Kardex Holding AG: 1 director

A director at Kardex Holding AG bought 1,000 shares at 260.274CHF and the significance rating of the trade was 79/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of ...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 03/17/2026

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 03/17/2026

Alain Afflelou : Recommendation upgrade to Buy following market correction

The market correction observed since the outbreak of the conflict in the Middle East has significantly altered expectations regarding the refinancing dates of many high-yield issuers. Initially expected as early as 2026 for most of them, under market conditions that were still extremely favourable in February, the dates have frequently been pushed back, with wider yields and spreads as a result. This is particularly true for the Afflelou 6.0% 2029 notes, which now offer a YTW of 4.8% on the July 2028 call (vs. a 2.3% low on the July 2026 call in February prior to the market correction). This y...

ODDO : Europe has its reasons that deregulation knows nothing of

A political revolt is opening up the prospect of a more flexible ETS that will reduce carbon pressure in the short term and mitigate the additional CO2 costs for cement manufacturers. These changes pave the way for a slower streamlining of assets and less dynamic selling prices. After an exceptional re-rating, the sector's valuation multiples have quickly normalised following the escalation of conflict in the Middle East. At these share price levels, we keep our outperform rating on Holcim and Vicat and have upgraded our recommendation on Heidelberg Materials to Outperform.

Alain Afflelou : Recommandation relevée à l’Achat après la correction de marché

La correction observée sur le marché depuis le déclenchement du conflit au Moyen-Orient a largement modifié les anticipations de date de refinancement de nombreux émetteurs high yield. Initialement attendues dès 2026 pour la plupart d’entre eux, dans des conditions de marché qui étaient encore extrêmement favorables en février, elles ont été fréquemment repoussées à un horizon ultérieur, avec des rendements et spreads plus larges en conséquence. C’est notamment le cas de l’obligation Afflelou 6,0% 2029 qui offre désormais un YTW de 4,8% sur le call 07/2028 (vs. un plus bas de 2,3% sur le call ...