reports
- Carole Braudeau
Credit Morning 02/20/2025
Carrefour: full-year earnings and launch of strategic assets review|OPmobility: solid 2024 results and positive outlook in a challenging environment|Groupe Bruxelles Lambert (GBL) said to be mulling Imerys minority buyout (Bloomberg)|Verallia recovers slightly in Q4 and takes a cautious view of 2025|
AC ACCOR SA
CA CARREFOUR SA
NK IMERYS SA
AAL ANGLO AMERICAN PLC
POM PLASTIC OMNIUM SE
TEP TELEPERFORMANCE SE
NEX NEXANS SA
ERA ERAMET SA
EDR EDREAMS ODIGEO SA
ONTEX ONTEX GROUP N.V.
TKO TIKEHAU CAPITAL SCA
VRLA VERALLIA SAS
AZE AZELIS GROUP NV
CO CASINO GUICHARD-PERRACHON
- Adrian Pehl
- Emira Sagaama
POM PLASTIC OMNIUM SE
ISS ISS A/S
FAGR FAGRON SA
GOE GROUPE GORGE SA
BB SOCIETE BIC SA
ERA ERAMET SA
INH INDUS HOLDING AG
KRN KRONES AG
MCPHY MCPHY ENERGY SA
EDR EDREAMS ODIGEO SA
SHOT SCANDIC HOTELS GROUP
SAFE SAFESTORE HOLDINGS PLC
VGP VGP NV
AMAG AMAG AUSTRIA METALL AG
VRLA VERALLIA SAS
AZE AZELIS GROUP NV
LOCAL SOLOCAL GROUP
- Adrian Pehl
- Emira Sagaama
POM PLASTIC OMNIUM SE
ISS ISS A/S
FAGR FAGRON SA
GOE GROUPE GORGE SA
BB SOCIETE BIC SA
ERA ERAMET SA
INH INDUS HOLDING AG
KRN KRONES AG
MCPHY MCPHY ENERGY SA
EDR EDREAMS ODIGEO SA
SHOT SCANDIC HOTELS GROUP
SAFE SAFESTORE HOLDINGS PLC
VGP VGP NV
AMAG AMAG AUSTRIA METALL AG
VRLA VERALLIA SAS
AZE AZELIS GROUP NV
LOCAL SOLOCAL GROUP
- Carole Braudeau
Morning Crédit 20/02/2025
Carrefour : résultats annuels et lancement d’une revue des actifs stratégiques|OPmobility : résultats 2024 solides et perspectives positives dans un environnement difficile|GBL étudierait un rachat des parts des minoritaires d’Imerys (Bloomberg)|Verallia se redresse légèrement au T4 et entrevoit 2025 avec prudence|
AC ACCOR SA
CA CARREFOUR SA
NK IMERYS SA
AAL ANGLO AMERICAN PLC
POM PLASTIC OMNIUM SE
TEP TELEPERFORMANCE SE
NEX NEXANS SA
ERA ERAMET SA
EDR EDREAMS ODIGEO SA
ONTEX ONTEX GROUP N.V.
TKO TIKEHAU CAPITAL SCA
VRLA VERALLIA SAS
AZE AZELIS GROUP NV
CO CASINO GUICHARD-PERRACHON
- Emna Ben Bdira
- Maxime Kogge
- Emna Ben Bdira
- Maxime Kogge
- 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: Nexans, TK Elevator, The Very Group, Liberty Global, Tereos, Ontex, Recordati, TI Fluid Systems, THOM Europe, Borr Drilling, Klockner Pentaplast, Casino Guichard-Perrachon
Eramet confirms its resilience and successfully delivers on its strate...
Eramet confirms its resilience and successfully delivers on its strategic roadmap Paris, 19 February 2025, 6:30 p.m. PRESS RELEASE Eramet confirms its resilience and successfully delivers on its strategic roadmap Start of lithium production in Argentina at year-end and regaining full ownership of this world-class strategic asset, essential for the energy transitionOperational performance of the main mining activities constrained in 2024: 30.3 Mwmt of nickel ore sold at Weda Bay in Indonesia (-9% vs. 2023), due to the authorisations obtained being significantly below the environmental pe...
Eramet confirme sa résilience et franchit avec succès une nouvelle éta...
Eramet confirme sa résilience et franchit avec succès une nouvelle étape de sa feuille de route stratégique Paris, le 19 février 2025, 18h30 COMMUNIQUE DE PRESSE Eramet confirme sa résilience et franchit avec succès une nouvelle étape de sa feuille de route stratégique Démarrage de la production de lithium en Argentine en fin d’année et reprise de la pleine propriété de cet actif stratégique de classe mondiale, essentiel pour la transition énergétiquePerformance opérationnelle des principales activités minières contrainte en 2024 : 30,3 Mth de minerai de nickel vendu à Weda Bay en Indo...
- Carole Braudeau
Credit Morning 02/19/2025
Tereos : 9M 24/25 results in line with expectations|Nexans: a very strong FY 2024, and a good performance expected in FY 2025.|KKR clashes with Fibercop management over a difference in EBTDA forecasts (FT)|SES : Moody’s revises the outlook to Negative from Stable, SES says FY24 results are better than expected|
- Luis de Toledo Heras
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
VCT VICAT-CIMENTS VICAT SA
SSAB A SSAB AB CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
SZG SALZGITTER AG
VOE VOESTALPINE AG
ELG ELMOS SEMICONDUCTOR SE
ACX ACERINOX SA
NOEJ NORMA GROUP SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ICAD ICADE SA
NDA AURUBIS AG
GREEN GREENYARD NV
ROYAL VOPAK NV
SFZN SIEGFRIED HOLDING AG
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ONTEX ONTEX GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ENG ENAGAS SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
MVC METROVACESA SA
AMAG AMAG AUSTRIA METALL AG
MEDCL MEDINCELL SA
SFQ SAF-HOLLAND SE
- Oliver Metzger
- Wim Gille
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
PHIA KONINKLIJKE PHILIPS N.V.
VOE VOESTALPINE AG
ACX ACERINOX SA
NEX NEXANS SA
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
NDA AURUBIS AG
ELI ELIA GROUP SA/NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASRNL ASR NEDERLAND NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
JDEP JDE PEET'S NV
STMN STRAUMANN HOLDING AG
- Carole Braudeau
Morning Crédit 19/02/2025
Tereos : Résultats 9M 24/25 conforme aux attentes|Nexans: a very strong FY 2024, and a good performance expected in FY 2025.|FiberCop : conflit entre KKR et le management concernant les prévisions d’EBITDA (FT)|SES : Moody’s révise la perspective de Stable à Négative, SES indique que les résultats 2024 devraient être meilleurs que prévu|
- Luis de Toledo Heras
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
VCT VICAT-CIMENTS VICAT SA
SSAB A SSAB AB CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
SZG SALZGITTER AG
VOE VOESTALPINE AG
ELG ELMOS SEMICONDUCTOR SE
ACX ACERINOX SA
NOEJ NORMA GROUP SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ICAD ICADE SA
NDA AURUBIS AG
GREEN GREENYARD NV
ROYAL VOPAK NV
SFZN SIEGFRIED HOLDING AG
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ONTEX ONTEX GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ENG ENAGAS SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
MVC METROVACESA SA
AMAG AMAG AUSTRIA METALL AG
MEDCL MEDINCELL SA
SFQ SAF-HOLLAND SE
- Oliver Metzger
- Wim Gille
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
PHIA KONINKLIJKE PHILIPS N.V.
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
CAP CAPGEMINI SE
NDA AURUBIS AG
ELI ELIA GROUP SA/NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASRNL ASR NEDERLAND NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
JDEP JDE PEET'S NV
STMN STRAUMANN HOLDING AG
- Maxime Kogge
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
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
- Maxime Kogge
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
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
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Jayanth Kandalam
- Peter Low
- Trung Nguyen
- Carole Braudeau
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