reports
- Pierre FerraguÊ
Bible 3Q25 – Telecom: Growth in fixed & semis; mobile stabilizing
Today, we are publishing the Telecom Infrastructure section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Fixed equipment revenues are rebounding from the inventory correction, rising 11% YoY. RAN revenues declined 1% YoY, reflecting the ongoing weak demand following the 5G cycle. Telecom semis ...
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
RNO RENAULT SA
APAML APERAM SA
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
RI PERNOD RICARD SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
KCO KLOECKNER & CO SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
JCQ JACQUET METALS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
EZJ EASYJET PLC
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
STM STMICROELECTRONICS NV
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
RNO RENAULT SA
APAML APERAM SA
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
KCO KLOECKNER & CO SE
VIRP VIRBAC SA
JCQ JACQUET METALS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
NCH2 THYSSENKRUPP NUCERA AG & CO.
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
RNO RENAULT SA
APAML APERAM SA
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
RI PERNOD RICARD SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
KCO KLOECKNER & CO SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
JCQ JACQUET METALS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
EZJ EASYJET PLC
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
STM STMICROELECTRONICS NV
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Maxime Kogge
- Klaus Ringel
- Maxime Kogge
Sodexo: Combined Shareholders Meeting of December 16, 2025
Sodexo: Combined Shareholders Meeting of December 16, 2025 Issy-les-Moulineaux, December 16, 2025 Sodexo's Annual Shareholders Meeting was held on Tuesday, December 16, 2025 at the Seine Musicale auditorium in Boulogne-Billancourt, chaired by Sophie Bellon, Chairwoman of the Board of Directors. Quorum was established at 87.28%, and 3,298 shareholders were present, represented or voted by correspondence. All the resolutions proposed by the Board of Directors were adopted, notably:• the adoption of the financial statements for Fiscal 2025;• the dividend of €2.70 per share, to be paid on D...
Sodexo : Assemblée Générale mixte du 16 décembre 2025
Sodexo : Assemblée Générale mixte du 16 décembre 2025 Issy-les-Moulineaux, le 16 décembre 2025 L’Assemblée Générale annuelle des actionnaires de Sodexo s’est tenue ce mardi 16 décembre 2025 à l’auditorium de la Seine Musicale à Boulogne-Billancourt, sous la présidence de Sophie Bellon, Présidente du Conseil d’Administration. Le quorum s’est établi à 87,28% et 3 298 actionnaires étaient présents, représentés ou ont voté par correspondance. Toutes les résolutions proposées par le Conseil d’Administration ont été adoptées, et notamment celles concernant : • l’approbation des comptes sociau...
- Baptiste Salaville
- Jean-François Granjon
- Louis Boujard
- CFA
- Baptiste Salaville
- Jean-François Granjon
- Louis Boujard
- CFA
- Baptiste Salaville
- Olfa Taamallah
- Yan Derocles
- Baptiste Salaville
- Olfa Taamallah
- Yan Derocles
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Research Team
WOOD Daily: CCC PW; JMT PL; ALE PW; INPST NA; MBR PW; KTY PW; PCO PW; ...
HEADLINES: • CCC: shareholders ask for 2m share buyback POSITIVE • Jeronimo Martins: court approves PLN 160m fine from Antimonopoly Office NEGATIVE • Allegro/InPost: EU to introduce EUR 3 payment for all packages coming from outside the community NEUTRAL • Mo-BRUK: PLN 19m 2017 waste-fee case closed NEUTRAL • Kety: 4Q25E preliminary results preview – flat yoy EBITDA in a tough environment (due on 17 December) • Pepco Group: 2H25E preview – EBITDA decline of 5% yoy expected (due on 17 December) N...
Intesa Sanpaolo S.p.A.: 1 director
A director at Intesa Sanpaolo S.p.A. sold 8,000 shares at 5.637EUR 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 cl...
Sodexo - Monthly disclosure on share capital and voting rights on Nove...
Sodexo - Monthly disclosure on share capital and voting rights on November 30, 2025 Regulated Information Issy-les-Moulineaux, December 8, 2025 Sodexo: Monthly disclosure on share capital and voting rights Pursuant to Article L.233-8-II of the French Commercial Code and Article 223-16 of the General Regulation of the Autorité des Marchés Financiers Registered name of the issuer: SODEXO 255, quai de la Bataille de Stalingrad – 92130 ISSY-LES-MOULINEAUX DateTotal number of sharesActual voting rights *Theoretical voting rights **November 30, 2025147,454,887216,069,600218,275,367 * Actual v...
Sodexo - Déclaration mensuelle relative au nombre total de droits de v...
Sodexo - Déclaration mensuelle relative au nombre total de droits de vote et d’actions composant le capital social au 30 novembre 2025 Information réglementée Issy-les-Moulineaux, le 8 décembre 2025 Sodexo : Déclaration mensuelle relative au nombre total de droits de vote et d’actions composant le capital social Article L.233-8-II du Code de commerce et article 223-16 du Règlement général de l’AMF Dénomination sociale de l’émetteur : SODEXO 255, quai de la Bataille de Stalingrad – 92130 ISSY-LES-MOULINEAUX Date d’arrêtédes informationsNombre total d’actions composant le capital socialN...
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