Update 16:15 uur: Jobless Claims
Prachtige grafiek van het 4-weeks gemiddelde van de Jobless Claims van Morgan Housel:
(Nick)
Update 13:15 uur: Ford en Twitter
Rondje KW3-cijfers op Wall Street. Twitter is vroeg door met de KW3-cijfers en Ford is er ook. Eerst maar even de autobouwer:
Twitter is ook al door. Vreemd, normaal komen die nabeurs met cijfers.
(Nick)
Update 12:45 uur: NXP Semiconductors
Nu ook officieel. Qualcomm doet een bod van 110 dollar per aandeel op NXP Semiconductors:
(Nick)
Update 11:45 uur: Samsung
CNBC over de cijfers van Samsung:
(Nick)
Update 10:30 uur: BBP VK
Het Britse BBP is beter dan verwacht:
(Nick)
Update 10:20 uur: Arcadis
Deze reporter van FD volgt de conference call van Arcadis volgens mij, dus hier is een widget met al zijn tweets:
(Nick)
Update 09:15 uur: Adviezen
Er zijn nog een paar analistenadviezen binnen voor vandaag:
- ABN Amro: naar 23,5 van 20,5 euro - Kepler Cheuvreux
- ING: naar 13,20 van 12,80 euro - Kepler Cheuvreux
- Air France-KLM: naar 5,25 van 6,05 euro (underweight) - JP Morgan
- RELX: naar 16,40 van 16,60 euro - KBC
- GrandVision: naar hold van buy en naar 25,50 van 29,50 - KBC
En de adviezen van eerder vanochtend:
- Eurocommercial: naar 37 van 35 euro - UBS
- Sligro: naar 34 van 36 euro (hold) - ING
(Nick)
Update 09:10 uur: Koersreacties
De koersreacties van fondsen die met de KW3-cijfers naar buiten kwamen. Zie bijvoorbeeld GrandVision met -9%:
(Nick)
Update 08:40 uur: Arcadis
Corné van Zeijl over de cijfers van Arcadis:
Tom Simonts van Bolero heeft ook een update over Arcadis:
(Nick)
Update 08:30 uur: Adviezen
Goedemorgen, hier zijn de analistenadviezen voor vandaag:
- Eurocommercial: naar 37 van 35 euro - UBS
- Sligro: naar 34 van 36 euro (hold) - ING
(Nick)
Update 08:30 uur: KPN
De CEO van KPN op BNR:
(Nick)
Update 08:00 uur: Basic Fit
Hier is de link naar het persbericht van Basic Fit. Kopieëren uit dat persbericht gaat niet echt lekker, dus daarom hier de headlines uit Reuters:
- 27-Oct-2016 07:31:23 - BASIC FIT NV BFIT.AS - 9M GROUP REVENUE INCREASED BY 28% YEAR ON YEAR TO EUR189 MLN
- 27-Oct-2016 07:31:28 - BASIC FIT NV BFIT.AS - EXPECTED REVENUE OF AROUND EUR260 MLN AND ADJUSTED EBITDA OF AT LEAST EUR80 MLN FOR FULL YEAR 2016
- 27-Oct-2016 07:31:55 - BASIC FIT NV BFIT.AS - EXPECT NUMBER OF CLUB OPENINGS FOR 2016 TO BE AROUND 75 CLUBS, WHICH IS AT TOP END OF PREVIOUS GUIDANCE OF 65 TO 75 CLUBS
(Nick)
Update 08:00 uur: ICT
Goedemorgen ICT Automatisering presenteert KW3-cijfers en de highlights uit het persbericht:
- Revenue in Q3 up 23% at € 21.0 million (Q3 2015: € 17.1 million), organic revenue growth 5%.
- EBITDA in Q3 amounted to € 2.1 million (Q3 2015: € 1.7 million).
- Acquisition of Nozhup completed on 6 September 2016.
(Nick)
Update 08:00 uur: GrandVision
De KW3-cijfers van GrandVision zijn uit en hier de highlights uit het persbericht:
- 9M16 revenue grew by 6.1% at constant exchange rates (3Q16: 4.9%) to €2,495 million (3Q16: €825 million) with reported revenue growth of 3.2% (3Q16: 2.2%)
- Comparable growth in 9M16 was 1.7%; 0.4% in 3Q16 was driven by weakness in the Other Europe segment, particularly in Finland and Italy
- Adjusted EBITDA (i.e. EBITDA before non-recurring items) grew by 4.3% at constant exchange rates (3Q16: 0.2% ) to €411 million in 9M16 with reported adj. EBITDA growth of 2.8% (3Q16: -1.9%)
- The adjusted EBITDA margin remained constant at 16.5% (3Q16: 16.8%)
- GrandVision remains confident in achieving its medium term objectives of delivering annual revenue growth of at least 5% and high single digit adjusted EBITDA growth at constant exchange rates
- Total number of stores grew to 6,454 (6,110 at year-end 2015) as a result of store openings and acquisitions, especially in the Americas & Asia segment
(Nick)
Update 08:00 uur: RELX
RELX presenteert KW3-cijfers en hier de highlights uit het persbericht:
- Underlying revenue growth +4% in the first nine months of 2016
- Acquired 15 content, data and exhibition assets year to date, for a total consideration of approximately £330m, in line with prior years
- Completed approximately £670m of the previously announced £700m share buyback, with the remainder to be deployed by year end
- The full year outlook is unchanged: We are confident that we will deliver another year of underlying revenue, profit, and earnings growth in 2016
(Nick)
Update 08:00 uur: Besi
Besi presenteert KW3-cijfers en hier zijn de highlights uit het persbericht:
- Revenue of € 94.3 million, down 13.5% vs. Q2-16 but above guidance. Decrease primarily due to lower demand by Asian subcontractors after first half capacity build. Up 30.7% vs. Q3-15 primarily due to higher die attach demand for mobile applications
- Orders of € 78.1 million, down 22.3% vs. Q2-16 due to lower demand for mobile, automotive and high end server applications and typical seasonal factors but up 4.2% vs. Q3-15
- Gross margin of 50.5% vs. 50.9% in Q2-16 at upper end of guidance. Up 1.8% vs Q3-15 (48.7%)
- Net income of € 16.6 million down € 7.4 million vs. Q2-16 but up € 10.3 million vs. Q3-15. Net margin of 17.6% vs. 8.7% in Q3-15 due to revenue growth and increased efficiency of business model
- Net cash increased by € 22.9 million (+21.0%) vs. Q3-15
- September 2015 buyback program completed. New 1.0 million share buy-back program initiated
(Nick)
Update 08:00 uur: Arcadis
Goedemorgen, Arcadis presenteert KW3-cijfers en hier zijn de highlights uit het persbericht:
- €797 million in gross revenues, organically -4%. Net revenues €596 million, organically -5% due to lower revenues in Emerging Markets and North America, and a negative currency effect
- EBITA of €38.6 million (Q3 2015: €57.5 million). Non-operating costs €4.7 million (Q3 2015: €8.5 million)
- Operating EBITA margin 7.3% (Q3 2015: 10.3%), due to lower revenues, Brexit impact, price pressure and capacity imbalances in parts of our business
- Free cash flow Q3 €39.7 million (Q3 2015: €37.2 million). Free cash flow in the year-to-date minus €22.4 million, below last year due to lower EBITA
- Working capital 20.9% (Q3 2015: 19.3%), higher due to the Middle East
- Backlog year-to-date €2.2 billion representing 11 months of revenues, developed markets (6%-11%) partly compensating for Emerging Markets decline (17%)
- Renier Vree appointed interim CEO replacing Neil McArthur
- Outlook: Arcadis expects similar business conditions in the fourth quarter as experienced in the previous quarters of 2016 and has accelerated initiatives to improve financial performance
(Nick)
Update 08:00 uur: KPN
Goedemorgen, KPN presenteert de KW3-cijfers en hier zijn de highlights uit het persbericht:
- Customer base growth in Consumer driven by continuous improvements in customer experience
- Fixed-mobile bundles now represent 40% of postpaid base (Q3 2015: 28%) and 35% of broadband base (Q3 2015: 25%)
- +6k broadband net adds, +22k IPTV net adds and +36k postpaid net adds driven by continued good performance of the high value KPN brand
- NPS for Consumer improved further (Residential NPS: 9, Mobile NPS: 10)
- Environment in Business still challenging driven by repricing and migration from traditional telco services to IP-based services
- Growth in multi play and IT related services encouraging
- Dedicated customer satisfaction programs deliver strong improvement in NPS for Business to -5 (Q3 2015: -10)
- Simplification program reached approximately EUR 405m run-rate savings by end Q3 2016
(Nick)