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Carole Braudeau
  • Carole Braudeau

Credit Morning 11/26/2024

Isabel Marant: Q3 further exacerbates fears|Thyssenkrupp plans to reduce its workforce by 40%|Worldline buys back € 259m of 25/26 convertible notes as part of its cash tender offer|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 26/11/2024

Isabel Marant : un T3 qui exacerbe les craintes|Thyssenkrupp prévoit de diminuer de 40% ses effectifs|Worldline va racheter 259 m EUR d’OCEANEs 25/26 dans le cadre de son offre d’achat|

 PRESS RELEASE

Eramet: Purchase of own shares

Eramet: Purchase of own shares         Paris, 25 November 2024, 6:00 p.m. PRESS RELEASE Eramet: Purchase of own shares Eramet announces the purchase of 16,500 of its own shares related to the allocation of bonus shares under the provisions of Articles L. 225-197-1 et seq. and L. 22-10-59 and L. 22-10-60 of the French Commercial Code (to cover the free allocation of shares to employees and corporate officer). Aggregated presentation per day and per market Name of issuerIdentification code of issuer (Legal Entity Identifier)Day of transactionIdentification code of financial instrumentAggr...

 PRESS RELEASE

Eramet : Rachat d’actions propres

Eramet : Rachat d’actions propres Paris, le 25 novembre 2024, 18h00 COMMUNIQUE DE PRESSE Eramet : Rachat d’actions propres Eramet annonce le rachat de 16 500 titres ayant pour objectif l'attribution gratuite d'actions dans le cadre des dispositions des articles L. 225-197-1 et suivants et L. 22-10-59 et L. 22-10-60 du code de commerce (couverture d’attribution gratuite d’actions aux salariés et au mandataire social). Présentation agrégée par jour et par marché Nom del'émetteurCode Identifiant de l'émetteurJour de la transactionCode identifiantde l’instrumentfinancierVolume total journ...

Carole Braudeau
  • Carole Braudeau

Credit Morning 11/25/2024

Encouraging retail sales in some segments in October|Unicredit launches a takeover bid for Banco BPM for EUR 10 bn|

 PRESS RELEASE

Eurofins Sustainability Services Introduces CleanAir Check Service for...

NORTHAMPTON, England--(BUSINESS WIRE)-- , a full-service provider for retailers, brands, and manufacturers of consumer products, has grown its extensive service offering to include a that tests for Volatile Organic Compounds (VOCs). Given that VOCs pose significant concerns for human health and the environment, increasingly stringent regulations and heightened pressure on businesses to effectively manage VOCs have emerged. In light of this, in August 2024, Zero Discharge of Hazardous Chemicals (ZDHC) issued the ZDHC Air Emissions Guidelines V1.0, which focuses on VOC emissions from input form...

Marcel Goldmann
  • Marcel Goldmann

Investment im Fokus – HORNBACH Holding AG & Co. KGaA - 22.11.2024

Die HORNBACH Holding AG & Co. KGaA (HORNBACH HOLDING) ist die nicht selbst operativ tätige Muttergesellschaft der HORNBACH-Gruppe. Sie verfügt über drei bedeutende Beteiligungsgesellschaften, wo-bei die mit Abstand größte und wichtigste Beteiligungsgesellschaft die HORNBACH Baumarkt AG ist, die als Betreiber großflächiger Bau- und Gartenmärkte im In- und Ausland aktiv ist. Abgerundet werden die Handelsaktivitäten durch die HORNBACH Baustoff Union GmbH, die im regionalen (B2B-)Baustoffhandel täti...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Buy the Pullback in MSCI ACWI and S&P 500 Our outlook remains bullish on global equities (MSCI ACWI) with ACWI-US and the S&P 500 holding above their respective bases at $117 and 5650-5670. We have discussed since mid-October how we would use any pre-election pullback in the MSCI ACWI or the S&P 500 (the U.S. remains our only country overweight) as an opportunity to add exposure, and that we see a high probability of significant upside going into year-end and the early part of 2025. This remain...

Carole Braudeau
  • Carole Braudeau

Credit Morning 11/21/2024

Fnac Darty: Vesa Equity Investment's stake rises to 30.8% without triggering the takeover threshold>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 21/11/2024

Fnac Darty : Vesa Equity Investment monte à 30,8% du capital sans déclencher le seuil d’OPA>...

 PRESS RELEASE

Eramet: Purchase of own shares

Eramet: Purchase of own shares Paris, 18 November 2024, 6:00 p.m. PRESS RELEASE Eramet: Purchase of own shares Eramet announces the purchase of 9,900 of its own shares related to the allocation of bonus shares under the provisions of Articles L. 225-197-1 et seq. and L. 22-10-59 and L. 22-10-60 of the French Commercial Code (to cover the free allocation of shares to employees and corporate officer). Aggregated presentation per day and per market Name of issuer Identification code of issuer (Legal Entity Identifier) Day of transaction Identification code of financial instru...

Felix Fischer ... (+7)
  • Felix Fischer
  • Haidje Rustau
  • Ian Wong
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Air Baltic, Aggreko, PHM Group, Rekeep, Hapag-Lloyd, Bite, Applus, Iliad, Digi Communications, Kem One, Axactor, Nomad Foods (Iglo), Premier Foods, CBR Fashion, Telecom Italia, Boparan, Altice France (SFR), Ineos, Ineos Quattro, Casino Guichard-Perrachon

Stephane Beyazian
  • Stephane Beyazian

Telecom Italia : Q3 2024: enterprise stronger, consumer still difficul...

>Q3 2024 earnings still growing excluding forex impact - Q3 2024 group service revenues were flat y-o-y at € 3,367m, in line with expectations (ODDO BHF € 3,322m, consensus € 3,366m). Like-for-like (excluding the sale of NetCo and negative forex changes with Brazil), group service revenues are up 4.5% y-o-y driven by Brazil (+7%) and domestic Enterprise (+11%). Q3 2024 organic EBITDAaL of € 931m is 1% below expectations (ODDO BHF € 943m, consensus € 947m) but still up...

Stephane Beyazian
  • Stephane Beyazian

Telecom Italia : Q3 2024: enterprise stronger, consumer still difficul...

>Q3 2024 earnings still growing excluding forex impact - Q3 2024 group service revenues were flat y-o-y at € 3,367m, in line with expectations (ODDO BHF € 3,322m, consensus € 3,366m). Like-for-like (excluding the sale of NetCo and negative forex changes with Brazil), group service revenues are up 4.5% y-o-y driven by Brazil (+7%) and domestic Enterprise (+11%). Q3 2024 organic EBITDAaL of € 931m is 1% below expectations (ODDO BHF € 943m, consensus € 947m) but still up...

Stephane Beyazian
  • Stephane Beyazian

Telecom Italia : Q3 2024: enterprise stronger, consumer still difficul...

>Q3 2024 earnings still growing excluding forex impact - Q3 2024 group service revenues were flat y-o-y at € 3,367m, in line with expectations (ODDO BHF € 3,322m, consensus € 3,366m). Like-for-like (excluding the sale of NetCo and negative forex changes with Brazil), group service revenues are up 4.5% y-o-y driven by Brazil (+7%) and domestic Enterprise (+11%). Q3 2024 organic EBITDAaL of € 931m is 1% below expectations (ODDO BHF € 943m, consensus € 947m) but still up...

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/E.ON, Hera, ASML, Deutsche Telekom, Teleco...

Utilities - E.ON: Indebtedness increases; bonds look too expensive. Hera posted robust 9M24 results

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