Sunvim Group Co Ltd: 1 director

A director at Sunvim Group Co Ltd maiden bought 1,151,000 shares at 4.280CNY and the significance rating of the trade was 100/100. 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. T...

IM Group : Une belle opportunité pour profiter du rebond rapide du Luxe. Recommandation d’Achat réitérée.

Devoir affronter une pandémie et ses fermetures périodiques de commerces un mois à peine après son émission obligataire et son opération de dividend recap, ne semblait pas être chose aisée pour un groupe de prêt-à-porter de luxe comme Isabel Marant. Finalement passé avec succès, le test fut l’occasion de démontrer la force du modèle de distribution mixte du groupe et de sa diversification géographique. L’exercice 2021 s’est ouvert sous de bien meilleurs auspices avec un fort rebo...

IM Group : Issuance Focus

IM Group is about to issue a € 200m HY senior secured bond over 5 years NC 2 in order to refinance a senior credit facility (€ 59m) and a dividend distribution to its shareholders (€ 134m), an operation that will lead to a rather aggressive releveraging with a pro forma net leverage of 2.7x vs. 0.4x as at 30/09/19 (bond documentation calculations) and 4.3x after our standard adjustments (leasing, factoring) vs. 1.6x as at 30/09/19. However, with no major setbacks to the developme...

Credit Morning 06/06/2025

Séché Environnement offers to acquire the Flamme group for €300m|

Oddo’s 2 Weeks Ahead_Friday 06 June 2025

US: surveys point towards risk of stagflation

Economic policy choices in the United States are inconsistent. Some find reassurance in saying that Trump always backtracks (or chickens out) when the consequences of his actions are too negative. It's all just noise. In reality, what we observe is that to get out of a difficult situation, the US president often just opens another equally uncertain front (for example, seeking reconciliation with China on trade while intensifying the pressure on Europe). As the latest confidence surveys attest, this is prompting a “wait-and-see” stance amongst economic agents: pushing back of investments, postp...