A director at EDP-Energias De Portugal S.A bought 1,043,305 shares at 4.261EUR and the significance rating of the trade was 67/100. 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 ...
The current context heralds a new period of uncertainty, but this will not undermine the growth cycle for utilities, marked by price normalisation, accelerating demand and the increasing complexity of the electricity system, due to the intermittency of renewables, congestion and the need for flexibility. In this context, selectivity is key, between players seeking profitable growth internationally and those waiting on their domestic market. We maintain our sector hierarchy in favour of earnings ...
Le contexte actuel ouvre une nouvelle période d’incertitude mais qui ne remettra pas en cause le cycle de croissance des Utilities, marqué par la normalisation des prix, l’accélération de la demande et la complexification accrue du système électrique, en raison de l’intermittence des renouvelables, des congestions et du besoin de flexibilité. Dans ce contexte, la sélectivité est déterminante, entre les acteurs qui cherchent la croissance rentable à l’international et ceux qui patientent sur leur...
Our Top Picks blend Iberia’s resilient inner demand and tourism engines with defensive cash yield and regulated exposure. The macro overview remains a “low-drama, high-uncertainty” expansion: eurozone growth is steady with disinflation near 2%, an ECB on a prolonged plateau, and benign financial conditions. Positioning favours quality consumer/services (Inditex, AENA and Cirsa), transition/regulated cash flows (EDP), and high cash O&G (Repsol), with yield support (Navigator).
A director at Carnival sold after exercising options/sold 361,790 shares at 33.215USD and the significance rating of the trade was 75/100. 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 th...
Paris prosecutor's office launches probe into Uranium theft from Somaïr in Niger|Maxeda: weak Q3 results and announcement of restructuring process|Coty appoints Markus Strobel as new chairman and interim CEO|Golden Goose: HSG acquires majority stake|The Belgian government is considering increasing its stake in Ageas according to the Belgian newspaper de Tijd|
Enquête du parquet de Paris sur le vol d’Uranium de la Somaïr au Niger|Maxeda : faibles résultats T3 et annonce du processus de restructuration|Coty nomme Markus Stroble comme nouveau Chairman et CEO par interim|Golden Goose : HSG acquiert une part majoritaire au capital|Le gouvernement belge envisageait d'augmenter sa participation dans Ageas selon le journal belge De Tijd|
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