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Carole Braudeau
  • Carole Braudeau

Credit Morning 04/23/2025

Europcar Mobility Group ended 2024 with corporate EBITDA of -€ 35m|Q1 25 trading update: Moderate growth, confirms FY 25 guidance, sees no tariffs risk|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 23/04/2025

Europcar Mobility Group a fini 2024 avec un EBITDA Corporate de -35 m EUR|Q1 25 trading update: Moderate growth, confirms FY 25 guidance, sees no tariffs risk|

Carole Braudeau
  • Carole Braudeau

Credit Morning 04/22/2025

Verallia: awaiting Q1 results and BWGI takeover bid|Italian authorities impose restrictions on Unicredit as part of its bid for BPM|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 22/04/2025

Verallia : dans l’attente des résultats T1 et de l’offre de rachat par BWGI|Les autorités italiennes imposent des contraintes à Unicredit dans le cadre de son offre sur BPM|

Carole Braudeau
  • Carole Braudeau

Credit Morning 04/02/2025

SoftBank Group: OpenAI investissement will hamper its financial strength (S&P)|Grifols: Brookfield has reportedly restarted contact with the family (El Confidencial)|UniCredit to launch bid for Banco BPM on 28 April. CASA owns 19.8% of Banco BPM.|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 02/04/2025

SoftBank Group : l’investissement dans OpenAI va contraindre la capacité financière (S&P)|Grifols : Brookfield aurait repris contact avec la famille concernant une possible offre|Unicredit lancera son offre sur Banco BPM le 28 avril. CASA détient 19.8% de Banco BPM.|

Intesa Sanpaolo S.p.A.: 1 director

A director at Intesa Sanpaolo S.p.A. sold 5,462 shares at 4.733EUR and the significance rating of the trade was 52/100. 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 cl...

Carole Braudeau
  • Carole Braudeau

Credit Morning 03/31/2025

Moody’s places Fives CFR on CW positive|Acqua e Sapone: preliminary full-year earnings|Fnac Darty launches the repurchase invitation for 2027 OCEANES at a price of € 77.25|Maxeda bondholders start to organize (9fin)|Telecom Italia: Poste Italiane replaces Vivendi as the largest shareholder|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 31/03/2025

Moody’s places Fives CFR on CW positive|Acqua e Sapone : résultats annuels préliminaires|Fnac Darty annonce le lancement de l’offre de rachat des OCEANES 2027 au prix de 77,25 EUR|Maxeda : Les principaux créanciers auraient commencé à s’organiser|Telecom Italia : Poste Italiane remplace Vivendi en tant que principal actionnaire|

Carole Braudeau
  • Carole Braudeau

Credit Morning 02/21/2025

Auchan is to announce a dismal set of numbers for 2024 (La Lettre)|Constellium: weak Q4 results and 2025 outlook, but FCF to be positive|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 21/02/2025

Auchan s’apprêterait à annoncer des résultats très dégradés (La Lettre)|Constellium: weak Q4 results and 2025 outlook, but FCF to be positive|

Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
Carole Braudeau
  • Carole Braudeau

Credit Morning 02/11/2025

Q1 25: Good LfL growth and adj. EBIT increase; guidance confirmation|Coty: new warning but profitability still up in Q2 and deleveraging path confirmed|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 11/02/2025

Q1 25: Good LfL growth and adj. EBIT increase; guidance confirmation|Coty : nouveau warning à l’issue du T2, mais rentabilité en hausse et baisse du levier confirmée|

Javier Esteban
  • Javier Esteban

UNICREDIT: RDOS. 2024 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'24 vs 4T'23: M. Intereses: 3.652 M euros (+1,1% vs -3,5% BS(e) y -4,5% consenso); M. Bruto: 6.002 M euros (+0,7% vs -3,5% BS(e) y -1,2% consenso); M. Neto: 3.492 M euros (+0,2% vs -7,2% BS(e) y -3,6% consenso); BDI tras AT1: 1.419 M euros (-18,6% vs -14,7% BS(e) y -17,5% consenso). Rdos. 4T'24 vs 3T'24: M. Intereses: 3.652 M euros (+2,5% vs -2,2% BS(e) y -3,2% consenso); M. Bruto: 6.002 M euros (-2,3% vs -6,4% BS(e) y -4,1% consenso); M. Neto: 3.492M euros (-9,3% vs -16% BS(e) y -12,7%...

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