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DE0006569908
Fri, 15.11.2024
MLP SE
Company Name:
MLP SE
ISIN:
DE0006569908
Reason for the research:
Update
Recommendation:
Buy
from:
15.11.2024
Target price:
EUR 12.00
Target price on sight of:
12 months
Last rating change:
Analyst:
Henry Wendisch
Q3 in line, guidance at top end or above achievable
Q3 sales increased by 19% yoy to € 245m (eNuW: € 242 [ … ]
Mon, 11.11.2024
MLP SE
Company Name:
MLP SE
ISIN:
DE0006569908
Reason for the research:
Update
Recommendation:
Buy
from:
11.11.2024
Target price:
EUR 12.00
Target price on sight of:
12 months
Last rating change:
Analyst:
Henry Wendisch
Q3 preview: Solid release ahead and easy to achieve guidance
Topic: On Thursday, Nov. 14th, MLP will releas Q3 res [ … ]
Tue, 04.06.2024
MLP SE
Only small impact from potential ECB rate reduction
On Thursday, June 6th, the ECB might reduce its main refinancing rate by
25bps to 4.25%, which would have only a small overall impact on MLP's
banking business while in return should allow for upswings in Wealth
Management and Real Estate. In detail:
Low impact on Banking: A potential rate r [ … ]
Mon, 13.05.2024
MLP SE
Q1 preview: performance fees and banking to drive EBIT
Topic: MLP's Q1 results are due on Wednesday, May 15th and we expect a
solid EBIT expansion driven by a contribution of performance fees (first
time since Q4'21) as well as continuous support from the banking business.
In detail:
Solid top-line: For Q1, we expect sales to grow by 7% to &e [ … ]
Thu, 02.05.2024
MLP SE
RS Feedback: attractive value for money
On Monday, we hosted a roadshow with CEO Dr. Schroeder-Wildberg, here are
our takeaways:
Growth in Wealth Management: The overall growth in wealth across MLP's mass
affluent, often highly
educated client base should lead to higher demand for wealth management
consultancy. This growth in wealth should st [ … ]
Thu, 04.04.2024
MLP
Dry spell's over: Comeback of performance fees; chg. est.
For the first time since Q4 2021, MLP looks set to record performance fees
of € 7m in Q1, as capital markets have developed favourably, pushing FERI's
funds to new high water marks. In detail:
FERI's largest fund, the EquityFlex, surged 11.5% during Q1, outperforming
the benchmark [ … ]
Fri, 08.03.2024
MLP SE
Comeback of RE and performance fees around the corner; chg.
Topic: MLP released FY'23 preliminary results and suprised positively with
Q4's better than expected real
estate business. MLP also looks set to record performance fees in Q1 for
the first time since 2021.
Q4 sales in line with estimates: Sales rose by 5% yoy to € 289m (eNuW: &e [ … ]
Mon, 19.02.2024
MLP SE
Case fully intact despite PW; chg.
Topic: MLP released a profit warning and is now expecting an FY'23 EBIT of
€ 71m, thus missing the guidance of € 75-85m due to € 4m of goodwill
impairments in the real estate business.
Below market expectations: Adjusting for the impairment, the guidance range
should have been met at the lower [ … ]
Thu, 25.01.2024
MLP SE
Low risk, high reward - added to NuWays' Alpha List
At current levels, MLP’s stock offers a strong upside potential while
potential downside risks seem priced in and should not impact bottom line
significantly. Here is our take:
(1) Strong diversification of negatively correlated business segments
protects MLP against changing macroecon [ … ]
Fri, 15.12.2023
MLP SE
Prepared for the future - Analyst meeting feedback
Topic: MLP recently hosted its annual analyst meeting and gave insights
into strategic developments:
Advanced digitalization: On group level as well as for all MLP consultants,
the company has invested heavily into its digitalization. For example, AI
enabled robotic process automations signif [ … ]