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Event / Equity
- Espresso | HeidelbergCement | Buy | Acquires Cementir in Italy by Kepler Cheuvreux
- Espresso | Oncodesign | Buy | The rocket is in place by Kepler Cheuvreux
- Espresso | Inditex | Buy | Weak gross margins, strong trading update by Kepler Cheuvreux
- Espresso | thyssenkrupp | Hold | MoU on EU steel JV signed with Tata by Kepler Cheuvreux
- Espresso | Maersk | Buy | Selling Tankers for a good price by Kepler Cheuvreux
- Espresso | thyssenkrupp | Hold | EU steel JV: more questions than answers by Kepler Cheuvreux
- Espresso | Merck KGAA | Buy | TGF Beta Trap: first data will be in lung cancer, due on 7-11 November by Kepler Cheuvreux
- Espresso | Philips Lighting | Hold | No change to our thesis after company visit by Kepler Cheuvreux
- Espresso | CRH | Hold | Acquisition of Ash Grove by Kepler Cheuvreux
- Espresso | voestalpine | Buy | CMD illustrates leading position to deal with e-mobility challenges by Kepler Cheuvreux
- Espresso | Bulten | Buy | Electric vehicles an opportunity by Kepler Cheuvreux
- Espresso | Abertis | Hold | Is it gettin’ HOT in here? by Kepler Cheuvreux
- Espresso | Bone Therapeutics | Buy | Exclusive agreement with Asahi Kasei for PREOB in Japan by Kepler Cheuvreux
- Espresso | Metro WFS | Buy | CMD feedback by Kepler Cheuvreux
- Espresso | Dufry | Buy | CEO sees strong Q3, reiterates guidance, focus on cash, deleveraging by Kepler Cheuvreux
- Espresso | Nestle | Buy | Bettencourt death – no change seen in L’Oreal stake by Kepler Cheuvreux
- Espresso | Transgene | Hold | Next-gen OVs approaching by Kepler Cheuvreux
- Espresso | Lisi | Buy | Termax acquisition is a positive by Kepler Cheuvreux
- Espresso | Leonardo | Buy | Management changes announced by Kepler Cheuvreux
- Espresso | ABB | Hold | Potential low-voltage leadership in Americas by Kepler Cheuvreux
- Espresso | Ubisoft | Hold | Status-quo maintained by Kepler Cheuvreux
- Espresso | Tenaris | Reduce | Investor presentation, market trend, US, LatAm by Kepler Cheuvreux
- Espresso | Trigano | Buy | Adria acquisition finalised by Kepler Cheuvreux
- Espresso | Aryzta | Buy | FY miss, writedowns, US issues, but new financing, new capital increase by Kepler Cheuvreux
- Espresso | K+S | Buy | “Shaping 2030†publication date by Kepler Cheuvreux