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DKSH Holding AG: 1 director
A director at DKSH Holding AG bought 1,500 shares at 63.800CHF and the significance rating of the trade was 60/100. 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 clearl...
DKSH Performance Materials Extends its Life Science Business in Portug...
DKSH Management Ltd. / Key word(s): Takeover DKSH Performance Materials Extends its Life Science Business in Portugal by Acquiring Euroingredientes 06.08.2024 / 07:00 CET/CEST Media releaseDKSH has announced today that it signed an agreement to acquire Euroingredientes in Portugal. The acquisition enables DKSH Performance Materials Portugal to establish a strategic footprint in the food market with a unique product portfolio of food ingredients and nutraceuticals. Zurich, Switzerland, August 6, 2024 – Through the acquisition of Euroingredientes, DKSH Performance Materials secures a...
- Baptiste Salaville
- Fehmi Ben Naamane
- Jean-Baptiste Rouphael
- Marc Lavaud
- Oddo Sustainability Team
ODDO BHF Small & MIDCAP MORNING NEWS - 23/07/2024
Oerlikon, leader in attractive niche markets with technology entry barriers, is about to enter the final chapter of its group transition into a Surface Solutions pure play via the planned separation of Polymer Processing Solutions (OPP) in the next 12-36 months. After the strong performance YTD, we are seeing no further significant upside from here for now. We are rating Oerlikon’s shares Neutral with a TP of CHF 5.2. - ...
DKSH DKSH HOLDING AG
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
EXE EXEL INDUSTRIES SA
POM PLASTIC OMNIUM SE
ITP INTERPARFUMS
BEN BENETEAU SA
WHA WERELDHAVE N.V.
SHA SCHAEFFLER AG
DLG DE'LONGHI S.P.A.
CIE CIE AUTOMOTIVE S.A.
SHOT SCANDIC HOTELS GROUP
NVG NAVIGATOR COMPANY SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
IHG INTERCONTINENTAL HOTELS GROUP PLC
DSC1 DUTCH STAR C SHAR
VTSC VITESCO TECHNOLOGIES GRP AG
- Baptiste Salaville
- Fehmi Ben Naamane
- Jean-Baptiste Rouphael
- Marc Lavaud
- Oddo Sustainability Team
ODDO BHF Small & MIDCAP MORNING NEWS - 07/23/2024
Oerlikon, leader in attractive niche markets with technology entry barriers, is about to enter the final chapter of its group transition into a Surface Solutions pure play via the planned separation of Polymer Processing Solutions (OPP) in the next 12-36 months. After the strong performance YTD, we are seeing no further significant upside from here for now. We are rating Oerlikon’s shares Neutral with a TP of CHF 5.2. - ...
DKSH DKSH HOLDING AG
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
EXE EXEL INDUSTRIES SA
POM PLASTIC OMNIUM SE
ITP INTERPARFUMS
BEN BENETEAU SA
WHA WERELDHAVE N.V.
SHA SCHAEFFLER AG
DLG DE'LONGHI S.P.A.
CIE CIE AUTOMOTIVE S.A.
SHOT SCANDIC HOTELS GROUP
NVG NAVIGATOR COMPANY SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
IHG INTERCONTINENTAL HOTELS GROUP PLC
DSC1 DUTCH STAR C SHAR
VTSC VITESCO TECHNOLOGIES GRP AG
- Hela Zarrouk
DKSH : Feedback roadshow: a reassuring message for the short and mediu...
>Assets identified to support growth and improve profitability - During a roadshow organised with the management of the DKSH group with its CEO, CFO, and Head of IR, we took stock of the latest business trends for H1 and growth opportunities for the short and medium. Overall, we found management confident in its ability to continue its dynamic sales growth at cc (growth > the average GDP of its main markets), to gradually improve its profitability thanks to a favourab...
- Hela Zarrouk
DKSH : Feedback roadshow : des propos rassurants sur le court et moyen...
>Des atouts identifiés pour soutenir la croissance et améliorer la profitabilité - Lors d’un roadshow organisé avec le management du groupe DKSH avec son CEO, son CFO, et son Head of IR, nous avons fait le point sur les dernières tendances d’activité relatives au S1 et les opportunités de croissance à CT/MT. Globalement, nous avons trouvé le management confiant quant à sa capacité à poursuivre une croissance dynamique de son CA à tcc (> croissance du PIB moyen de ses ...
- Anthony Dick
- Hela Zarrouk
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 07/17/2024
After a disappointing performance (down 21% since the IPO), we have decided to take our losses on Daimler Truck following its Q2 2024 results release, in which the company decided to write down the value of its Chinese joint venture by € 120m in a ‘persistently weak market environment’. - ...
- Anthony Dick
- Hela Zarrouk
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 17/07/2024
Après un parcours décevant (-21% depuis son entrée), nous décidons de prendre nos pertes sur Daimler Truck à l’occasion de la publication des résultats T2 où la société a décidé de passer une dépréciation de 120 M€ sur sa JV chinoise dans un « environnement de marché durablement faible » - ...
- Hela Zarrouk
DKSH : A good start to the year confirming the full-year targets
>The healthcare and consumer goods activities underpinned growth in H1 - At the conference call, DKSH's management reviewed the H1 2024 results as well as the outlook for H2. We note the following points:Consolidated sales were CHF 5,441.1m in H1, down 3.2% on a reported basis, but up 2.3% organic and +3.3% at constant currency (cc). M&A contributed +1% of growth, whilst the currency effect was strongly negative (-6.5%) due to the marked appreciation of the Swiss...
- Hela Zarrouk
DKSH : Un bon début d’exercice confirmant les objectifs annuels
>Les BU Healthcare et Consumer Goods ont porté la croissance au S1 - Lors d’une conférence téléphonique, le management de DKSH est revenu sur les résultats du S1 2024 ainsi que les perspectives sur le S2. Nous retenons essentiellement les points suivants :Le CA consolidé au S1 ressort à 5 441.1 MCHF en baisse de 3.2% en publié, mais en hausse de 2.3% en organique et +3.3% à tcc. Le M&A a contribué à hauteur de +1%, alors que l’impact changes était fortement négat...
- Aurelien Sivignon
ODDO BHF Small & MIDCAP MORNING NEWS - 07/16/2024
The new roadmap, unveiled at the CMD held on 19 June, reveals a potential for value creation based on growth of at least 10% per year in the digital and locker businesses and a sharp upswing in their profitability, enabling these two units to turn in EBITDA margins estimated at 20-30%, close to the margins delivered by the core business (20-25%). We expect the 2023-30 EBIT CAGR to work out at +7.2%, i.e. nearly a 500bp upsurge in the current operating margin, with the digital and lock...
- Aurelien Sivignon
ODDO BHF Small & MIDCAP MORNING NEWS - 16/07/2024
La nouvelle feuille de route, dévoilée lors du CMD du 19 juin, révèle un potentiel de création de valeur à l’appui d’une croissance d’au moins 10% par an des activités Digital et Lockers et d’un net redressement de leur profitabilité pour atteindre des marges d’EBITDA (20/30%) voisines de celle de l’activité historique (20/25%). Nous tablons sur un TMVA 2023/30e de l’EBIT de +7.2%, soit une MOPC en amélioration de près de 500 pb avec une contribution de Digital + Lockers de près de 50...
- Hela Zarrouk
DKSH : H1 results broadly in line with expectations - FY 2024 outlook ...
>H1 organic growth at 2.3% (3.1% e); core EBIT at CHF 163.6m (ODDO BHF: CHF 157m; css: CHF 159.6m); margin up 10bp to 3.0% - DKSH just published its HY 2024 results which came in slightly above expectations (~+3% at the core EBIT level). In detail, we note: 1/ H1 consolidated sales totalled CHF 5441.1m (ODDO BHF: CHF 5476.7m; css: CHF 5465.4m), down 3.2% on a reported basis, but +2.3% organically (ODDO BHF: +3.1%e; css: +3.0%e). M&A contributed by +1.0%, while the cur...
- Hela Zarrouk
DKSH : H1 results broadly in line with expectations - FY 2024 outlook ...
>H1 organic growth at 2.3% (3.1% e); core EBIT at CHF 163.6m (ODDO BHF: CHF 157m; css: CHF 159.6m); margin up 10bp to 3.0% - DKSH just published its HY 2024 results which came in slightly above expectations (~+3% at the core EBIT level). In detail, we note: 1/ H1 consolidated sales totalled CHF 5441.1m (ODDO BHF: CHF 5476.7m; css: CHF 5465.4m), down 3.2% on a reported basis, but +2.3% organically (ODDO BHF: +3.1%e; css: +3.0%e). M&A contributed by +1.0%, while the cur...
- Hela Zarrouk
DKSH : A first-class partner in market expansion across Asia
We are initiating coverage of DKSH with an Outperform rating and a target price of CHF 76. The group boasts a leading position in market expansion services (MES) in Asia-Pacific, operating in growth segments, mainly Healthcare, Technology, Performance Materials, and Consumer Goods with potential for more favourable trends in its business mix (higher margins for Performance Materials and Technology) and a healthy balance sheet shored up by solid FCF generation, with the FCF yield ...
- Hela Zarrouk
DKSH : Un partenaire de qualité pour le développement en Asie
Nous initions DKSH à Surperformance avec un OC à 76.0 CHF. Le groupe, dispose d’un positionnement de leader dans les services au développement de marchés en Asie Pacifique sur des segments en croissance (Healthcare, Technology, Performance Materials, Consumer Goods), d’un potentiel d’évolution favorable de son mix d’activités (meilleures marges de Performance Materials et Technology) et d’un bilan sain porté par une génération de FCF solide (FCF yield 2025 :7.3%e). La reprise pro...
DKSH Performance Materials Expands its Life Science Business in Malays...
DKSH Management Ltd. / Key word(s): Takeover DKSH Performance Materials Expands its Life Science Business in Malaysia by Acquiring Elite Organic Sdn. Bhd. 08.04.2024 / 07:00 CET/CEST Media releaseDKSH has today announced to have signed an agreement to acquire Elite Organic Sdn. Bhd. (Elite Organic) in Malaysia today. With this transaction, DKSH Performance Materials expands its capabilities in the highly attractive pharmaceuticals, foods, and nutraceutical markets, and strengthens its position as a leading specialty chemicals and ingredients distributor in Asia Pacific. Zurich, Swi...
DKSH’s 91st Annual General Meeting 2024
DKSH Management Ltd. / Key word(s): AGMEGM/Dividend DKSH’s 91st Annual General Meeting 2024 26.03.2024 / 17:45 CET/CEST Media releaseShareholders approved all motions with a clear majority All current Board members reelected Proposal of dividend increase of 4.7% to CHF 2.25 per share accepted Zurich, Switzerland, March 26, 2024 – DKSH’s shareholders have voted in favor of all motions at the company’s 91st Annual General Meeting by a solid majority. In total, 175 shareholders were present and a total of 52,929,311 shares, equaling 81.38% of the share capital, were represented at t...
DKSH Acquires Healthcare Distributor Medipharm in Brunei
DKSH Management Ltd. / Key word(s): Takeover DKSH Acquires Healthcare Distributor Medipharm in Brunei 15.01.2024 / 07:00 CET/CEST Media releaseDKSH has signed an agreement to acquire Medipharm Sdn Bhd (“Medipharm”), one of the leading pharmaceutical and medical devices distributors in Brunei. With this acquisition, DKSH Healthcare grows its business in line with the strategy to expand its footprint in the Asia-Pacific region. Zurich, Switzerland, January 15, 2024 – DKSH has announced today that it signed an agreement to acquire Medipharm, one of the leading pharmaceutical and medic...
DKSH Achieves a Higher EcoVadis Score and Receives Another Gold Medal ...
DKSH Management Ltd. / Key word(s): Sustainability DKSH Achieves a Higher EcoVadis Score and Receives Another Gold Medal for its Sustainability Efforts 11.12.2023 / 07:00 CET/CEST Media releaseDKSH’s commitment to sustainability has been recognized with the internationally renowned EcoVadis Gold Medal for the second time. With its improved score, DKSH now ranks among the top 4% of all companies rated by EcoVadis. This recognition acknowledges its ongoing commitment to sustainability and its efforts to further pursue responsible business practices. Zurich, Switzerland, December 11, ...
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