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...
We are hosting our 28th ODDO BHF Forum in Lyon on 9 and 10 January 2025. In total, 211 companies will be presenting over the two days. In the following note, we provide some initial feedback from the companies on day 1. Out of the 104 feedbacks collected during the first day, 40 were clearly positive, 59 rather Neutral, and only 6 negative. Among the positive names, we would particularly highlight Accor, URW, Euronext, Bureau Veritas, Renke, ID Logistics, Roche Bobois, Ionos, Companie des Alpes...
CHICAGO--(BUSINESS WIRE)-- (VU - FR0010282822) announced today having been selected by a leading American fresh food and specialty grocery chain, to digitalize both signage and inventory management of their physical stores across their entire fleet. This partnership will bring in a suite of Vusion 360 technology solutions, including digital shelf labels, VusionCloud, Captana’s Computer Vision & AI technology, and Memory Store Analytics to all 166 locations across the United States, marking the first Vusion 360 rollout in North America. The Fresh Market, a pioneer in specialty grocery retai...
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