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 ...
- 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.
CRH : 2 directors
Two Directors at CRH bought 5,800 shares at between 102.112USD and 104.490USD. The significance rating of the trade was 57/100. 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...
- 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.
- Bruno Cavalier
- Jean Danjou
ZURN ZURICH INSURANCE GROUP LTD
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
PKO PKO BANK POLSKI S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
CRG CRH PLC
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
SIK SIKA AG
NEXI NEXI S.P.A.
DSY DASSAULT SYSTEMES SA
BEAN BELIMO HOLDING AG
ZGN ERMENEGILDO ZEGNA NV
- Bruno Cavalier
- Jean Danjou
ZURN ZURICH INSURANCE GROUP LTD
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
PKO PKO BANK POLSKI S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
CRG CRH PLC
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
SIK SIKA AG
NEXI NEXI S.P.A.
DSY DASSAULT SYSTEMES SA
BEAN BELIMO HOLDING AG
ZGN ERMENEGILDO ZEGNA NV
- Chaima Ferrandon
- Sven Edelfelt
- Chaima Ferrandon
- Sven Edelfelt
- Charlotte Vaisse
- Equipe Sustainability
- Julian Dobrovolschi
- Marc Lavaud
ENX EURONEXT NV
PEO BANK POLSKA KASA OPIEKI SA
CA CARREFOUR SA
ADP AEROPORTS DE PARIS SA
RNO RENAULT SA
EFGN EFG INTERNATIONAL AG
COV COVIVIO SA
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
RI PERNOD RICARD SA
NESN NESTLE S.A.
WKL WOLTERS KLUWER NV
AIR AIRBUS SE
VER VERBUND AG CLASS A
REP REPSOL SA
BA. BAE SYSTEMS PLC
CRG CRH PLC
GAS NATURGY ENERGY GROUP S.A.
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SAN BANCO SANTANDER S.A.
RIO RIO TINTO PLC
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
KBX KNORR-BREMSE AG
MRNA MODERNA INC.
FDJ LA FRANCAISE DES JEUX SA
FER FERROVIAL SA
AGN AEGON N.V.
TEN TENARIS S.A.
PUIG PUIG BRANDS
AMRZ AMRIZE AG
- Charlotte Vaisse
- Equipe Sustainability
- Julian Dobrovolschi
- Marc Lavaud
ENX EURONEXT NV
PEO BANK POLSKA KASA OPIEKI SA
CA CARREFOUR SA
ADP AEROPORTS DE PARIS SA
RNO RENAULT SA
EFGN EFG INTERNATIONAL AG
COV COVIVIO SA
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
RI PERNOD RICARD SA
NESN NESTLE S.A.
WKL WOLTERS KLUWER NV
AIR AIRBUS SE
VER VERBUND AG CLASS A
REP REPSOL SA
BA. BAE SYSTEMS PLC
CRG CRH PLC
GAS NATURGY ENERGY GROUP S.A.
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SAN BANCO SANTANDER S.A.
RIO RIO TINTO PLC
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
KBX KNORR-BREMSE AG
MRNA MODERNA INC.
FDJ LA FRANCAISE DES JEUX SA
FER FERROVIAL SA
AGN AEGON N.V.
TEN TENARIS S.A.
PUIG PUIG BRANDS
AMRZ AMRIZE AG
- Chaima Ferrandon
- Sven Edelfelt
- Chaima Ferrandon
- Sven Edelfelt
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHLN DHL GROUP
CON CONTINENTAL AKTIENGESELLSCHAFT
LR LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
BT.A BT GROUP PLC
MT ARCELORMITTAL SA
DGE DIAGEO PLC
RNO RENAULT SA
G1A GEA GROUP AG
KPN ROYAL KPN NV
GFC GECINA SA
DAI DAIMLER AG
EBS ERSTE GROUP BANK AG
ADEN ADECCO GROUP AG
SCMN SWISSCOM AG
MMK MAYR-MELNHOF KARTON AG
RHM RHEINMETALL AG
CDR CD PROJEKT S.A.
PKO PKO BANK POLSKI S.A.
TEP TELEPERFORMANCE SE
RF EURAZEO SA
ZAL ZALANDO SE
GEBN GEBERIT AG
ORSTED ORSTED
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
CRG CRH PLC
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
TIT TELECOM ITALIA S.P.A.
COLO B COLOPLAST A/S CLASS B
INX IMCD N.V.
LDO LEONARDO SPA
AZN ASTRAZENECA PLC
NEXI NEXI S.P.A.
STLA STELLANTIS N.V.
VWS VESTAS WIND SYSTEMS
CTPNV CTP NV
NOVO B NOVO NORDISK A/S
ARM ARM HOLDINGS PLC
SYENS SYENSQO
UN0 UNIPER SE
AENA AENA S.M.E. SA
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHLN DHL GROUP
CON CONTINENTAL AKTIENGESELLSCHAFT
LR LEGRAND
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
BT.A BT GROUP PLC
MT ARCELORMITTAL SA
DGE DIAGEO PLC
G1A GEA GROUP AG
KPN ROYAL KPN NV
GFC GECINA SA
EBS ERSTE GROUP BANK AG
ADEN ADECCO GROUP AG
SCMN SWISSCOM AG
MMK MAYR-MELNHOF KARTON AG
RHM RHEINMETALL AG
CDR CD PROJEKT S.A.
PKO PKO BANK POLSKI S.A.
TEP TELEPERFORMANCE SE
RF EURAZEO SA
ZAL ZALANDO SE
GEBN GEBERIT AG
ORSTED ORSTED
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
HEN3 HENKEL AG & CO. KGAA PREF
CRG CRH PLC
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
TIT TELECOM ITALIA S.P.A.
COLO B COLOPLAST A/S CLASS B
INX IMCD N.V.
LDO LEONARDO SPA
AZN ASTRAZENECA PLC
NEXI NEXI S.P.A.
VWS VESTAS WIND SYSTEMS
CTPNV CTP NV
NOVO B NOVO NORDISK A/S
ARM ARM HOLDINGS PLC
SYENS SYENSQO
UN0 UNIPER SE
AENA AENA S.M.E. SA
- Chaima Ferrandon
- Sven Edelfelt
- Chaima Ferrandon
- Sven Edelfelt
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.