LeanVal’s research team provides independent and transparent buy-side analysis for European equities. These are based on the scientific and sound evaluation of fundamental data as well as regular discussions with company representatives. Here you can find some analyzes of the research platform.
|JUL 2022||Thule Group|
Thule is a clear winner of the pandemic. Many people were forced to vacation close to home during the Corona crisis (staycation momentum), which led to higher spending on sports and outdoor equipment. There was high demand for bicycle tools, roof racks and roof boxes from Thule.
BioNTech presented its quarterly report for the first nine months of fiscal 2021 in November. During this period, sales of around EUR 13.4 billion were achieved, a radical increase on the previous year.
The figures for the first quarter of 2021 were extremely positive compared with fiscal 2020, which was dominated by Corona. Higher selling prices resulted in an 18.8% increase in sales in the first quarter.
|JUN 2021||Hornbach Holding|
Hornbach Holding achieved an impressive 15.4% increase in sales across the Group in the 2020/2021 financial year. EBIT even increased by 45.9%.
Outokumpu Oyj is a Finnish producer of stainless steel products. The company recently reported quarterly figures that showed a very encouraging trend.
Despite the pandemic, sales in the first quarter rose by an impressive 24% and EBITDA by as much as 123%. The record quarterly figures are mainly due to the increased margin in the bioethanol segment.
|OCT 2020||Heidelberg Cement|
The building materials company presented its half-year figures in September 2020. Due to the corona pandemic, sales in the first half of the year decreased by 10% compared to the same period of the previous year.
|AUG 2020||German Telekom|
In recent years, Deutsche Telekom AG has been able to report strong growth figures in both revenue at 5% and EBITDA at 5% (2019) with its subsidiary T-Mobile US, which generated 45% of the Group's revenue.
|AUG 2020||Morrison Supermarkets|
The turnaround plan of the UK's fourth-largest supermarket chain resulted in better customer service, an expanded range of products, lower prices and a strengthening of the e-commerce business.