reports
- Christophe Chaput
- Christophe Chaput
SPIE - 2025 Full-Year results
SPIE - 2025 Full-Year results High-quality performance with outstanding cash generation Upgraded mid-term margin target Governance evolution, ensuring smooth transition and full strategic continuity Cergy, March 6th, 2026 Record profitability and solid revenue growth, pushing revenue well above the €10 bn mark Revenue: €10,380 million, up +4.8% vs. 2024, including +3.2% growth from acquisitions and +2.0% organic growth, with Germany confirmed as the Group’s primary growth driver (+5.3%), well supported by North-Western Europe (+4.3%)EBITA increased sharply by 11.4% to €793 million, ...
SPIE - Communiqué de presse Résultats FY 2025
SPIE - Communiqué de presse Résultats FY 2025 Performance de grande qualité et génération de trésorerie exceptionnelle Relèvement de l’objectif de marge à moyen-terme Évolution de la gouvernance garantissant une transition fluide et une totale continuité stratégique Cergy, le 6 mars 2026 Rentabilité record et croissance solide portant la production bien au-dessus de la barre des 10 milliards d’euros Production : 10 380 millions d’euros, en hausse de +4,8 % par rapport à 2024, dont +3,2 % provenant des acquisitions et +2,0 % de croissance organique. L’Allemagne confirme s...
Evolution of SPIE’s governance
Evolution of SPIE’s governance Decision of Gauthier Louette not to seek the renewal of his mandates as Chairman and CEO at the end of his term in April 2026 Separation of the functions of Chairman of the Board of Directors and Chief Executive OfficerAppointment of Mr. Markus Holzke as Chief Executive Officer and Mr. Patrick Jeantet as non-executive Chairman of the Board Cergy, March 6th, 2026 Mr. Gauthier Louette has informed the Board of Directors of his decision not to seek the renewal of his functions of Chairman of the Board of Directors and Chief Executive Officer at the end of his ...
Évolution de la gouvernance de SPIE
Évolution de la gouvernance de SPIE Décision de M. Gauthier Louette de ne pas solliciter le renouvellement de son mandat de Président directeur-général en avril 2026 Dissociation des fonctions de Président du Conseil d’administration et de Directeur général Désignation de M. Markus Holzke en tant que Directeur général et de M. Patrick Jeantet en tant que Président non-exécutif du Conseil d’administration Cergy, le 6 mars 2026 M. Gauthier Louette a informé le Conseil d’administration de sa décision de ne pas solliciter le renouvellement de ses fonctions de Président-directeur général à l’...
- Andrew Agita Buntoro
- Bella Lu Yifei
- Carol Dou Xiao Qin
- Chong Lee Len
- Claire Wang Kelai
- Gigi Cheuk
- Joyce Chu
- Julia Pan Mengyao
- Kate Luang
- Ken Lee
- Kitpon Praipaisarnkit
- Krit Tanarattananon
- Singapore Research Team
- Sunny Chen
- Suryaputra Wijaksana
- Tanapon Cholkadidamrongkul
- Thailand Research Team
- Tham Mun Hon
- Willinoy Sitorus
Regional Morning Meeting Notes: Friday, March 06, 2026
Greater China Economics | China China set a 2026 GDP growth target of 4.5-5.0% yoy, in line with expectations, while maintaining a 4% fiscal deficit ratio. Fiscal policy remains the main growth driver, supported by Rmb4.4t in local government special bonds and Rmb1.3t in ultra-long treasury bonds, while monetary policy stays accommodative. Policy priorities focus on AI+, New Quality Productive Forces, industrial upgrading, and targeted consumption support, alongside welfare improvements and ...
FR FIRST INDUSTRIAL REALTY TRUST INC.
AES AES CORPORATION
KTC KRUNGTHAI CARD PCL
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
OU8 CENTURION
FCT FRASERS CENTREPOINT TRUST
CC3 STARHUB LTD
S63 SINGAPORE TECHNOLOGIES ENGINEERING LTD
544 CSE GLOBAL LTD.
D05 DBS GROUP HOLDINGS LTD
C09 CITY DEVELOPMENTS LIMITED
S68 SINGAPORE EXCHANGE LTD.
01050 KARRIE INTERNATIONAL HOLDINGS (P CHIP)
KTB KRUNG THAI BANK PUBLIC CO. LTD.
V03 VENTURE CORPORATION LIMITED
U96 SEMBCORP INDUSTRIES LTD.
F34 WILMAR INTERNATIONAL LIMITED
BN2 VALUETRONICS HOLDINGS
B8O YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD.
N2IU MAPLETREE COMMERCIAL TRUST
AJBU KEPPEL DC REIT
BUOU FRASERS LOGISTICS & COMMERCIAL TRUST
C52 COMFORTDELGRO CORPORATION LIMITED
C6L SINGAPORE AIRLINES LTD.
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
M3I MINTH GROUP LIMITED
Y92 THAI BEVERAGE PUBLIC CO. LTD.
CENTEL CENTRAL PLAZA HOTEL
AP4 RIVERSTONE HOLDINGS
BN4 KEPPEL CORPORATION LIMITED
HANA HANA MICROELECTRONICS PCL
GLOBAL SIAM GLOBAL HOUSE PCL
PTTGC PTT GLOBAL CHEMICAL PUBLIC COMPANY LTD
Q5T FAR EAST HOSPITALITY TRUST
01316 NEXTEER AUTOMOTIVE GROUP LIMITED
002709 GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A
601689 NINGBO TUOPU GROUP CO. LTD. CLASS A
01585 YADEA GROUP HOLDINGS LTD.
2333 GREAT WALL MOTOR CO. LTD. CLASS H
1211 BYD COMPANY LIMITED CLASS H
SE SEA ADS
SATS SP SATS LTD.
D01 DAIRY FARM INTERNATIONAL HOLDINGS LIMITED
G13 GENTING SINGAPORE LIMITED
AXIATA AXIATA GROUP BERHAD
MAXIS MAXIS BHD
TENAGA TENAGA NASIONAL BHD
AOT AIRPORTS OF THAILAND PUBLIC CO. LTD.
CDREIT CDL HOSPITALITY TRUSTS
SUN SUNTECH SA
KREIT KEPPEL REIT
MLT MAPLETREE LOGISTICS TRUST
T TELEKOM MALAYSIA BHD
NETLINK NETLINK NBN TRUST
SIE SIA ENGINEERING CO LTD
BAL BUMITAMA AGRI LTD
SPOST SINGAPORE POST LTD
MINT MAPLETREE INDUSTRIAL TRUST
FHT FRASERS HOSPITALITY TRUST
SSG SHENG SIONG GROUP LTD
RFMD RAFFLES MEDICAL GROUP LTD
HCM HUTCHISON CHINA MEDITECH LIMITED
TXG 10X GENOMICS INC CLASS A
TGIF 1933 INDUSTRIES
RSTON RIVERSTONE HOLDINGS LTD
338 WEICHAI POWER
1772 GANFENG LITHIUM CO. LTD. CLASS H
TDC TIME DOTCOM BHD
FRKN FRENCKEN GROUP LTD
300750 CONTEMPORARY AMPEREX TECHNOLOGY CO. LTD. CLASS A
3606 FUYAO GLASS INDUSTRY GROUP CO LTD-H
MPM MARCO POLO MARINE LTD
CICT CAPITALAND INTEGRATED COMMERCIAL TRUST
LREIT SP LENDLEASE GLOBAL COMMERCIAL REIT
09618 JD.COM INC. CLASS A
HMN ASCOTT RESIDENCE TRUST
SE US SEA LIMITED
CVL CIVMEC
9CI CAPITALAND INVESTMENT LTD
002920 HUIZHOU DESAY SV AUTOMOTIVE CO LTD
123F 123FAHRSCHULE SE
BCOW 1895 BANCORP OF WISCONSIN INC
CLAR CAPITALAND ASCENDAS REIT
DCRU DIGITAL CORE REIT MANAGEMENT PTE. LTD.
CDB CELCOMDIGI BHD
STM SEATRIUM LTD
EPIC 1CM INC
02015 LI AUTO INC
09868 XPENG INC
600699 JOYSON ELECTRONICS CORP
PAN SP PAN-UNITED CORPORATION (PAN SP)
PONY PONY AI INC
002050 CH ZHEJIANG SANHUA INTELLIGENT CONTROLS CO LTD (002050 CH)
IRSX FOLAGO GLOBAL NUSANTARA
- Adrian Loh Tzum Yung
- Singapore Research Team
Strategy : Monthly Market Radar
Singapore equities extended gains in February, with the STI rising 1.8% to near the 5,000 level after reaching a record high above 5,040. Market sentiment was supported by steady manufacturing expansion and selective corporate strength, including Yangzijiang Shipbuilding’s strong earnings. Global markets remained cautious amid AI-related concerns, while geopolitical tensions in the Middle East raised risks of higher oil prices.
AES AES CORPORATION
OU8 CENTURION
FCT FRASERS CENTREPOINT TRUST
CC3 STARHUB LTD
S63 SINGAPORE TECHNOLOGIES ENGINEERING LTD
544 CSE GLOBAL LTD.
D05 DBS GROUP HOLDINGS LTD
C09 CITY DEVELOPMENTS LIMITED
S68 SINGAPORE EXCHANGE LTD.
V03 VENTURE CORPORATION LIMITED
U96 SEMBCORP INDUSTRIES LTD.
F34 WILMAR INTERNATIONAL LIMITED
BN2 VALUETRONICS HOLDINGS
B8O YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD.
N2IU MAPLETREE COMMERCIAL TRUST
AJBU KEPPEL DC REIT
BUOU FRASERS LOGISTICS & COMMERCIAL TRUST
C52 COMFORTDELGRO CORPORATION LIMITED
C6L SINGAPORE AIRLINES LTD.
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
Y92 THAI BEVERAGE PUBLIC CO. LTD.
AP4 RIVERSTONE HOLDINGS
BN4 KEPPEL CORPORATION LIMITED
Q5T FAR EAST HOSPITALITY TRUST
SE SEA ADS
SATS SP SATS LTD.
D01 DAIRY FARM INTERNATIONAL HOLDINGS LIMITED
G13 GENTING SINGAPORE LIMITED
CDREIT CDL HOSPITALITY TRUSTS
SUN SUNTECH SA
KREIT KEPPEL REIT
MLT MAPLETREE LOGISTICS TRUST
NETLINK NETLINK NBN TRUST
SIE SIA ENGINEERING CO LTD
BAL BUMITAMA AGRI LTD
PREIT PARKWAYLIFE REAL ESTATE
SPOST SINGAPORE POST LTD
MINT MAPLETREE INDUSTRIAL TRUST
FHT FRASERS HOSPITALITY TRUST
SSG SHENG SIONG GROUP LTD
RFMD RAFFLES MEDICAL GROUP LTD
TXG 10X GENOMICS INC CLASS A
TGIF 1933 INDUSTRIES
RSTON RIVERSTONE HOLDINGS LTD
FRKN FRENCKEN GROUP LTD
MPM MARCO POLO MARINE LTD
CICT CAPITALAND INTEGRATED COMMERCIAL TRUST
LREIT SP LENDLEASE GLOBAL COMMERCIAL REIT
HMN ASCOTT RESIDENCE TRUST
SE US SEA LIMITED
CVL CIVMEC
9CI CAPITALAND INVESTMENT LTD
123F 123FAHRSCHULE SE
BCOW 1895 BANCORP OF WISCONSIN INC
CLAR CAPITALAND ASCENDAS REIT
DCRU DIGITAL CORE REIT MANAGEMENT PTE. LTD.
STM SEATRIUM LTD
EPIC 1CM INC
Z29 029 GROUP SE
PAN SP PAN-UNITED CORPORATION (PAN SP)
Voltalia’s consensus as of March 4, 2026
Voltalia’s consensus as of March 4, 2026 Voltalia’s consensus as of March 4, 2026 Voltalia (Euronext Paris, code ISIN: FR0011995588), an international player in renewable energies, publishes the equity analysts’ consensus, as of March 4, 2026. in millions of euros20251(average)20262(average)2026(maximum)2026(minimum)2026(median) Turnover570620636594625 EBITDA205239253221243 of which Energy Sales194235267215224 of which Services and Corporate costs111119-317 Depreciations, amort., prov. and others-151-137-124-145-139 Non-recurring costs-66123500 EBIT-211113297109 Financial result-89-97-82-1...
Consensus de Voltalia au 4 mars 2026
Consensus de Voltalia au 4 mars 2026 Consensus de Voltalia au 4 mars 2026 Voltalia (Euronext Paris, code ISIN : FR0011995588), acteur international des énergies renouvelables, publie le consensus des analystes actions, au 4 mars 2026. en millions d'euros20251(moyenne)20262(moyenne)2026(maximum)2026(minimum)2026(médiane) Chiffre d'affaires570620636594625 EBITDA205239253221243 dont Ventes d'énergie194235267215224 dont Services et frais Corporate111119-317 Dotations aux amort., aux prov. -151-137-124-145-139 Coûts non récurrent-66123500 EBIT-211113297109 Résultat financier-89-97-82-110-98 Ta...
Ipsos : Evolution de la couverture
Dans le cadre de la rotation du suivi de nos valeurs, nous arrêtons la couverture avec recommandation des émetteurs suivants : Apcoa, Bel, Elis, Ipsos, Klöckner Pentaplast et Spie. Les précédents avis crédit et recommandations de marché sont listés dans le tableau ci-dessous. Nous continuerons de suivre le newsflow de ces émetteurs dans le Morning crédit (suivi light). Nous comptons prochainement initier la couverture de nouveaux émetteurs. Emetteur Précédent avis crédit Précédente reco marché ...
Ipsos : Evolution of coverage
As part of the rotation of our coverage, we are terminating the coverage with recommendation of the following issuers: Apcoa, Bel, Elis, Ipsos, Klöckner Pentaplast and Spie. The previous credit opinions and market recommendations are listed in the table below. We will continue to follow the newsflow of these issuers in the Credit Morning (light coverage). We plan to initiate the coverage of new issuers soon. Issuer Previous credit opinion Previous market reco Date of the last report Current cov...
EXEL Industries: Total number of voting rights and shares at 02.28.202...
EXEL Industries: Total number of voting rights and shares at 02.28.2026 EXEL IndustriesA French Société Anonyme with a share capital of €16,969,750Registered office: 54, rue Marcel Paul - 51206 Epernay Cedex - FranceReims Companies Register (RCS): No. 095 550 356 Number of shares and voting rights Article 223-16 of the AMF regulation DateTotal number of shares comprising the share capitalTotal number of voting rightsFebruary 28, 2026 6,787,900 Theoretical voting rights: 9,890,351 Exercisable voting rights*: 9,884,340 * After deduction of shares without voting rights Attachment ...
EXEL Industries : Nombre total de droits de vote et d’actions au 28.02...
EXEL Industries : Nombre total de droits de vote et d’actions au 28.02.2026 EXEL IndustriesSociété Anonyme au capital de 16 969 750 €Siège social : 54, rue Marcel Paul 51206 Epernay CedexRCS Reims n° 095 550 356 Information mensuelle relative au nombre total de droits de vote et d’actions composant le capital socialArticle 223-16 du Règlement Général de l’AMF DateNombre total d’actionscomposant le capital socialNombre total de droits de vote28 février 2026 6 787 900 Droits de vote théoriques : 9 890 351 Droits de vote exerçables* : 9 884 340 * Déduction faite des actions privées du droit...
- Carole Braudeau
- Delphine Brault
- Emira Sagaama
- Juan Ros-Padilla
- Luis de Toledo Heras
- Marc Lavaud
- Nathan Mietlicki
EDP EDP-ENERGIAS DE PORTUGAL SA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
SU SCHNEIDER ELECTRIC SE
BKW BKW AG
KNEBV KONE OYJ CLASS B
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
ABB ABB LTD.
SAND SANDVIK AB
KNIN KUEHNE & NAGEL INTERNATIONAL AG
RXL REXEL SA
SZG SALZGITTER AG
BEI BEIERSDORF AG
ITRK INTERTEK GROUP PLC
VOE VOESTALPINE AG
ACX ACERINOX SA
G ASSICURAZIONI GENERALI S.P.A.
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
AIR AIRBUS SE
ERA ERAMET SA
REP REPSOL SA
NDA AURUBIS AG
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASRNL ASR NEDERLAND NV
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ASSA B ASSA ABLOY AB CLASS B
NVG NAVIGATOR COMPANY SA
YPSN YPSOMED HOLDING AG
SPIE SPIE SA
VACN VAT GROUP AG
RIO RIO TINTO PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SIGN SIG COMBIBLOC GROUP LTD
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
VUL VULCAN ENERGY RESOURCES
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
SGSN SGS SA
AAL ANGLO AMERICAN PLC
AENA AENA S.M.E. SA
CIRSA CIRSA ENTERPRISES S.A.
- Delphine Brault
- Emira Sagaama
- Juan Ros-Padilla
- Luis de Toledo Heras
- Marc Lavaud
- Nathan Mietlicki
EDP EDP-ENERGIAS DE PORTUGAL SA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
SU SCHNEIDER ELECTRIC SE
BKW BKW AG
KNEBV KONE OYJ CLASS B
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
ABB ABB LTD.
SAND SANDVIK AB
KNIN KUEHNE & NAGEL INTERNATIONAL AG
RXL REXEL SA
SZG SALZGITTER AG
BEI BEIERSDORF AG
ITRK INTERTEK GROUP PLC
VOE VOESTALPINE AG
ACX ACERINOX SA
G ASSICURAZIONI GENERALI S.P.A.
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
AIR AIRBUS SE
ERA ERAMET SA
REP REPSOL SA
NDA AURUBIS AG
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASRNL ASR NEDERLAND NV
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ASSA B ASSA ABLOY AB CLASS B
NVG NAVIGATOR COMPANY SA
YPSN YPSOMED HOLDING AG
SPIE SPIE SA
VACN VAT GROUP AG
RIO RIO TINTO PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SIGN SIG COMBIBLOC GROUP LTD
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
VUL VULCAN ENERGY RESOURCES
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
SGSN SGS SA
AAL ANGLO AMERICAN PLC
AENA AENA S.M.E. SA
CIRSA CIRSA ENTERPRISES S.A.
- Claire Meilland
- Maxime Dubreil
- Christophe Chaput
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