reports
- Pierre FerraguÊ
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.
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
Credit Morning 07/16/2025
Renault lowers its 2025 targets after a very disappointing end to the first half|Ontex Q2 25 early results release: Revenue and margin decrease in a weaker than expected market|Loxam is issuing a new bond maturing in February 2031|Finnair: weaker-than-expected results and guidance|
- Carole Braudeau
Morning Crédit 16/07/2025
Renault abaisse ses objectifs 2025 après une fin de S1 très décevante|Ontex Q2 25 early results release: Revenue and margin decrease in a weaker than expected market|Loxam lance le placement d’une nouvelle obligation à échéance en février 2031|Finnair: weaker-than-expected results and guidance|
- Adrian Pehl
- Klaus Ringel
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
RNO RENAULT SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
SCMN SWISSCOM AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
REE RED ELECTRICA CORP. SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
PRY PRYSMIAN S.P.A.
MOB MOBILEZONE HOLDING AG
RIO RIO TINTO PLC
ASML ASML HOLDING NV
JDEP JDE PEET'S NV
ACLN ACCELLERON INDUSTRIES LTD
AF AIR FRANCE - KLM
SUNN SUNRISE
- Adrian Pehl
- Klaus Ringel
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
RNO RENAULT SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
SCMN SWISSCOM AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
REE RED ELECTRICA CORP. SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
PRY PRYSMIAN S.P.A.
MOB MOBILEZONE HOLDING AG
RIO RIO TINTO PLC
ASML ASML HOLDING NV
JDEP JDE PEET'S NV
ACLN ACCELLERON INDUSTRIES LTD
AF AIR FRANCE - KLM
SUNN SUNRISE
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
H1 2025 financial figures and FY 2025 financial outlook
H1 2025 financial figures and FY 2025 financial outlook PRESS RELEASEJuly 15, 2025 H1 2025 financial figures and FY 2025 financial outlook H1 2025 preliminary financial figures Update of FY 2025 financial outlook Strengthening of the cost reduction plan Boulogne-Billancourt, France - July 15, 2025 Renault Group announces its H1 2025 preliminary financial figures: Group revenue at €27.6bn, up +2.5%operating margin at 6.0% of Group revenue free cash-flow at €47m (including a significantly negative change in the working capital requirement estimated at c. -€900m, excluding tax effect) T...
Données financières du 1er semestre 2025 et perspectives financières 2...
Données financières du 1er semestre 2025 et perspectives financières 2025 COMMUNIQUÉ DE PRESSE15 juillet 2025 Données financières du 1er semestre 2025 et perspectives financières 2025 Données financières préliminaires du 1er semestre 2025Mise à jour des perspectives financières 2025Renforcement du plan de réduction des coûts Boulogne-Billancourt, France - 15 juillet 2025 Renault Group annonce ses données financières préliminaires du 1er semestre 2025 : chiffre d’affaires Groupe à 27,6 milliards d’euros, en croissance de 2,5 %marge opérationnelle à 6,0 % du chiffre d’affaires Groupefre...
Renault Group announces the appointment of Duncan Minto as Interim Chi...
Renault Group announces the appointment of Duncan Minto as Interim Chief Executive Officer PRESS RELEASEJuly 15, 2025 Renault Group announces the appointment of Duncan Minto as Interim Chief Executive Officer Duncan Minto, currently Chief Financial Officer of Renault Group, will hold the position of Interim Chief Executive Officer of Renault S.A.Jean-Dominique Senard will assume the position of Chairman of Renault s.a.s. during this periodThe selection process for the new Chief Executive Officer is already well underway Boulogne-Billancourt, July 15, 2025 – The Board of Directors of Rena...
Renault Group annonce la nomination de Duncan Minto en tant que Direct...
Renault Group annonce la nomination de Duncan Minto en tant que Directeur général par intérim COMMUNIQUÉ DE PRESSE15 Juillet 2025 Renault Group annonce la nomination de Duncan Minto en tant que Directeur général par intérim Duncan Minto, actuellement Directeur financier de Renault Group, occupera le poste de Directeur général par intérim de Renault S.A. Jean-Dominique Senard assurera les fonctions de Président de Renault s.a.s. pendant cette périodeLe processus de sélection du nouveau Directeur général est d’ores et déjà bien engagé Boulogne-Billancourt, le 15 Juillet 2025 – Le Consei...
- Pierre FerraguÊ
- Research Department
IBERIAN DAILY 09 JULY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AENA, BANKING SECTOR, CIE AUTOMOTIVE, ENDESA, INDRA, REPSOL, TALGO. Tariff uncertainty It was a session of slight gains in European stock markets whereas the change of dates for the deadlines set by D. Trump to close trade negotiations and implementation of tariff continues (with a new deadline on the 1st August). In the STOXX 600, Basic Resources and Autos were the best-performing sectors vs. the drops of Real Estate and Household. On the macro side, in the US, June’s NFIB SMEs c...
- Ahmed Ben Salem
- Bruno Cavalier
FP TOTAL SE
GET GETLINK SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
ENI ENI S.P.A.
CAP CAPGEMINI SE
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.
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
AAL ANGLO AMERICAN PLC
- Ahmed Ben Salem
- Bruno Cavalier
FP TOTAL SE
GET GETLINK SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
ENI ENI S.P.A.
CAP CAPGEMINI SE
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.
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
AAL ANGLO AMERICAN PLC
- Chaima Ferrandon
- Sven Edelfelt
- Andres Bolumburu
- Virginia Romero
SECTOR ELÉCTRICO ESPAÑA: LA CNMC FIJA UNA RENTABILIDAD DE LA INVERSIÓN...
La CNMC fija la tasa de retribución de redes eléctricas en el 6,46% La CNMC ha publicado el borrador de la tasa de retribución financiera (TRF) para el nuevo marco de redes de distribución y transporte de electricidad 26-31 en el 6,46% vs 5,58% anterior, en línea con lo inicialmente previsto, pero lejos de lo solicitado por el sector (c. 7/7,5%). Noticia negativa, especialmente para aquellas compañías con mayor exposición a negocio regulado doméstico (Redeia, 81% EBITDA’25e) y a la TRF (Endesa, ...
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