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Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
IFX INFINEON TECHNO...
ERIC B Telefonaktiebol... ... (+9)

2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 22 names we followed last week, follow the link below.

IFX INFINEON TECHNOLOGIES AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
MBLY ASML HOLDING NV
ERIC-B MOBILEYE NV
ERICB EU ERICSSON LM-B SHS
19h / 10m 19h / 10m 1 EN
Emira Sagaama ... (+4)
  • Emira Sagaama
  • Maissa Keskes
  • Margaux van Oerle
  • Stephane Houri
FP TOTAL SE
BT.A BT GROUP PLC
CA CARREFOUR SA
BVI BUREAU VERITAS SA
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
MTX MTU AERO ENGINES AG
NOKIA NOKIA OYJ
RF EURAZEO SA
ENI ENI S.P.A.
VOW3 VOLKSWAGEN AG PREF
REP REPSOL SA
BKT BANKINTER SA
NEM NEMETSCHEK SE
ELI ELIA GROUP SA/NV
MAP MAPFRE SA
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
8TRA TRATON SE
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
SGSN SGS SA
07/25/25 July 25, 2025 1 EN
Emira Sagaama ... (+4)
  • Emira Sagaama
  • Maissa Keskes
  • Margaux van Oerle
  • Stephane Houri
FP TOTAL SE
BT.A BT GROUP PLC
CA CARREFOUR SA
BVI BUREAU VERITAS SA
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
MTX MTU AERO ENGINES AG
NOKIA NOKIA OYJ
RF EURAZEO SA
ENI ENI S.P.A.
VOW3 VOLKSWAGEN AG PREF
REP REPSOL SA
BKT BANKINTER SA
NEM NEMETSCHEK SE
ELI ELIA GROUP SA/NV
MAP MAPFRE SA
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
8TRA TRATON SE
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
SGSN SGS SA
07/25/25 July 25, 2025 1 FR
Stephane Foucaud
  • Stephane Foucaud
PREMIUM
FP TOTAL SE
EQNR EQUINOR ASA ... (+12)

AUCTUS ON FRIDAY - 25/07/2025

AUCTUS PUBLICATIONS ________________________________________ New Zealand Energy (NZE CN)C; Target price of C$1.70 per share: Equity raise to progress Tariki gas storage – New Zealand Energy (NZE) has raised C$3 mm of new equity priced at C$0.18 per share. The proceeds of the raise will fund the desktop studies required to prepare the field development plan, derisking the gas storage project ahead of expected monetization within the next 12 months. It will also fund the repayment of the convertib...

FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
TLW TULLOW OIL PLC
CNE CAIRN ENERGY PLC
ENI ENI S.P.A.
REP REPSOL SA
SEI. SINTANA ENERGY
DNO DNO ASA CLASS A
ANGS ANGUS ENERGY
JSE JADESTONE ENERGY
J4V VAR ENERGI ASA
07/25/25 July 25, 2025 1 EN
Ahmed Ben Salem
  • Ahmed Ben Salem
07/25/25 July 25, 2025 1 FR
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
IFX INFINEON TECHNO...
NVDA NVIDIA Corporat... ... (+11)

America’s AI Action Plan. Our 5 quick takes.

The Trump administration published its AI Action Plan yesterday. Please click the link below to see our summary on the 5 most relevant points for tech infrastructure and the broader AI supply chain.

IFX INFINEON TECHNOLOGIES AG
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
2330 TSMC
8035 TOKYO ELECTRON LTD.
ASML ASML HOLDING N.V.
AMD ASML HOLDING NV
AVGO ADVANCED MICRO DEVICES INC.
BROADCOM INC.
07/24/25 July 24, 2025 1 EN
Alvaro del Pozo
  • Alvaro del Pozo
EUR 100.00
FP TOTAL SE

TOTALENERGIES: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: EBIT: 4.145 M euros (-18,5%); BDI: 3.578 M euros (-23,4% vs y -21,0% consenso). Rdos. 1S'25 vs 1S'24 EBIT: 8.806 M euros (-16,9%); BDI: 7.770 M euros (-20,6% vs -19,4% consenso).

07/24/25 July 24, 2025 1 ES
Maxime Kogge
  • Maxime Kogge
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
VUL VULCAN ENERGY RESOURCES
AAL ANGLO AMERICAN PLC
07/24/25 July 24, 2025 1 EN
Maxime Kogge
  • Maxime Kogge
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
VUL VULCAN ENERGY RESOURCES
AAL ANGLO AMERICAN PLC
07/24/25 July 24, 2025 1 FR
Emmanuel Matot
  • Emmanuel Matot
UBI UBISOFT ENTERTAINMENT SA
TEMN TEMENOS AG
DKSH DKSH HOLDING AG
SSAB A SSAB AB CLASS A
EXE EXEL INDUSTRIES SA
HCO HIGHCO SA
ABVX ABIVAX SA
SOI SOITEC SA
TIETO TIETOEVRY OYJ
ENC ENCE ENERGIA Y CELULOSA SA
LFDE LA FRANCAISE DE L'ENERGIE SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
ALD ALD SA
MVC METROVACESA SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
DSC1 DUTCH STAR C SHAR
VUL VULCAN ENERGY RESOURCES
07/23/25 July 23, 2025 1 EN
Emmanuel Matot
  • Emmanuel Matot
UBI UBISOFT ENTERTAINMENT SA
TEMN TEMENOS AG
DKSH DKSH HOLDING AG
SSAB A SSAB AB CLASS A
EXE EXEL INDUSTRIES SA
HCO HIGHCO SA
ABVX ABIVAX SA
SOI SOITEC SA
TIETO TIETOEVRY OYJ
ENC ENCE ENERGIA Y CELULOSA SA
LFDE LA FRANCAISE DE L'ENERGIE SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
ALD ALD SA
MVC METROVACESA SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
DSC1 DUTCH STAR C SHAR
VUL VULCAN ENERGY RESOURCES
07/23/25 July 23, 2025 1 FR
Anis Zgaya ... (+3)
  • Anis Zgaya
  • Louis Boujard
  • CFA
LFDE LA FRANCAISE DE L'ENERGIE SA
07/23/25 July 23, 2025 1 EN
Anis Zgaya ... (+3)
  • Anis Zgaya
  • Louis Boujard
  • CFA
LFDE LA FRANCAISE DE L'ENERGIE SA
07/23/25 July 23, 2025 1 FR
Carole Braudeau
  • Carole Braudeau
PREMIUM
ETL Eutelsat Commun...
ORA ORANGE SA ... (+5)

Credit Morning 07/22/2025

CCK raises its targets after a strong Q2 2025|

ETL EUTELSAT COMMUNICATIONS SA
ORA ORANGE SA
SRT3 SARTORIUS AG PREF
WLN WORLDLINE SA
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
07/22/25 July 22, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
ETL Eutelsat Commun...
ORA ORANGE SA ... (+5)

Morning Crédit 22/07/2025

CCK relève ses objectifs après un bon T2 2025|

ETL EUTELSAT COMMUNICATIONS SA
ORA ORANGE SA
SRT3 SARTORIUS AG PREF
WLN WORLDLINE SA
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
07/22/25 July 22, 2025 1 FR
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
IFX INFINEON TECHNO...
ERIC B Telefonaktiebol... ... (+7)

H20 ban, TSMC beats, ASML cautious, Auto pull-ins, RAN muted. Our week...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 4 names we followed last week, follow the link below.

IFX INFINEON TECHNOLOGIES AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
ERIC-B ASML HOLDING NV
ERICB EU ERICSSON LM-B SHS
07/21/25 July 21, 2025 1 EN
Stijn Demeester
  • Stijn Demeester
PREMIUM
MT ArcelorMittal S...

ArcelorMittal/Model update ahead of 2Q25/BUY

We adjust our model to reflect recent market trends and increase our target price from €31 to €34 per share, driven by higher peer multiples. We maintain our BUY recommendation.

MT ARCELORMITTAL SA
07/18/25 July 18, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
IFX INFINEON TECHNO...
NVDA NVIDIA Corporat... ... (+11)

Semi cycle update. Much ado about nothing: Tariff and DeepSeek effects...

We publish today our quarterly and extensive review of where fundamentals, expectations, and valuations stand in semis and give our views on how investors should be positioned for the rest of the year. For details, please follow the link below.

IFX INFINEON TECHNOLOGIES AG
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
2330 TSMC
8035 TOKYO ELECTRON LTD.
ASML ASML HOLDING N.V.
AMD ASML HOLDING NV
AVGO ADVANCED MICRO DEVICES INC.
BROADCOM INC.
07/17/25 July 17, 2025 1 EN
Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Baptiste Lebacq
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
ALFOC FOCUS HOME INTERACTIVE SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
DKSH DKSH HOLDING AG
SSAB A SSAB AB CLASS A
LEI LEIFHEIT AG
SZG SALZGITTER AG
VIRP VIRBAC SA
FII LISI SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
HEIJM HEIJMANS N.V. CERT
NDA
SLIGR AURUBIS AG
AMG SLIGRO FOOD GROUP N.V.
XIL AMG ADVANCED METALLURGICAL GROUP N.V.
ALBFR XILAM ANIMATION SA
ROVI SIDETRADE SA
SFSN LABORATORIOS FARMACEUTICOS ROVI S.A.
RIO SFS GROUP AG
MAU RIO TINTO PLC
BHP ETABLISSEMENTS MAUREL & PROM SA
GALE BHP GROUP LTD
AMAG GALENICA AG
VUL AMAG AUSTRIA METALL AG
FORSE VULCAN ENERGY RESOURCES
ADTN FORSEE POWER SA
AAL ADTRAN HOLDINGS INC
ANGLO AMERICAN PLC
07/17/25 July 17, 2025 1 EN
Konrad Zomer
  • Konrad Zomer
LRC LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
REL RELX PLC
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
APAML APERAM SA
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
ABB ABB LTD.
LSEG LONDON STOCK EXCHANGE GROUP PLC
SZG SALZGITTER AG
AMUN AMUNDI SA
WKL WOLTERS KLUWER NV
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
EZJ EASYJET PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASSA B ASSA ABLOY AB CLASS B
YPSN YPSOMED HOLDING AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ASML ASML HOLDING NV
AMAG AMAG AUSTRIA METALL AG
VUL VULCAN ENERGY RESOURCES
FER FERROVIAL SA
PUIG PUIG BRANDS
AAL ANGLO AMERICAN PLC
07/17/25 July 17, 2025 1 EN
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