reports
- Carole Braudeau
Morning Crédit 02/04/2026
Accor a signé un accord avec Blackstone pour lui céder sa participation dans Essendi|Sealed Air élargit de nouveau le price talk et renforce ses covenants face aux réticences des investisseurs|Grifols : l’upsize des nouveaux TLB 2033 permettra de refinancer les obligations secured 2027|
- Ahmed Ben Salem
- Thomas Zlowodzki
AC ACCOR SA
HEIA HEINEKEN NV
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
KNEBV KONE OYJ CLASS B
SAND SANDVIK AB
EL ESSILORLUXOTTICA SA
ITRK INTERTEK GROUP PLC
ZAL ZALANDO SE
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
01913 PRADA S.P.A.
REP REPSOL SA
ARCAD ARCADIS NV
RAA RATIONAL AG
MOCORP METSO OUTOTEC OYJ
EVK EVONIK INDUSTRIES AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SIE SIEMENS AG
BP. BP P.L.C.
SIK SIKA AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
EPI A EPIROC AB
SHEL SHELL PLC
SGSN SGS SA
- Ahmed Ben Salem
- Thomas Zlowodzki
AC ACCOR SA
HEIA HEINEKEN NV
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
KNEBV KONE OYJ CLASS B
SAND SANDVIK AB
EL ESSILORLUXOTTICA SA
ITRK INTERTEK GROUP PLC
ZAL ZALANDO SE
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
01913 PRADA S.P.A.
REP REPSOL SA
ARCAD ARCADIS NV
RAA RATIONAL AG
MOCORP METSO OUTOTEC OYJ
EVK EVONIK INDUSTRIES AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SIE SIEMENS AG
BP. BP P.L.C.
SIK SIKA AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
EPI A EPIROC AB
SHEL SHELL PLC
SGSN SGS SA
- Fehmi Ben Naamane
- Johanna Jourdain
- Fehmi Ben Naamane
- Johanna Jourdain
- ABGSC Telecom Equipment Research
- Simon Granath
Bouygues: Monthly disclosure of the total number of shares and voting ...
Bouygues: Monthly disclosure of the total number of shares and voting rights Monthly disclosure of the total number of shares and voting rights Paris, 1 April 2026 Article 223-16 of the AMF General Regulation Date Shares Voting rightsTheoritical (1)Exercisable (2)31 March 2026386,120,723497,232,499496,077,465 (1) In accordance with Article 223-11 of the AMF General Regulation, this number is calculated on the basis of all the shares to which voting rights are attached, including shares for which voting rights have been suspended. (2) For information purposes only, this number has be...
Bouygues : Publication mensuelle du nombre d’actions composant le capi...
Bouygues : Publication mensuelle du nombre d’actions composant le capital et du nombre de droits de vote Publication mensuelle du nombre d’actions composant le capital et du nombre de droits de vote Paris, le 1 avril 2026 Article 223-16 du Règlement général de l’AMF Date Nombre d’actions composant le capital Nombre total de droits de voteThéoriques (1)Exerçables (2)31 mars 2026386 120 723497 232 499496 077 465 (1) Conformément à l’article 223-11 du Règlement général de l’AMF, nombre calculé sur la base de l’ensemble des actions auxquelles sont attachés des droits de vote, y compris les...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q25
We publish today our comprehensive quarterly bible: 243 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
IFX INFINEON TECHNOLOGIES AG
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- Delphine Brault
- Nathan Mietlicki
- Delphine Brault
- Nathan Mietlicki
- Stephane Beyazian
- Sven Edelfelt
Nokia wins new 5G RAN deal with Virgin Media O2 to accelerate its Mobi...
Nokia wins new 5G RAN deal with Virgin Media O2 to accelerate its Mobile Transformation Plan Press Release Nokia wins new 5G RAN deal with Virgin Media O2 to accelerate its Mobile Transformation Plan Deployment of Nokia’s latest AirScale RAN portfolio, including Massive MIMO radios, future‑proof baseband, and energy‑efficient next‑generation radio platforms, will help Virgin Media O2 to accelerate its Mobile Transformation PlanSignificant performance uplift for Virgin Media O2’s 5G network, with improvements in capacity, coverage, spectral efficiency, and customer-experienced speeds.Expan...
- Stephane Beyazian
- Sven Edelfelt
Accor: 1 director
A director at Accor bought 10,000 shares at 37.924EUR and the significance rating of the trade was 88/100. 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...
- ABGSC Telecom Equipment Research
- Simon Granath
- Carole Braudeau
LOGN LOGITECH INTERNATIONAL S.A.
AC ACCOR SA
JMT JERONIMO MARTINS SGPS S.A.
ACN ACCENTURE PLC CLASS A
RMS HERMES INTERNATIONAL SCA
CDR CD PROJEKT S.A.
OMV OMV AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ENI ENI S.P.A.
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
BAYN BAYER AG
ENEL ENEL SPA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
RAA RATIONAL AG
MONC MONCLER SPA
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
ARM ARM HOLDINGS PLC
GALD GALDERMA GROUP AG
ZAB ZABKA GROUP
AMS AMS-OSRAM AG
IFCN INFICON HOLDING AG
- Carole Braudeau
LOGN LOGITECH INTERNATIONAL S.A.
AC ACCOR SA
JMT JERONIMO MARTINS SGPS S.A.
ACN ACCENTURE PLC CLASS A
RMS HERMES INTERNATIONAL SCA
CDR CD PROJEKT S.A.
OMV OMV AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ENI ENI S.P.A.
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
BAYN BAYER AG
ENEL ENEL SPA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
RAA RATIONAL AG
MONC MONCLER SPA
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
ARM ARM HOLDINGS PLC
GALD GALDERMA GROUP AG
ZAB ZABKA GROUP
AMS AMS-OSRAM AG
IFCN INFICON HOLDING AG
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