| Zeit | Aktuelle Nachrichten | Rating | Leser | ||
|---|---|---|---|---|---|
| Fr | Guidance hike amid improved Q4 cost structure; Chg.: DEMIRE raises FY25 guidance as postponed disposals ... | 290 | Topic: Yesterday, DEMIRE upgraded its FY25 outlook following postponed disposals and stronger cost discipline. The shift of planned transactions into 2026 leads to a higher-than-expected portfolio size... ► Artikel lesen | ||
| Mi | Opportunity engine; INITIATE with BUY: Steyr Motors is initiated with BUY. Its engine USP is an unmatched ... | 297 | Steyr Motors is a rare pure-play in defence-grade diesel propulsion, combining a patented monoblock engine architecture with a small-series production model that delivers unmatched power-to-weight ratios... ► Artikel lesen | ||
| Mi | FY24/25e to come in as expected // FY25/26 with growth; chg.: Hoenle is set to meet FY24/25 guidance ... | 305 | Following recent conference attendances, we are under the impression that Hoenle is well on track to reach its current FY guidance and gradually gain traction across several new application areas. Here... ► Artikel lesen | ||
| 01.12. | INDUS' deal activity likely to accelerate; BUY: INDUS signals potential Q4 M&A activity, targeting ... | 417 | INDUS surprised investors with a small note in Q3 2025 results, hinting that further M&A activities in Q4 2025 could be possible after fulfilling expectations in terms of deal count earlier in the year.... ► Artikel lesen | ||
| 01.12. | Strong ESA budget increase at OHB's sweet spots: ESA's 30% budget increase underpins OHB's growth ... | 418 | Last week, the ESA ministerial conference decided on a sharp increase of the European civil space budget for the next three years. Here are our key takeaways for OHB:The ESA budget grew by 30%, rising... ► Artikel lesen | ||
| 28.11. | Decision reached: no 3rd runway, higher dividend likely: FWAG opts against a 3rd runway due to cost ... | 273 | On Tuesday, FWAG decided against building the 3rd runway, as a result of a comprehensive cost-benefit analysis. In detail: Decision to abandon plans for a third runway does not alter its medium- to... ► Artikel lesen | ||
| 28.11. | Designed for growth: entering the next chapter: This report highlights Westwing Group's growth strategy, profitability ... | 322 | Following years of post-covid normalization, WEW is back on a self-induced growth path, independent of the consumer sentiment. With this multi-pager we dive deeper into this compelling investment case... ► Artikel lesen | ||
| 24.11. | Q3 in line with expectations, margins remains solid: Nabaltec's Q3 results align with FY25 guidance, ... | 355 | Nabaltec reported Q3 figures that were largely inline with our estimates and the company's FY25 guidance. Overall, demand remains subdued while capacity expansions temporarily weight on FCF generation.... ► Artikel lesen | ||
| 21.11. | Weak demand weighs on growth; Chg.: NFON Q3 showed weak demand and softer margins, but strategy and AI roadmap ... | 452 | Yesterday, NFON released its Q3 report, which clearly reflects the increasingly challenging environment in the European ICT market, visible in soft top-line momentum and margin pressure. In detail:... ► Artikel lesen | ||
| 21.11. | Develop. De-risk. Deliver // Initiate EPH Group with BUY: EPH focuses on early-stage, high-margin hospitality ... | 455 | Founded in 2023 and headquartered in Vienna, EPH Group AG (EPH) is a newly established hospitality real estate developer focused on the DACH region. Hereby, the company is operating in the most profitable... ► Artikel lesen | ||
| 19.11. | Bittium's expertise shines amid Bundeswehr radio woes: Bittium excels in military-grade radio technology, ... | 341 | In our initiation earlier this month, we highlighted Bittium's exceptional know-how in military-grade radio technology, leveraging a 40-year long legacy in secure wireless communications. This builds... ► Artikel lesen | ||
| 19.11. | Q3 review: sound results and strong October traffic: FWAG's Q3 results met expectations with € 321m ... | 301 | Topic: Yesterday, FWAG reported a solid set of Q3 results, in line with our estimates as well as consensus. On the back of a 2.9% yoy higher group passenger number (thereof VIE: +1.1% yoy) and higher... ► Artikel lesen | ||
| 17.11. | Q3 results: Bottom-line improvements warrant PT chg.: Semperit's Q3 results show slight sales growth, ... | 373 | Semperit delivered solid Q3 results. Here are the key takeaways: Q3 sales came in at € 163m, up slightly by 1.1% yoy (eNuW: € 170m), impacted by a solid development in SIA with revenues of € 67.5m,... ► Artikel lesen | ||
| 17.11. | Q3 review: operational turnaround in full swing: Rosenbauer's Q3 results show strong revenue growth ... | 365 | On Friday, Rosenbauer presented strong Q3 results. Here are the key takeaways: Q3 revenue of € 346m, up 12.8% yoy, exceeded expectations of € 338m (eNuW), carried by all major product segments. Vehicle... ► Artikel lesen | ||
| 14.11. | The Platform Group announced ambitious "Vision 2030" targets: The Platform Group unveiled its Vision 2030 targets, targeting € 3b ... | 501 | On Wednesday, TPG announced its new long-term outlook Vision 2030, targeting improving KPIs, topline growth, and margin expansions. In detail:Ambitious goals set for both GMV and sales. Management's... ► Artikel lesen | ||
| 14.11. | Q3 review: firm order intake and robust growth.: OHB reported strong Q3 results with a record order ... | 475 | Yesterday, OHB released a strong set of Q3 results and a further rising order book amid a upcoming phase of strong newsflow. In detail:Q3'25 order intake reached € 350m, implying a solid 1.2x book-to-bill... ► Artikel lesen | ||
| 14.11. | Resilient Q3 Profitability // Convincing CMD; chg: Multitude's Q3'25 results were resilient, while ... | 394 | Yesterday, Multitude reported resilient Q3'25 results and presented, at the 2025 CMD, a strong outlook for their business for the years to come. While Consumer Banking's performance led to an overall... ► Artikel lesen | ||
| 14.11. | Strong TB2 traction and order timing drive strong Q3 results: Tonies reported strong Q3 results, driven ... | 498 | Yesterday, tonies released a very strong Q3 trading statement, beating our regional and category topline estimates. In detail: Group sales grew by 52% yoy to € 145m (eNuW: € 124m). Following the atypical... ► Artikel lesen | ||
| 14.11. | Q3 review: PW, but healthy and de-risked core business: MLP's Q3 results reveal strong core business ... | 501 | Having reduced its FY'25 EBIT guidance last week, yesterday's Q3 figures show a healthy core business. In detail:MLP reduced its FY'25e EBIT guidance last week to € 90-100m (before: € 100-110m) due... ► Artikel lesen | ||
| 13.11. | Q2 review: rising utilization drives margin progression: Do&Co posted record Q2 25/26 results, driven ... | 519 | Topic: Yesterday, DOC released a strong set of record breaking Q2 25/26 results, especially driven by stronger utilization rates across kitchens amid continuous intake of customers and overall growing... ► Artikel lesen | ||
| 13.11. | Q3 results surprise with significantly stronger bottom-line: INDUS Q3 results show strong adjusted EBITA ... | 419 | INDUS reported Q3 results with a surprisingly strong adj. EBITA. Here are the key takeaways: Sales in Q3 came at € 437.4m, down 1% yoy (eNuW: € 456m, eCons: € 448.1m). Key drivers were the weak performance... ► Artikel lesen | ||
| 13.11. | Q3 results supports ongoing operational turnaround; PT Up: LION E-Mobility's Q3 results show solid recovery with ... | 501 | LION delivered solid Q3 results. Here are the key takeaways: Q3 sales came in at € 5.9m, largely in line with expectations (eNuW: € 6m) implying a 10.6% yoy decrease. 9m sales of € 16.3m grew by 31%... ► Artikel lesen | ||
| 13.11. | Q3 finals reveal upbeat order intake and elevated margins: Scandinavian Astor's Q3 results show record order intake ... | 330 | Topic: Following preliminary results (sales and EBITDA) in October, Astor released final Q3 results yesterday. Here are our key highlights: Order intake has risen to new highs. Driven by large orders... ► Artikel lesen | ||
| 12.11. | Q3 Review: topline held back by FX, adj. EBITDA surprises: Global Fashion Group's Q3 shows muted NMV and sales but positive ... | 572 | Last Friday, GFG posted its Q3 results, with muted NMV and sales, but positive adj. EBITDA. In detail:FX disappointment in LATAM and ANZ, SEA in line. As expected, GFG's LTM active customers decreased... ► Artikel lesen | ||
| 11.11. | Q3 falls behind expectations amid macro headwinds; chg.: q.beyond's Q3 showed solid Consulting growth but ... | 681 | Yesterday, QBY released a mixed bag of Q3 results, showing a further improvement in Consulting but a weaker-than-expected Managed Services segment. In addition, the Elevate project and AI-related personnel... ► Artikel lesen |