Three Directors at Indra Sistemas S.A. sold 403,546 shares at between 19.361EUR and 19.782EUR. The significance rating of the trade was 100/100. 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 o...
>Q1 results well above forecasts and of good quality - Yesterday morning's conference call confirmed the quality of Q1 2024 results, which came in well above consensus forecasts on all fronts (+12% for sales, +17% for EBIT, 25% for attributable net profit and x2 for FCF). Granted, the contribution from FCAS was strong (€ 56m vs € 50m est.) fuelling growth by 6 points but the group’s performance remained solid even excluding FCAS, with organic growth of +12%, of which ...
>Résultats T1 très supérieurs aux attentes et de bonne qualité - La conférence téléphonique, qui s’est tenue hier matin, est venue confirmer la qualité des résultats du T1 2024, qui sont ressortis très au-dessus des attentes du consensus à tous les niveaux (+12% au niveau du CA ; +17% sur l’EBIT ; 25% pour le RNpg et x2 pour le FCF). Certes la contribution du FCAS a été forte (56 M€ vs 50 M€e) alimentant la croissance de 6 pt mais la performance du groupe reste très s...
>Organic growth of 19% in Q1, well above expectations. Solid bookings - Indra posted this morning solid Q1 2024 figures with revenue of € 1118m, up 21.9% y-o-y, 12.1% above market expectations and 10.1% above ours (vs ODDO BHF: € 1015m; Css: € 997m). Organic growth stands at 19%, 10pts above our expectations (ODDO BHF: 8.6%) and accelerating vs previous quarter (14.0% y-o-y org in Q4 2023). Growth was driven by a solid performance in Defence with organic growth of 53...
>Organic growth of 19% in Q1, well above expectations. Solid bookings - Indra posted this morning solid Q1 2024 figures with revenue of € 1118m, up 21.9% y-o-y, 12.1% above market expectations and 10.1% above ours (vs ODDO BHF: € 1015m; Css: € 997m). Organic growth stands at 19%, 10pts above our expectations (ODDO BHF: 8.6%) and accelerating vs previous quarter (14.0% y-o-y org in Q4 2023). Growth was driven by a solid performance in Defence with organic growth of 53...
We are removing GALP from our ODDO BHF European Large Caps list. The stock has chalked up a performance of +31.3% since its inclusion in the list on 20 March. Our analyst is adopting today a Neutral recommendation (vs Outperform) on the stock. - ...
>Outperform rating confirmed – target price lifted to € 6.4 (vs € 5.9) - The Q1 2024 figures for CABK confirm the favourable trend, both on the operating front, confirming and even improving guidance (RoTE now expected >16%), and on the balance sheet front (CET1 FL >12%) in 2024. This robustness, coupled with the adequate diversification of the business model, confirms the stock as one of our Top Picks in the sector in the uncertain/challenging current context (macro,...
>Opinion Surperformance confortée – OC porté à 6.4 € (vs 5.9 €) - Les chiffres T1 2024 de CABK viennent confirmer la tendance favorable à la fois sur le plan opérationnel validant voire améliorant les guidances (RoTE dorénavant attendu >16%) et bilanciel (CET1 FL >12%) en 2024. Cette robustesse, couplée à la diversification adéquate du business model, conforte le titre parmi nos top picks au sein du secteur dans le contexte actuel incertain/challenging (macro, taux…)....
Iliad Holding plans to issue new bonds to fund the investment in Tele2 and a tender on Iliad Holding 2026 notesIsabel Marant: well preserved liquidity but further deep fall in the wholesale order bookVerisure markets new bonds with two special covenants linked to a potential IPOBUT/Mobilux: new bond offering with the inclusion of Conforama into the scope>...
Isabel Marant : liquidité supérieure aux attentes mais nouvelle chute du carnet de commandesBUT/Mobilux : Nouvelle émission obligataire avec intégration de Conforama dans le périmètreIliad Holding compte émettre des de nouvelles obligations pour financer l’investissement dans Tele2 et un tender sur la souche Iliad Holding 2026Verisure commercialise des nouvelles obligations avec deux covenants spéciaux liés à une potentielle IPO>...
1Q'24 vs. 1Q'23 Results N.I.I.: € 2.781 Bn (+27.5% vs. +23.7% BS(e) and +24.0% consensus); Total Revenues: € 3.496 Bn (+12.7% vs. +8.3% BS(e) and +12.0% consensus); Operating Profit: € 1.988 Bn (+19.8% vs. +11.1% BS(e) and +18.4% consensus); Net Profit: € 1.004 Bn (+17.4% vs. +8.1% BS(e) and +17.3% consensus); 1Q'24 vs. 4Q'23 Results N.I.I.: € 2.781 Bn (+1.2% vs. -1.8% BS(e) and -1.6% consensus); Total Revenues: € 3.496 Bn (-1.3% vs. -5.2% BS(e) and -2.0% consensus); Operating Profit: € 1.988 Bn...
Rdos. 1T'24 vs 1T'23: M. Intereses: 2.781 M euros (+27,5% vs +23,7% BS(e) y +24,0% consenso); M. Bruto: 3.496 M euros (+12,7% vs +8,3% BS(e) y +12,0% consenso); M. Neto: 1.988 M euros (+19,8% vs +11,1% BS(e) y +18,4% consenso); BDI: 1.004 M euros (+17,4% vs +8,1% BS(e) y +17,3% consenso). Rdos. 1T'24 vs 4T'23: M. Intereses: 2.781 M euros (+1,2% vs -1,8% BS(e) y -1,6% consenso); M. Bruto: 3.496 M euros (-1,3% vs -5,2% BS(e) y -2,0% consenso); M. Neto: 1.988 M euros (-5,1% vs -12,0% BS(e) y -6,2% ...
NEWS SUMMARY: CAIXABANK, SANTANDER. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. The Ibex is far from highs European stock exchanges kicked off the Fed’s week (Wednesday) with slight corrections and with sovereign yields tightening. Within the STOXX 600 sectors, Basic Resources and Real Estate saw the biggest gains...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, SANTANDER. EUROPA: ADIDAS, MERCEDES BENZ GROUP, VINCI. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. El Ibex se aleja de máximos Las bolsas europeas comenzaron la semana de la Fed (miércoles) con ligeras pérdidas y caídas de las re...
Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...
Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...
>Solid expected figures ahead of our estimates - This morning, Aedas published this morning a trading update ahead of the FY 2023/24 to be reported on the 29th May. The company provided some of the main milestones achieved during the year as well as some of the main financial metrics expectations for the fiscal year showing strong figures ahead of our expectations. In todays press release, we highlight the following:Revenues to exceed €1.1bn in FY23/24, record ye...
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