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Carole Braudeau
  • Carole Braudeau
PREMIUM
CON CONTINENTAL AKT...
MTX MTU Aero Engine... ... (+6)

Credit Morning 08/28/2025

Emeria: still no real recovery in Q2 2025; liquidity saved by Assurimo|Iliad: sharp increase in profitability in Q2 2025 despite slower growth in France|

CON CONTINENTAL AKTIENGESELLSCHAFT
MTX MTU AERO ENGINES AG
ERA ERAMET SA
TEG TAG IMMOBILIEN AG
DIC DIC ASSET AG
DHER DELIVERY HERO SE
11h / 9m 11h / 9m 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CON CONTINENTAL AKT...
MTX MTU Aero Engine... ... (+6)

Morning Crédit 28/08/2025

Emeria : toujours pas de véritable reprise au T2 2025 ; la liquidité sauvée par Assurimo|Iliad : nette hausse de la rentabilité au T2 2025 malgré un ralentissement de la croissance en France|

CON CONTINENTAL AKTIENGESELLSCHAFT
MTX MTU AERO ENGINES AG
ERA ERAMET SA
TEG TAG IMMOBILIEN AG
DIC DIC ASSET AG
DHER DELIVERY HERO SE
11h / 18m 11h / 18m 1 FR
Chaima Ferrandon ... (+3)
  • Chaima Ferrandon
  • Christophe-Raphaël Ganet
  • Sven Edelfelt
G1A GEA GROUP AG
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
ARCAD ARCADIS NV
STR STRABAG SE
DHER DELIVERY HERO SE
FI-N GEORG FISCHER AG
ACLN ACCELLERON INDUSTRIES LTD
11h / 27m 11h / 27m 1 EN
Christophe-Raphaël Ganet ... (+3)
  • Christophe-Raphaël Ganet
  • Hela Zarrouk
  • Oliver Metzger
IDL ID LOGISTICS GROUP
EVN EVN AG
CFEB COMPAGNIE D'ENTREPRISES CFE SA
FIE FIELMANN AG
VRNL VERNEUIL PARTICIPATIONS
CAI CA IMMOBILIEN ANLAGEN AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
SEM SEMPERIT HOLDING AG
EUR EUROCASH S.A.
SRAIL STADLER RAIL AG
MRX MISTER SPEX SE
FI-N GEORG FISCHER AG
TLT THE LONDON TUNNELS PLC
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
11h / 39m 11h / 39m 1 EN
Chaima Ferrandon ... (+3)
  • Chaima Ferrandon
  • Christophe-Raphaël Ganet
  • Sven Edelfelt
G1A GEA GROUP AG
RI PERNOD RICARD SA
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
ARCAD ARCADIS NV
STR STRABAG SE
DHER DELIVERY HERO SE
ACLN ACCELLERON INDUSTRIES LTD
11h / 53m 11h / 53m 1 FR
Christophe-Raphaël Ganet ... (+3)
  • Christophe-Raphaël Ganet
  • Hela Zarrouk
  • Oliver Metzger
IDL ID LOGISTICS GROUP
EVN EVN AG
CFEB COMPAGNIE D'ENTREPRISES CFE SA
FIE FIELMANN AG
VRNL VERNEUIL PARTICIPATIONS
CAI CA IMMOBILIEN ANLAGEN AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
SEM SEMPERIT HOLDING AG
EUR EUROCASH S.A.
SRAIL STADLER RAIL AG
MRX MISTER SPEX SE
FI-N GEORG FISCHER AG
TLT THE LONDON TUNNELS PLC
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
11h / 55m 11h / 55m 1 FR
Markus Remis
  • Markus Remis
12h / 10m 12h / 10m 1 EN
Andreas Riemann ... (+2)
  • Andreas Riemann
  • Wim Gille
DHER DELIVERY HERO SE
13h / 4m 13h / 4m 1 EN
Adrian Pehl
  • Adrian Pehl
14h / 34m 14h / 34m 1 EN
Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
14h / 52m 14h / 52m 1 EN
Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
15h / 22m 15h / 22m 1 FR
Jean Danjou
  • Jean Danjou
UHR SWATCH GROUP LTD. BEARER
16h / 16m 16h / 16m 1 FR
Jean Danjou
  • Jean Danjou
UHR SWATCH GROUP LTD. BEARER
16h / 16m 16h / 16m 1 EN
Martijn Den Drijver
  • Martijn Den Drijver
16h / 16m 16h / 16m 1 EN
Adrian Pehl ... (+2)
  • Adrian Pehl
  • Klaus Ringel
ACLN ACCELLERON INDUSTRIES LTD
16h / 34m 16h / 34m 1 EN
Tobias Fahrenholz
  • Tobias Fahrenholz
PREMIUM
FI-N GEORG FISCHER A...

Georg Fischer : Grow with the smarter flow

We consider GF an attractive transformation and consolidation story in the structurally growing water equipment business. By the end of 2025, its more volatile and far less profitable machining + automotive-castings business should be gone and bring a higher-quality as well as greener business profile. The targeted gradual EBIT margin expansion of 360-560bp until 2030e (supportive operational leverage, remaining cost savings with Uponor around 70bp, improving product mix, more innovative solutio...

FI-N GEORG FISCHER AG
08/27/25 August 27, 2025 1 EN
Stefano Toffano
  • Stefano Toffano
GIVN GIVAUDAN SA
ASM ASM INTERNATIONAL N.V.
ASRNL ASR NEDERLAND NV
ACLN ACCELLERON INDUSTRIES LTD
08/27/25 August 27, 2025 1 EN
Stefano Toffano
  • Stefano Toffano
GIVN GIVAUDAN SA
ASM ASM INTERNATIONAL N.V.
ASRNL ASR NEDERLAND NV
ACLN ACCELLERON INDUSTRIES LTD
08/27/25 August 27, 2025 1 FR
Adrian Pehl ... (+2)
  • Adrian Pehl
  • Klaus Ringel
ACLN ACCELLERON INDUSTRIES LTD
08/27/25 August 27, 2025 1 EN
Bruno Cavalier ... (+3)
  • Bruno Cavalier
  • Mariem Ben Nejma
  • Sinan Doganli
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
POS PORR AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
FSNT FASHIONETTE AG
SPAC 468 SPAC I SE
08/25/25 August 25, 2025 1 EN
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