FILTERS

MORE FILTERS

Bruno Cavalier ...
  • Sven Edelfelt
  • Sylvain Goyon, CFA
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/09/2020

Si on souscrit à une vision pessimiste de l’évolution épidémique il n’est pas absurde de considérer une « pause » tactique à l’exposition cyclique. La réduction temporaire de cette position pourrait être utilisée pour financer l’achat de protection contre une issue électorale longue à se dessiner aux Etats-Unis, via, par ex, la constitution d’une position longue sur des contrats VIX/V2X au-delà de l’échéance de novembre. Mais attention, cette réduction doit être temporaire ! Ni l’épis...

Mytilineos S.A.: 1 director bought

A director at Mytilineos S.A. bought 40,000 shares at 8.820EUR and the significance rating of the trade was 88/100. 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 showing Close periods where trading activity is restricted under listing rules. The names of boa...

Polar Capital Global Healthcare Growth & Income Trust: 1 director maiden bought

A director at Polar Capital Global Healthcare Growth & Income Trust maiden bought 10,000 shares at 235p and the significance rating of the trade was 53/100. 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 showing Close periods where trading activity is restricte...

Victor Floc’h

GALAPAGOS: Jyseleca (filgotinib) approved in Europe and Japan in Rheumatoid Arthritis | BUY | EUR180 vs. EUR175

GALAPAGOS - BUY | EUR180 vs. EUR175 (+52%) Jyseleca (filgotinib) approved in Europe and Japan in Rheumatoid Arthritis European Commission has approved both 200mg and 100mg MANTA unlikely to show toxicity but the 200mg dose is still at risk A win for Ziritaxestat in scleroderma Investors should turn eyes towards new challenges

Pebble Group: 2 directors bought/maiden bought

Two Directors at Pebble Group bought/maiden bought 100,000 shares at between 80p and 80p. The significance rating of the trade was 55/100. 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 showing Close periods where trading activity is restricted under listing ru...

Alain William

ArcelorMittal : ArcelorMittal USA goes to Cleveland Cliffs: an unexpected (but) attractive deal

>ArcelorMittal inks a deal with Cleveland-Cliffs on ArcelorMittal USA - ArcelorMittal has announced it has entered into a definitive agreement with Cleveland-Cliffs Inc. pursuant to which Cleveland-Cliffs will acquire 100% of the shares of ArcelorMittal USA for an aggregate equity value consideration of $ 1.4bn combining cash ($ 0.5bn) and stock ($ 0.8bn). In addition, Cleveland-Cliffs will assume the liabilities of ArcelorMittal USA, including net liabilities of arou...

Magnora ASA: 1 director bought

A director at Magnora ASA bought 30,000 shares at 18.791NOK and the significance rating of the trade was 50/100. 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 showing Close periods where trading activity is restricted under listing rules. The names of board ...

Alain William

ArcelorMittal : ArcelorMittal USA goes to Cleveland Cliffs: an unexpected (but) attractive deal

>ArcelorMittal inks a deal with Cleveland-Cliffs on ArcelorMittal USA - ArcelorMittal has announced it has entered into a definitive agreement with Cleveland-Cliffs Inc. pursuant to which Cleveland-Cliffs will acquire 100% of the shares of ArcelorMittal USA for an aggregate equity value consideration of $ 1.4bn combining cash ($ 0.5bn) and stock ($ 0.8bn). In addition, Cleveland-Cliffs will assume the liabilities of ArcelorMittal USA, including net liabilities of arou...

Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Cole Akeson
  • Irina Lapshina
  • Research Team
  • Vladimir Lezhnev

CIS Market Daily - 28 сентября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - РАЛЛИ НА ТОРГОВЫХ ПЛОЩАДКАХ США СПОСОБСТВУЕТ РОСТУ ГЛОБАЛЬНЫХ РЫНКОВ; НА ПОСТСОВЕТСКОМ ПРОСТРАНСТВЕ ВНИМАНИЕ ПРИКОВАНО К АРМЕНИИ И АЗЕРБАЙДЖАНУРоссия продемонстрировала едва ли не худшую динамику в сегменте развивающихся рынков: индекс РТС в пятницу упал на 2,0% и к закрытию составил 1 165 пунктов. Снижение цен на нефть и ослабление рубля также не способствовали оптимизму среди инвесторов. Ралли на биржах США обеспечивает участникам торгов более позитивный фон, хотя новых фундаментальных причин для роста котировок нет. На этой неделе большое значение будет иметь рост ме...

*** Octo - Creditorial - 28 September 2020 ***

*** Octo - Creditorial - 28 September 2020 *** ARYZTA / NN GROUP

Breakfast Report - 28 September, 2020

In the face of a pandemic-induced recession and consistent build up in inflation, the MPC was faced with a policy dilemma, which is - raise interest rates to rein in inflation or reduce interest rates to reflate the receding economy. The Committee noted that inflation was caused by supply side shocks while noting a rate hike will stifle recovery. Hence, it decided to reduce the Monetary Policy Rate by 100 basis points to 11.5%, being the second rate cut in the year. This expansionary move was necessary as low crude oil prices, lack of fiscal buffers and high debt burden constrains the ability ...

Moody's withdraws Daelim Industrial's rating for business reasons

Rating Action: Moody's withdraws Daelim Industrial's rating for business reasons. Global Credit Research- 28 Sep 2020. Hong Kong, September 28, 2020-- Moody's Investors Service has today withdrawn Daelim Industrial Co., Ltd.' s Baa2 issuer rating and stable outlook.

Marnik Hinnekens

TP ICAP - Europe - Morning CreditUpdate 28/09/2020 - Emetteurs non notes, Orpea

Fixed Income        TP ICAP (Europe) S.A. | Recherche Crédit | Lundi 28 septembre 2020   Emetteurs non notés (Equivalent IG) : Quelques arbitrages toujours intéressants dans ce segment Orpea (Achat) : Intégration dans notre liste des émetteurs non-notés équivalents Investment Grade Banques européennes – ESG : Enquête volontaire de l’ABE sur les publications ESG des banques Pétrole & Gaz : Selon l’ETC, l’objectif mondial de zéro émission nette requis pour limiter le réchauffement climatique à 1,5C° à horizon 2050 nécessite un investissement de $1 à 2$ tril...

Moody's - China’s new ABCP sector differs from overseas markets

Chinese ABCP share some similarities with those in other markets, but are also different in a number of ways, including the sponsors, program structures and other credit characteristics.

*** Octo - Creditorial - 28 Septembre 2020 ***

*** Octo - Creditorial - 28 Septembre 2020 *** NN GROUP / ARYZTA

Jean-François Granjon ...
  • Sylvain Goyon, CFA

ODDO BHF Small & MIDCAP MORNING NEWS - 28/09/2020

Si on souscrit à une vision pessimiste de l’évolution épidémique il n’est pas absurde de considérer une « pause » tactique à l’exposition cyclique. La réduction temporaire de cette position pourrait être utilisée pour financer l’achat de protection contre une issue électorale longue à se dessiner aux Etats-Unis, via, par ex, la constitution d’une position longue sur des contrats VIX/V2X au-delà de l’échéance de novembre. Mais attention, cette réduction doit être temporaire ! Ni l’épis...

Alisa Zakirova ...
  • Nikolay Minko
  • Yuri Popov

Russia FX/Rates Snapshot - September 28, 2020

We expect the ruble to lose ground heading into the US open today, as new major positive drivers have still not emerged. We see it retreating to USD/RUB 78.6, though after Friday's tumble, we think a bigger retreat is possible if the Nagorno-Karabakh situation continues to escalate.

Sven Edelfelt ...
  • Virginie Rousseau

Saint-Gobain : Renovation stimulus plan à la Française to come into effect from October

>Interview with housing minister - In an interview with the housing minister in the Journal de Dimanche, Emmanuelle Wargon said that € 2bn in 2021 and 2022 will be allocated for housing in the private sector and € 0.5bn for social housing, of the € 6.7bn of funding in the stimulus plan earmarked for energy renovation. According to the minister, the € 2bn allocated for thermal renovation in private housing will generate € 6bn of work (taking account of the share paid b...

Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Cole Akeson
  • Irina Lapshina
  • Research Team
  • Vladimir Lezhnev

CIS Market Daily - September 28, 2020

MARKET COMMENT - US RALLY SPURS GAINS, ARMENIA/AZERBAIJAN DRAWS REGIONAL FOCUSRussia was almost the weakest EM, the RTS sinking 2.0% on Friday to 1,165. Softening oil prices and an underperforming ruble did not help. A US rally sets a more bullish stage for markets this morning, though without new fundamental catalysts. International tensions will feature prominently this week, amid a severe escalation in the long simmer conflict between Armenia and Azerbaijan, multiple events that may see EU leaders remark on the relationship with Russia, and a US presidential debate.STORIES> /> Transneft wil...

Next Science: 1 director bought

A director at Next Science bought 831,935 shares at 5,730.000KRW and the significance rating of the trade was 91/100. 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 showing Close periods where trading activity is restricted under listing rules. The names of b...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch