reports
- Carole Braudeau
Credit Morning 04/24/2026
IGH: EBITDA grew on a y/y basis for the first time since Q3 2024|Fnac Darty: reassuring Q1 sales, guidance confirmed|Forvia: Mixed Q1 sales, resilience outside China but strong pressure from BYD|Nexity: Few surprises in Q1, with bookings on the rise, but it’s still too early to talk of a turnaround|
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
AC ACCOR SA
EO FAURECIA SA
SK SEB SA
NXI NEXITY SA CLASS A
KORI KORIAN SA
CGM CEGEDIM SA
FNAC FNAC DARTY SA
SPIE SPIE SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
AF AIR FRANCE - KLM
- Carole Braudeau
Morning Crédit 24/04/2026
IGH: EBITDA grew on a y/y basis for the first time since Q3 2024|Fnac Darty : un CA T1 rassurant, guidances confirmées|Forvia : ventes T1 mitigées, résilience hors Chine mais forte pression liée à BYD|Nexity : peu de surprises au T1, des réservations en hausse mais encore trop tôt pour parler d’inflexion|
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
AC ACCOR SA
EO FAURECIA SA
SK SEB SA
NXI NEXITY SA CLASS A
KORI KORIAN SA
CGM CEGEDIM SA
FNAC FNAC DARTY SA
SPIE SPIE SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
AF AIR FRANCE - KLM
- Anthony Dick
- Michael Foundoukidis
VAC PIERRE & VACANCES SA
NXI NEXITY SA CLASS A
MF WENDEL SE
EXE EXEL INDUSTRIES SA
BIO BB BIOTECH AG
KORI KORIAN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
FII LISI SA
GBT GUERBET SA
FNAC FNAC DARTY SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
SAVE SAVENCIA SA
CTAC CTAC N.V.
VIS VISCOFAN S.A.
AOF ATOSS SOFTWARE AG
CARM CARMILA SAS
SEFER SERGEFERRARI GROUP SA
LIGHT SIGNIFY NV
ARG ARGAN SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VLTSA VOLTALIA
AXS ACCSYS TECHNOLOGIES
FTG111 FLATEXDEGIRO AG
TKO TIKEHAU CAPITAL SCA
VOS VOSSLOH AG
RBO ROCHE BOBOIS INTERNATIONAL SAS
TCH TECHNICOLOR SA
WDP WAREHOUSES DE PAUW SCA
FLOW FLOW TRADERS LTD
TUI TUI AG
PFSE PFISTERER HOLDING SE
DIA DISTRIBUIDORA INTERNACIONAL DE ALIMENTACION SA
IFCN INFICON HOLDING AG
1AST ASTA ENERGY SOLUTIONS AG
- Maissa Keskes
- Stephane Houri
AC ACCOR SA
HEIA HEINEKEN NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
EDEN EDENRED SA
IPN IPSEN SA
DG VINCI SA
VOLV B VOLVO AB CLASS B
SK SEB SA
KNIN KUEHNE & NAGEL INTERNATIONAL AG
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
NESN NESTLE S.A.
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
BOL BOLLORE SA
BKT BANKINTER SA
DIM SARTORIUS STEDIM BIOTECH SA
COLO B COLOPLAST A/S CLASS B
SPIE SPIE SA
SAP SAP SE
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
GALD GALDERMA GROUP AG
- Jean-François Granjon
- Sarra Maatki
EO FAURECIA SA
VAC PIERRE & VACANCES SA
NXI NEXITY SA CLASS A
MF WENDEL SE
EXE EXEL INDUSTRIES SA
BIO BB BIOTECH AG
KORI KORIAN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
FII LISI SA
GBT GUERBET SA
FNAC FNAC DARTY SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
SAVE SAVENCIA SA
CTAC CTAC N.V.
VIS VISCOFAN S.A.
AOF ATOSS SOFTWARE AG
CARM CARMILA SAS
SEFER SERGEFERRARI GROUP SA
LIGHT SIGNIFY NV
ARG ARGAN SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VLTSA VOLTALIA
AXS ACCSYS TECHNOLOGIES
FTG111 FLATEXDEGIRO AG
TKO TIKEHAU CAPITAL SCA
VOS VOSSLOH AG
RBO ROCHE BOBOIS INTERNATIONAL SAS
TCH TECHNICOLOR SA
WDP WAREHOUSES DE PAUW SCA
FLOW FLOW TRADERS LTD
TUI TUI AG
PFSE PFISTERER HOLDING SE
DIA DISTRIBUIDORA INTERNACIONAL DE ALIMENTACION SA
IFCN INFICON HOLDING AG
1AST ASTA ENERGY SOLUTIONS AG
- Maissa Keskes
- Stephane Houri
AC ACCOR SA
HEIA HEINEKEN NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
EDEN EDENRED SA
IPN IPSEN SA
DG VINCI SA
VOLV B VOLVO AB CLASS B
SK SEB SA
KNIN KUEHNE & NAGEL INTERNATIONAL AG
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
NESN NESTLE S.A.
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
BOL BOLLORE SA
BKT BANKINTER SA
DIM SARTORIUS STEDIM BIOTECH SA
COLO B COLOPLAST A/S CLASS B
SPIE SPIE SA
SAP SAP SE
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
GALD GALDERMA GROUP AG
- Fehmi Ben Naamane
- Johanna Jourdain
- Christophe Chaput
- Christophe Chaput
- Fehmi Ben Naamane
- Johanna Jourdain
Business Activity at 31 March 2026
Business Activity at 31 March 2026 BUSINESS ACTIVITY AT 31 MARCH 2026NEARLY 1,450 RESERVATIONS IN Q1 (+1%) GROUP REVENUE FOR Q1: €518M GUIDANCE FOR 2026 UNCHANGED Business activity: Planning and Development 1,449 total home reservations in Q1 2026: up 1% vs Q1 2025 High-quality supply for sale aligned with market conditions: Location: >90% of supply for sale in supply-constrained areas (Abis, A, B1), up 17 pts vs 2022 Continuing improvement in pre-selling rates on programmes; absorption rate at a pre-crisis level of 5 months Backlog of €3.7bn at end-March, equating to 1.5 years’ revenue...
Activité au 31 mars 2026
Activité au 31 mars 2026 ACTIVITÉ AU 31 MARS 2026PRÈS DE 1 450 RÉSERVATIONS SUR LE T1 (+1%) CHIFFRE D’AFFAIRES GROUPE T1 À 518 M€ PERSPECTIVES 2026 INCHANGÉES Activité commerciale Aménagement et Promotion 1 449 réservations totales de logements sur le T1 2026 : +1% vs. T1 2025 Offre commerciale de qualité et adaptée au marché : Emplacement : >90% de l’offre commerciale en zones tendues (Abis, A, B1), +17 pts vs. 2022 Amélioration continue des taux de pré commercialisation des opérations, délai d’écoulement à un niveau pré crise à 5 mois Backlog de 3,7 Md€ à fin mars, soit 1,5 année d’ac...
- Research Department
INFORME DIARIO 23 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’26. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, REPSOL, SECTOR INMOBILIARIO, TELEFÓNICA. EUROPA: ESSILORLUXOTTICA, L’OREAL, NOKIA, SAFRAN, SANOFI 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. 1T’26 que se publicarán en España y Europa en los próximos días. Un mercado con mucha incertidumbre A pesar de la prórroga del alto al fuego las bolsas ...
- Research Department
IBERIAN DAILY 23 APRIL + 1Q’26 RESULTS. HIGHLIGHTS AND REST OF PREVIEW...
NEWS SUMMARY: BANKINTER, REAL ESTATE SECTOR, REPSOL, TELEFÓNICA. 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 1Q’26 results to be released over the coming days in Spain. Stock markets are facing significant uncertainty European stock markets were disappointed by the uncertainty surrounding the talks between Iran and the US and despite the extension of the ceasefire, with th...
Elis: Disclosure of trading in own shares occured from April 13 to Apr...
Elis: Disclosure of trading in own shares occured from April 13 to April 17, 2026 Disclosure of trading in own shares occurred from April 13 to April 17, 2026 Puteaux, April 21, 2026 In accordance with the regulations on share buybacks, in particular Regulation (EU) 2016/1052, Elis hereby declares the purchases of its own shares made from April 13 to April 17, 2026 under the buyback program authorized by the 24th resolution of the General Shareholders' Meeting of May 22, 2025: Aggregated presentation: Issuer nameIssuer code(LEI) Transaction dateISIN CodeDaily total Volume (in number of s...
Elis : Déclaration des transactions sur actions propres du 13 avril au...
Elis : Déclaration des transactions sur actions propres du 13 avril au 17 avril 2026 Déclaration des transactions sur actions propres réalisées du 13 avril au 17 avril 2026 Puteaux, le 21 avril 2026 Conformément à la réglementation relative aux rachats d’actions, notamment le Règlement (UE) 2016/1052, Elis déclare ci-après les achats d’actions propres réalisés du 13 avril 2026 au 17 avril 2026 dans le cadre du programme de rachat autorisé par la 24ème résolution de l’assemblée générale des actionnaires du 22 mai 2025 : Présentation agrégée : Nom del'émetteurCode Identifiant de l'...
- Chris Hoare
- Emmanuel Matot
ALLIX WALLIX GROUP SA
ALFOC FOCUS HOME INTERACTIVE SA
AUTN AUTONEUM HOLDING AG
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
VIRP VIRBAC SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
IREN INVESTIS HOLDING SA
SRE SIRIUS REAL ESTATE LIMITED
ECONT ECONOCOM GROUP SE CLASS D
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NFN NFON AG
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
THEP THERMADOR HOLDING SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ALVGO VOGO SA
CTPNV CTP NV
ADTN ADTRAN HOLDINGS INC
SHUR SHURGARD SELF STORAGE LIMITED
XLS XLIFE SCIENCES AG
PLX PLUXEE NV
ALHG LOUIS HACHETTE GROUP
IS INTERSHOP HOLDING AG
- Emmanuel Matot
ALLIX WALLIX GROUP SA
ALFOC FOCUS HOME INTERACTIVE SA
AUTN AUTONEUM HOLDING AG
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
VIRP VIRBAC SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
IREN INVESTIS HOLDING SA
SRE SIRIUS REAL ESTATE LIMITED
ECONT ECONOCOM GROUP SE CLASS D
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NFN NFON AG
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
THEP THERMADOR HOLDING SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ALVGO VOGO SA
CTPNV CTP NV
ADTN ADTRAN HOLDINGS INC
SHUR SHURGARD SELF STORAGE LIMITED
XLS XLIFE SCIENCES AG
PLX PLUXEE NV
ALHG LOUIS HACHETTE GROUP
IS INTERSHOP HOLDING AG
- Ahmed Ben Salem
FP TOTAL SE
BVI BUREAU VERITAS SA
LI KLEPIERRE SA
COV COVIVIO SA
RI PERNOD RICARD SA
GFC GECINA SA
NXI NEXITY SA CLASS A
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
ITRK INTERTEK GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
ALO ALSTOM SA
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE 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
ALLN ALLREAL HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
ELI ELIA GROUP SA/NV
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
IREN INVESTIS HOLDING SA
VACN VAT GROUP AG
SRE SIRIUS REAL ESTATE LIMITED
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
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
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
SGSN SGS SA
IS INTERSHOP HOLDING AG
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