Our 14th edition of the ODDO BHF Nextcap Forum took place on 11 June in Paris, and on 12 June virtually. 96 companies and 170 investors were present for more than 700 meetings organized. Overall, we noted a still cautious tone from companies, with limited visibility on a solid rebound in a persistently uncertain market environment (geopolitical situation, US politics, etc.), even if there are some signs of recovery and certain sectors remain very well positioned (leisure, energy, defence). At th...
NEWS SUMMARY: CIE AUTOMOTIVE, ELECTRICITY SECTOR, IAG, TALGO. Ups and downs on the market European stock markets were back in the red, while the conflict between Israel and Iran entered its fifth day, and before the Fed’s decision today. In the STOXX 600, only Energy and Real Estate ended in green numbers, whereas Banks and Travel & Leisure once again posted the biggest losses. On the macro side, in Germany the ZEW index improved more than expected in June thanks to the fiscal measures announce...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CIE AUTOMOTIVE, IAG, SECTOR ELÉCTRICO, TALGO. El mercado entre vaivenes Vuelta a las pérdidas en las bolsas europeas, mientras el conflicto entre Israel e Irán entraba en su quinto día y antes de la decisión de este miércoles de la Fed. En el STOXX 600 sólo Energía e Inmobiliario terminaron en verde, mientras que Bancos y Viajes&Ocio volvieron a terminar con las mayores pérdidas. Por el lado macro, en Alemania el índice ZEW mejoró más de lo esperad...
1/ Automotive and industrial headwinds (even before Liberation Day), to be addressed by Schaeffler and Conti via self-help measures. The current developments are very dynamic and there is a great degree of uncertainty over the next 12-18 months and if finally a recession will be seen or not. 2/ Remaining rating risk and that the IHO PIK toggle notes become B+ at S&P. 3/ The IHO bonds lost attractiveness in the last months, following a recovery after the March 2025 sell-off. Schaeffler bonds were...
1/ Automotive and industrial headwinds (even before Liberation Day), to be addressed by Schaeffler and Conti via self-help measures. The current developments are very dynamic and there is a great degree of uncertainty over the next 12-18 months and if finally a recession will be seen or not. 2/ Remaining rating risk and that the IHO PIK toggle notes become B+ at S&P. 3/ The IHO bonds lost attractiveness in the last months, following a recovery after the March 2025 sell-off. Schaeffler bonds were...
GTT : Descriptif du programme de rachat d'actions GAZTRANSPORT ET TECHNIGAZSociété anonyme au capital de 371 177,72 eurosSiège social : 1 route de Versailles – 78470 Saint-Rémy-lès-Chevreuse662 001 403 R.C.S. Versailles Descriptif du programme de rachat d'actions établi conformément aux dispositions des articles 241-1 et suivants du Règlement général de l'Autorité des marchés financiers Mise en œuvre du programme de rachat d'actions autorisé par l'assemblée générale mixte des actionnaires en date du 11 juin 2025 Emetteur : GTT / code ISIN FR 0011726835 (compartiment A) Titres concernés ...
GTT: Main terms and conditions of the share buy-back programme GAZTRANSPORT ET TECHNIGAZSociété anonyme with a share capital of €371,177.72Registered office: 1 route de Versailles – 78470 Saint-Rémy-lès-Chevreuse, France662 001 403 R.C.S. Versailles Main terms and conditions of the share buy-back programme in accordance with the conditions and obligations set by Articles 241-1 and seq. of the General Regulations of the Autorité des marchés financiers (AMF) Implementation of the share buy-back programme authorised by the Combined Shareholders’ meeting on June 11, 2025 Issuer: GTT / ISIN ...
GTT’s 2025 combined shareholders’ Annual General Meeting summary GTT’s 2025 combined shareholders’ Annual General Meeting summary Saint-Rémy-lès-Chevreuse – June 12, 2025. The combined shareholders’ Annual General Meeting (AGM) of GTT (Gaztransport et Technigaz) met yesterday, under the chairmanship of Philippe Berterottière, Chairman and CEO of GTT. Shareholders were not only able to attend the meeting in person, but also to follow it via a live video webcast on the company's website: . A replay of the meeting is available at the same address. All resolutions submitted to the Annual G...
GTT - Compte rendu de l’Assemblée générale mixte des actionnaires 2025 Compte rendu de l’Assemblée générale mixte des actionnaires 2025 Saint-Rémy-lès-Chevreuse – Le 12 juin 2025. L’Assemblée générale mixte des actionnaires de GTT (Gaztransport et Technigaz) s’est réunie hier sous la présidence de Philippe Berterottière, Président-Directeur général. Les actionnaires ont pu assister physiquement à l’Assemblée générale mais également la suivre via une retransmission vidéo en direct sur le site internet de la société : . La rediffusion de l’assemblée est disponible, à cette même adresse. T...
Our 14th edition of the ODDO BHF Nextcap Forum takes place on June 11 in Paris, and on June 12 virtually. Following the first day, which took place yesterday at our Paris office with 18 companies in attendance, we publish hereafter feedback for 15 of the companies present.
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