG ERG S.P.A.
WIE WIENERBERGER AG
GREEN GREENYARD NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
NVG NAVIGATOR COMPANY SA
COL INMOBILIARIA COLONIAL SOCIMI SA
SIFG SIF HOLDING NV
TMV TEAMVIEWER AG
VK VALLOUREC SA
FPE3 FUCHS PETROLUB SE
- Jean-François Granjon
Nexans : Feedback from Sustainability Forum: responding to strategic c...
>Focus on innovation and R&D - The group addresses markets with strong growth momentum. The G&T market is driven by the development of renewable energies and the need to operate interconnections to offset the intermittent nature of renewable energies. The D&U sector is also extremely buoyant, with the need to renew sometimes obsolete networks (over 50 years old, while the lifespan of a cable is estimated at 30 years) and the development of new cables driven by stricte...
- ING Helpdesk
Benelux Morning Notes
Ahold Delhaize: Walmart 1Q24/25 results. Azelis: Share placement by EQT and PSP. Belgian telcos: Digi mobile prices to be well below competition, targets 10% mkt share. EVS: Slow start, sales guidance held on strong pipeline, EBIT guidance below consensus. Exmar: Stable start to the year. Prosus: Fabricio Bloisi (CEO iFood) appointed as group CEO. Sif Group: 1Q24 pretty much in line, timing shifts a bit
- Jean-François Granjon
Nexans : Feedback Forum Sustainability. Comment répondre à des enjeux ...
>Focus sur l’innovation et la R&D - Le groupe adresse des marchés qui présentent une forte dynamique de croissance. Le marché G&T est porté par le développement des énergies renouvelables et la nécessité d’opérer des interconnexions pour palier l’intermittence des EnR. Le secteur D&U est également extrêmement porteur avec la nécessité de renouveler les réseaux parfois vétustes (les réseaux ont plus de 50 ans alors que la durée de vie d’un câble est estimée à 30 ans) e...
Fabricio Bloisi Appointed CEO, Prosus and Naspers
AMSTERDAM, Netherlands--(BUSINESS WIRE)-- Prosus N.V. (AEX: PRX) today announced that the Boards of Prosus and Naspers have unanimously approved the appointment of Fabricio Bloisi as Chief Executive Officer (CEO), Prosus and Naspers Group (“the Group”). The appointment is effective as of 1 July 2024. Fabricio Bloisi assumes the role of Group CEO from his role as CEO, iFood. Fabricio acquired iFood in 2013 when it was a 20-person start-up. He has since grown it rapidly and profitably to become Brazil’s leading food delivery company. Fabricio is a proven entrepreneur and innovator with deep ro...
Nexans Mixed Shareholders’ Meeting of May 16th, 2024
Nexans Mixed Shareholders’ Meeting of May 16th, 2024 Nexans Mixed Shareholders’ Meeting of May 16th, 2024 _PRESS RELEASE_ Paris La Défense, on May 16th, 2024 – Nexans Annual Shareholders' Meeting, held today in Paris, approved, by a large majority, all 24 resolutions submitted by the Board of Directors. The voting results are available on the . The Shareholders’ Meeting was broadcast live in French and English, and a replay will be available shortly on this same website. The shareholders adopted all the resolutions submitted, and thus app...
Assemblée Générale Mixte des actionnaires de Nexans du 16 mai 2024
Assemblée Générale Mixte des actionnaires de Nexans du 16 mai 2024 Assemblée Générale Mixte des actionnaires de Nexans du 16 mai 2024 _COMMUNIQUÉ DE PRESSE_ Paris La Défense, le 16 mai 2024 – L'Assemblée Générale Mixte des actionnaires de , réunie aujourd’hui à Paris, a approuvé, à une large majorité, l’ensemble des 24 résolutions qui lui étaient proposées par le Conseil d’Administration. Le résultat des votes est disponible sur le . L’Assemblée Générale a été diffusée en direct, en français et anglais, et une version différée sera prochainement disponible sur ce même site. Les ...
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 05/15/2024 Date Performance sin...
With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...
ETL EUTELSAT COMMUNICATIONS SA
PBB DEUTSCHE PFANDBRIEFBANK AG
TNG TRANSGENE SA
F3C SFC ENERGY AG
FGA FIGEAC AERO SA
PSM PROSIEBENSAT.1 MEDIA SE
TPE PVA TEPLA AG
TRI TRIGANO SA
MBB MBB INDUSTRIES SE
DEQ DEUTSCHE EUROSHOP AG
PAT PATRIZIA AG
WLN WORLDLINE SA
DKG DEUTSCHE KONSUM REIT-AG
NHH NH HOTEL GROUP SA
CGG CGG
BSGR B&S GROUP S.A.
MEDCL MEDINCELL SA
NEXI NEXI S.P.A.
INPST INPOST S.A.
NA9 NAGARRO
HGEA HGEARS AG
TUI TUI AG
SCHOTT PHARMA AG
R3NK RENK GROUP AG
ORP ORPEA
- Julian Dobrovolschi
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2024
With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
FGR EIFFAGE SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
CPG COMPASS GROUP PLC
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
GRF GRIFOLS S.A. CLASS A
RWE RWE AG
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
WLN WORLDLINE SA
GRF.P GRIFOLS S.A. PREF CLASS B
HLAG HAPAG-LLOYD AG
REY REPLY S.P.A.
NEXI NEXI S.P.A.
AZE AZELIS GROUP NV
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 15/05/2024 Date Performance dep...
Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...
ETL EUTELSAT COMMUNICATIONS SA
PBB DEUTSCHE PFANDBRIEFBANK AG
TNG TRANSGENE SA
F3C SFC ENERGY AG
FGA FIGEAC AERO SA
PSM PROSIEBENSAT.1 MEDIA SE
TPE PVA TEPLA AG
TRI TRIGANO SA
MBB MBB INDUSTRIES SE
DEQ DEUTSCHE EUROSHOP AG
PAT PATRIZIA AG
WLN WORLDLINE SA
DKG DEUTSCHE KONSUM REIT-AG
NHH NH HOTEL GROUP SA
CGG CGG
BSGR B&S GROUP S.A.
MEDCL MEDINCELL SA
NEXI NEXI S.P.A.
INPST INPOST S.A.
NA9 NAGARRO
HGEA HGEARS AG
TUI TUI AG
SCHOTT PHARMA AG
R3NK RENK GROUP AG
ORP ORPEA
- Julian Dobrovolschi
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2024
Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
FGR EIFFAGE SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
CPG COMPASS GROUP PLC
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
GRF GRIFOLS S.A. CLASS A
RWE RWE AG
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
WLN WORLDLINE SA
GRF.P GRIFOLS S.A. PREF CLASS B
HLAG HAPAG-LLOYD AG
REY REPLY S.P.A.
NEXI NEXI S.P.A.
AZE AZELIS GROUP NV
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Emmanuel Matot
ODDO : Nexi/Worldline Postview: encouraging start to the year
>Q1 results lend weight to full-year guidance – Reassuring momentum on merchant services - Worldline and Nexi released positive Q1 2024 results. The two companies posted organic sales growth of +2.5% and +6.0% respectively, ahead of expectations (consensus = +0.7% and +5.3%) and supporting the full-year guidance reiterated by management (>3% and mid-single digit).Merchant services activities, the largest in size, were the main growth drivers in the quarter: 1/ +...
- Emmanuel Matot
ODDO : Postview Nexi/Worldline : début d’année encourageant
>Des T1 apportant du crédit aux guidances annuelles – Dynamique rassurante dans les services aux commerçants - Les publications T1 2024 de Worldline et Nexi ont été positives. Les 2 sociétés ont affiché des croissances organiques de leur CA de respectivement de 2.5% et 6.0%, supérieures aux attentes (consensus = 0.7% et 5.3%) et soutenant les guidances annuelles qui ont été réitérées par les dirigeants (>3% et mid-single digit).Les activités de services aux comme...
Edenred SE: 2 directors
Two Directors at Edenred SE sold after exercising options/bought 3,400 shares at between 47.033EUR and 47.306EUR. The significance rating of the trade was 61/100. 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 com...
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
Iveco : Solid Q1 2024 numbers, but showing signs of peaking
>A solid Q1, 2024 guidance confirmed - On Friday morning, Iveco reported solid results that beat forecasts (+22% vs EBIT consensus, +14% vs ODDO BHF). The group posted stable sales (€ 3.37bn, cons. € 3.35bn, ODDO BHF € 3.49bn), supported by volume growth (+8% y-o-y), offset by a negative price/mix (decline in buses and trucks). With regards to profitability, the performance was solid with adjusted EBIT of € 233m, +34% y-o-y (a favourable comparison base + pricing), i....
- Anthony Dick
- Michael Foundoukidis
Iveco : T1 2024 solide, mais des signes de pic
>T1 solide, guidance 2024 confirmée - Iveco a publié vendredi matin des résultats solides et supérieurs aux attentes (+22% vs Css d’EBIT, +14% vs ODDO BHF). Le groupe fait état d’un CA stable (3,37Md€, Css 3,35 Md€, ODDO BHF 3,49 Md€), soutenu par une poursuite de la hausse des volumes (+8% y-o-y), compensé par un prix/mix négatif (baisse des bus et du poids lourd). Au niveau de la rentabilité, la performance est solide avec un EBIT ajusté de 233 M€, +34% y-o-y (effet...
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