View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Damien Choplain ... (+3)
  • Damien Choplain
  • Martial Descoutures
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/05/2024

European equity markets weakened in October following multiple disappointments across the earnings season. The impending US election, the outcome of which is highly uncertain according to the polls, may also have prompted some traders to adopt a cautious stance. Sovereign long rates rose sharply, particularly in the US, on the back of macro indicators likely to provide arguments to the most hawkish of central bankers. All eyes are now on the November 5 elections and their repercussion...

Damien Choplain ... (+3)
  • Damien Choplain
  • Martial Descoutures
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 05/11/2024

Les marchés actions européens ont fléchi en octobre après les nombreuses déceptions sur la saison des résultats. L’approche de l’élection US, très incertaine selon les sondages, pourrait également avoir poussé à la prudence certains opérateurs. Les taux longs souverains ont nettement remonté, en particulier aux Etats-Unis, sur la base d’indicateurs macro susceptibles de donner des arguments aux plus faucons des banquiers centraux. Tous les yeux sont désormais rivés sur le scrutin du 5...

Arancha Pineiro
  • Arancha Pineiro

DHL GROUP: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'24 vs 3T'23: Ventas: 20.592 M euros (+6,2% vs +3,4% BS(e) y +3,8% consenso); EBIT: 1.373 M euros (+0,1% vs -2,0% BS(e) y -1,5% consenso); BDI: 751,0 M euros (-6,9% vs -3,3% BS(e) y -2,5% consenso); Rdos. 9meses'24 vs 9meses'23: Ventas: 61.482 M euros (+1,8% vs +0,9% BS(e) y +1,0% consenso); EBIT: 4.038 M euros (-14,1% vs -14,7% BS(e) y -14,6% consenso); BDI: 2.238 M euros (-17,0% vs -15,9% BS(e) y -15,7% consenso).

Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Johanna Jourdain

DHL Group : Q3 2024 final release confirms last week’s FY 2024 guidanc...

>Final Q3 2024 results in line, benefiting from a one-off - DHL Group released its final Q3 2024 results before trading, in line with last week’s preliminary release and broadly in line with expectations (thanks to a positive one-off of € 70m in the P&P division related to a positive net effect from developments in various legal disputes). Total revenue came in at € 20,592m (+6.2% y-o-y), 2% above the consensus at € 20,140m, supported by an improvement in air and oce...

Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Johanna Jourdain

DHL Group : Q3 2024 final release confirms last week’s FY 2024 guidanc...

>Final Q3 2024 results in line, benefiting from a one-off - DHL Group released its final Q3 2024 results before trading, in line with last week’s preliminary release and broadly in line with expectations (thanks to a positive one-off of € 70m in the P&P division related to a positive net effect from developments in various legal disputes). Total revenue came in at € 20,592m (+6.2% y-o-y), 2% above the consensus at € 20,140m, supported by an improvement in air and oce...

Research Department
  • Research Department

IBERIAN DAILY 05 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: FLUIDRA, OHLA. 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 3Q’24 results to be released over the coming days in Spain. Calm ahead of the elections It was a calm session with moderate corrections in Europe ahead of the US elections (with a tight race) and the Fed meeting to be held next Thursday. In the STOXX 600, Banks and Energy saw the biggest gains vs. Tech...

Research Department
  • Research Department

INFORME DIARIO 05 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, NATURGY, OHLA. EUROPA: DHL GROUP. 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. 3T’24 que se publicarán en España y Europa en los próximos días. Calma antes de las elecciones Sesión de poco movimiento y cautela con caídas moderadas en Europa en la jornada previa a las elecciones en Estados Unidos...

Luis Arredondo
  • Luis Arredondo

OHLA: ACUERDOS ALCANZADOS EN RELACIÓN CON EL PROCESO DE AMPLIACIÓN DE ...

Acaba de comunicar nuevos detalles de los acuerdos alcanzados en relación de su proceso de ampliación de capital de 150 M euros

Ignacio Romero
  • Ignacio Romero

FLUIDRA: 9M’24 RESULTS AND T.P. UPGRADE (ANÁLISIS BANCO SABADELL)

3Q'24 vs. 3Q'23 Results Sales: € 466.0 M (+6.6% vs. +7.9% BS(e) and +4.8% consensus); EBITDA: € 90.21 M (+15.7% vs. +14.4% BS(e) and +11.8% consensus); Net Profit: € 82.0 M (+182.8%). 9M'24 vs. 9M'23 Results Sales: € 1.637 Bn (+0.9% vs. +1.2% BS(e) and +0.4% consensus); EBITDA: € 386.0 M (+5.5% vs. +5.2% BS(e) and +4.6% consensus); Net Profit: € 194.0 M (+7.8%).

Luis de Toledo Heras
  • Luis de Toledo Heras

Fluidra : In line 9M 2024 results reflect long path to growth recovery

>Results broadly in line with estimates (higher sales, lower margins) - Results broadly in line with our estimates and consensus estimates (-1.3% and +0.8% respectively at adjusted EBITDA in 9M 2024), with sales growth across all regions and Europe returning to growth since Q1 2022. EBITDA margin stands at 23.6% (+100bp above 9M 2023 figures but still somewhat below our estimates). Q3 2024 EBITDA margin stood at 19.3% down from 25.3% in H1 2024 (but up from 17.8% in Q...

Ignacio Romero
  • Ignacio Romero

FLUIDRA: RDOS. 9MESES’24 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SABA...

Rdos. 3T'24 vs 3T'23: Ventas: 466,0 M euros (+6,6% vs +7,9% BS(e) y +4,8% consenso); EBITDA: 90,21 M euros (+15,7% vs +14,4% BS(e) y +11,8% consenso); BDI: 82,0 M euros (+182,8% vs n/a BS(e) y n/a consenso). Rdos. 9meses'24 vs 9meses'23: Ventas: 1.637 M euros (+0,9% vs +1,2% BS(e) y +0,4% consenso); EBITDA: 386,0 M euros (+5,5% vs +5,2% BS(e) y +4,6% consenso); BDI: 194,0 M euros (+7,8% vs n/a BS(e) y n/a consenso).

 PRESS RELEASE

Fluidra Achieves Sales of €1,637 Million and Expands EBITDA Margin in ...

BARCELONA, Spain--(BUSINESS WIRE)-- Fluidra, the global leader in equipment and connected solutions in the pool and wellness sector, achieved sales of €1,637 million in the first nine months of 2024, up 1%. With this performance, the Group returns to growth, on the back of strong Q3 sales driven by higher volumes. EBITDA of €386 million, with 23.6% margin, was up 5.6% despite inflation in operating expenses. This was due to strong gross margin expansion, driven by the Simplification Program, together with positive geographic mix effects and lower raw material costs. Cash Net Profit reached 1...

Research Department
  • Research Department

IBERIAN DAILY 31 OCTOBER + 3Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...

NEWS SUMMARY: BANKING/ENERGY SECTOR, CAIXABANK, EBRO FOODS, FCC, FLUIDRA, NATURGY. 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 3Q’24 results to be released over the coming days in Spain. Inflation rises in October European stock markets fell, with October’s inflation data in Europe higher than expected. In the STOXX 600, all the sectors ended with drops, with Travel & Leisu...

Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Johanna Jourdain

DHL Group : Guidance cuts for 2024 and medium term, though not a big s...

>Preliminary Q3 2024 results in line, benefiting from a one-off, FY 2024 guidance cut due notably to no improvement in B2B volumes - DHL Group released preliminary Q3 2024 results yesterday during trading ahead of the initial date (Tuesday, 5 Nov.), which are broadly in line with expectations (thanks to a positive one-off of € 70m in the P&P division related to a positive net effect from developments in various legal disputes). The group has lowered its EBIT guidance ...

Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Johanna Jourdain

DHL Group : Guidance cuts for 2024 and medium term, though not a big s...

>Preliminary Q3 2024 results in line, benefiting from a one-off, FY 2024 guidance cut due notably to no improvement in B2B volumes - DHL Group released preliminary Q3 2024 results yesterday during trading ahead of the initial date (Tuesday, 5 Nov.), which are broadly in line with expectations (thanks to a positive one-off of € 70m in the P&P division related to a positive net effect from developments in various legal disputes). The group has lowered its EBIT guidance ...

Research Department
  • Research Department
DHL DHL GROUP
CS AXA ... (+11)

INFORME DIARIO 31 0CTUBRE + RDOS. ESPAÑA Y EUROPA 3T’24. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, EBRO FOODS, FCC, FLUIDRA, NATURGY, SECTOR BANCOS, SECTOR ENERGÉTICO. EUROPA: AB INBEV, AXA, AIRBUS, DHL GROUP, ING, SIEMENS. 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. 3T’24 que se publicarán en España y Europa en los próximos días. La inflación repunta en octubre Caídas en los mercados euro...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch