reports
- Jakub Krawczyk
- Jakub Krawczyk
- Chaima Ferrandon
- Sven Edelfelt
ODDO : Europe has its reasons that deregulation knows nothing of
A political revolt is opening up the prospect of a more flexible ETS that will reduce carbon pressure in the short term and mitigate the additional CO2 costs for cement manufacturers. These changes pave the way for a slower streamlining of assets and less dynamic selling prices. After an exceptional re-rating, the sector's valuation multiples have quickly normalised following the escalation of conflict in the Middle East. At these share price levels, we keep our outperform rating on Holcim and V...
- Chaima Ferrandon
- Sven Edelfelt
ODDO : L’Europe a ses raisons que la dérégulation ne connait pas
Une fronde politique ouvre la perspective d’un assouplissement de l’ETS réduisant la pression carbone à court terme et atténuant les surcoûts CO2 pour les cimentiers. Ces changements ouvrent la voie à une rationalisation des actifs moins rapide et des prix de vente moins dynamiques. Après un rerating exceptionnel, les multiples de valorisation du secteur se sont rapidement normalisés suite au conflit au Moyen-Orient. A ce niveau de cours, nous maintenons notre recommandation sur Holcim et Vicat ...
- Ahmed Ben Salem
- Ahmed Ben Salem
- Chaima Ferrandon
- Sven Edelfelt
- Chaima Ferrandon
- Sven Edelfelt
- Wim Hoste
Titan FY25 EBITDA +9.3% LFL, FY26 guidance of mid single digit LFL gro...
FY25 EBITDA increased by 9.3% on a LFL basis and Titan guides for mid-single digit LFL EBITDA growth in FY26, which compares to our +4% forecast. We remind that Titan presented its Forward 2029 Strategic plan in November 2025, and which targets to grow EBITDA by 62% to € 1bn by 2029 on a combination of organic growth initiatives and M&A in regions where the company has an established footprint and acquisitions offer sizeable synergies potential. Overall, TITAN is seeking growth in the coming yea...
Heidelberg Materials AG: 1 director
A director at Heidelberg Materials AG bought 159,739 shares at 161.344EUR 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 two y...
- Wim Hoste
Titan Solid FY25 results from Titan America
Titan's US subsidiary Titan America released solid FY25 results, with revenue up 1.8% and adjusted EBITDA up 5.2%. Titan America anticipates low single revenue growth and a modest expansion of adjusted EBITDA margins in 2026. We remind that Titan Group will release its FY25 results tomorrow (19 March). We remind as well that Titan presented its Forward 2029 Strategic plan in November 2025, and which targets to grow EBITDA by 62% to € 1bn by 2029 on a combination of organic growth initiatives and...
Vicat: 1 director
A director at Vicat bought 5,000 shares at 61.623EUR and the significance rating of the trade was 54/100. 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 ...
- Jonathan Moreland
XRAY DENTSPLY SIRONA INC.
WAT WATERS CORPORATION
TGL. TECNOGLASS INC.
TCBI TEXAS CAPITAL BANCSHARES INC.
SFM SPROUTS FARMERS MARKETS INC.
SFBS SERVISFIRST BANCSHARES INC
ROCK GIBRALTAR INDUSTRIES INC.
NSP INSPERITY INC.
NMFC NEW MOUNTAIN FINANCE CORPORATION
MYGN MYRIAD GENETICS INC.
MLAB MESA LABORATORIES INC.
IP INTERNATIONAL PAPER COMPANY
GOGO GOGO INC.
FFIN FIRST FINANCIAL BANKSHARES INC
COTY COTY INC. CLASS A
NXRT NEXPOINT RESIDENTIAL TRUST INC.
CRG CRH PLC
PLBC PLUMAS BANCORP
BWFG BANKWELL FINANCIAL GROUP
HOG HARLEY-DAVIDSON INC.
MPB MID PENN BANCORP INC.
SSP THE E.W. SCRIPPS COMPANY
SONO SONOS
KOS KOSMOS ENERGY LTD.
AVTR AVANTOR
AHCO INC.
CMTV ADAPTHEALTH
FOUR COMMUNITY BANCORP INC. VT
VERX SHIFT4 PAYMENTS
ADV INC.
EOSE VERTEX
CSU INC.
IMNM ADVANTAGE SOLUTIONS INC (A)
GRNT EOS ENERGY ENTERPRISES INC (A)
ACVA CAPITAL SENIOR LIVING
CPNG IMMUNOME
TKNO GRANIT SKOPKE
QSI ACV AUCTIONS INC.
TCBX COUPANG
BLCO ALPHA TEKNOVA
SMRT INC.
KRRO QUANTUM-SI INC
NCDL THIRD COAST BANCSHARES INC
FG BAUSCH + LOMB CORP
LYEL SMARTRENT INC
KORRO BIO INC
NUVEEN CHURCHILL DIRECT LENDING CORP
F AND G ANNUITIES AND LIFE
INC.
LYELL IMMUNOPHARMA INC.
- Jonathan Moreland
SFBS SERVISFIRST BANCSHARES INC
GOGO GOGO INC.
CPS COOPER-STANDARD HOLDINGS INC.
NXRT NEXPOINT RESIDENTIAL TRUST INC.
CRG CRH PLC
ECC EAGLE POINT CREDIT CO INC
BWFG BANKWELL FINANCIAL GROUP
MPB MID PENN BANCORP INC.
THRY THRYV HOLDINGS
CSU CAPITAL SENIOR LIVING
CPNG COUPANG
PTLO PORTILLOS INC
FRST PRIMIS FINANCIAL CORP
CGON CG ONCOLOGY INC
MDRR MEDALIST DIVERSIFIED REIT INC.
FG F AND G ANNUITIES AND LIFE
INC.
Vicat - Mise à disposition du DEU 2025
Vicat - Mise à disposition du DEU 2025 Mise à disposition du Document d’enregistrement universel 2025 Le groupe Vicat (Euronext Paris : FR0000031775 – VCT) annonce avoir déposé le 10 mars 2026 son Document d’enregistrement universel 2025 auprès de l’Autorité des marchés financiers (AMF) sous le numéro D.26-0076. Le Document d’enregistrement universel 2025 est tenu à la disposition du public dans les conditions prévues par la réglementation en vigueur et peut être consulté et téléchargé sur l’espace « Investisseurs », rubrique « Informations réglementées » du site internet du Groupe (). Il...
- Wim Hoste
Titan Completion of acquisition of Traçim Cement
Titan has completed the earlier announced acquisition of Traçim Cement. The acquisition complements Titan's Turkish footprint and also fits well within TITAN's Forward 2029 Strategic plan which was presented in November 2025, and which targets to grow EBITDA by 62% to € 1bn by 2029 on a combination of organic growth initiatives and M&A in regions where the company has an established footprint and acquisitions offer sizeable synergies potential. Overall, TITAN is seeking growth in the coming year...
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
LHN HOLCIM AG
FME FRESENIUS MEDICAL CARE AG
FP TOTAL SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MUV2 MUNICH REINSURANCE COMPANY
MERY MERCIALYS SA
AGS AGEAS SA/NV
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ENI ENI S.P.A.
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
AMS AMADEUS IT GROUP SA CLASS A
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
YPSN YPSOMED HOLDING AG
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
BP. BP P.L.C.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
ARGX ARGEN-X SE
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RMV RIGHTMOVE PLC
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
ALC ALCON INC.
WDP WAREHOUSES DE PAUW SCA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHEL SHELL PLC
SHUR SHURGARD SELF STORAGE LIMITED
CVC CVC CAPITAL PARTNERS PLC
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
FME FRESENIUS MEDICAL CARE AG
FP TOTAL SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
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
MUV2 MUNICH REINSURANCE COMPANY
AGS AGEAS SA/NV
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
AMS AMADEUS IT GROUP SA CLASS A
MONC MONCLER SPA
YPSN YPSOMED HOLDING AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
BP. BP P.L.C.
ARGX ARGEN-X SE
RMV RIGHTMOVE PLC
ALC ALCON INC.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
CVC CVC CAPITAL PARTNERS PLC
- Chaima Ferrandon
- Sven Edelfelt
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