reports
- Fehmi Ben Naamane
- Johanna Jourdain
- Fehmi Ben Naamane
- Johanna Jourdain
- Jean-François Granjon
Nexans : Bien câblé pour la croissance future
Suite à plusieurs contacts sociétés (visite de sites, roadshow…), nous confirmons notre opinion Surperformance sur un acteur mondial incontournable qui bénéficie des dynamiques d’investissement dans la basse, moyenne et haute tension. Le M&A sera également un accélérateur de la croissance. A l’appui d’une nouvelle gouvernance, du poids de l’innovation et d’un solide backlog, nous tablons sur un TMVA 2025/28e de l’EBITDA de 11.6% avec des guidances 2026 « dérisquées ». Notre OC est relevé à 170 €...
- Jean-François Granjon
Nexans : Well wired for future growth
Following several management meetings (site visits, road shows, etc.), we are reaffirming our Outperform recommendation on a leading global player benefiting from investment tailwinds across low, medium, and high voltage. M&A is also expected to act as a growth accelerator. Factoring in the group’s new governance structure, focus on innovation, and solid backlog, we are forecasting a 2025-28 EBITDA CAGR of 11.6%, with “de-risked” guidance for 2026. We are raising our target price to € 170 from €...
- Felix Fischer
- Felix Fischer
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
- Carole Braudeau
Credit Morning 03/12/2026
SES plans to issue SPACE notes and launches a tender on the PerpCall26 notes|Worldline : launch of the € 392m rights issue|airBaltic: EBITDAR guidance missed as expected; fuel costs put further pressure into the business|S&P upgrades AXA's ratings from AA-/positive to AA/stable|
- Carole Braudeau
Morning Crédit 12/03/2026
SES compte émettre des obligations SPACE et lance un tender sur les obligations PerpCall26|Worldline : lancement de l’augmentation de capital avec DPS de 392 m EUR|airBaltic: EBITDAR guidance missed as expected; fuel costs put further pressure into the business|S&P relève les notations d’AXA de AA-/positive à AA/stable|
Accor: 1 director
A director at Accor sold 20,000 shares at 42.000EUR and the significance rating of the trade was 100/100. 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 ...
WORLDLINE : Launch of the rights issue - Press release
WORLDLINE : Launch of the rights issue - Press release Not for release, publication or distribution, directly or indirectly, in or into Canada, Australia, Japan or South Africa. Worldline launches a share capital increase with preferential subscription rights for an amount of approximately €392 million, thus executing the final step of its c. €500 million share capital increase Paris, La Défense, 12 March 2026 – Worldline S.A. [ISIN: FR0011981968 – Euronext: WLN] (the “Company” or “Worldline”), a leading European operator of critical infrastructure and payment services, announces today t...
WORLDLINE : Lancement augmentation de capital avec DPS - Communiqué
WORLDLINE : Lancement augmentation de capital avec DPS - Communiqué Ne doit pas être publié, diffusé ou distribué, directement ou indirectement, au Canada, en Australie, au Japon ou en Afrique du Sud. Worldline lance une augmentation de capital avec maintien du droit préférentiel de souscription d’un montant d’environ 392 millions d’euros, dernière étape de l’augmentation de capital d’environ 500 millions d’euros annoncée lors de sa Journée Investisseurs (Capital Markets Day) du 6 novembre 2025 Paris, La Défense, 12 Mars 2026 – Worldline S.A. [ISIN : FR0011981968 – Euronext : WLN] (la « S...
- Oliver Metzger
- Oliver Metzger
- Carole Braudeau
- Carole Braudeau
- Christophe Chaput
- Christophe Chaput
Elis: Full-year 2025 results
Elis: Full-year 2025 results Record financial performance in 2025 Further improvement of financial metrics expected in 2026 Share buyback program of up to 500 million euros in 2026 2025 key figures: all financial indicators at record highs Revenue of 4,796.8 million euros, up +5.5% at constant exchange rates (+3.8% on an organic basis)Adjusted EBITDA up 5.6% to 1,700.1 million eurosAdjusted EBITDA margin at 35.4%, up 20 bpsAdjusted EBIT up 4.6% to 766.6 million eurosAdjusted EBIT margin stable at 16.0% of revenueNet income up 8.6% at 366.6 million euros Headline net income up 4.7% at 4...
Elis : Résultats annuels 2025
Elis : Résultats annuels 2025 Performance financière record en 2025 Nouvelle progression de nos indicateurs financiers attendue en 2026 Programme de rachat d’actions pouvant atteindre 500 millions d’euros en 2026 Chiffres clés 2025 : tous les indicateurs financiers à leur plus haut historique Chiffre d’affaires de 4 796,8 millions d’euros, en croissance de 5,5% hors effet de change (+3,8% en organique)EBITDA ajusté en amélioration de 5,6% à 1 700,1 millions d’eurosMarge d’EBITDA ajusté à 35,4% du chiffre d’affaires, en hausse de 20 pbEBIT ajusté en amélioration de 4,6% à 76...
MTU Aero Engines AG: 1 director
A director at MTU Aero Engines AG bought 220 shares at 348.200EUR 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 cle...
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