reports
- Felix Fischer
Rexel - Tear Sheet - Lucror Analytics
We view Rexel as "Low Risk" on the LARA scale. We like the company's high cash-flow generation capabilities, and especially given that a downturn would lead to a substantial working-capital release. Rexel also enjoys significant economies of scale, with market-leading positions in most of its businesses. We are further comforted by the manner in which management steered the company amid the 2008 financial crisis. However, Rexel: [1] has a cyclical business; [2] is acquisitive; and [3] is somewha...
- Ahmed Ben Salem
- Marc Lavaud
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
INEA FONCIERE INEA
ANTO ANTOFAGASTA PLC
LPE LAURENT-PERRIER SA
ENI ENI S.P.A.
ERA ERAMET SA
REP REPSOL SA
AIXA AIXTRON SE
ALVDM VOYAGEURS DU MONDE SA
ALBFR SIDETRADE SA
CABK CAIXABANK SA
DGM DIAGNOSTIC MEDICAL SYSTEMS
SAN BANCO SANTANDER S.A.
COPN COSMO PHARMACEUTICALS NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
BP. BP P.L.C.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SHEL SHELL PLC
AF AIR FRANCE - KLM
HAVAS HAVAS N.V
PFSE PFISTERER HOLDING SE
AAL ANGLO AMERICAN PLC
1AST ASTA ENERGY SOLUTIONS AG
- Ahmed Ben Salem
- Marc Lavaud
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
INEA FONCIERE INEA
ANTO ANTOFAGASTA PLC
LPE LAURENT-PERRIER SA
ENI ENI S.P.A.
ERA ERAMET SA
REP REPSOL SA
AIXA AIXTRON SE
ALVDM VOYAGEURS DU MONDE SA
ALBFR SIDETRADE SA
CABK CAIXABANK SA
DGM DIAGNOSTIC MEDICAL SYSTEMS
SAN BANCO SANTANDER S.A.
COPN COSMO PHARMACEUTICALS NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
BP. BP P.L.C.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SHEL SHELL PLC
AF AIR FRANCE - KLM
HAVAS HAVAS N.V
PFSE PFISTERER HOLDING SE
AAL ANGLO AMERICAN PLC
1AST ASTA ENERGY SOLUTIONS AG
- Ahmed Ben Salem
- Marc Lavaud
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ANTO ANTOFAGASTA PLC
ITRK INTERTEK GROUP PLC
KER KERING SA
RAND RANDSTAD NV
ENI ENI S.P.A.
ERA ERAMET SA
REP REPSOL SA
NEM NEMETSCHEK SE
BC8 BECHTLE AG
CABK CAIXABANK SA
SAN BANCO SANTANDER S.A.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ASML ASML HOLDING NV
BP. BP P.L.C.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SHEL SHELL PLC
AAL ANGLO AMERICAN PLC
- Ahmed Ben Salem
- Marc Lavaud
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ANTO ANTOFAGASTA PLC
ITRK INTERTEK GROUP PLC
KER KERING SA
RAND RANDSTAD NV
ENI ENI S.P.A.
ERA ERAMET SA
REP REPSOL SA
NEM NEMETSCHEK SE
BC8 BECHTLE AG
CABK CAIXABANK SA
SAN BANCO SANTANDER S.A.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ASML ASML HOLDING NV
BP. BP P.L.C.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SHEL SHELL PLC
AAL ANGLO AMERICAN PLC
- Maxime Kogge
ODDO : Guerre ou paix, le monde a besoin de cuivre !
Le cuivre reste une thématique à la fois porteuse et défensive, justifiant des valorisations élevées sur les acteurs les mieux positionnés que sont Anglo American (Surperformance vs Neutre) et Rio Tinto (Surperformance). Nous restons Neutres sur BHP avec des perspectives CMT plus modestes et initions Antofagasta avec une recommandation Neutre, reflet d’une valorisation déjà élevée.
- Maxime Kogge
ODDO : War or peace, the world needs copper!
The copper theme remains both buoyant and defensive, justifying high valuations for the best-positioned players, Anglo American (Outperform vs Neutral) and Rio Tinto (Outperform). We remain Neutral on BHP with its more subdued short to medium-term outlook and initiate coverage of Antofagasta at Neutral, reflecting its already lofty valuation. Slightly more attractive valuations for quality players
- Baptiste Salaville
- Margaux van Oerle
- Stefano Toffano
LOGN LOGITECH INTERNATIONAL S.A.
PUB PUBLICIS GROUPE SA
JMT JERONIMO MARTINS SGPS S.A.
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DAI DAIMLER AG
GIVN GIVAUDAN SA
SW SODEXO SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
CARL B CARLSBERG A/S CLASS B
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
SIK SIKA AG
JEN JENOPTIK AG
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
IFCN INFICON HOLDING AG
- Baptiste Salaville
- Margaux van Oerle
- Stefano Toffano
LOGN LOGITECH INTERNATIONAL S.A.
PUB PUBLICIS GROUPE SA
JMT JERONIMO MARTINS SGPS S.A.
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DAI DAIMLER AG
GIVN GIVAUDAN SA
SW SODEXO SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
CARL B CARLSBERG A/S CLASS B
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
SIK SIKA AG
JEN JENOPTIK AG
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
IFCN INFICON HOLDING AG
- Johanna Jourdain
Rio2 Ltd: 1 director
A director at Rio2 Ltd sold 260,000 shares at 2.060USD and the significance rating of the trade was 57/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showin...
- Johanna Jourdain
Rexel: Disclosure of trading in own shares on April 07, 2026
Rexel: Disclosure of trading in own shares on April 07, 2026 RELEASE DISCLOSURE OF TRADING IN OWN SHARES ON APRIL 07, 2026 In accordance with the authorization granted by the Shareholders’ Meeting in order to trade in own shares and pursuant to applicable law on share repurchases, Rexel declares the following purchases of its own shares on April 07, 2026: Name of the issuerIdentity code of the issuer (Legal Entity Identifier)Day of transactionIdentity code of the financial instrumentTotal daily volume (in number of shares)Daily weighted average purchase ...
Rexel : Déclaration des transactions sur actions propres du 7 avril 20...
Rexel : Déclaration des transactions sur actions propres du 7 avril 2026 COMMUNIQUE DECLARATION DES TRANSACTIONS SUR ACTIONS PROPRES REALISEES LE 7 AVRIL 2026 Dans le cadre de l’autorisation consentie par l’Assemblée générale pour opérer sur ses actions et conformément à la règlementation relative aux rachats d’actions, Rexel déclare ci-après les achats d’actions propres réalisés le 7 avril 2026 : Nom de l'émetteurCode Identifiant de l'émetteurJour de la transactionCode ide...
- Ahmed Ben Salem
- Baptiste Lebacq
- Bruno Cavalier
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
GET GETLINK SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SW SODEXO SA
KBC KBC GROUP N.V.
RBI RAIFFEISEN BANK INTERNATIONAL AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
- Ahmed Ben Salem
- Baptiste Lebacq
- Bruno Cavalier
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
GET GETLINK SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SW SODEXO SA
KBC KBC GROUP N.V.
RBI RAIFFEISEN BANK INTERNATIONAL AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
- Carole Braudeau
- Emira Sagaama
- Marc Lavaud
- Olfa Taamallah
- Yan Derocles
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