reports
- Louis Boujard
- CFA
- Philippe Ourpatian
- Louis Boujard
- CFA
- Philippe Ourpatian
- Martial Descoutures
- Oussema Denguir
Recordati : Q1 results: a solid operational performance and guidance r...
>Slightly higher profitability than expected - Recordati has published its Q1 results. Sales, already announced, were up 10.9% cc to € 608m driven by the momentum of the SPC (+10.1% cc at € 395.5m) and rare diseases franchises (+13.9% cc at € 197.5m) reabsorbing the negative forex of -5.7% notably due to the depreciation of the Turkish lira. On the operational front, profitability was slightly better than expected with an EBITDA margin at 40.2% of sales (vs co...
- Martial Descoutures
- Oussema Denguir
Recordati : Résultats T1 2024: performance opérationnelle solide et gu...
>Une profitabilité légèrement meilleure qu’attendu - Recordati a publié hier ses chiffres du 1er trimestre. Les ventes, déjà communiquées, ont augmenté de 10.9% à cc à 608 M€ sous l’impulsion des dynamiques des franchises SPC (+10.1% cc à 395.5 M€) et maladies rares (+13.9% cc à 197.5 M€) résorbant l’impact change négatif de -5.7% sous l’effet de la dévaluation de la lire turque notamment. Sur le plan opérationnel, la profitabilité ressort légèrement meilleure ...
Three BASF women in manufacturing honored at the 2024 Women MAKE Award...
Three BASF women in manufacturing honored at the 2024 Women MAKE Awards FLORHAM PARK, N.J., May 09, 2024 (GLOBE NEWSWIRE) -- Three BASF leaders in manufacturing were among recognized nationally at The Manufacturing Institute’s (MI) annual Women MAKE Awards. This national awards program identifies top talent in manufacturing and further encourages award winners to mentor and support the next generation of female talent to pursue modern manufacturing careers. BASF’s 2024 award winners include: Women MAKE Honoree: Paula Clark, Manager, Services & StrategyWomen MAKE Honoree: Katie Cook, TP...
- Louis Boujard
- CFA
- Philippe Ourpatian
BMW BAYERISCHE MOTOREN WERKE AG
UBSN UBS GROUP AG
ALO ALSTOM SA
ELE ENDESA S.A.
VER VERBUND AG CLASS A
BA. BAE SYSTEMS PLC
BC8 BECHTLE AG
FDR FLUIDRA S.A.
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
PRY PRYSMIAN S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ARGX ARGEN-X SE
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
ARM ARM HOLDINGS PLC
- Louis Boujard
- CFA
- Philippe Ourpatian
BMW BAYERISCHE MOTOREN WERKE AG
UBSN UBS GROUP AG
ALO ALSTOM SA
ELE ENDESA S.A.
VER VERBUND AG CLASS A
BA. BAE SYSTEMS PLC
BC8 BECHTLE AG
FDR FLUIDRA S.A.
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
PRY PRYSMIAN S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ARGX ARGEN-X SE
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
ARM ARM HOLDINGS PLC
- Delphine Brault
- Quentin Borie
Knorr-Bremse AG : The effects of the strategic plan are clearly visibl...
>A good Q1 2024, ahead of expectations for both divisions - Knorr-Bremse reported yesterday morning better-than-expected Q1 2024 results, despite a consensus which had adjusted upwards in recent weeks. The order intake topped expectations in both divisions at a consolidated € 2.11bn (css at € 1.95bn), i.e. a book-to-bill of 1.07x.The group generated revenues of € 1,974m (css € 1,962m), up 6.1% organically (css 5.1%), and an operating EBIT margin of 12.1% (cs...
- Research Department
IBERIAN DAILY 09 MAY + 1Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: BANKING SECTOR, CAF, REPSOL, TELEFÓNICA. 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. Europe continues to rally Another session of gains in Europe (except in Italy, which fell slightly), driven by the results campaign and despite the fact that sovereign debt yields widened after several days of tighte...
- Research Department
INFORME DIARIO 09 MAYO + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, REPSOL, SECTOR BANCARIO, TELEFONICA. 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. Europa sigue al alza Continuaron una jornada más las subidas en Europa (a excepción de Italia que recortó de forma moderada) impulsadas por la campaña de...
- Delphine Brault
- Quentin Borie
Knorr-Bremse AG : Les effets du plan stratégique clairement visibles s...
>Un bon T1 2024, au-dessus des attentes dans les deux divisions - Knorr-Bremse a publié hier matin des résultats T1 2024 meilleurs qu’attendu, malgré un consensus qui s’était ajusté à la hausse ces dernières semaines. Les prises de commandes étaient supérieures aux attentes dans les deux divisions à 2.11 Md€ au niveau consolidé (css à 1.95 Md€), soit 1.07x de book-to-bill.Le groupe a réalisé un chiffre d’affaires de 1 974 M€ (css à 1 962 M€), en hausse de 6....
Ohio State Energy Partners Announces Winners of the Smart Campus Chall...
Ohio State Energy Partners Announces Winners of the Smart Campus Challenge Utensils To-Go Earns $60,000 in Project Funding and Paris Trip with Plan to End the Use of Plastic Utensils at Ohio State HOUSTON, May 08, 2024 (GLOBE NEWSWIRE) -- Ohio State Energy Partners announced the winners of the Smart Campus Challenge, a competition aimed at fostering innovation and sustainability at The Ohio State University (Ohio State). Sponsored by ENGIE North America (ENGIE), the event showcased eight teams comprising 29 participants, who presented their projects in a format reminiscent of 'Shark Tan...
- Jerôme Bodin
INFINEON INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AG
G1A GEA GROUP AG
PUM PUMA SE
AFX CARL ZEISS MEDITEC AG
UTDI UNITED INTERNET AG
ALO ALSTOM SA
ELE ENDESA S.A.
GEBN GEBERIT AG
RWE RWE AG
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
SIX2 SIXT SE
BC8 BECHTLE AG
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
KBX KNORR-BREMSE AG
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
UN0 UNIPER SE
- Jerôme Bodin
INFINEON INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AG
G1A GEA GROUP AG
PUM PUMA SE
AFX CARL ZEISS MEDITEC AG
UTDI UNITED INTERNET AG
ALO ALSTOM SA
ELE ENDESA S.A.
GEBN GEBERIT AG
RWE RWE AG
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
SIX2 SIXT SE
BC8 BECHTLE AG
AMS AMADEUS IT GROUP SA CLASS A
UCG UNICREDIT S.P.A.
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
KBX KNORR-BREMSE AG
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
UN0 UNIPER SE
- Delphine Brault
- Quentin Borie
Knorr-Bremse AG : Good start to 2024, guidance confirmed
>Q1 2024: organic revenue growth of 6.1% and operating EBIT margin of 12.1% - Knorr-Bremse reported its Q1 2024 results this morning. Order intake was better than expected (at € 2.1bn, or 1.07x of book-to-bill), and both divisions were ahead of expectations with organic growth of 8.2% for orders in rail (RVS), and a decline of 9.2% in trucks (CVS). The group generated revenues of € 1.974bn (consensus at € 1.962bn), up 6.1% in organic terms (css at 5.1%) and an operati...
- Chaima Ferrandon
- Sven Edelfelt
Heidelberg Materials : Getting off to a good start
>A quiet Q1 2024, as expected, but an improvement in April! - The comments on Q1 2024 are available in our equity flash of 7 May (“Slow and steady wins the race”). Our takeaways from the conference call are given below. The CEO remains optimistic on the price cost differential in the context of falling fuel prices whilst sales volumes were up slightly in April. The group has activated the closure of some industrial sites in key markets. Management appears to be workin...
- Delphine Brault
- Quentin Borie
Knorr-Bremse AG : Un bon début d’année 2024, la guidance est confirmée
>T1 2024 : croissance org. du CA de 6.1% et marge d’EBIT operating de 12.1% - Knorr-Bremse a publié ce matin ses résultats T1 2024. Les prises de commandes ont été meilleures qu’attendu (à 2.1 Md€, soit 1.07x de book-to-bill), les deux divisions sont au-dessus des attentes avec une croissance organique de 8% des commandes dans le rail (RVS), et un recul de 9.2% dans les poids lourds (CVS). Le groupe a réalisé un chiffre d’affaires de 1 974 M€ (consensus à 1 962 M€), e...
- Chaima Ferrandon
- Sven Edelfelt
Heidelberg Materials : Il faut partir à point
>Un petit T1 2024 comme attendu mais avril s’améliore ! - Les commentaires sur les résultats T1 2024 sont disponibles dans le flash du 07/05 (« Rien ne sert de courir »), nous retenons de la conférence téléphonique, les éléments ci-dessous. Le CEO reste optimiste sur le différentiel prix coût même dans le contexte du reflux du prix des combustibles alors que les volumes de vente ressortiraient en légère croissance en avril. Le groupe a engagé la fermeture de certains ...
EQS-News: Knorr-Bremse Increases Profitability Significantly at the Be...
EQS-News: Knorr-Bremse Aktiengesellschaft / Key word(s): Quarter Results/Quarterly / Interim Statement Knorr-Bremse Increases Profitability Significantly at the Beginning of the Year 08.05.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. Knorr-Bremse Increases Profitability Significantly at the Beginning of the Year Demand in both divisions continued to be robust in first quarter of 2024: order intake at € 2.1 billion, order book at € 6.7 billion Revenues up 3.5% year over year at approximately € 1.97 billion Operating EBIT ...
EQS-News: Knorr-Bremse steigert Profitabilität zu Jahresbeginn deutlic...
EQS-News: Knorr-Bremse Aktiengesellschaft / Schlagwort(e): Quartalsergebnis/Quartals-/Zwischenmitteilung Knorr-Bremse steigert Profitabilität zu Jahresbeginn deutlich 08.05.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Knorr-Bremse steigert Profitabilität zu Jahresbeginn deutlich Nachfrage in beiden Divisionen im ersten Quartal 2024 weiterhin solide: Auftragseingang bei 2,1 Mrd. EUR, Auftragsbestand bei 6,7 Mrd. EUR Umsatzplus von 3,5 % auf rund 1,97 Mrd. EUR gegenüber Vorjahr Operatives EBIT steigt um 24 % auf 238 ...
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