reports
- Emmanuel Matot
- Emmanuel Matot
- Emna Ben Bdira
- Maxime Kogge
Outokumpu : Feedback from the visit to the Kemi mine: a key component ...
>The only chrome mine in Europe and one of only a few in the western world - We attended the visit to the chrome mine at Kemi in Finland that was organised by Outokumpu last week. This is the only chrome mine in Europe with more than 2 million tonnes of ore produced per year or 2% of global production, placing it well behind players based in South Africa and Kazakhstan. The mine’s production is destined entirely for the group’s ferrochrome division and two-thirds of f...
- Emna Ben Bdira
- Maxime Kogge
Outokumpu : Feedback de la visite de la mine de Kemi : une composante ...
>La seule mine de chrome en Europe et l’une des seules dans le monde occidental - Nous avons participé à la visite de la mine de chrome de Kemi en Finlande organisée la semaine dernière par Outokumpu. Il s’agit de la seule mine de chrome en Europe avec plus de 2 millions de tonnes de minerai produites en 2023, soit 2% de la production mondiale, ce qui la place loin derrière les acteurs basés en Afrique du Sud et au Kazakhstan. La mine produit entièrement pour la divis...
SCHP SECHE ENVIRONNEMENT
AMS AMS AG
CRI CHARGEURS SA
POM PLASTIC OMNIUM SE
FGA FIGEAC AERO SA
GLO GL EVENTS SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
KENDR KENDRION NV
CPINV CARE PROPERTY INVEST SA
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VLTSA VOLTALIA
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
SCHP SECHE ENVIRONNEMENT
AMS AMS AG
CRI CHARGEURS SA
POM PLASTIC OMNIUM SE
FGA FIGEAC AERO SA
GLO GL EVENTS SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
KENDR KENDRION NV
CPINV CARE PROPERTY INVEST SA
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VLTSA VOLTALIA
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
AMS AMS AG
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LEG LEG IMMOBILIEN AG
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BIM BIOMERIEUX SA
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
ARM ARM HOLDINGS PLC
AMS AMS AG
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LEG LEG IMMOBILIEN AG
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BIM BIOMERIEUX SA
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
ARM ARM HOLDINGS PLC
- Oliver Metzger
- Sinan Doganli
ODDO : First feedback – DAY 2
We host the 15th edition of the Corporate Conference in cooperation with Commerzbank on September 3rd & 4th 2024 in Frankfurt am Main. This year we are welcoming 90 German small, mid and large cap companies. - >Accelor Mittal (=) – Heading for better H2 despite still soft underlying markets, no change on VallourecAdesso (=) – IT-solutions segment will continue to be a drag on profitability in H2 2024Aurubis (+) – Announced disposal for its US-based finished ...
CON CONTINENTAL AKTIENGESELLSCHAFT
FRA FRAPORT AG
MT ARCELORMITTAL SA
DAI DAIMLER AG
SZG SALZGITTER AG
VNA VONOVIA SE
RWE RWE AG
NDA AURUBIS AG
WIE WIENERBERGER AG
RAA RATIONAL AG
ADN1 ADESSO AG
BFSA BEFESA SA
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
STM STABILUS SE
TUI TUI AG
R3NK RENK GROUP AG
- Martin Marandon-Carlhian
- Stephane Houri
ODDO : Semiconductor sales in July 2024 in line with forecasts, still ...
>Worldwide sales in July 2024 in line with our forecasts +18.7% y-o-y vs +18.5% in June - Worldwide semiconductor sales in July 2024 were published by the WSTS (World Semiconductor Trade Statistics) with the usual one-month lag. In terms of the 3-month moving average, sales were $ 51.3bn, in line with our estimate, i.e. +2.5% on a sequential basis and y-o-y growth of +18.7%, after 18.5% in June.Continued strong growth in memory thanks to prices, a slight...
AMS AMS AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
- Martin Marandon-Carlhian
- Stephane Houri
ODDO : Ventes de semi-conducteurs de juillet 2024 en ligne avec nos at...
>Ventes mondiales de juillet 2024 en ligne avec nos attentes à +18.7% yoy vs +18.5% en juin - Les ventes mondiales de semiconducteurs de mai 2024 ont été publiées par WSTS (World Semiconductor Trade Statistics), avec (comme toujours) un mois de décalage. En donnée lissées (moyenne de 3 mois), elles ressortent à 51,3 Md$, en ligne avec notre prévision, à +2.5% en séquentiel et en croissance annuelle de +18.7%, après 18.5% en juin.Poursuite de la forte cr...
AMS AMS AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
- Oliver Metzger
- Sinan Doganli
ODDO : First feedback – DAY 1
We host the 15th edition of the Corporate Conference in cooperation with Commerzbank on September 3rd & 4th 2024 in Frankfurt am Main. This year we are welcoming 90 German small, mid and large cap companies. - >Adidas (+) – On trackAixtron (=) – No short-term inflection, but high confidence in long-term prospectsAllgeier (+) – Is confident it can achieve 15% EBITDA margin by the end of 2025 ams OSRAM (=) – Some cautiousness on auto/industrial, still co...
FME FRESENIUS MEDICAL CARE AG
CEC CECONOMY AG
AMS AMS AG
ADS ADIDAS AG
CBK COMMERZBANK AG
EVT EVOTEC SE
GBF BILFINGER SE
BOSS HUGO BOSS AG
SDF K+S AG
TPE PVA TEPLA AG
ZAL ZALANDO SE
BAS BASF SE
AIXA AIXTRON SE
BC8 BECHTLE AG
SAX STROEER SE & CO. KGAA
LEG LEG IMMOBILIEN AG
WAF SILTRONIC AG
BNR BRENNTAG SE
SMHN SUESS MICROTEC AG
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
AEIN ALLGEIER HOLDING AG
IOS IONOS GROUP SE
SMA Solar Technology AG: 1 director
A director at SMA Solar Technology AG bought 3,700 shares at 20.500EUR and the significance rating of the trade was 57/100. 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 year...
Leifheit AG: 1 director
A director at Leifheit AG bought 5,000 shares at 17.573EUR and the significance rating of the trade was 59/100. 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 clearly sh...
Outokumpu Oyj: 1 director
A director at Outokumpu Oyj bought 9,000 shares at 3.240EUR and the significance rating of the trade was 50/100. 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 clearly s...
ProSiebenSat Media SE: 1 director
A director at ProSiebenSat Media SE bought 3,900 shares at 5.961EUR and the significance rating of the trade was 52/100. 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 c...
- Jerôme Bodin
ODDO BHF Small & MIDCAP MORNING NEWS - 09/08/2024
In this note, we initiate coverage on The London Tunnels PLC (TLT), listed on Euronext Amsterdam since 26 June. TLT plans to develop visitor attractions in the Kingsway Exchange Tunnels, built by the UK government to protect its citizens during the London Blitz. The project has secured full planning permission from The City of London and Camden Council. Construction, estimated to cost £ 150m, is expected to begin soon. The attraction, which is designed to host maximum three million vi...
- Jerôme Bodin
ODDO BHF Small & MIDCAP MORNING NEWS - 08/09/2024
In this note, we initiate coverage on The London Tunnels PLC (TLT), listed on Euronext Amsterdam since 26 June. TLT plans to develop visitor attractions in the Kingsway Exchange Tunnels, built by the UK government to protect its citizens during the London Blitz. The project has secured full planning permission from The City of London and Camden Council. Construction, estimated to cost £ 150m, is expected to begin soon. The attraction, which is designed to host maximum three million vi...
- Emna Ben Bdira
- Maxime Kogge
Outokumpu : BA America behind the downgrade in our forecasts, the sequ...
>Robust Q2 performance given the headwinds - Outokumpu reported yesterday decent Q2 earnings with adjusted EBITDA up 49% q-o-q at € 56m in a nonetheless tricky context marked by weak markets notably in Europe, a national strike in Finland with a major impact and several operating incidents in Business Areas (BA) Americas and Ferrochrome. We found the BA Europe’s performance convincing with EBITDA of € 28m which would likely have been above € 50m leaving aside the stri...
- Michael B. Schäfer
Lanxess : Q2 EBITDA confirms strong prelims.; Q3 'close or up to Q2' a...
>Final Q2 EBITDA pre of € 181m in line with strong prelims. beat vs cons. of € 146m as savings gain traction - Group sales declined by 6% y-o-y to € 1,678m (cons € 1,720m) including flat y-o-y (+5% q-o-q) volumes (Q1 2024: -5.4% y-o-y) where Lanxess flagged 8 out of 10 BUs with higher volumes. Price erosion was -6% y-o-y (Q1 2024: -9.2%) and 'slightly down' q-o-q. Final EBITDA pre of € 181m was in line with strong preliminary results, beating the consensus of € 146m ...
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