reports
- 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...
Claude Bernard dévoile son nouveau portail de composants web à destina...
Claude Bernard dévoile son nouveau portail de composants web à destination des éditeurs de santé Présentation en avant-première du 21 au 23 mai 2024 à l’occasion de SantExpo – Paris Expo Porte de Versailles – Stand K84 avec deux conférences dédiées Boulogne-Billancourt, le 14 mai 2024 - , expert des bases de données médicales, est fier d’annoncer le lancement de son nouveau portail de composants web à destination des éditeurs de logiciels en santé. Historiquement connu pour son fonctionnement basé sur des APIs et précurseur en la manière pour les bases de données numériques, continue...
Transactions in connection with share buyback programme
Transactions in connection with share buyback programme Company Announcement Copenhagen, 13 May 2024 No. 21/2024 Transactions in connection with share buyback programmeISS A/S, a leading workplace experience and facility management company, announced on 22 February 2024 a new share buyback programme, see company announcement no. 4/2024. The share buyback programme is executed in accordance Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 (the “Market Abuse Regulation”) and the Commission Delegated Regulation (EU) 2016/1052 ...
Approbation des résultats financiers du groupe au 31 mars 2024, poursu...
MILAN--(BUSINESS WIRE)-- Le conseil d’administration de Nexi S.p.A. a approuvé le 8 mai les résultats financiers consolidés du groupe au 31 mars 2024. Principaux résultats financiers consolidés 1 Au 1er trimestre 2024, le groupe a réalisé un chiffre d’affaires de 781,6 millions €, soit +6,0 % par rapport au 1er trimestre 2023, et un BAIIA de 361,7 millions €, soit +8,6 % par rapport au 1er trimestre 2023. La marge de BAIIA s’élève à 46 %, en hausse de 112 points de base par rapport au 1er trimestre 2023, grâce à l’accélération des gains d’efficacité et des synergies de coûts dans le cadre ...
- Louis Boujard
- CFA
- Philippe Ourpatian
BMW BAYERISCHE MOTOREN WERKE AG
UBSN UBS GROUP AG
ALO ALSTOM SA
ELE ENDESA S.A.
VER VERBUND AG CLASS A
BA. BAE SYSTEMS PLC
BC8 BECHTLE AG
FDR FLUIDRA S.A.
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
PRY PRYSMIAN S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ARGX ARGEN-X SE
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
ARM ARM HOLDINGS PLC
- Louis Boujard
- CFA
- Philippe Ourpatian
BMW BAYERISCHE MOTOREN WERKE AG
UBSN UBS GROUP AG
ALO ALSTOM SA
ELE ENDESA S.A.
VER VERBUND AG CLASS A
BA. BAE SYSTEMS PLC
BC8 BECHTLE AG
FDR FLUIDRA S.A.
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
PRY PRYSMIAN S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ARGX ARGEN-X SE
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
ARM ARM HOLDINGS PLC
- Emmanuel Matot
- Martin Marandon-Carlhian
Nexi S.p.A : A good start to the year relative to full-year guidance
>Organic revenue and EBITDA growth beats forecasts in Q1 - Nexi has just published its Q1 2024 results. Results beat forecasts with organic revenue growth of +6.0% to € 782m (vs ODDO BHF / consensus = +4.5/+5.3% to € 775m/€ 776m - recap 2023 = +7.0%) and pro forma EBITDA growth of +8.6% to € 362m (vs ODDO BHF / consensus = +6.1/+6.5% to € 356m/€ 355m), i.e. a +112bp improvement in the EBITDA margin to 46.3% (vs ODDO BHF / consensus = 46.0/45.7%).All activities r...
- Emmanuel Matot
- Martin Marandon-Carlhian
Nexi S.p.A : Bon début d’année par rapport aux guidances annuelles
>Croissance organique du CA et de l’EBITDA au-dessus des attentes au T1 - Nexi vient de publier ses résultats au titre du T1 2024. Ils dépassent les attentes avec un CA en croissance organique de 6.0% à 782 M€ (vs ODDO BHF / consensus = +4.5/+5.3% à 775/776 M€ - rappel 2023 = +7.0%) et un EBITDA en progression proforma de 8.6% à 362 M€ (vs ODDO BHF / consensus = +6.1/+6.5% à 356/355 M€) soit une marge d’EBITDA en hausse comparable de 112 pb à 46.3% (vs ODDO BHF / con...
Group Financial Results as of March 31st 2024 Approved, Continued Grow...
MILAN--(BUSINESS WIRE)-- The Board of Directors of Nexi S.p.A. approved on May 8th the Group’s consolidated financial results as of March 31st 2024. Key consolidated financial managerial results1 In 1Q24 the Group delivered revenues at € 781.6 million, +6.0% versus 1Q23, and EBITDA at € 361.7 million, +8.6% versus 1Q23. The EBITDA margin was at 46%, up by 112 basis points compared to 1Q23, also thanks to the accelerating efficiencies and cost synergies delivery on the back of Group integration. Nexi Group’s operating businesses delivered the following results in 1Q24: Merchant Solutio...
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...
Transactions in connection with share buyback programme
Transactions in connection with share buyback programme Company Announcement Copenhagen, 6 May 2024 No. 20/2024 Transactions in connection with share buyback programmeISS A/S, a leading workplace experience and facility management company, announced on 22 February 2024 a new share buyback programme, see company announcement no. 4/2024. The share buyback programme is executed in accordance Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 (the “Market Abuse Regulation”) and the Commission Delegated Regulation (EU) 2016/1052 o...
- Mads Brinkmann Andersen
ISS (Buy, TP: DKK171.00) - Strong portfolio growth but…
Q1 was another solid quarter with 6% organic growth (consensus 5.6%), led by 8.5% portfolio growth; however, less-impressive above-base volumes (down 7%) and a negative print in the Americas of c2% weighed on the stock. The communication around the DTAG arbitration and 2024 guidance was unchanged. We reiterate our BUY and DKK171 target price.
- Maxime Dubreil
Claude Bernard et Softway Medical annoncent la signature de leur premi...
Claude Bernard et Softway Medical annoncent la signature de leur premier contrat en Belgique avec le Réseau wallon Phare Un nouveau contrat à l’international qui permet aux deux partenaires d’asseoir un peu plus leur notoriété auprès des institutions hospitalières Boulogne-Billancourt, le 2 mai 2024 - , expert des bases de données médicales, est fier d’annoncer le renforcement de son partenariat historique avec l’éditeur Softway Medical -leader du secteur des établissements de santé en France- avec un premier réseau hospitalier en Belgique. A partir du 1er janvier 2025, les trois instituti...
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