reports
EQS-News: Knorr-Bremse veräußert R.H. Sheppard Co., Inc. in Nordamerik...
EQS-News: Knorr-Bremse Aktiengesellschaft / Schlagwort(e): Verkauf/Sonstiges Knorr-Bremse veräußert R.H. Sheppard Co., Inc. in Nordamerika und wertberichtigt Restkaufpreisforderung 20.12.2024 / 16:21 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Knorr-Bremse veräußert R.H. Sheppard Co., Inc. in Nordamerika und wertberichtigt Restkaufpreisforderung Portfoliobereinigung als wichtiger Teil zur Steigerung der Profitabilität von Knorr-Bremse erreicht durch Veräußerung von R.H. Sheppard nächsten wichtigen Meilenstein BOOST 2026 Portfol...
EQS-News: Knorr-Bremse divests R.H. Sheppard Co., Inc. in North Americ...
EQS-News: Knorr-Bremse Aktiengesellschaft / Key word(s): Disposal/Miscellaneous Knorr-Bremse divests R.H. Sheppard Co., Inc. in North America and writes down remaining purchase price receivable 20.12.2024 / 16:21 CET/CEST The issuer is solely responsible for the content of this announcement. Knorr-Bremse divests R.H. Sheppard Co., Inc. in North America and writes down remaining purchase price receivable Portfolio adjustment – a key element in increasing Knorr-Bremse’s profitability – achieves next major milestone with the disposal of R.H. Sheppard BOOST 2026 portfolio ...
- Ahmed Ben Salem
- Emmanuel Matot
- Ahmed Ben Salem
- Emmanuel Matot
- Delphine Brault
- Quentin Borie
Knorr-Bremse AG : Solid Q3 results thanks to RVS, pressure on CVS set ...
>Q3 results: broadly solid, but while RVS is reassuring, CVS raises concerns - Knorr-Bremse’s Q3 2024 results, reported yesterday morning, were broadly solid relative to a consensus that had gained ground in recent weeks. Order intake was near expectations (at € 1.9bn, or a book-to-bill of 1.02x), with rail (RVS) posting 12.9% organic growth and trucks (CVS) down by 13.3% (book-to-bill of 0.9x).The group generated revenues of € 1.91bn, up 0.3% in organic terms (...
- Delphine Brault
- Quentin Borie
Knorr-Bremse AG : Résultats T3 solides grâce à RVS, la pression sur CV...
>Résultats T3 : globalement solides, mais si RVS rassure, CVS inquiète - Knorr-Bremse a publié hier matin des résultats T3 2024 globalement solides par rapport à un consensus qui s’était apprécié ces dernières semaines. Les prises de commandes sont proches des attentes (à 1.9 Md€, soit 1.02x de book-to-bill), avec le rail (RVS) qui affiche 12.9% de croissance organique et le truck (CVS) qui recule de 13.3% (book-to-bill à 0.9x).Le groupe a réalisé un CA de 1 910 ...
- Delphine Brault
- Quentin Borie
Knorr-Bremse AG : Un T3 globalement solide, mais CVS affiche un recul ...
>T3 2024 : une publication légèrement supérieure aux attentes - Knorr-Bremse a publié ce matin ses résultats T3 2024. Les prises de commandes sont proches des attentes (à 1.9 Md€, soit 1.02x de book-to-bill), avec le rail (RVS) qui affiche 12.9% de croissance organique et le truck (CVS) qui recule de 13.3% (book-to-bill à 0.9x).Le groupe a réalisé un chiffre d’affaires de 1 910 M€ (consensus à 1 936 M€), en hausse de 0.3% en organique (css à -0.5%) et une marge d...
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
AKRBP AKER BP ASA
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
AKRBP AKER BP ASA
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
FDR FLUIDRA S.A.
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Delphine Brault
- Quentin Borie
Knorr-Bremse AG : Broadly solid Q3 numbers, but CVS saw a sharper decl...
>Q3 2024: slightly better than expected figures - Knorr-Bremse reported its Q3 2024 results this morning. Order intake was close to expectations (at € 1.9bn, or a book-to-bill of 1.02x), with rail (RVS) posting 12.9% of organic growth and trucks (CVS) a decline of 13.3% (book-to-bill at 0.9x).The group generated revenues of € 1.91bn (consensus at € 1.936bn), up 0.3% on an organic basis (css at -0.5%) and an operating EBIT margin of 12.3% (css at 12%), an improvem...
EQS-News: Knorr-Bremse Records Strong Operational Developments
EQS-News: Knorr-Bremse Aktiengesellschaft / Key word(s): Quarter Results/Quarterly / Interim Statement Knorr-Bremse Records Strong Operational Developments 31.10.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. Knorr-Bremse Records Strong Operational Developments Demand in rail division remains high: Group order intake in the first nine months of 2024 remains stable year over year at € 6.2 billion Order book remains at a high level at € 7.1 billion Profitability increased further: operating EBIT at € 724.8 million, operati...
EQS-News: Knorr-Bremse mit starker operativer Entwicklung
EQS-News: Knorr-Bremse Aktiengesellschaft / Schlagwort(e): Quartalsergebnis/Quartals-/Zwischenmitteilung Knorr-Bremse mit starker operativer Entwicklung 31.10.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Knorr-Bremse mit starker operativer Entwicklung Nachfrage im Rail-Bereich weiter hoch: Auftragseingang im Konzern in den ersten neun Monaten 2024 gegenüber Vorjahr stabil bei 6,2 Mrd. EUR Auftragsbestand mit 7,1 Mrd. EUR weiterhin auf hohem Niveau Profitabilität weiter gesteigert: operatives EBIT bei 724,8 Mio. ...
- Delphine Brault
- Quentin Borie
ODDO : US elections: between continuity and disruption, the benefits/r...
Accounting for an average of 19% of revenues for European capital goods groups (over 40% in some cases), the US is clearly a central factor in growth strategies, both organically and inorganically. Based on our analysis of the programmes of the two candidates running for the White House and the positioning of the various groups, we have established two scenarios through which to play the sector depending on the winner in November's election. In this still uncertain US election co...
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
ALO ALSTOM SA
GEBN GEBERIT AG
SCHP SCHINDLER HOLDING AG PREF
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
TLGO TALGO SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
- Delphine Brault
- Quentin Borie
ODDO : Election US : entre continuité et rupture, les bénéfices/risque...
Représentant 19% en moyenne du CA des groupes de biens d’équipement européens (plus de 40% pour certains), les Etats-Unis sont inévitablement au cœur des stratégies de croissance, tant organique qu’externe. Après analyse des programmes des deux candidats à la Maison Blanche, croisée avec celle du positionnement des groupes, nous avons établi 2 scénarios permettant de se positionner en fonction du candidat qui sera élu en novembre. Dans ce contexte électoral américain encore incer...
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
ALO ALSTOM SA
GEBN GEBERIT AG
SCHP SCHINDLER HOLDING AG PREF
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
TLGO TALGO SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
- Bruno Cavalier
- Jerôme Bodin
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/07/2024
Last week we held our fourth ODDO BHF Iberian Forum. The event was fully virtual and took place on October 1 and 2. With 62 Iberian issuers, close to 200 institutional investors and c. 800 meetings, this is one of the largest dedicated Iberian conferences held this year. This note brings together 49 feedback documents, with 5 target price revisions (o/w 3 downward revisions) and a rating downgrade on Pharma Mar. The main subjects of debate were i/ the trend in final demand in the con...
AMS AMS AG
GET GETLINK SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
UBI UBISOFT ENTERTAINMENT SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
GFC GECINA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ALO ALSTOM SA
ICAD ICADE SA
01913 PRADA S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
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
KBX KNORR-BREMSE AG
SHEL SHELL PLC
ARM ARM HOLDINGS PLC
- Bruno Cavalier
- Jerôme Bodin
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 07/10/2024
Last week we held our fourth ODDO BHF Iberian Forum. The event was fully virtual and took place on October 1 and 2. With 62 Iberian issuers, close to 200 institutional investors and c. 800 meetings, this is one of the largest dedicated Iberian conferences held this year. This note brings together 49 feedback documents, with 5 target price revisions (o/w 3 downward revisions) and a rating downgrade on Pharma Mar. The main subjects of debate were i/ the trend in final demand in the con...
AMS AMS AG
GET GETLINK SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
UBI UBISOFT ENTERTAINMENT SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
GFC GECINA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ALO ALSTOM SA
ICAD ICADE SA
01913 PRADA S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
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
KBX KNORR-BREMSE AG
SHEL SHELL PLC
ARM ARM HOLDINGS PLC
- Delphine Brault
- Quentin Borie
Knorr-Bremse AG : Q3 preview: truck segment holding up, rail continuin...
>Q3 2024 preview: 1.2% organic growth, EBIT margin +30bp - We forecast a solid set of Q3 figures, despite an unfavourable environment in trucks. At the consolidated level, the book-to-bill should be around 1x, with CVS orders (trucks) down 10% in organic terms, or a book-to-bill of 0.9x, reflecting forecast truck production rates (TPR) off by around -15% in Europe in 2024 and -10% in the US. Orders for RVS (rail) should be up by 6% in organic terms (book-to-bill ...
- Delphine Brault
- Quentin Borie
Knorr-Bremse AG : Preview T3 : le truck résiste, le rail poursuit son ...
>Preview T3 2024 : 1.2% de croissance organique, marge d’EBIT +30 pb - Nous anticipons un T3 solide, malgré un environnement défavorable dans le truck. Au niveau consolidé, le book-to-bill devrait être de l’ordre de 1x, avec des commandes CVS (trucks) en recul de 10% en organique, soit un book-to-bill de 0.9x, reflet des TPR (truck production rates) attendus en recul de l’ordre de 15% en Europe en 2024 et de 10% aux Etats-Unis. Les commandes pour RVS (rail) devra...
- Juan Ros-Padilla
EO FAURECIA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALCAR CARMAT SA
ALO ALSTOM SA
TRI TRIGANO SA
NEX NEXANS SA
01913 PRADA S.P.A.
SHA SCHAEFFLER AG
MONC MONCLER SPA
FYB FORMYCON AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TLGO TALGO SA
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
WAGA WAGA ENERGY SA
FLOW FLOW TRADERS LTD
- Bruno Cavalier
- Delphine Brault
- Quentin Borie
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
BAS BASF SE
VOW3 VOLKSWAGEN AG PREF
01913 PRADA S.P.A.
ASM ASM INTERNATIONAL N.V.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TLGO TALGO SA
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
STM STMICROELECTRONICS NV
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
STLA STELLANTIS N.V.
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