Last week, we published a report in which we propose ideas on the theme of sustainable sovereignty. Technip Energies signed an agreement to acquire the Advanced Materials & Catalysts business of Ecovyst Inc, a global leader in specialty catalysts and advanced materials. The IEA is expected to reintroduce its slow transition scenario, ‘Current Policies’, in its next World Energy Outlook, probably under pressure from the Trump administration. German Chancellor Merz has hinted at a slowdown in the ...
La semaine passée, nous avons publié une étude où nous proposons des idées pour la thématique de la souveraineté durable. Technip a signé un accord en vue d'acquérir l'activité Advanced Materials & Catalysts d'Ecovyst Inc, leader mondial des catalyseurs spéciaux et des matériaux avancés. L'AIE devrait réintroduire son scénario de transition lente « Current Policies » dans son prochain World Energy Outlook, probablement sous la pression de l'administration Trump. Le chancelier allemand Merz a lai...
While the DAX year-to-date has clearly outperformed most of the large European and US indexes (except the IBEX), many corporates presenting at the 16th edition of our Corporate Conference, hosted jointly by ODDO BHF and Commerzbank, were still focused on the macroeconomic environment, geopolitical tensions and tariffs and the related impact on their sectors. Unsurprisingly, the clearly most positive sector was defence. For others, the picture was more mixed inside the sectors. Based on the feedb...
ODDO BHF and Commerzbank are jointly hosting the 16th edition of the Corporate Conference on 3 and 4 of September 2025 in Frankfurt am Main. This year, we are welcoming 88 German small, mid and large cap companies. Among the companies which presented during the first day, we highlight, notably, positive feedback from Adesso, BASF, Befesa, Commerzbank, Fresenius Medical Care, Fresenius SE, Fuchs, Hannover RE, Hensoldt, Implenia, Sartorius, Schott Pharma, Tonies and Zalando ADESSO (+) - Positive ...
Die guten H1-Zahlen (Umsatz: € 895 Mio.; +19,1%; EBIT: € 203,9 Mio.: +33,4%) und der leicht angehobene Ausblick wurden vom Markt positiv aufgenommen. Die EU-Agenda „digital souveräne Wirtschaft“ und dem Potenzial von KI-Assistenten im betrieblichen Einsatz bei SMBs (im europäischen Kontext der Datensicherheit) sind zwei Themenfelder in denen IONOS gut positioniert ist und die auch mittelfristig erhebliches Potenzial versprechen. Wir haben unsere Schätzungen leicht angehoben. Die starke Kursent...
The good H1 figures (revenue: €895 million; +19.1%; EBIT: €203.9 million;+ 33.4%) and the slightly raised outlook were well received by the market. The EU's "digitally sovereign economy" agenda and the potential of AI assistants in SMB operations (in the European context of data security) are two areas in which IONOS is well positioned and which also promise considerable potential in the medium term. We have raised our estimates slightly. The strong share price performance in recent months was...
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