reports
- Pierre FerraguÊ
Bible 2Q25 - Smartphones: 2025 weak and front-loaded. Increasing conce...
Dear all, Today, we are publishing the Smartphones section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, Foundry, and Semicap Equ...
Soitec : Information Relating to the Total Number of Voting Rights and...
Soitec : Information Relating to the Total Number of Voting Rights and Shares Forming the Share Capital Bernin, on August 4, 2025 INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES FORMING THE SHARE CAPITAL (Article L. 233-8 II of the French Commercial Code and article 223-16 of the General Regulation of the French financial markets authority (AMF)) Corporate name and address of the company: SOITECParc Technologique des Fontaines - Chemin des Franques 38190 Bernin (FRANCE) Statement date Total number of shares forming the share capital Total number of...
SOITEC : INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D'A...
SOITEC : INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D'ACTIONS COMPOSANT LE CAPITAL SOCIAL Fait à Bernin, le 4 août 2025 INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS COMPOSANT LE CAPITAL SOCIAL (Article L. 233-8 II du Code du commerce et article 223-16 du Règlement Général de l’Autorité des Marchés Financiers) Dénomination sociale et adresse de la société : SOITEC Parc Technologique des Fontaines - Chemin des Franques 38190 Bernin Date d’arrêté des informations Nombre d’actions composant le capital social Nombre total de dro...
- Farid Bitari
- Nicolas David
AI AIR LIQUIDE SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
ADS ADIDAS AG
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
FGR EIFFAGE SA
DAI DAIMLER AG
SZG SALZGITTER AG
AMUN AMUNDI SA
WKL WOLTERS KLUWER NV
OR L'OREAL SA
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
REE RED ELECTRICA CORP. SA
GRF GRIFOLS S.A. CLASS A
ELE ENDESA S.A.
BAS BASF SE
ERA ERAMET SA
CAP CAPGEMINI SE
SY1 SYMRISE AG
AMP AMPLIFON S.P.A.
SPL SANTANDER BANK POLSKA SA
BA. BAE SYSTEMS PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
KGX KION GROUP AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
INX IMCD N.V.
GRF.P GRIFOLS S.A. PREF CLASS B
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
SHL SIEMENS HEALTHINEERS AG
SIK SIKA AG
JDEP JDE PEET'S NV
VUL VULCAN ENERGY RESOURCES
STLA STELLANTIS N.V.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
GSK GSK PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
FER FERROVIAL SA
H2O HIDROELECTRICA S.A.
NOVO B NOVO NORDISK A/S
CVC CVC CAPITAL PARTNERS PLC
AAL ANGLO AMERICAN PLC
AENA AENA S.M.E. SA
- Farid Bitari
- Nicolas David
AI AIR LIQUIDE SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
ADS ADIDAS AG
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
FGR EIFFAGE SA
DAI DAIMLER AG
SZG SALZGITTER AG
AMUN AMUNDI SA
WKL WOLTERS KLUWER NV
OR L'OREAL SA
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
REE RED ELECTRICA CORP. SA
GRF GRIFOLS S.A. CLASS A
ELE ENDESA S.A.
BAS BASF SE
ERA ERAMET SA
CAP CAPGEMINI SE
SY1 SYMRISE AG
AMP AMPLIFON S.P.A.
SPL SANTANDER BANK POLSKA SA
BA. BAE SYSTEMS PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
KGX KION GROUP AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
INX IMCD N.V.
GRF.P GRIFOLS S.A. PREF CLASS B
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
SHL SIEMENS HEALTHINEERS AG
SIK SIKA AG
JDEP JDE PEET'S NV
VUL VULCAN ENERGY RESOURCES
STLA STELLANTIS N.V.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
GSK GSK PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
FER FERROVIAL SA
H2O HIDROELECTRICA S.A.
NOVO B NOVO NORDISK A/S
CVC CVC CAPITAL PARTNERS PLC
AAL ANGLO AMERICAN PLC
AENA AENA S.M.E. SA
- Louis Boujard
- CFA
- Philippe Ourpatian
- Louis Boujard
- CFA
- Philippe Ourpatian
- Andres Bolumburu
- Charlotte Vaisse
- Marc Lavaud
- Oliver Metzger
- Thomas Zlowodzki
- Usama Tariq
- Wim Gille
AI AIR LIQUIDE SA
RR. ROLLS-ROYCE HOLDINGS PLC
BVI BUREAU VERITAS SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
HO THALES SA
RXL REXEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
ALV ALLIANZ SE
EL ESSILORLUXOTTICA SA
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
GOE GROUPE GORGE SA
ELE ENDESA S.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
ANA ACCIONA SA
FACC FACC AG
SAN BANCO SANTANDER S.A.
LDO LEONARDO SPA
AZN ASTRAZENECA PLC
SIK SIKA AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AM DASSAULT AVIATION
SGSN SGS SA
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
- Charlotte Vaisse
- Marc Lavaud
- Oliver Metzger
- Thomas Zlowodzki
- Usama Tariq
- Wim Gille
AI AIR LIQUIDE SA
RR. ROLLS-ROYCE HOLDINGS PLC
BVI BUREAU VERITAS SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
HO THALES SA
RXL REXEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
ALV ALLIANZ SE
EL ESSILORLUXOTTICA SA
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
GOE GROUPE GORGE SA
ELE ENDESA S.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
ANA ACCIONA SA
FACC FACC AG
SAN BANCO SANTANDER S.A.
LDO LEONARDO SPA
AZN ASTRAZENECA PLC
SIK SIKA AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AM DASSAULT AVIATION
SGSN SGS SA
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
- Andres Bolumburu
- Andres Bolumburu
ACCIONA: 1H’25 RESULTS AND CHANGE OF RECOMMENDATION TO UNDERWEIGHT (AN...
1H'25 vs. 1H'24 Results Sales: € 9.231 Bn (+5.2% vs. +2.2% BS(e) and +1.2% consensus); EBITDA: € 1.557 Bn (+57.3% vs. +50.4% BS(e) and +52.0% consensus); Net Profit: € 526.0 M (+353.4% vs. +288.2% BS(e) and +337.9% consensus);
- Ana Arjona-Martinez
- Louis Boujard
- CFA
- Philippe Ourpatian
- Louis Boujard
- CFA
- Philippe Ourpatian
- Andres Bolumburu
- Andres Bolumburu
- Research Department
INFORME DIARIO 29 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAF, ENDESA, IBERDROLA, UNICAJA. EUROPA: AIR LIQUIDE, ESSILORLUXOTTICA, PHILIPS. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 2T’25 que se publicarán en España y Europa en los próximos días. Tras el acuerdo… Europa termina en pérdidas La digestión del acuerdo comercial fue apagan...
- Research Department
IBERIAN DAILY 29 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, CAF, ENDESA, IBERDROLA, UNICAJA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 2Q’25 results to be released over the coming days in Spain. After the agreement... losses in Europe With the digestions of the trade agreement, the initial gains for European stock markets turned into drops near -0.5%. Negotiations on microchips, pharma produ...
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