reports
- Pierre FerraguÊ
GTC 2025 – Making sense of the AI bull case.
We attended GTC this week in San Jose and hosted our inaugural New Street GTC after-party (If you didn’t attend, make sure you get a ticket for next year, it is the hottest event of the conference!) It gave us the opportunity to catch-up at length with Nvidia executives and our most valuable contacts in the entire ecosystem. Please follow the link below for our updated thoughts.
- Jerôme Bodin
- Stephane Houri
ODDO : Feedback from 9th ODDO BHF TMT Forum
Our two-day 9th virtual TMT Forum was attended by 32 listed companies and 292 investors. The trends in media seem to point to a correct start to the year. Telecom players are optimistic on the regulatory front (intra-market consolidation). Software & IT services and semis continue to see mixed trends, apart from in AI and some hopes that a few companies will benefit from the rise of defence spending. In terms of companies, the main positive messages came from Auto1, CMCOM, Indra, Infineon, Telec...
IPS IPSOS
TFI TELEVISION FRANCAISE 1 SA
GAMA GAMMA COMMUNICATIONS
ELG ELMOS SEMICONDUCTOR SE
WPP WPP PLC
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
EXENS EXOSENS
AMS AMS-OSRAM AG
- Bruno Cavalier
- Jerôme Bodin
- Stephane Houri
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
HEI HEIDELBERGCEMENT AG
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SPIE SPIE SA
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
- Ahmed Ben Salem
- Baptiste Lebacq
- Jerôme Bodin
- Thomas Zlowodzki
ETL EUTELSAT COMMUNICATIONS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ALTA ALTAREA SCA
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
MAU ETABLISSEMENTS MAUREL & PROM SA
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
- Ahmed Ben Salem
- Baptiste Lebacq
- Jerôme Bodin
- Thomas Zlowodzki
ETL EUTELSAT COMMUNICATIONS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ALTA ALTAREA SCA
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
MAU ETABLISSEMENTS MAUREL & PROM SA
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
- Bruno Cavalier
- Jerôme Bodin
- Stephane Houri
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
HEI HEIDELBERGCEMENT AG
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SPIE SPIE SA
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
- Pierre FerraguÊ
Aixtron AG: 2 directors
Two Directors at Aixtron AG bought 11,200 shares at between 11.840EUR and 12.357EUR. The significance rating of the trade was 57/100. 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 las...
- Luis de Toledo Heras
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
EO FAURECIA SA
ZIL2 ELRINGKLINGER AG
NXI NEXITY SA CLASS A
ACX ACERINOX SA
FR VALEO SE
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
SIX2 SIXT SE
VID VIDRALA SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
CIE CIE AUTOMOTIVE S.A.
KENDR KENDRION NV
BPOST BPOST SA
CON CONZZETA AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
MEL MELIA HOTELS INTERNATIONAL S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
CASH PROSEGUR CASH SA
BP. BP P.L.C.
DIGI DIGI COMMUNICATIONS NV
SMCP SMCP SA
SFG SPHERA FRANCHISE GROUP SA
GEST GESTAMP AUTOMOCION S.A.
EAT AMREST HOLDINGS SE
VK VALLOUREC SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHUR SHURGARD SELF STORAGE LIMITED
ENER GRUPO ECOENER S.A.
PLNW PLANISWARE
VIRI VIRIDIEN
- Luis de Toledo Heras
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
EO FAURECIA SA
ZIL2 ELRINGKLINGER AG
NXI NEXITY SA CLASS A
ACX ACERINOX SA
FR VALEO SE
SOC SUBSEA 7 S.A.
SIX2 SIXT SE
VID VIDRALA SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
CIE CIE AUTOMOTIVE S.A.
KENDR KENDRION NV
BPOST BPOST SA
CON CONZZETA AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
MEL MELIA HOTELS INTERNATIONAL S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
CASH PROSEGUR CASH SA
BP. BP P.L.C.
DIGI DIGI COMMUNICATIONS NV
SMCP SMCP SA
GEST GESTAMP AUTOMOCION S.A.
VK VALLOUREC SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHUR SHURGARD SELF STORAGE LIMITED
ENER GRUPO ECOENER S.A.
PLNW PLANISWARE
VIRI VIRIDIEN
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- Baptiste Salaville
- Charlotte Vaisse
- Emmanuel Matot
- Marc Lavaud
IPS IPSOS
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
SOP SOPRA STERIA GROUP SA
SLB.N SCHLUMBERGER NV
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
GTT GAZTRANSPORT & TECHNIGAZ SA
SSAB A SSAB AB CLASS A
MF WENDEL SE
SZG SALZGITTER AG
ITP INTERPARFUMS
FII LISI SA
FNAC FNAC DARTY SA
VOE VOESTALPINE AG
ACX ACERINOX SA
G24 SCOUT24 AG
ERA ERAMET SA
P2F PETROFAC LIMITED
IMPN IMPLENIA AG
POS PORR AG
GLB GLANBIA PLC
CFEB COMPAGNIE D'ENTREPRISES CFE SA
SUN SULZER AG
VRNL VERNEUIL PARTICIPATIONS
TUB TUBACEX S.A.
HEIJM HEIJMANS N.V. CERT
SOC
SIX2 SUBSEA 7 S.A.
CTAC SIXT SE
AIXA CTAC N.V.
NDA AIXTRON SE
FTON AURUBIS AG
WIE FEINTOOL INTERNATIONAL HOLDING AG
VLK WIENERBERGER AG
SBO VAN LANSCHOT KEMPEN NV CERT. OF SHS
SESL SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AALB SES-IMAGOTAG SA
AMG AALBERTS N.V.
FDR AMG ADVANCED METALLURGICAL GROUP N.V.
SIGHT FLUIDRA S.A.
CON GENSIGHT BIOLOGICS SA
TGS CONZZETA AG
CSM TGS-NOPEC GEOPHYSICAL COMPANY ASA
TRE CORBION NV
IDR TECNICAS REUNIDAS SA
RIO INDRA SISTEMAS S.A. CLASS A
TEC RIO TINTO PLC
BHP TECHNIPFMC PLC
HOME BHP GROUP LTD
BFSA NEINOR HOMES SA
AMAG BEFESA SA
CAF AMAG AUSTRIA METALL AG
GRE CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
DSC1 GRENERGY RENOVABLES
HAG DUTCH STAR C SHAR
VK HENSOLDT AG
UPG VALLOUREC SA
AML UNIFIEDPOST GROUP
TE ASTON MARTIN LAGONDA GLOBAL HOLDINGS
EFIC1 TECHNIP ENERGIES NV
CTPNV EUROPEAN FINTECH IPO CO 1 BV
DEME CTP NV
SPM DEME GROUP NV
ADTN SAIPEM S.P.A.
TEN ADTRAN HOLDINGS INC
PLNW TENARIS S.A.
VIRI PLANISWARE
VIRIDIEN
- Baptiste Salaville
- Charlotte Vaisse
- Emmanuel Matot
- Marc Lavaud
IPS IPSOS
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
SOP SOPRA STERIA GROUP SA
SLB.N SCHLUMBERGER NV
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
GTT GAZTRANSPORT & TECHNIGAZ SA
SSAB A SSAB AB CLASS A
MF WENDEL SE
SZG SALZGITTER AG
ITP INTERPARFUMS
FII LISI SA
FNAC FNAC DARTY SA
VOE VOESTALPINE AG
ACX ACERINOX SA
G24 SCOUT24 AG
ERA ERAMET SA
P2F PETROFAC LIMITED
IMPN IMPLENIA AG
POS PORR AG
GLB GLANBIA PLC
CFEB COMPAGNIE D'ENTREPRISES CFE SA
SUN SULZER AG
VRNL VERNEUIL PARTICIPATIONS
TUB TUBACEX S.A.
HEIJM HEIJMANS N.V. CERT
SOC
SIX2 SUBSEA 7 S.A.
CTAC SIXT SE
AIXA CTAC N.V.
NDA AIXTRON SE
FTON AURUBIS AG
WIE FEINTOOL INTERNATIONAL HOLDING AG
VLK WIENERBERGER AG
SBO VAN LANSCHOT KEMPEN NV CERT. OF SHS
SESL SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AALB SES-IMAGOTAG SA
AMG AALBERTS N.V.
FDR AMG ADVANCED METALLURGICAL GROUP N.V.
SIGHT FLUIDRA S.A.
CON GENSIGHT BIOLOGICS SA
TGS CONZZETA AG
CSM TGS-NOPEC GEOPHYSICAL COMPANY ASA
TRE CORBION NV
IDR TECNICAS REUNIDAS SA
RIO INDRA SISTEMAS S.A. CLASS A
TEC RIO TINTO PLC
BHP TECHNIPFMC PLC
HOME BHP GROUP LTD
BFSA NEINOR HOMES SA
AMAG BEFESA SA
CAF AMAG AUSTRIA METALL AG
GRE CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
DSC1 GRENERGY RENOVABLES
HAG DUTCH STAR C SHAR
VK HENSOLDT AG
UPG VALLOUREC SA
AML UNIFIEDPOST GROUP
TE ASTON MARTIN LAGONDA GLOBAL HOLDINGS
EFIC1 TECHNIP ENERGIES NV
DEME EUROPEAN FINTECH IPO CO 1 BV
SPM DEME GROUP NV
ADTN SAIPEM S.P.A.
TEN ADTRAN HOLDINGS INC
PLNW TENARIS S.A.
VIRI PLANISWARE
VIRIDIEN
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
EQS-News: AIXTRON behauptet sich in schwierigem Marktumfeld
EQS-News: AIXTRON SE / Schlagwort(e): Jahresergebnis AIXTRON behauptet sich in schwierigem Marktumfeld 27.02.2025 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. AIXTRON behauptet sich in schwierigem Marktumfeld Leichte Umsatzsteigerung (+1%) ggü. Vj. / Rekorderlöse im 4. Quartal 2024 / Neue G10-Anlagengeneration gewinnt weiter Marktanteile / Innovationszentrum für 300 mm-Wafer-Anlagen eröffnet / Verhaltener Ausblick für 2025 Herzogenrath, 27. Februar 2025 – AIXTRON SE (FWB: AIXA, ISIN DE000A0WMPJ6) hat im Geschäftsjah...
EQS-News: AIXTRON well on track in a challenging market environment
EQS-News: AIXTRON SE / Key word(s): Annual Results AIXTRON well on track in a challenging market environment 27.02.2025 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. AIXTRON well on track in a challenging market environment Slight revenue growth of 1% yoy / Record revenues in Q4 2024 / New G10 system generation continues to gain market share / Innovation Center for 300 mm wafer systems opened / Cautious outlook for 2025 Herzogenrath, Germany, February 27, 2025 – AIXTRON SE (FSE: AIXA, ISIN DE000A0WMPJ6) delivered strong r...
- Patrick Steiner
EVN EVN AG
ITP INTERPARFUMS
GXI GERRESHEIMER AG
ALTA ALTAREA SCA
EBRO EBRO FOODS SA
IMPN IMPLENIA AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
TEG TAG IMMOBILIEN AG
CWC CEWE STIFTUNG & CO KGAA
ROYAL VOPAK NV
DOKA DORMAKABA HOLDING AG
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
FACC FACC AG
WLN WORLDLINE SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
AG1 AUTO1 GROUP
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
- Patrick Steiner
EVN EVN AG
ITP INTERPARFUMS
GXI GERRESHEIMER AG
ALTA ALTAREA SCA
EBRO EBRO FOODS SA
IMPN IMPLENIA AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
TEG TAG IMMOBILIEN AG
CWC CEWE STIFTUNG & CO KGAA
ROYAL VOPAK NV
DOKA DORMAKABA HOLDING AG
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
FACC FACC AG
WLN WORLDLINE SA
AG1 AUTO1 GROUP
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
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