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16/02/2024
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Operational results in line with the 2023 expectations
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20/12/2023
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Chargeurs, the rationale behind a takeover bid
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15/11/2023
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Adjustments to our FY 23-24 outlook
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13/11/2023
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The worst is over as Chargeurs Advanced Materials is on the comeback trail
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16/09/2023
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Adjustments to our FY 23-24 outlook following the H1 results
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12/09/2023
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Solace in museums
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26/05/2023
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Adjustments to our FY 23-24 estimates
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25/05/2023
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Heading for a Chargeurs Advanced Materials rebound?
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13/03/2023
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Strong 2022 introduces a promising 2023
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19/12/2022
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From an industrialist to a luxury player?
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15/11/2022
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Downwards revision following the Q3 release
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10/11/2022
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Q3 22: a subdued quarter
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22/09/2022
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Adjustments to our FY 22-23 outlook following the H1 results
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15/09/2022
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The up-and-coming luxury player
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12/09/2022
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H1 22: an encouraging start to FY 2022 demonstrating the group's resilience
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13/05/2022
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Upbeat start to 2022 propelled by strong growth in the traditional businesses
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24/03/2022
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Slight adjustments to our FY22-23 outlook
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18/02/2022
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FY21: CPF achieves record year, group’s financial position is strengthened further
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11/11/2021
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Q3 performance confirms our FY view
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23/09/2021
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Change of valuation profile
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13/09/2021
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H1 21: strong execution and record order books raise confidence on FY22 outlook
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05/05/2021
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Minor EPS adjustments following Q1 top-line publication
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05/05/2021
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Protective Films and Healthcare Solutions lead to record Q1 results
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29/04/2021
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Restocking effect uplifts our FY21-22 view on CPF
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20/04/2021
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We have revised our earnings expectations after incorporating the FY20 figures and rolling forward our estimates through to 2023. The FY21 EPS forecast sees a slight decline due to a more gradual reco
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24/02/2021
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CHS leads FY20 record result as Chargeurs embarks on new strategic plan
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28/01/2021
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Upgraded FY20 EBIT guidance improves earnings outlook
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28/01/2021
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FY20 ends on a high note as Protective Films bounces back
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11/11/2020
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Healthcare-led Q3 lifts full-year outlook
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11/11/2020
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Our FY20 EPS estimate increases on the back of higher top-line expectations for the Healthcare Solutions division (€335m versus €312m previously) and a narrower than expected sales contraction for Pro
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14/09/2020
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Updated outlook emphasises organic growth ambitions
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14/09/2020
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H1: an absolute home run
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29/04/2020
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New healthcare products activity unlocks unforeseen organic growth potential
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17/04/2020
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Adjusting our FY2020 expectations on COVID-19 impact
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14/04/2020
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New protective equipment activity to help offset Coronavirus impact
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09/03/2020
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Staying on course with strategic roadmap after a volatile 2019
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03/02/2020
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FY19 sets a sound foundation for growth in 2020
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28/01/2020
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Strategic move towards museum servicing fully established
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28/01/2020
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Our increased TP sees its biggest impact from the changes to our NAV following the inclusion of D&P Incorporated and updated EV metrics for the group's divisions. Having already factored a c.€100m inc
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18/11/2019
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Q3: another robust quarterly showing
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18/11/2019
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We have slightly trimmed our 2019 EPS estimates based on a recurring EBIT target around the level reached in 2017 (€44m), given the softer dynamic presented particularly over H1 19. Nonetheless, Charg
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23/09/2019
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Fine-tuning for Protective Films' challenging dynamic in H1
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18/09/2019
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H1: organic growth recovery and a brighter outlook
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05/07/2019
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Technical Substrates sprouting through acquired growth
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07/05/2019
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Successful acquired growth offsets organic slowdown
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21/03/2019
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Pricing acquired growth
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15/03/2019
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Solid 2018 execution confirms growth potential
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31/01/2019
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Solid 2018 vintage
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16/11/2018
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On time delivery, cont’d
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07/09/2018
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Robust earnings delivery in more choppy (FX) waters
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29/06/2018
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One stone, many great birds
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29/06/2018
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Sizeable PPC acquisition brings immediate leverage
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18/04/2018
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Strong divisional contributions partly absorbed by financing costs
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09/03/2018
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Strong operations confirm regime change
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26/01/2018
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Robust Q4 sales match guidance.
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20/11/2017
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Capex acceleration to foster quality growth
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16/11/2017
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Discipline pays off
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11/09/2017
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Strong cash flow invested in growth
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10/09/2017
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Ship-shape form and growth-minded
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20/05/2017
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Chargeurs opens its heart
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25/04/2017
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Surprisingly strong Q1 growth at Protective Films
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24/04/2017
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Protective Films pulls up valuation strongly again
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14/03/2017
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Excellent 2016 delivery, confidence reinforced
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14/03/2017
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Excellent 2016 comforts new management's ambitions
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31/01/2017
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Strong 2016 sales and operating delivery
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31/01/2017
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Preliminary 2016 strong delivery and upgrade to DCF
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15/11/2016
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Very solid Q3 revenues indeed
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14/09/2016
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Very convincing first half indeed
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14/09/2016
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H1 shows jump in profitability
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20/07/2016
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Chargeurs goes for acquired growth, at last
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09/05/2016
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We have updated our figures with 2015 finals and given a slightly more positive twist to 2016 after strong Q1 revenue figures on a pro forma basis.
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04/04/2016
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Very strong 2015 Ebit delivery helps boost forecasts and valuatuon
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15/03/2016
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Strong 2015 earnings and refreshing growth tone
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28/01/2016
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Confirmed robust 2015 sales
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12/11/2015
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Q3 sales growth where it matters: protective films
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08/10/2015
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Change of control
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08/09/2015
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Voting rights reaffirmed
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02/09/2015
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An unexpected growth message wrapped in a strong H1
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02/09/2015
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Strong H1 and more offensive stance
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15/05/2015
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Chargeurs Redux
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23/03/2015
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Faster forward
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10/02/2015
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2014 sales above expectations
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18/11/2014
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Volume growth confirmed
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03/09/2014
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Sparkling H1 results from Protective Film business
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12/05/2014
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Chargeurs has released Q1 sales up 1.9% pro-forma although down 1.8% after allowing for forex and price negatives
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09/05/2014
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Solid operations and zero debt
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11/03/2014
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Solid operations combine with zero debt
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21/01/2014
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More of the same
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25/11/2013
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Steady going over Q3
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02/09/2013
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Deep, deep discount and firming up ground
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01/09/2013
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Corner turned?
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19/04/2013
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Allowing for the detailed 2012 final results
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24/01/2013
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€16m 2012 loss; regaining room for manoeuvre
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24/01/2013
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Stronger balance sheet, shame about the 2012 earnings
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26/11/2012
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Resistance of prices, drop in volumes
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26/11/2012
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Worsening economic context as from Q2, recovery expected as from 2013
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03/10/2012
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Worsening context weighs on profitability
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04/05/2012
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Lower volumes will impact profitability
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19/03/2012
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Increasing profitability in a challenging context
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21/01/2012
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Sales release: in line with our expectations
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02/12/2011
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Eduardo Malone has increased his stake
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23/11/2011
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We also include an amount of €-4m to partly offset "other operating cash flows" in the Cash Flow Statement (adjustment line which was no longer taken into account from 2014 in our model).
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16/11/2011
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Visible slowdown in demand
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16/11/2011
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Visible slowdown in order inflow for Q4
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16/11/2011
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Visible slowdown in demand
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29/08/2011
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For H1 11, Chargeurs reported a 13.6% increase yoy in revenues to €290.7m, mainly due to a price effect of 10.4%. Operating income amounted to €14.6m +15% driven by volumes, mix and pricing power (the
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17/05/2011
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Through a total return swap, Pathé has sold 734,035 Chargeurs shares and now owns only 1m shares, corresponding to 7.75% of the capital and 7.70% of the theoretical voting rights.
Consequently, the s
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10/05/2011
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Q1 11: revenue was €140.6m, up 14.6%, of which c.11% due to the raw material price increase and 4% to higher volumes.
The better top-line growth was in the wool division up 18% to €47.8m.
For H1, ma
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