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Amira Manai ... (+2)
  • Amira Manai
  • Aurelien Sivignon
12/23/25 December 23, 2025 1 EN
Amira Manai ... (+2)
  • Amira Manai
  • Aurelien Sivignon
12/23/25 December 23, 2025 1 FR
Bruno Cavalier ... (+2)
  • Bruno Cavalier
  • Florent Laroche-Joubert
ETL EUTELSAT COMMUNICATIONS SA
ICAD ICADE SA
12/22/25 December 22, 2025 1 EN
Bruno Cavalier ... (+2)
  • Bruno Cavalier
  • Florent Laroche-Joubert
ETL EUTELSAT COMMUNICATIONS SA
ICAD ICADE SA
12/22/25 December 22, 2025 1 FR
Florent Laroche-Joubert
  • Florent Laroche-Joubert
12/22/25 December 22, 2025 1 EN
Florent Laroche-Joubert
  • Florent Laroche-Joubert
12/22/25 December 22, 2025 1 FR
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David
PUB PUBLICIS GROUPE SA
ACN ACCENTURE PLC CLASS A
SRT3 SARTORIUS AG PREF
RBI RAIFFEISEN BANK INTERNATIONAL AG
MONC MONCLER SPA
DIM SARTORIUS STEDIM BIOTECH SA
EMSN EMS-CHEMIE HOLDING AG
SIE SIEMENS AG
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SDZ SANDOZ GROUP AG
AENA AENA S.M.E. SA
12/19/25 December 19, 2025 1 EN
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David
PUB PUBLICIS GROUPE SA
ACN ACCENTURE PLC CLASS A
SRT3 SARTORIUS AG PREF
RBI RAIFFEISEN BANK INTERNATIONAL AG
MONC MONCLER SPA
DIM SARTORIUS STEDIM BIOTECH SA
EMSN EMS-CHEMIE HOLDING AG
SIE SIEMENS AG
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SDZ SANDOZ GROUP AG
AENA AENA S.M.E. SA
12/19/25 December 19, 2025 1 FR
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David
ACN ACCENTURE PLC CLASS A
12/19/25 December 19, 2025 1 EN
Geoffroy Michalet
  • Geoffroy Michalet
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
12/19/25 December 19, 2025 1 EN
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David
ACN ACCENTURE PLC CLASS A
12/19/25 December 19, 2025 1 FR
Geoffroy Michalet
  • Geoffroy Michalet
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
12/19/25 December 19, 2025 1 FR
Nicolas David ... (+2)
  • Nicolas David
  • Sinan Doganli
PREMIUM
ALSN ALSO HOLDING AG

ALSO Holding AG : Cloud-driven mix shift unlocks structural upside

ALSO combines a scale-driven IT distribution core with a growing cloud marketplace and solutions business that structurally improves margins and earnings quality over time. The market focuses on near-term mix dilution and thin supply margins, overlooking ecosystem effects, recurring cloud growth and improving cash conversion. At current valuation levels, ALSO trades below intrinsic value on normalised free cash flow, offering upside as the business mix gradually shifts and execution risk fades. ...

12/19/25 December 19, 2025 1 EN
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David
AC ACCOR SA
ADP AEROPORTS DE PARIS SA
SOP SOPRA STERIA GROUP SA
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SWP SWORD GROUP SE
AUB AUBAY SA
KER KERING SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
BP. BP P.L.C.
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
12/18/25 December 18, 2025 1 EN
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David
AC ACCOR SA
ADP AEROPORTS DE PARIS SA
SOP SOPRA STERIA GROUP SA
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SWP SWORD GROUP SE
AUB AUBAY SA
KER KERING SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
BP. BP P.L.C.
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
12/18/25 December 18, 2025 1 FR
Nicolas David
  • Nicolas David
12/18/25 December 18, 2025 1 EN
Nicolas David ... (+2)
  • Nicolas David
  • Nicolas Thorez
SOP SOPRA STERIA GROUP SA
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
12/18/25 December 18, 2025 1 EN
Nicolas David
  • Nicolas David
DSY DASSAULT SYSTEMES SA
12/18/25 December 18, 2025 1 EN
Nicolas David ... (+2)
  • Nicolas David
  • Nicolas Thorez
SOP SOPRA STERIA GROUP SA
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
12/18/25 December 18, 2025 1 FR
Nicolas David
  • Nicolas David
12/18/25 December 18, 2025 1 FR
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