ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/12/2025

Asmodee : We are initiating coverage of the new 2031 notes with a Neut...

Asmodee has successfully priced its new € 320 NC2 senior secured bond issue due 2031. The bond was priced at par with a 4.25% coupon, at the lower end of the price talk range (4.25-4.5%). The IPT was initially announced at mid-high 4%. In our issuance focus published yesterday, we estimated the fair value at 4.5%, although we deemed it possible that the bond might easily attract interests slightly below this level given the very strong current earnings momentum and the conservative financial pol...

Asmodee : Nous initions la nouvelle obligation 2031 à Neutre et l'obli...

Asmodee a placé avec succès son nouvel emprunt obligataire senior sécurisé de 320 m EUR et de maturité 2031NC2. L’obligation a été pricée au pair, assortie d’un coupon de 4,25%, soit le bas de fourchette du price talk (4,25%-4,5%). L’IPT avait été initialement annoncé à mid-high 4%s. Dans notre Focus émission du 09/12/25, nous avions estimé la fair value à 4,5%, même si nous jugions possible que l’obligation trouve son public légèrement sous ce niveau compte tenu du très bon momentum actuel sur ...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 12/10/2025

Camtek: 2 directors

Two Directors at Camtek sold 2,628 shares at 117.070USD. The significance rating of the trade was 68/100. 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 ...

Monday.Com Ltd: 1 director

A director at Monday.Com Ltd sold 60,000 shares at 161.970USD 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 clearl...

Bfi Finance Indonesia Tbk: 1 director

A director at Bfi Finance Indonesia Tbk bought 800,000 shares at 757.188IDR and the significance rating of the trade was 69/100. 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...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 10/12/2025

POLYTEC : Divestment of operational business in the UK is a positive

TUI AG : FY results in line, dividend resumption and positive recent t...

TUI AG : FY results in line, dividend resumption and positive recent t...

Gewinnwarnung aufgrund externer Marktschwäche

Surteco hat seine Prognose für das Geschäftsjahr 2025e nach unten korrigiert. So erwartet das Unternehmen nun einen Konzernumsatz in einer Bandbreite von EUR 810 bis 820 Mio., nachdem zuvor eine Spanne zwischen EUR 850 und 900 Mio. angesetzt worden war. Die Bandbreite für das adjustierte EBITDA verringert sich auf EUR 75 bis 80 Mio. (zuvor: EUR 85 bis 105 Mio.). Als Grund für die Prognoseanpassung nennt Surteco „überraschend dramatisch niedrige Umsatzerlöse“ nach vorläufigen November-Zahlen; in...

Weng Fine Art AG: 1 director

A director at Weng Fine Art AG bought 5,497 shares at 4.680EUR and the significance rating of the trade was 53/100. 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 clearl...

Nexans : GSI: still on course according to the management

High Yield Bonds Daily

Bakkegruppen, Stolt-Nielsen

Vivoryon Therapeutics N.V: 1 director

A director at Vivoryon Therapeutics N.V bought 128,809 shares at 1.810EUR and the significance rating of the trade was 68/100. 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...

Riskified Ltd: 1 director

A director at Riskified Ltd sold 105,587 shares at 4.980USD and the significance rating of the trade was 85/100. 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 s...

Takeda Pharmaceutical Co: 1 director

A director at Takeda Pharmaceutical Co sold 14,809 shares at 28.440USD and the significance rating of the trade was 78/100. 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 year...

Morning Notes : AGN NA, CFEB BB, MELE BB, ARG FP

: AGN NA, CFEB BB, MELE BB, ARG FP