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...
A director at Lvmh Moet Hennessy Louis Vuitton SE bought 46,558 shares at 785.216EUR and the significance rating of the trade was 67/100. 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...
>Jewellery Maisons at +3% in Q4 and FY margins in line with expectations, make a pretty favourable impression (no unpleasant surprises) - The group reported full-year sales of € 20.616bn (vs our forecast of € 20.564bn) with EBIT of € 4.794bn, or a margin of 23.3% after 25.2% in the previous year (we forecast € 4.776bn or a margin of 23.2%) and our forecasts were close to the consensus. Sales showed growth of 2% on cc in Q4 (we were at +0%) with Jewellery Maisons at +...
>Maisons Joaillères à +3% au T4 et les marges FY en ligne avec les attentes font plutôt bonne impression (aucune mauvaise surprise) - Le groupe publie un CA annuel à 20616 M€ (notre prévision ressortait à 20564 M€) avec un EBIT à 4794 M€ soit une marge de 23.3% après 25.2% sur l’exercice précédent (nous attendions 4776 M€ soit une marge à 23.2%) et nos prévisions étaient proches du consensus. L’activité ressort en croissance de 2% à tcc au T4 (nous avions +0%) avec Ma...
>Facts, outlook and perception - Facts: we now have a complete picture of Q1 top line trends. The perfect symmetry in trends, between the two heavyweights dominating soft luxury on the one hand (LVMH Fashion & Leather) and hard luxury on the other (Richemont Jewellery Maisons), was once again confirmed with Jewellery Maisons growing as anticipated +3% y-o-y at cc close to the +2% growth reported for F&L. The symmetry goes a long way: growth versus 2019 ended up at 113...
>Facts, outlook and perception - Facts: we now have a complete picture of Q1 top line trends. The perfect symmetry in trends, between the two heavyweights dominating soft luxury on the one hand (LVMH Fashion & Leather) and hard luxury on the other (Richemont Jewellery Maisons), was once again confirmed with Jewellery Maisons growing as anticipated +3% y-o-y at cc close to the +2% growth reported for F&L. The symmetry goes a long way: growth versus 2019 ended up at 113...
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
Richemont announces strong underlying performance for the year ended 31 March 2024 AD HOC ANNOUNCEMENT PURSUANT TO ART. 53 LR17 MAY 2024 Please find below the Highlights and Chairman’s commentary from Richemont FY24 Annual Results Announcement. RICHEMONT ANNOUNCES STRONG UNDERLYING PERFORMANCEFOR THE YEAR ENDED 31 MARCH 2024 Group highlights Group sales at all-time high of € 20.6 billion; Q4 sales down by 1% at actual exchange rates, up 2% at constant exchange ratesOperating profit at € 4.8 billion, notwithstanding significant adverse foreign currency movements and non-recurri...
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...
Kering: Monthly statement on the total number of shares and voting rights (May 2024) KeringSociété anonyme with a share capital of €493,683,112Head office: 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS May 16, 2024 Monthly statementon the total number of shares and voting rights(articles L.233-8 of the French Commercial Code and 223-16 of the General Regulation of the French Financial Markets Authority (AMF – Autorité des Marchés Financiers) Date Total number ofshares Total number of voting rightstheoretical 1exercisable 2May 15, 2024123,420,778176,619,961175,786,094 1 Calculate...
Kering : Publication mensuelle du nombre d'actions composant le capital et du nombre total de droits de vote (Mai 2024) KeringSociété anonyme au capital de 493 683 112 €Siège social : 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS Le 16 mai 2024 Publication mensuelledu nombre d’actions composant le capital et du nombre total de droits de vote(articles L. 233-8 du code de commerce et 223-16 du règlement général de l’AMF) Date d’arrêt desInformations Nombre total d’actionscomposant le capital Nombre total de droits de votethéoriques 1exerçables 2 15/05/2024 123 420 778 176...
We have tactically downgraded the energy sector from Overweight to Neutral (excl. oil services on which we are maintaining our Overweight rating) and dropped Shell Plc from our Large Caps list. The IEA report has accelerated the downswing for the energy sector, which could continue in the days ahead. June will be a better month to come back to the sector. - ...
We have tactically downgraded the energy sector from Overweight to Neutral (excl. oil services on which we are maintaining our Overweight rating) and dropped Shell Plc from our Large Caps list. The IEA report has accelerated the downswing for the energy sector, which could continue in the days ahead. June will be a better month to come back to the sector. - ...
Nous dégradons tactiquement à Neutre le secteur de l’énergie (hors Services Pétroliers sur lesquels nous conservons une opinion Surperformance) et faisons sortir Shell plc de notre liste Large Caps. Le rapport AIE a accéléré la baisse du secteur énergie, qui pourrait se poursuivre dans les jours qui viennent. Juin sera un meilleur mois pour revenir sur le secteur. - ...
Nous dégradons tactiquement à Neutre le secteur de l’énergie (hors Services Pétroliers sur lesquels nous conservons une opinion Surperformance) et faisons sortir Shell plc de notre liste Large Caps. Le rapport AIE a accéléré la baisse du secteur énergie, qui pourrait se poursuivre dans les jours qui viennent. Juin sera un meilleur mois pour revenir sur le secteur. - ...
>The annual results were not quite as poor as expected but the Q4 fall in retail is confirmed in double-digits - For the financial year ending 31 March 2024, the group reported sales of £ 2,968m versus our estimate of £ 2,937m (Q4 retail growth of -12% on a comparable store basis, we looked for -13%, full-year wholesale growth of -5% at CER, we expected -9% in line with the guidance) and recurring EBIT of £ 418m, giving a full-year margin of 14.1% and 15.5% at CER (i...
>IEA adjusts down its demand growth forecasts by 140kb/d to 1.1mb/d - The IEA has just published its monthly report in which it has revised down its demand growth estimates for 2024 by 140kb/d from +1.2mb/d to +1.1mb/d. This revision takes account of the weak demand in Q1 (400kb/d below forecasts) in OECD countries and notably in Europe where it contracted by 70kb/d. For 2025, the IEA is leaving its growth estimates unchanged at +1.2mb/d (to 104.3mb/d) with the assu...
>L’AIE révise en baisse sa croissance de la demande de 140 kb/j à 1.1Mb/j - L’AIE vient de publier son rapport mensuel dans lequel elle abaisse ses estimations de croissance de la demande pour 2024 de 140 kb/j passant ainsi de +1.2 Mb/j à +1.1 Mb/j. Cette révision tient compte d’une demande qui était faible au T1 (400 kb/j en dessous des attentes) dans les pays de l’OCDE et notamment en Europe où elle s’est contractée de 70 kb/j. Pour 2025, l’AIE a maintenu inchangé...
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