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Carole Braudeau
  • Carole Braudeau
LHN HOLCIM AG
AC ACCOR SA ... (+12)

Credit Morning 10/24/2025

IGH: strong EBITDA decrease amid continued challenging market conditions|Nexity: a Q3 without surprises and without progress|URW: a solid Q3, accompanied by a new CEO, an acquisition and higher targets|

Carole Braudeau
  • Carole Braudeau
LHN HOLCIM AG
AC ACCOR SA ... (+12)

Morning Crédit 24/10/2025

IGH: strong EBITDA decrease amid continued challenging market conditions|Nexity : un T3 sans surprise et sans progrès|URW : un T3 solide, accompagné d’un nouveau CEO, d’une acquisition et d’une hausse des objectifs|

Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Johanna Jourdain
Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Johanna Jourdain
Stijn Demeester
  • Stijn Demeester

ArcelorMittal/Model update ahead of 3Q25/BUY

We update our estimates ahead of ArcelorMittal's 3Q25 results, due 6 November. Our target price increases to €38 per share from €34, mainly due to higher peer multiples.

Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Johanna Jourdain
Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Johanna Jourdain
Carole Braudeau
  • Carole Braudeau

Credit Morning 10/08/2025

SoftBank Group signs an agreement to buy ABB Robotics for $ 5.4bn|AXA announces repayment of the Legacy Perp TEC|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 08/10/2025

SoftBank Group signe un accord pour l’acquisition d’ABB Robotics pour 5,4 mds USD|AXA annonce le remboursement du Perp legacy TEC|

Carole Braudeau
  • Carole Braudeau

Credit Morning 10/07/2025

Impact of protectionist measures on steel unveiled by the European Commission|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 07/10/2025

Impact des mesures protectionnistes sur l’acier dévoilées par la Commission Européenne|

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