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Martial Descoutures ... (+2)
  • Martial Descoutures
  • Oussema Denguir
Martial Descoutures ... (+2)
  • Martial Descoutures
  • Oussema Denguir
 PRESS RELEASE

GENFIT to receive US$20M milestone after Ipsen’s Iqirvo® exceeds the U...

GENFIT to receive US$20M milestone after Ipsen’s Iqirvo® exceeds the US$200M threshold in its first full year of net sales   Ipsen reported US$88M of Iqirvo® net sales in PBC for 4Q25, bringing 2025 sales to US$208M, triggering the first commercial milestone payment to GENFIT ahead of schedule1Ipsen confirmed its commitment to launch a Phase 3 in PSC, creating a new avenue for potential future upside for GENFITGENFIT’s CCA Phase 1b study progressing as planned: New dose-escalation cohort fully enrolled with no dose-limiting toxicities reported at the 21-day timepoint Phase 1b data readout ...

 PRESS RELEASE

GENFIT va recevoir un paiement d’étape de 20 M$ suite au dépassement d...

GENFIT va recevoir un paiement d’étape de 20 M$ suite au dépassement du seuil des 200 M$ de ventes nettes d’Iqirvo® par Ipsen dès sa première année complète de commercialisation Ventes nettes d’Iqirvo® dans la PBC par Ipsen atteignant 88 M$ au 4T25, portant le total annuel pour 2025 à 208 M$, déclenchant le premier paiement d’étape1 commercial pour GENFIT plus tôt que prévu Confirmation par Ipsen du lancement d’une Phase 3 dans la PSC, ouvrant une nouvelle opportunité de création de valeur potentielle pour GENFITL’étude de Phase 1b de GENFIT dans le CCA progresse comme prévu : Nouvelle coho...

 PRESS RELEASE

QUADIENT SA: Monthly information on number of shares and voting rights

QUADIENT SA: Monthly information on number of shares and voting rights In accordance with article 223.11 of Autorité des Marchés Financiers’ (French Securities and Investment board) General Regulations Ordinary shares - ISIN: FR0000120560  As at 31 January 2026Total number of shares34,468,912Theoretical total number of voting rights34,468,912Net total number of voting rights33,908,281 For more information, please contact: Anne-Sophie Jugean, Quadient+33 (0)1 45 36 30 24 Laura Paxton, Quadient Or visit our website: Attachment

 PRESS RELEASE

QUADIENT SA: Information mensuelle relative au nombre total d’actions ...

QUADIENT SA: Information mensuelle relative au nombre total d’actions et de droits de vote Etabli en application de l’article 223.11 du Règlement Général de l’Autorité des Marchés Financiers Catégorie des titres concernés : Actions ordinaires - ISIN : FR0000120560  Au 31 janvier 2026Nombre total d’actions34 468 912Nombre total de droits de vote théorique34 468 912Nombre de droits de vote net33 908 281 Pour toute information complémentaire vous pouvez contacter : Anne-Sophie Jugean, Quadient+33 (0)1 45 36 30 24Laura Paxton, Quadient Ou consulter notre site Internet : Pièce jointe ...

 PRESS RELEASE

LACROIX : Le chiffre d’affaires consolidé 2025 ressort à 445,5 M€, en ...

LACROIX : Le chiffre d’affaires consolidé 2025 ressort à 445,5 M€, en repli de 6,5% à périmètre constant. Retour à la croissance au quatrième trimestre (+0,9%). 10/02/2026 Le chiffre d’affaires consolidé 2025 ressort à 445,5 M€, en repli de 6,5% à périmètre constant Retour à la croissance au quatrième trimestre (+0,9%) Sortie opérationnelle d’Amérique du Nord finalisée Confirmation des objectifs financiers pour 2025 et 2027 Au quatrième trimestre de l’exercice, LACROIX a enregistré un chiffre d’affaires consolidé de 110,5 millions d’euros (M€), contre 109,5 M€ un an plus tôt. Cette é...

 PRESS RELEASE

LACROIX : 2025 consolidated revenue amounts to €445.5 million, down 6....

LACROIX : 2025 consolidated revenue amounts to €445.5 million, down 6.5% on a like-for-like basis. Back to growth in Q4 (+0.9%). 10/02/2026 2025 consolidated revenue amounts to €445.5 million,down 6.5% on a like-for-like basis Back to growth in Q4 (+0.9%)North America Operational exit completedConfirmation of 2025 and 2027 financial targets In the fourth quarter of the fiscal year, LACROIX recorded consolidated revenue of €110.5 million, compared to €109.5 million a year earlier. This change marks a return to growth (+0.9%), reflecting renewed acceleration in the Environment activity (+...

 PRESS RELEASE

Quadient accélère sa dynamique commerciale dans le Digital avec des co...

Quadient accélère sa dynamique commerciale dans le Digital avec des contrats majeurs et une croissance à deux chiffres des prises de commandes au T4 Les succès clients, dont la signature d’un nouvel accord de plusieurs millions de dollars avec une banque internationale de premier plan, illustrent l’adoption croissante des solutions d’automatisation de Quadient, centrées sur l’humain et pilotées par l’IA Quadient (Euronext Paris : QDT), une plateforme mondiale d’automatisation intelligente facilitant des transactions professionnelles et sécurisées, annonce aujourd’hui une solide performance...

 PRESS RELEASE

Quadient Digital Accelerates with Landmark Wins and Double-Digit Booki...

Quadient Digital Accelerates with Landmark Wins and Double-Digit Bookings Growth in Q4 Customer wins—including a new multi-million-dollar agreement with a leading bank—underscore accelerating adoption of Quadient’s human-centered, AI-driven automation solutions Quadient (Euronext Paris: QDT), a global automation platform powering secure and sustainable business connections, today announced strong fourth‑quarter performance in its Digital business, reflecting rising demand for business communications automation across customer communications and financial workflows. In Q4, Digital delivered...

Benjaphol Suthwanish ... (+9)
  • Benjaphol Suthwanish
  • Desmond Chong Chee Wai
  • Greater China Research Team
  • Jonathan Koh
  • Kasemsun Koonnara
  • Malaysia Research Team
  • Posmarito Pakpahan
  • Singapore Research Team
  • Vincent Khoo Boo Aik

Regional Morning Meeting Notes: Wednesday, February 04, 2026

Greater China Strategy | Alpha Picks: February Conviction Calls Chinese equities recovered in January, with the HSI and MSCI China rising 6.9% and 5.0% mom, respectively. Given the supportive macro policy environment, we maintain a constructive view on the markets despite risk of further volatility in February. Accordingly, we are adding Alibaba, Ganfeng Lithium, and Minth to our BUY list, while adding Meituan to our SELL list. Indonesia Company Results | Bank Negara Indonesia (BBNI IJ/B...

FR FIRST INDUSTRIAL REALTY TRUST INC.
AES AES CORPORATION
OXB OXFORD BIOMEDICA PLC
OU8 CENTURION
FCT FRASERS CENTREPOINT TRUST
00823 LINK REAL ESTATE INVESTMENT TRUST
CC3 STARHUB LTD
S63 SINGAPORE TECHNOLOGIES ENGINEERING LTD
544 CSE GLOBAL LTD.
D05 DBS GROUP HOLDINGS LTD
C09 CITY DEVELOPMENTS LIMITED
00388 HONG KONG EXCHANGES & CLEARING LTD.
S68 SINGAPORE EXCHANGE LTD.
V03 VENTURE CORPORATION LIMITED
U96 SEMBCORP INDUSTRIES LTD.
F34 WILMAR INTERNATIONAL LIMITED
BN2 VALUETRONICS HOLDINGS
B8O YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD.
00285 BYD ELECTRONIC (INTERNATIONAL) CO. LTD.
N2IU MAPLETREE COMMERCIAL TRUST
AJBU KEPPEL DC REIT
BUOU FRASERS LOGISTICS & COMMERCIAL TRUST
C52 COMFORTDELGRO CORPORATION LIMITED
C6L SINGAPORE AIRLINES LTD.
THAI THAI AIRWAYS INTERNATIONAL PCL
5347
Z74 TENAGA NASIONAL BHD
O39 SINGAPORE TELECOMMUNICATIONS LIMITED
M3I OVERSEA-CHINESE BANKING CORPORATION LIMITED
Y92 MINTH GROUP LIMITED
AP4 THAI BEVERAGE PUBLIC CO. LTD.
BN4 RIVERSTONE HOLDINGS
Q5T KEPPEL CORPORATION LIMITED
AP FAR EAST HOSPITALITY TRUST
SE AP THAILAND
SATS SP SEA ADS
D01 SATS LTD.
G13 DAIRY FARM INTERNATIONAL HOLDINGS LIMITED
TENAGA GENTING SINGAPORE LIMITED
CDREIT CDL HOSPITALITY TRUSTS
03690 MEITUAN CLASS B
YNS YINSON HOLDINGS BHD
RHBBANK RHB BANK BHD
SUN SUNTECH SA
KREIT KEPPEL REIT
MLT MAPLETREE LOGISTICS TRUST
NETLINK NETLINK NBN TRUST
SIE SIA ENGINEERING CO LTD
VSI V.S. INDUSTRY BERHAD
BAL BUMITAMA AGRI LTD
PREIT PARKWAYLIFE REAL ESTATE
SPOST SINGAPORE POST LTD
IJM IJM CORP BHD
MINT MAPLETREE INDUSTRIAL TRUST
BURSA BURSA MALAYSIA BHD
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
1772 GANFENG LITHIUM CO. LTD. CLASS H
FRKN FRENCKEN GROUP LTD
MPM MARCO POLO MARINE LTD
09988 ALIBABA GROUP HOLDING LTD.
09999 NETEASE INC
CICT CAPITALAND INTEGRATED COMMERCIAL TRUST
LREIT SP LENDLEASE GLOBAL COMMERCIAL REIT
HMN ASCOTT RESIDENCE TRUST
SE US SEA LIMITED
CVL CIVMEC
06160 BEIGENE LTD.
9CI CAPITALAND INVESTMENT LTD
09888 BAIDU INC
BBNI BANK NEGARA INDONESIA PERSER
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
LAGENDA LAGENDA PROPERTIES BHD
PEKAT PEKAT GROUP BHD
PAN SP PAN-UNITED CORPORATION (PAN SP)
1523 PLOVER BAY TECHNOLOGIES LTD (1523 HK)
ZETRIX MK ZETRIX AI (ZETRIX MK)
OXB MK OXFORD INNOTECH BHD (OXB MK)
002371 CH NAURA TECHNOLOGY GROUP CO LTD
Adrian Loh Tzum Yung ... (+2)
  • Adrian Loh Tzum Yung
  • Singapore Research Team

Strategy : Monthly Market Radar

Singapore equities delivered a strong January performance, with the STI rising 5.6% to fresh record highs amid heightened geopolitical tensions that drove flight-to-safety flows. Manufacturing activity remained in mild expansion, led by electronics and AI-related demand. Market/corporate catalysts during the month include REIT earnings, IPO interest in Catalist and continued strength in gold-linked counters.

FR FIRST INDUSTRIAL REALTY TRUST INC.
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)
 PRESS RELEASE

Luxury Meets Logistics: Quadient Launches PREMIER Locker for Upscale M...

Luxury Meets Logistics: Quadient Launches PREMIER Locker for Upscale Multifamily Communities Quadient (Euronext Paris: QDT), a global automation platform powering secure and sustainable business connections, announces its new Parcel Pending by Quadient , the first of its kind package locker designed for upscale multifamily living and package deliveries. The PREMIER Locker’s sleek, modern aesthetic is designed for luxury multifamily communities looking to differentiate themselves with high-end amenities. The PREMIER Locker’s 15.6-inch HD portrait color touchscreen provides a crisp, intuitiv...

Jamila El Bougrini ... (+2)
  • Jamila El Bougrini
  • Thibaut Voglimacci-Stephanopoli
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