reports
- Anis Zgaya
- Philippe Ourpatian
ODDO BHF Small & MIDCAP MORNING NEWS - 27/03/2024 Date Performance dep...
Rieter est leader mondial dans les équipements de filature à fibres courtes destinés au marché textile. Il s’agit d’une activité à cycles courts (4 ans en moyenne) dont l’exercice 2024 devrait représenter un point bas avec un CA proche de 1 MdCHF (-28% y-o-y). Le programme de performance « Next Level », présenté en juillet 2023, devrait permettre de réduire la cyclicité du business model et de revenir sur des niveaux normatifs de rentabilité (c. 6% de marge d’EBIT). Rieter est donc en...
- Anis Zgaya
- Philippe Ourpatian
ODDO BHF Small & MIDCAP MORNING NEWS - 03/27/2024 Date Performance sin...
Rieter is the world’s leading supplier of short-staple fibre spinning equipment designed primarily for textile, a short-cycle business that spans four years on average. The group is set to hit a low in 2024 with close to CHF 1bn in revenues, down 28% YoY. Next Level, a performance programme presented in July 2023, should enable the group to reduce the cyclicality of its business model and return to normal profitability with around 6% in EBIT margin. Rieter is indeed on track to embark...
- Klaus Breitenbach
MBB SE : FY 2023 better than expected. FY 2024 outlook in line
>2023 numbers above estimates - MBB reported 2023 revenue and an adjusted EBITDA margin which beat our and the consensus estimates. Revenue of € 954.6m (+6.5% vs 2022, ODDO BHFe € 905.4m; cons: € 897.9m) was even above guidance (€ 850m - € 900m) and mainly driven by higher revenues in the Technological Applications segment. The adjusted EBITDA margin of 8.4% (-190bp y-o-y) was in line with guidance (at the lower end of the 8-10% range), but slightly better than assume...
EQS-News: MBB SE erwartet für 2024 eine Milliarde Euro Umsatz bei 10 %...
EQS-News: MBB SE / Schlagwort(e): Jahresbericht/Prognose MBB SE erwartet für 2024 eine Milliarde Euro Umsatz bei 10 % EBITDA-Marge 26.03.2024 / 08:14 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. MBB SE erwartet für 2024 eine Milliarde Euro Umsatz bei 10 % EBITDA-Marge Berlin, 26. März 2024 – MBB SE (ISIN DE000A0ETBQ4), ein mittelständisches Familienunternehmen, ist im Geschäftsjahr 2023 um 6,5 % auf 954,6 Mio. € Umsatz gewachsen. Das bereinigte EBITDA der Gruppe lag bei 80,2 Mio. €, nach 93,2 Mio. € im Vorjahr. Während das Service...
EQS-News: MBB SE expects one billion euros in revenue with an EBITDA m...
EQS-News: MBB SE / Key word(s): Annual Report/Forecast MBB SE expects one billion euros in revenue with an EBITDA margin of 10% in 2024 26.03.2024 / 08:14 CET/CEST The issuer is solely responsible for the content of this announcement. MBB SE expects one billion euros in revenue with an EBITDA margin of 10% in 2024 Berlin, 26 March 2024 - MBB SE (ISIN DE000A0ETBQ4), a medium-sized family business, grew its revenues by 6.5% to €954.6 million in the 2023 financial year. The Group's adjusted EBITDA reached €80.2 million, compared to €93.2 million in the previous year. While ...
MBB SE: 1 director
A director at MBB SE sold 185,000 shares at 96.000EUR and the significance rating of the trade was 70/100. 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 clearly showing...
EQS-News: MBB SE gibt Rückkauf von 393.522 Aktien bzw. 6,9 % des Grund...
EQS-News: MBB SE / Schlagwort(e): Aktienrückkauf MBB SE gibt Rückkauf von 393.522 Aktien bzw. 6,9 % des Grundkapitals bekannt 07.03.2024 / 17:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. MBB SE gibt Rückkauf von 393.522 Aktien bzw. 6,9 % des Grundkapitals bekannt Berlin, 07. März 2024 – Der MBB SE (ISIN DE000A0ETBQ4) wurden im Rahmen ihres freiwilligen öffentlichen Aktienrückkaufangebotes bis zum Ablauf der Annahmefrist 393.522 Aktien angedient, welche zum Preis von 96,00 € pro Aktie vollständig zurückgekauft werden. Dies entsp...
EQS-News: MBB SE announces buyback of 393,522 shares or 6.9% of the sh...
EQS-News: MBB SE / Key word(s): Share Buyback MBB SE announces buyback of 393,522 shares or 6.9% of the share capital 07.03.2024 / 17:00 CET/CEST The issuer is solely responsible for the content of this announcement. MBB SE announces buyback of 393,522 shares or 6.9% of the share capital Berlin, 07 March 2024 - MBB SE (ISIN DE000A0ETBQ4) received tenders for 393,522 shares as part of its voluntary public share buyback offer by the end of the acceptance period. The shares will be repurchased in full at a price of €96.00 per share. This corresponds to around 6.9% of the sh...
EQS-News: Annahmefrist für das Aktienrückkaufangebot der MBB SE zu 96,...
EQS-News: MBB SE / Schlagwort(e): Aktienrückkauf Annahmefrist für das Aktienrückkaufangebot der MBB SE zu 96,00 € je Stückaktie endet am 4. März 2024 29.02.2024 / 08:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Annahmefrist für das Aktienrückkaufangebot der MBB SE zu 96,00 € je Stückaktie endet am 4. März 2024 Berlin, 29. Februar 2024 – Die MBB SE (ISIN DE000A0ETBQ4) hat am 31. Januar 2024 ein öffentliches Aktienrückkaufangebot bekannt gegeben und wenige Tage später die zugehörige Angebotsunterlage veröffentlicht. Im Rahmen des...
EQS-News: Acceptance period for the share buyback offer of MBB SE at €...
EQS-News: MBB SE / Key word(s): Share Buyback Acceptance period for the share buyback offer of MBB SE at €96.00 per share ends on 4 March 2024 29.02.2024 / 08:30 CET/CEST The issuer is solely responsible for the content of this announcement. Acceptance period for the share buyback offer of MBB SE at €96.00 per share ends on 4 March 2024 Berlin, 29 February 2024 - MBB SE (ISIN DE000A0ETBQ4) announced a public share buyback offer on 31 January 2024 and published the corresponding offer document a few days later. As part of the program, MBB offers all shareholders to buy ba...
- Aurelien Sivignon
MERY MERCIALYS SA
TYRES NOKIAN RENKAAT OYJ
ABVX ABIVAX SA
WHA WERELDHAVE N.V.
LNA LNA SANTE SA
MBB MBB INDUSTRIES SE
BAMNB KONINKLIJKE BAM GROEP NV
VASTN VASTNED RETAIL NV
AALB AALBERTS N.V.
MELE MELEXIS NV
TKO TIKEHAU CAPITAL SCA
UNI UNICAJA BANCO S.A.
JEN JENOPTIK AG
TMV TEAMVIEWER AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
ECMPA EUROCOMMERCIAL PROPERTIES NV
- Aurelien Sivignon
MERY MERCIALYS SA
TYRES NOKIAN RENKAAT OYJ
ABVX ABIVAX SA
WHA WERELDHAVE N.V.
LNA LNA SANTE SA
MBB MBB INDUSTRIES SE
BAMNB KONINKLIJKE BAM GROEP NV
VASTN VASTNED RETAIL NV
AALB AALBERTS N.V.
MELE MELEXIS NV
TKO TIKEHAU CAPITAL SCA
UNI UNICAJA BANCO S.A.
JEN JENOPTIK AG
TMV TEAMVIEWER AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
ECMPA EUROCOMMERCIAL PROPERTIES NV
- Klaus Breitenbach
MBB SE : FY 2023 preview – Conservative revenue guidance
>2023e revenue – we are above guidance and consensus - MBB is expected to publish its 2023 results (incl. 2024 revenue and adjusted EBITDA margin guidance) on 26 March 2024. The group forecasts 2023 revenue of € 850m - € 900m (vs € 896.5m reported a year ago), with an adjusted EBITDA margin at the lower end of the 8-10% guidance range (vs 10.3% in 2022). Given the 2023 revenue guidance of its listed subsidiaries (Vorwerk, Aumann, Delignit), MBB’s revenue guidance for ...
- Julian Dobrovolschi
ODDO BHF Small & MIDCAP MORNING NEWS - 02/02/2024
N°2 mondial, Pluxee devient pure player indépendant des Employee Benefits et coté en Bourse le 1er février. Le développement de son offre et réseau soutiendra une croissance du CA LFL à >10% sur 2023/2026e. L’amélioration importante de sa rentabilité bénéficiera du levier opérationnel et de la digitalisation. Sa position de cash net permettra du M&A et un dividende régulier. Nous initions Pluxee avec une recommandation Neutre et un OC de 31 €. - ...
- Julian Dobrovolschi
ODDO BHF Small & MIDCAP MORNING NEWS - 02/02/2024
Ranked world number 2, Pluxee is set to become an independent pure player in employee benefits, with a listing from 1 February. The development of its offerings and expansion of its network will support LFL revenue growth estimated at more than 10% from 2023 to 2026e. Operational leverage and digitalisation should be synonymous with significant improvement in profitability, while the group’s net cash position will facilitate M&A and regular dividend payments. We are initiating coverag...
- Klaus Breitenbach
MBB SE : MBB resolves to make public share buyback offer at € 96 per s...
>Announcement of public share buyback offer - According to the press release of 31 January 2024, the board of MBB SE resolved to make use of the authorisation granted by the Annual General Meeting of 12 June 2023 to acquire treasury shares in accordance with section 71 (1) No. 8 AktG and to offer shareholders the buyback of up to 571,639 treasury shares (approx. 10% of the share capital) as part of a voluntary public buyback offer addressed to all shareholders.Th...
- Klaus Breitenbach
MBB SE : Sustainable growth trends offer impressive opportunities
MBB SE is an investment holding company that engages in the management and acquisition of small and medium-sized enterprises in Germany. It operates via the following business segments: Service & Infrastructure, Technological Applications, and Consumer Goods. On the back of growing revenues (CAGR of +7.6%, 2022 to 2025e) and adjusted EBITDA margins (+70bp to 11.0% in 2025e vs 2022) and a solid balance sheet (equity ratio > 65%, average net cash position of ca. € 415m, 2023e to 20...
- Thomas J. Schiessle
Q3/23 schwach – Aussichten anhaltend herausfordernd - 23er Guidance er...
Auch die 9M/23-Periode hat die Erwartungen, was die Profitabilität betrifft, nicht erfüllt, dieser Teil der Guidance FY 23 wurde erneut angepasst. Der 9M/22-MBB-Umsatz stieg um 8,2 % auf € 691 Mio.; das adj. 9M/23-EBITDA sank beschleunigt um 29,8% YoY auf € 49,6 Mio. (adj. EBITDA-Marge: 7,2 %; H1/23: 7,5 %). Der operative Kapitalverzehr wurde beendet (€ +13,4 Mio.; € -64,2 Mio. im Vj.). 9M/23-adj. EPS € 0,77 (H1/22-EPS € 2,18). Die Nettoliquidität erreichte per 30.09.23 € 445,2 Mio. (davon MBB S...
EQS-News: MBB SE wächst in den ersten neun Monaten um 8 % auf 691 Mio....
EQS-News: MBB SE / Schlagwort(e): 9-Monatszahlen MBB SE wächst in den ersten neun Monaten um 8 % auf 691 Mio. € Umsatz bei einer EBITDA-Marge von 7 % 14.11.2023 / 07:56 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. MBB SE wächst in den ersten neun Monaten um 8 % auf 691 Mio. € Umsatz bei einer EBITDA-Marge von 7 % Berlin, 14. November 2023 – MBB SE (ISIN DE000A0ETBQ4), ein mittelständisches Familienunternehmen, steigerte in den ersten neun Monaten 2023 seinen Umsatz um 8,2 % auf 691,0 Mio. €. Das bereinigte EBITDA ist im gleiche...
EQS-News: MBB SE grows revenues by 8% to €691 million in the first nin...
EQS-News: MBB SE / Key word(s): 9 Month figures MBB SE grows revenues by 8% to €691 million in the first nine months with an EBITDA margin of 7% 14.11.2023 / 07:56 CET/CEST The issuer is solely responsible for the content of this announcement. MBB SE grows revenues by 8% to €691 million in the first nine months with an EBITDA margin of 7% Berlin, 14 November 2023 - MBB SE (ISIN DE000A0ETBQ4), a medium-sized family business, increased its revenues by 8.2% to €691.0 million in the first nine months of 2023. Adjusted EBITDA fell by 29.8% to €49.6 million in the same period....
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.