|
09/09/2024
|
Solid first half with robust cash generation
|
Download
|
|
30/04/2024
|
Q1-24 Chargeurs kicks off the year in high gear
|
Download
|
|
16/02/2024
|
Operational results in line with the 2023 expectations
|
Download
|
|
20/12/2023
|
Chargeurs, the rationale behind a takeover bid
|
Download
|
|
15/11/2023
|
Adjustments to our FY 23-24 outlook
|
Download
|
|
13/11/2023
|
The worst is over as Chargeurs Advanced Materials is on the comeback trail
|
Download
|
|
16/09/2023
|
Adjustments to our FY 23-24 outlook following the H1 results
|
Download
|
|
12/09/2023
|
Solace in museums
|
Download
|
|
26/05/2023
|
Adjustments to our FY 23-24 estimates
|
Download
|
|
25/05/2023
|
Heading for a Chargeurs Advanced Materials rebound?
|
Download
|
|
13/03/2023
|
Strong 2022 introduces a promising 2023
|
Download
|
|
19/12/2022
|
From an industrialist to a luxury player?
|
Download
|
|
15/11/2022
|
Downwards revision following the Q3 release
|
Download
|
|
10/11/2022
|
Q3 22: a subdued quarter
|
Download
|
|
22/09/2022
|
Adjustments to our FY 22-23 outlook following the H1 results
|
Download
|
|
15/09/2022
|
The up-and-coming luxury player
|
Download
|
|
12/09/2022
|
H1 22: an encouraging start to FY 2022 demonstrating the group's resilience
|
Download
|
|
13/05/2022
|
Upbeat start to 2022 propelled by strong growth in the traditional businesses
|
Download
|
|
24/03/2022
|
Slight adjustments to our FY22-23 outlook
|
Download
|
|
18/02/2022
|
FY21: CPF achieves record year, group’s financial position is strengthened further
|
Download
|
|
11/11/2021
|
Q3 performance confirms our FY view
|
Download
|
|
23/09/2021
|
Change of valuation profile
|
Download
|
|
13/09/2021
|
H1 21: strong execution and record order books raise confidence on FY22 outlook
|
Download
|
|
05/05/2021
|
Minor EPS adjustments following Q1 top-line publication
|
Download
|
|
05/05/2021
|
Protective Films and Healthcare Solutions lead to record Q1 results
|
Download
|
|
29/04/2021
|
Restocking effect uplifts our FY21-22 view on CPF
|
Download
|
|
20/04/2021
|
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
|
Download
|
|
24/02/2021
|
CHS leads FY20 record result as Chargeurs embarks on new strategic plan
|
Download
|
|
28/01/2021
|
Upgraded FY20 EBIT guidance improves earnings outlook
|
Download
|
|
28/01/2021
|
FY20 ends on a high note as Protective Films bounces back
|
Download
|
|
11/11/2020
|
Healthcare-led Q3 lifts full-year outlook
|
Download
|
|
11/11/2020
|
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
|
Download
|
|
14/09/2020
|
Updated outlook emphasises organic growth ambitions
|
Download
|
|
14/09/2020
|
H1: an absolute home run
|
Download
|
|
29/04/2020
|
New healthcare products activity unlocks unforeseen organic growth potential
|
Download
|
|
17/04/2020
|
Adjusting our FY2020 expectations on COVID-19 impact
|
Download
|
|
14/04/2020
|
New protective equipment activity to help offset Coronavirus impact
|
Download
|
|
09/03/2020
|
Staying on course with strategic roadmap after a volatile 2019
|
Download
|
|
03/02/2020
|
FY19 sets a sound foundation for growth in 2020
|
Download
|
|
28/01/2020
|
Strategic move towards museum servicing fully established
|
Download
|
|
28/01/2020
|
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
|
Download
|
|
18/11/2019
|
Q3: another robust quarterly showing
|
Download
|
|
18/11/2019
|
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
|
Download
|
|
23/09/2019
|
Fine-tuning for Protective Films' challenging dynamic in H1
|
Download
|
|
18/09/2019
|
H1: organic growth recovery and a brighter outlook
|
Download
|
|
05/07/2019
|
Technical Substrates sprouting through acquired growth
|
Download
|
|
07/05/2019
|
Successful acquired growth offsets organic slowdown
|
Download
|
|
21/03/2019
|
Pricing acquired growth
|
Download
|
|
15/03/2019
|
Solid 2018 execution confirms growth potential
|
Download
|
|
31/01/2019
|
Solid 2018 vintage
|
Download
|
|
16/11/2018
|
On time delivery, cont’d
|
Download
|
|
07/09/2018
|
Robust earnings delivery in more choppy (FX) waters
|
Download
|
|
29/06/2018
|
One stone, many great birds
|
Download
|
|
29/06/2018
|
Sizeable PPC acquisition brings immediate leverage
|
Download
|
|
18/04/2018
|
Strong divisional contributions partly absorbed by financing costs
|
Download
|
|
09/03/2018
|
Strong operations confirm regime change
|
Download
|
|
26/01/2018
|
Robust Q4 sales match guidance.
|
Download
|
|
20/11/2017
|
Capex acceleration to foster quality growth
|
Download
|
|
16/11/2017
|
Discipline pays off
|
Download
|
|
11/09/2017
|
Strong cash flow invested in growth
|
Download
|
|
10/09/2017
|
Ship-shape form and growth-minded
|
Download
|
|
20/05/2017
|
Chargeurs opens its heart
|
Download
|
|
25/04/2017
|
Surprisingly strong Q1 growth at Protective Films
|
Download
|
|
24/04/2017
|
Protective Films pulls up valuation strongly again
|
Download
|
|
14/03/2017
|
Excellent 2016 delivery, confidence reinforced
|
Download
|
|
14/03/2017
|
Excellent 2016 comforts new management's ambitions
|
Download
|
|
31/01/2017
|
Strong 2016 sales and operating delivery
|
Download
|
|
31/01/2017
|
Preliminary 2016 strong delivery and upgrade to DCF
|
Download
|
|
15/11/2016
|
Very solid Q3 revenues indeed
|
Download
|
|
14/09/2016
|
Very convincing first half indeed
|
Download
|
|
14/09/2016
|
H1 shows jump in profitability
|
Download
|
|
20/07/2016
|
Chargeurs goes for acquired growth, at last
|
Download
|
|
09/05/2016
|
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.
|
Download
|
|
04/04/2016
|
Very strong 2015 Ebit delivery helps boost forecasts and valuatuon
|
Download
|
|
15/03/2016
|
Strong 2015 earnings and refreshing growth tone
|
Download
|
|
28/01/2016
|
Confirmed robust 2015 sales
|
Download
|
|
12/11/2015
|
Q3 sales growth where it matters: protective films
|
Download
|
|
08/10/2015
|
Change of control
|
Download
|
|
08/09/2015
|
Voting rights reaffirmed
|
Download
|
|
02/09/2015
|
An unexpected growth message wrapped in a strong H1
|
Download
|
|
02/09/2015
|
Strong H1 and more offensive stance
|
Download
|
|
15/05/2015
|
Chargeurs Redux
|
Download
|
|
23/03/2015
|
Faster forward
|
Download
|
|
10/02/2015
|
2014 sales above expectations
|
Download
|
|
18/11/2014
|
Volume growth confirmed
|
Download
|
|
03/09/2014
|
Sparkling H1 results from Protective Film business
|
Download
|
|
12/05/2014
|
Chargeurs has released Q1 sales up 1.9% pro-forma although down 1.8% after allowing for forex and price negatives
|
Download
|
|
09/05/2014
|
Solid operations and zero debt
|
Download
|
|
11/03/2014
|
Solid operations combine with zero debt
|
Download
|
|
21/01/2014
|
More of the same
|
Download
|
|
25/11/2013
|
Steady going over Q3
|
Download
|
|
02/09/2013
|
Deep, deep discount and firming up ground
|
Download
|
|
01/09/2013
|
Corner turned?
|
Download
|
|
19/04/2013
|
Allowing for the detailed 2012 final results
|
Download
|
|
24/01/2013
|
€16m 2012 loss; regaining room for manoeuvre
|
Download
|
|
24/01/2013
|
Stronger balance sheet, shame about the 2012 earnings
|
Download
|
|
26/11/2012
|
Resistance of prices, drop in volumes
|
Download
|
|
26/11/2012
|
Worsening economic context as from Q2, recovery expected as from 2013
|
Download
|
|
03/10/2012
|
Worsening context weighs on profitability
|
Download
|
|
04/05/2012
|
Lower volumes will impact profitability
|
Download
|
|
19/03/2012
|
Increasing profitability in a challenging context
|
Download
|
|
21/01/2012
|
Sales release: in line with our expectations
|
Download
|
|
02/12/2011
|
Eduardo Malone has increased his stake
|
Download
|
|
23/11/2011
|
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).
|
Download
|
|
16/11/2011
|
Visible slowdown in demand
|
Download
|
|
16/11/2011
|
Visible slowdown in order inflow for Q4
|
Download
|
|
16/11/2011
|
Visible slowdown in demand
|
Download
|
|
29/08/2011
|
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
|
Download
|
|
17/05/2011
|
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
|
Download
|
|
10/05/2011
|
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
|
Download
|
