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Carole Braudeau
  • Carole Braudeau

Credit Morning 07/18/2025

Jaguar Land Rover plans to cut 500 jobs and delay the release of its new vehicles|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 18/07/2025

Jaguar Land Rover compte supprimer 500 emplois et repousser la sortie de ses nouveaux véhicules|

Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Hilde Van Boxstael ... (+3)
  • Hilde Van Boxstael
  • Michiel Declercq
  • Wim Hoste
Wim Hoste
  • Wim Hoste

Ontex Rating downgrade after profit warning

After a weak 2Q/1H25 performance with negative LFL growth due to weak consumer demand, intensified promotional pressure by A-brands, customer destocking and supply chain disruptions, Ontex has lowered its adjusted EBITDA guidance by c. 13% (at the midpoint of the guidance range). Whilst we still believe in the growth prospects of the US business on the back of lower private label penetration and Ontex' challenger status, we cannot be blind for the intensified competition in Europe and the low st...

Alicia Reese ... (+3)
  • Alicia Reese
  • Kade Barr
  • Matthew McCartney
 PRESS RELEASE

Coface SA: Coface agrees to acquire Novertur International SA (busines...

Coface SA: Coface agrees to acquire Novertur International SA (business-monitor.ch), enhancing its Business Information offer in Switzerland Coface agrees to acquire Novertur International SA (business-monitor.ch), enhancing its Business Information offer in Switzerland Paris, 17 July 2025 – 18.30 Coface announces the signing of an agreement to acquire 100% of Novertur International SA. Novertur International SA, a Swiss startup based in Lausanne, has developed strong digital expertise in managing data on Swiss companies, which it distributes through its platform . Launched in 2016, the ...

 PRESS RELEASE

Coface SA : Coface annonce un accord pour l’acquisition de Novertur I...

Coface SA : Coface annonce un accord pour l’acquisition de Novertur International (business-monitor.ch) en vue de renforcer ses services d’information en Suisse Coface annonce un accord pour l’acquisition de Novertur International (business-monitor.ch) en vue de renforcer ses services d’information en Suisse Paris, le 17 juillet 2025 – 18h30 Coface annonce la signature d'un accord pour l'acquisition de 100% de Novertur International SA. Novertur International SA, startup suisse basée à Lausanne a développé une expertise digitalisée en matière de données sur les entreprises suisses qu’e...

Carole Braudeau
  • Carole Braudeau

Credit Morning 07/17/2025

Auchan Retail in exclusive talks to sell 19 supermarkets to Lidl|Finnair conference call comments and downgrade of our FY 2025 estimates|

Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Carole Braudeau
  • Carole Braudeau

Morning Crédit 17/07/2025

Auchan en négociations exclusives pour la cession de 19 supermarchés à Lidl|Finnair conference call comments and downgrade of our FY 2025 estimates|

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Aalberts: First hydronic flow control takeover in US; Ahold Delhaize: Preview 2Q25; EVS: Wins 2026 world cup contract Big Event Rental; Exor: A tad more Philips; Via Transportation reviving IPO plans; Heijmans: 1H25 preview; looks to be on track; KPN: 2Q25 preview; Montea: €24m acquisition in Dutch logistics hotspot; Ontex: Peer Essity 2Q25 results; RELX: 1H25 preview; Sligro: Weak 1H25 calls for 7.5% downgrade to consensus at EBITDA level; Events Calendar

Haidje Rustau ... (+4)
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: TalkTalk, Zegona, Ontex, EnQuest Plc, Froneri, Loxam

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