reports
- Thomas Zlowodzki
What opportunities do the markets offer three trading days after Donal...
After two days of sell-offs, the US markets halted their fall on Monday 7 April, stabilising all markets. We continue to recommend protecting your portfolio by overweighting staples (personal care, food) and certain defensive sectors (telecoms). The sell-off in financials, both banks and insurance companies, is excessive, in our view. Oil companies are regaining their appeal.
- Florent Laroche-Joubert
- Thomas Zlowodzki
- Carole Braudeau
Morning Crédit 08/04/2025
Levi’s : un T1 très solide, pas de modification de guidance à ce stade, travail en cours sur les leviers destinés à limiter l’impact des droits de douanes|
- Florent Laroche-Joubert
- Thomas Zlowodzki
- Martin Marandon-Carlhian
- Stephane Houri
- Thomas Zlowodzki
- Thomas Zlowodzki
Quelles opportunités sur les marchés 3 jours de Bourse après les annon...
Après deux jours de sell-off, les marchés ont stoppé leur chute lundi 7 avril aux Etats-Unis, stabilisant l’ensemble des places. Nous continuons de conseiller de protéger les portefeuilles en surpondérant Staples (Personal Care, Food) et certaines défensives (Telecoms). Le sell-off nous parait excessif sur les financières, banques comme assurances. Les pétrolières redeviennent davantage attractives.
ATP underretter Københavns Lufthavne A/S om forhåndstilkendegivelse fr...
ATP underretter Københavns Lufthavne A/S om forhåndstilkendegivelse fra Finanstilsynet angående dispensation fra tilbudspligt Arbejdsmarkedets Tillægspension (ATP) har i dag underrettet Københavns Lufthavne A/S om, at ATP har modtaget en forhåndstilkendegivelse fra Finanstilsynet om dispensation fra tilbudspligt i forbindelse med ATP’s forventede indirekte erhvervelse af kontrol over Københavns Lufthavne A/S. Der henvises til vedlagte orientering fra ATP til Københavns Lufthavne A/S med vedhæftet resumé af forhåndstilkendegivelse fra Finanstilsynet, herunder for en beskrivelse af de betinge...
ATP notifies Copenhagen Airports A/S of advance ruling from the Danish...
ATP notifies Copenhagen Airports A/S of advance ruling from the Danish Financial Supervisory Authority regarding exemption from mandatory offer obligation Arbejdsmarkedets Tillægspension (ATP) has today notified Copenhagen Airports A/S that ATP has received an advance ruling from the Danish Financial Supervisory Authority regarding an exemption from the obligation to make an offer in connection with ATP's expected indirect acquisition of control of Copenhagen Airports A/S. Reference is made to the attached information from ATP to Copenhagen Airports A/S and the attached summary (in Danish) ...
- Oleg Galbur
Form 8.5 (EPT/RI) - Advanced Medical Solutions Group plc
Form 8.5 (EPT/RI) - Advanced Medical Solutions Group plc FORM 8.5 (EPT/RI) PUBLIC DEALING DISCLOSURE BY AN EXEMPT PRINCIPAL TRADER WITH RECOGNISED INTERMEDIARY STATUS DEALING IN A CLIENT-SERVING CAPACITY Rule 8.5 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Name of exempt principal trader: Investec Bank plc(b) Name of offeror/offeree in relation to whose relevant securities this form relates: Use a separate form for each offeror/offereeAdvanced Medical Solutions Group plc(c) Name of the party to the offer with which exempt principal ...
Form 8.5 (EPT/RI) - Dowlais Group plc
Form 8.5 (EPT/RI) - Dowlais Group plc FORM 8.5 (EPT/RI) PUBLIC DEALING DISCLOSURE BY AN EXEMPT PRINCIPAL TRADER WITH RECOGNISED INTERMEDIARY STATUS DEALING IN A CLIENT-SERVING CAPACITY Rule 8.5 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Name of exempt principal trader:Investec Bank plc(b) Name of offeror/offeree in relation to whose relevant securities this form relates: Use a separate form for each offeror/offereeDowlais Group Plc (c) Name of the party to the offer with which exempt principal trader is connected:Investec is Broker...
EQS-News: Continental Decides to Make ContiTech Independent and Adjust...
EQS-News: Continental AG / Key word(s): Strategic Company Decision Continental Decides to Make ContiTech Independent and Adjusts Composition of Executive Board 08.04.2025 / 10:02 CET/CEST The issuer is solely responsible for the content of this announcement. ContiTech will operate independently as a material solutions specialist with a strong industrial focus; the form of the transaction and exact timetable for independence will be determined in the next step Continental will become a global company focused on tires CEO Nikolai Setzer: “We are creating three strong, in...
EQS-News: Continental beschließt Verselbstständigung von ContiTech und...
EQS-News: Continental AG / Schlagwort(e): Strategische Unternehmensentscheidung Continental beschließt Verselbstständigung von ContiTech und passt Vorstandsbesetzung an 08.04.2025 / 10:02 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. ContiTech wird als Spezialist für Materiallösungen mit starkem Industriefokus eigenständig agieren / Transaktionsform und genauer Zeitplan für Verselbstständigung werden im nächsten Schritt ausgearbeitet Continental wird ein fokussiertes globales Reifenunternehmen Nikolai Setzer, CEO: „Wir schaffen d...
Moody's Ratings affirms Vietnam's HDBank's B1 deposit ratings, changes...
Moody's Ratings (Moody's) has today affirmed the B1 local (LC) and foreign (FC) currency long-term (LT) bank deposit and issuer ratings of Ho Chi Minh City Development JSC Bank (HDBank), as well as the bank's b2 Baseline Credit Assessment (BCA) and adjusted BCA. We have also affirmed HDBank's B1 L...
Moody's Ratings revises CR Land's outlook to stable; affirms Baa1 rati...
香港， 2025 年4月8日— 中文新闻稿为英文的翻译件。 如有出入， 以英文稿为准。. 穆迪评级 已于今日维持华润置地有限公司 Baa1的发行人评 级， 并将该公司的展望从负面调整为稳定。. 穆迪评级副总裁/高级分析师张兴昀表示：“ 维持评级和稳定展望反映了华润置...
Moody's Ratings revises CR Land's outlook to stable; affirms Baa1 rati...
Moody's Ratings (Moody's) has today affirmed China Resources Land Limited's (CR Land) Baa1 issuer rating and revised the outlook on CR Land to stable from negative. At the same time, we affirmed the (P)Baa1 senior unsecured rating on CR Land's medium-term note (MTN) program and the Baa1 rating on ...
Form 8.5 (EPT/RI) - Alliance Pharma plc
Form 8.5 (EPT/RI) - Alliance Pharma plc FORM 8.5 (EPT/RI) PUBLIC DEALING DISCLOSURE BY AN EXEMPT PRINCIPAL TRADER WITH RECOGNISED INTERMEDIARY STATUS DEALING IN A CLIENT-SERVING CAPACITY Rule 8.5 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Name of exempt principal trader: Investec Bank plc(b) Name of offeror/offeree in relation to whose relevant securities this form relates: Use a separate form for each offeror/offereeAlliance Pharma plc(c) Name of the party to the offer with which exempt principal trader is connected:Investec is fi...
Medacta publishes 2025 Annual General Meeting invitation
Medacta Group SA / Key word(s): AGMEGM Medacta publishes 2025 Annual General Meeting invitation 08.04.2025 / 10:00 CET/CEST Press Release Medacta publishes 2025 Annual General Meeting invitation CASTEL SAN PIETRO, 8 April 2025 – Medacta Group SA (“Medacta”, SIX:MOVE) published today the invitation to the Annual General Meeting (“AGM”) which will take place on Wednesday, 7 May 2025 at 11.00 a.m. at the Group premises in Via alla Rossa 6, Rancate, Switzerland. Shareholders can register to attend the Annual General Meeting in person but will also be abl...
Lundin Mining Corporation: 1 director
A director at Lundin Mining Corporation bought 100,000 shares at 9.498CAD and the significance rating of the trade was 70/100. 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 y...
JNTC Co Ltd: 1 director
A director at JNTC Co Ltd bought 12,900 shares at 12,770.000KRW and the significance rating of the trade was 62/100. 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 clear...
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