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AJ Bell, Frequentis AG, Sage Group

EUROPE RESEARCH ROUNDUP-AJ Bell, Frequentis AG, Sage Group Nov 21 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including AJ Bell, Frequentis AG and Sage Group on Thursday. HIGHLIGHTS * AJ Bell AJBA.L : Jefferies raises target price to 530p from 485p * Crest Nicholson Holdings Plc CRST.L : Berenberg cuts PT to 195p from 215p * Frequentis AG FQT.DE : Berenberg initiates coverage with buy rating; PT EUR 33 * Sage Group SGE.L : Jefferies rais
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Shein margin wobble takes bite out of IPO value

RPT-BREAKINGVIEWS-Shein margin wobble takes bite out of IPO value The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Aimee Donnellan LONDON, Nov 14 (Reuters Breakingviews) - Shein’s planned stock-market float has always seemed dicey. The Singapore-headquartered fast-fashion group, which has Chinese roots, is exposed to rising Sino-U.S.
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Adyen Expands Its Strategic Partnership With Zalando

BRIEF-Adyen Expands Its Strategic Partnership With Zalando Nov 14 (Reuters) - Adyen NV ADYEN.AS : EXPANSION OF ITS LONG-STANDING STRATEGIC PARTNERSHIP WITH ZALANDO Source text: tinyurl.com/mtf3e69h Further company coverage: ADYEN.AS (Gdansk Newsroom)
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Shein margin wobble takes bite out of IPO value

BREAKINGVIEWS-Shein margin wobble takes bite out of IPO value The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Aimee Donnellan LONDON, Nov 14 (Reuters Breakingviews) - Shein’s planned stock-market float has always seemed dicey. The Singapore-headquartered fast-fashion group, which has Chinese roots, is exposed to rising Sino-U.S.
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Compass Group, Pandora, SSP Group

EUROPE RESEARCH ROUNDUP-Compass Group, Pandora, SSP Group Nov 7 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Compass Group, Pandora and SSP Group, on Thursday. HIGHLIGHTS * Compass Group CPG.L : Jefferies raises target price to 3,000p from 2,500p * Just Eat Takeaway.Com JETJ.L : JP Morgan raises target price to 1,415p from 1,396p * Marks and Spencer Group MKS.L : JP Morgan raises target price to 440p from 425p * Pandora PNDORA.C
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Primark and groceries fuel profits at Britain's AB Foods

UPDATE 3-Primark and groceries fuel profits at Britain's AB Foods Full-year adjusted operating profit up 32% Outcome driven by grocery and Primark Expects good Christmas at Primark Reiterates caution on outlook for sugar Shares up 3% Adds shares and Primark story link in paragraph 2, detail in 9 and 10 By James Davey LONDON, Nov 5 (Reuters) - Associated British Foods ABF.L said it was well set-up for medium term growth, as it reported a 32% rise in full-year profit, driven by robust performances
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Zalando sales and profit margin rise on stronger demand

UPDATE 3-Zalando sales and profit margin rise on stronger demand Zalando's Q3 online sales up 4.3%, B2B revenue up 11% Q3 EBIT margin jumps to 3.9% from 1% a year ago Average order value rises to 61.1 euros from 58.8 euros Adds CFO quotes in paragraphs 4 and 5, Deutsche Bank analyst comment in paragraph 9 By Linda Pasquini and Helen Reid Nov 5 (Reuters) - Zalando ZALG.DE on Tuesday reported a higher profit margin for the third quarter thanks to strong consumer demand and cooler September weather
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Zalando Confirms Q3 Preliminary Results, FY Guidance

BRIEF-Zalando Confirms Q3 Preliminary Results, FY Guidance Nov 5 (Reuters) - Zalando SE ZALG.DE : ZALANDO - B2C SEGMENT Q3 REVENUE UP 4.3% AT EUR 2.2 BILLION, ADJUSTED. EBIT UP AT EUR 86.7 MILLION ZALANDO - B2B SEGMENT Q3 REVENUE UP 11.1% AT EUR 239.7 MILLION, ADJUSTED. EBIT DOWN AT EUR 6.7 MILLION ZALANDO - CONFIRMS Q3 PRELIMINARY RESULTS, FY GUID
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Zalando confirms Q3 preliminary results on growth in both segments

Zalando confirms Q3 preliminary results on growth in both segments Nov 5 (Reuters) - Online fashion marketplace Zalando ZALG.DE on Tuesday confirmed its preliminary third-quarter results, saying it recorded strong growth in both its segments, helped by increasing consumer demand amid an industry-wide strong start to the autumn/winter season. Quarterly revenue from its online fashion platform rose 4.3% to 2.2 billion euros ($2.39 billion), representing 90% of its group revenue of 2.39 billion eur
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Germany corporate earnings week ahead

DIARY-Germany corporate earnings week ahead Nov 1 (Reuters) - Diary of Germany (.GDAXI) corporate earnings for the week ahead GERMANY EARNINGS Start Date Start Time(GMT) RIC Company Name Event Name 05-Nov-2024 06:00 ZALG.DE Zalando SE Q3 2024 Zalando SE Earnings Release 05-Nov-2024 06:00 DHLn.DE Deutsche Post AG Q3 2024 Deutsche Post AG Earnings Release 06-Nov-2024 NTS VNAn.DE Vonovia SE Q3 2024 Vonovia SE Earnings Release 06-Nov-2024 BMO CBKG.DE Commerzbank AG Q3 2024 Commerzbank AG Earnings Re
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Bricks over clicks as shops come back into fashion in Europe

ANALYSIS-Bricks over clicks as shops come back into fashion in Europe Retailers open physical stores to help fend off new competitors Europe selling space in sqm to increase to 2.7% in 2028 vs 2022 Decathlon tempts customers with areas to play sports Retailers see more online sales in areas near physical stores By Alberto Chiumento and Paolo Laudani Oct 28 (Reuters) - The rise of online shopping has led to swathes of store closures, casting doubt over the future of retail malls and high streets,
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Assa Abloy, Kering, L'Oréal

EUROPE RESEARCH ROUNDUP-Assa Abloy, Kering, L'Oréal Oct 24 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Assa Abloy, Kering and L'Oréal, on Thursday. HIGHLIGHTS * Assa Abloy ASSAb.ST : Deutsche Bank raises target price to SEK 305 from SEK 300 * Barratt Redrow Plc BTRW.L : Morgan Stanley cuts target price to 580p from 600p * Dowlais Group Plc DWL.L : Citigroup raises to neutral from sell * Kering PRTP.PA : JP Morgan cuts target
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Bodycote, Natwest Group, TAG Immobilien

EUROPE RESEARCH ROUNDUP-Bodycote, Natwest Group, TAG Immobilien Oct 15 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Bodycote, Natwest Group and TAG Immobilien, on Tuesday. HIGHLIGHTS * Bodycote Plc BOY.L : RBC raises to outperform from sector perform * Delivery Hero SE DHER.DE : Citigroup cuts to neutral from buy * Natwest Group Plc NWG.L : Jefferies raises to buy from underperform * Paragon Banking PAGPA.L : Jefferies cuts to h
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Baader downgrades Zalando, but raises TP after sales outperformed

BUZZ-Baader downgrades Zalando, but raises TP after sales outperformed ** Baader Helvea downgrades Zalando ZALG.DE to "add" from "buy" after the German online retailer's sales outperformed thanks to good discount deals, but the overall consumer sentiment in Germany remains low ** "The group’s improved sales momentum in September and in beginning
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Zalando rises in early trade after Q3 res, guidance hike

BUZZ-Zalando rises in early trade after Q3 res, guidance hike ** Shares in Zalando ZALG.DE rise 1.6% in early Frankfurt trade after the German online retailer reported Q3 EBIT beat and hiked its FY guidance ** "Impressive 3Q24," Baader Helvea says in a note, adding that GMV growth, sales growth and adj. EBIT increase from EUR 23 mln to EUR 93 mln "
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Zalando Expects FY Adj. EBIT Of 480 Mln

BRIEF-Zalando Expects FY Adj. EBIT Of EUR 440-480 Mln Oct 10 (Reuters) - ZALANDO SE ZALG.DE : ZALANDO SE: ZALANDO SE INCREASES OUTLOOK FOR THE FINANCIAL YEAR 2024 AFTER STRONG Q3 2024 ZALANDO SE - EXPECTS GMV TO GROW TO 15.1-15.4 BILLION EUROS ZALANDO SE - EXPECTS ADJUSTED EBIT OF 440-480 MILLION EUROS ZALANDO SE - PLANS CAPEX OF AROUND 200 MILLION
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Italy - Factors to watch on September 27

Italy - Factors to watch on September 27 The following factors could affect Italian markets on Friday. Reuters has not verified the newspaper reports, and cannot vouch for their accuracy. New items are marked with (*). For a complete list of diary events in Italy please click on IT/DIA . ECONOMY Italy is targeting 1% economic growth this year and 1.2% in 2025 and has revised down its deficit goals as a proportion of gross domestic product (GDP) for both this year and next, sources said ahead of
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Vinted’s price markup rests on limitless growth

CORRECTED-BREAKINGVIEWS-Vinted’s price markup rests on limitless growth Corrects second paragraph to clarify Vinted has over 100 million members across 22 markets not 16 million users across 16 markets as previously stated. The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Aimee Donnellan LONDON, Sept 9 (Reuters Breakingviews) - Second-hand clothes are in vogue.
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