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Mateo Salcedo
  • Mateo Salcedo

Lufthansa : Improvement in profitability expected but CMD targets seem...

Lufthansa held its capital market day back in September, revealing its 2028-30 objectives. Through turnaround programs at its key brand, cost saving initiatives driven by the modernization of the fleet, investments in digital innovation, on top of the overall market growth, the group is targeting a significant improvement in profitability, with EBIT margins set at 8-10% by 2028-30, compared to 4.4% in FY 2024. While we do expect an improvement in the company’s overall profitability, the European...

Mateo Salcedo
  • Mateo Salcedo

Lufthansa : Improvement in profitability expected but CMD targets seem...

Lufthansa held its capital market day back in September, revealing its 2028-30 objectives. Through turnaround programs at its key brand, cost saving initiatives driven by the modernization of the fleet, investments in digital innovation, on top of the overall market growth, the group is targeting a significant improvement in profitability, with EBIT margins set at 8-10% by 2028-30, compared to 4.4% in FY 2024. While we do expect an improvement in the company’s overall profitability, the European...

Carole Braudeau
  • Carole Braudeau

Credit Morning 09/29/2025

Jaguar Land Rover secures £ 1.5bn loan as production could soon restart|Verisure sets the price for its initial public offering between €12.25 and €13.50 per share|Cerba: S&P revises the outlook of the CCC+ rating to Negative from Stable|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 29/09/2025

Jaguar Land Rover obtient un prêt de 1.5 mds GBP alors que la production pourrait bientôt redémarrer|Verisure fixe le prix de son introduction en bourse entre 12.25 et 13.50 euros par action|Cerba : S&P revoit la perspective du rating CCC+ de Stable à Négative|

Carole Braudeau
  • Carole Braudeau

Credit Morning 08/06/2025

Zalando lifts guidance after strong first-half and completion of About You acquisition|BPM publishes solid H1 results, including Anima for the first time|BPCE reports strong Q2 results|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 06/08/2025

Zalando : guidances relevées après un bon S1 et la finalisation de l’acquisition d’About You|BPM publie de solides résultats S1 qui intègrent Anima, pour la première fois|BPCE signe de solides résultats semestriels|

Louis Boujard ... (+4)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
  • Thomas Zlowodzki
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
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