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Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
ABGSC Renewable Energy Research ... (+2)
  • ABGSC Renewable Energy Research
  • Daniel Vårdal Haugland
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
ABGSC Renewable Energy Research ... (+2)
  • ABGSC Renewable Energy Research
  • Daniel Vårdal Haugland
Ben Harwood ... (+2)
  • Ben Harwood
  • Pierre FerraguÊ

Soitec 3FQ26: Correction lingers, now reflected in expectations; reco...

Soitec reported 3FQ26 last night and hosted its conference call this morning. See for our take.

Carole Braudeau
  • Carole Braudeau

Credit Morning 02/04/2026

Sappi: Very weak Q1 2025/26 and disappointing outlook, but liquidity remains satisfactory|ams OSRAM to sell its non-optical sensors for €570m|Santander announced strong 2025 results and the acquisition of a US bank for USD 12.2 bn.|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 04/02/2026

Sappi : T1 2025/26 très faible et perspectives décevantes, mais la liquidité tient|ams OSRAM va céder ses capteurs non optiques à Infineon pour 570 m EUR|Santander a annoncé de solides résultats 2025 et l’acquisition d’une banque US à 12.2 mds USD|

Emmanuel Matot
  • Emmanuel Matot
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