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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|

Christophe Chaput
  • Christophe Chaput
Christophe Chaput
  • Christophe Chaput
 PRESS RELEASE

Unibail-Rodamco-Westfield sets CEO succession in 2026

Unibail-Rodamco-Westfield sets CEO succession in 2026 Paris, October 23, 2025 Press release Unibail-Rodamco-Westfield sets CEO succession in 2026 Vincent Rouget, currently Chief Strategy & Investment Officer and acting as COO Europe, appointed CEO and Chairman of the Management Board as from January 1, 2026 Decision reflects the strong position of the business and positive trajectory under ‘A Platform for Growth’ 2025-28 business plan, established by Jean-Marie Tritant, CEO and Chairman of the Management Board since 2021, who will lead the transition through the end of the year ...

 PRESS RELEASE

UNIBAIL-RODAMCO-WESTFIELD Q3-2025 TRADING UPDATE

UNIBAIL-RODAMCO-WESTFIELD Q3-2025 TRADING UPDATE Paris, October 23, 2025 Press release UNIBAIL-RODAMCO-WESTFIELD Q3-2025 TRADING UPDATE UPGRADED GUIDANCE AND FLAGSHIP ASSET ACQUISITION ADVANCING ‘A PLATFORM FOR GROWTH’ 2025–28 PLAN Solid operating performance in 9M-2025 Tenant sales up +3.4%1 and footfall up +1.8% MGR uplift of +6.7% on top of indexed passing rents+11.0% increase in signed rent per sqm, showing focus on high value leasesLike-for-like Shopping Centres GRI up +2.4%, consistent with H1-2025 Complete delivery in September of Coppermaker Square residential scheme in ...

Carole Braudeau
  • Carole Braudeau

Credit Morning 10/22/2025

Playtech falls after being identified as the author of a report against Evolution|Verisure: a new recapitalisation dividend for Hellman|Worldline: revenue decline slows in Q3. FY25 guidance is slightly revised downwards.|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 22/10/2025

Playtech chute après avoir été identifié comme l’auteur d’un rapport contre Evolution|Verisure : un nouveau dividende récap pour Hellman|Worldline : la baisse du CA ralentit au T3. La guidance 2025 est légèrement affinée à la baisse|

Stephane Beyazian
  • Stephane Beyazian
Ben Rickett ... (+2)
  • Ben Rickett
  • James Ratzer

Eutelsat (Sell, €2.0, -46%) 1Q26: Revenue miss on FX weakness; Capital...

Eutelsat reported Q1 revenue -4% below consensus, negatively impacted by FX headwinds, while all full-year guidance (at constant FX) was reaffirmed. With Q1 results now behind it, the company plans to execute the €1.5bn capital raise (reserved capital increase and rights issue) before calendar year-end, pending FCC approval in the US.

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