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Lucas Maruri, CFA Profile picture
Lucas Maruri, CFA
@lucasmaruri
European Equities. Data is the cure for biases. Fund manager @Gesconsult
Apr 26, 2023 • 10 tweets • 2 min read
Teleperformance $TEP (12bn€ market cap) wants to buy its competitor Majorel $MAJ (3bn€ mkt cap) and delist it.

Few comments on the deal 👇 Image Teleperformance has offered 30€/sh (3bn€) to takeover its competitor Majorel $MAJ, with the intention to delist it.

The offer is 43% premium on $MAJ shares on 4/25 close, and will be a combination of cash and $TEP stock.
Feb 24, 2022 • 62 tweets • 8 min read
Russia-Ukraine conflict. What is going on?

This is a 21 bullet point recap of what has been happening in the conflict for the last 2 days.

👇🧵 1)Ukraine Invasion by Russian soldiers started this early morning Thursday feb 24th.

Vladimir Putin have launched what could be the largest conflict in Europe since the second world war (WWII).
Feb 24, 2022 • 5 tweets • 2 min read
📡 ABInBev $ABI posted this morning 4Q & FY21 numbers.

FY21:
· Sales +15.6% LfL vs +14.7% CSS, with volumes +9.6% and prices +6%.
· EBITDA +11.8% LfL vs +11.4% CSS.
· Slowest growth in EBITDA than sales means margin compression.

$ABI.BE $BUD 4Q21:
· Sales +12% LFL (vs +9% CSS); being +4% vols and +8% pricing.
· EBITDA $4.9bn (-3.6% vs -5.2% CSS).

Positive commercial momentum, gaining share in main markets. Good evol of premium segment (better mix), partially offsets the pressure in raw materials and logistics costs.
Feb 23, 2022 • 18 tweets • 4 min read
The Allianz Group is one of the leading integrated financial services providers worldwide.

How well do you know this company?
Do you understand insurance?

Here I will help you better understand the 8th largest company by market cap in the EuroStoxx50.

👇🧵

$ALV.DE $ALV $ALIZY Allianz is the world's largest Property and Casualty (P&C) insurer.

Also it is a global leader in Life & Health and in Asset Management (owns PIMCO and Allianz Global Investors - With €2.4tn of Assets under Management at end 2020).
Feb 22, 2022 • 5 tweets • 3 min read
📡 Edenred stock up +6% today.

Very good set of results released this morning at 7am CET. Outlook 2022 is also out.

Let's review them in 3 tweets and elaborate a conclusion on them!

🧵👇

$EDEN.PA $EDEN Image FY 2021
· Revenue €1,627m (1% above CSS)
· Operating revenue LFL +13.9% (vs +13.1% CSS)
· EBITDA €670m (2% above CSS).
· Strong FFO €556m (+20%YoY) meant fast delevering (1.2x ND/EBIDA)

Despite less favourable comps in Q4, #EDENRED posted 12.4% operating revenue LFL growth Image
Feb 21, 2022 • 19 tweets • 9 min read
On Feb 17-18 many Eurozone companies reported numbers.

Let's do a quick recap of 6 of them:
1) Airbus
2) Hermès
3) Kering
4) Kingspan
5) Ubisoft
6) Teleperformance

(CSS=Consensus estimate)

🧵 Image 1) AIRBUS $AIR.PA $AIR $EADSY

4Q21
· Sales €16.9bn (€16.88bn CSS)
· EBIT adj. €1.49bn (€1.36bn CSS)
· EBIT Mgn 8.8% (8.1% CSS)
· FCF €1.2bn (€0.9bn CSS)

FY21
· Sales €52.1bn
· EBIT adj. €4.865bn (guided €4.5bn)
· FCF €3.5bn (guided €2.5bn) Image