reports
- Carole Braudeau
Credit Morning 05/22/2025
VF Corp announces disappointing guidance following Q4 results|Elior : faster debt reduction and higher-than-expected profitability in H1 24/25, but organic growth below targets|Crédit Agricole acquires 9.9% stake in Crelan and signs a long-term strategic partnership|Consob suspends Unicredit’s Banco BPM bid for 30 Days|
- Carole Braudeau
Morning Crédit 22/05/2025
VF Corp annonce des guidances décevantes après la publication de son T4|Elior : accélération du désendettement et rentabilité plus élevée que prévue au S1 24/25, mais la croissance organique a été en-dessous des objectifs|Crédit Agricole prend 9.9% du capital de Crelan et signe un accord de partenariat à long terme|La Consob a suspendu pour 30 jours l’OPE d’Unicredit sur BPM|
- Daniel Großjohann
AdTech startet stärker als erwartet, Jahresziele leicht angehoben
Die Q1-Zahlen (Umsatz: € 446,3 Mio.; +19,7%; Bereinigtes EBT: € 83,7 Mio.: +44,5%) war geprägt vom überraschend starken AdTech-Segment. AdTech verzeichnete ein Wachstum von 77,7% - was teilweise auf einen Basiseffekt (schwaches Q1 24 zurückzuführen) war. Auch die kommenden Quartale werden von der beschleunigten Produktmigration (hin zu RSOC) geprägt sein, die Segment-Umsätze (AdTech) aber möglicherweise unter dem Q1-Nivceau verbleiben. Das Kerngeschäft „Digital Solutions & Cloud“ lag mit einem...
- Daniel Großjohann
AdTech starts stronger than expected, annual targets raised slightly
The Q1 figures (revenue: €446.3 million; +19.7%; adjusted EBT: €83.7 million; +44.5%) were characterised by the surprisingly strong AdTech segment. AdTech recorded growth of 77.7%, partly due to a base effect (weak Q1 24). The coming quarters will also be characterised by accelerated product migration (to RSOC), but segment revenues (AdTech) may remain below the Q1 level. The core business ‘Digital Solutions & Cloud’ was close to the target value communicated for 2025 (approx. 8%) with externa...
- Christophe-Raphaël Ganet
- Stephane Beyazian
SZG SALZGITTER AG
MRN MERSEN SA
ALCLS CELLECTIS SA
SDF K+S AG
MIL BANK MILLENNIUM SA
SIX2 SIXT SE
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
ALM ALMIRALL SA
DUE DURR AG
BSGR B&S GROUP S.A.
ALFEN ALFEN NV
JEN JENOPTIK AG
HGEA HGEARS AG
IOS IONOS GROUP SE
SPG SPRINGER NATURE AG & CO. KGAA
- Christophe-Raphaël Ganet
- Stephane Beyazian
SZG SALZGITTER AG
MRN MERSEN SA
ALCLS CELLECTIS SA
SDF K+S AG
MIL BANK MILLENNIUM SA
SIX2 SIXT SE
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
ALM ALMIRALL SA
DUE DURR AG
BSGR B&S GROUP S.A.
ALFEN ALFEN NV
JEN JENOPTIK AG
HGEA HGEARS AG
IOS IONOS GROUP SE
SPG SPRINGER NATURE AG & CO. KGAA
- Stephane Beyazian
- Stephane Beyazian
- Carole Braudeau
- Carole Braudeau
- Bruno Cavalier
- Emmanuel Matot
- Ghada Ben Sedrine
- Nicolas David
- Sinan Doganli
- Thomas Zlowodzki
ATO ATOS SE
EO FAURECIA SA
ACN ACCENTURE PLC CLASS A
GTT GAZTRANSPORT & TECHNIGAZ SA
INF INFOTEL SA
ITP INTERPARFUMS
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
XIOR XIOR STUDENT HOUSING N.V.
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
MBWS MARIE BRIZARD WINE & SPIRITS SA
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
SLIGR SLIGRO FOOD GROUP N.V.
CARM CARMILA SAS
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
IOS IONOS GROUP SE
ORP ORPEA
- Bruno Cavalier
- Emmanuel Matot
- Ghada Ben Sedrine
- Nicolas David
- Sinan Doganli
- Thomas Zlowodzki
BNP BNP PARIBAS SA CLASS A
ATO ATOS SE
RI PERNOD RICARD SA
ACN ACCENTURE PLC CLASS A
GFC GECINA SA
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
OR L'OREAL SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
YPSN YPSOMED HOLDING AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
IOS IONOS GROUP SE
NOVO B NOVO NORDISK A/S
- Bruno Cavalier
- Emmanuel Matot
- Ghada Ben Sedrine
- Nicolas David
- Sinan Doganli
- Thomas Zlowodzki
BNP BNP PARIBAS SA CLASS A
ATO ATOS SE
RI PERNOD RICARD SA
ACN ACCENTURE PLC CLASS A
GFC GECINA SA
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
OR L'OREAL SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
YPSN YPSOMED HOLDING AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
IOS IONOS GROUP SE
NOVO B NOVO NORDISK A/S
- Bruno Cavalier
- Emmanuel Matot
- Ghada Ben Sedrine
- Nicolas David
- Sinan Doganli
- Thomas Zlowodzki
ATO ATOS SE
EO FAURECIA SA
ACN ACCENTURE PLC CLASS A
GTT GAZTRANSPORT & TECHNIGAZ SA
INF INFOTEL SA
ITP INTERPARFUMS
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
XIOR XIOR STUDENT HOUSING N.V.
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
MBWS MARIE BRIZARD WINE & SPIRITS SA
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
SLIGR SLIGRO FOOD GROUP N.V.
CARM CARMILA SAS
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
IOS IONOS GROUP SE
ORP ORPEA
- Nicolas David
- Nicolas Thorez
- Sinan Doganli
ATO ATOS SE
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
IOS IONOS GROUP SE
- Ahmed Ben Salem
- Baptiste Lebacq
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
ALFOC FOCUS HOME INTERACTIVE SA
NK IMERYS SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
ATO ATOS SE
OUT1V OUTOKUMPU OYJ
BFIT BASIC-FIT NV
SSAB A SSAB AB CLASS A
EVT EVOTEC SE
FGA FIGEAC AERO SA
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
GOE GROUPE GORGE SA
GLO GL EVENTS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
ICAD ICADE SA
SUN SULZER AG
NDA AURUBIS AG
SLIGR SLIGRO FOOD GROUP N.V.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SAX STROEER SE & CO. KGAA
CON CONZZETA AG
11B 11 BIT STUDIOS S.A.
SIFG SIF HOLDING NV
RIO RIO TINTO PLC
MAU ETABLISSEMENTS MAUREL & PROM SA
FTG111 FLATEXDEGIRO AG
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
THEP THERMADOR HOLDING SA
DSC1 DUTCH STAR C SHAR
FAST FASTNED
WINE PURCARI WINERIES PCL
OVH OVH GROUPE
ALVGO VOGO SA
MFEA MEDIASET NV
PLX PLUXEE NV
ORP ORPEA
- Carole Braudeau
- Carole Braudeau
- Ahmed Ben Salem
- Baptiste Lebacq
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
ALFOC FOCUS HOME INTERACTIVE SA
NK IMERYS SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
ATO ATOS SE
OUT1V OUTOKUMPU OYJ
BFIT BASIC-FIT NV
SSAB A SSAB AB CLASS A
FGA FIGEAC AERO SA
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
GOE GROUPE GORGE SA
GLO GL EVENTS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
ICAD ICADE SA
SUN SULZER AG
NDA AURUBIS AG
SLIGR SLIGRO FOOD GROUP N.V.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SAX STROEER SE & CO. KGAA
CON CONZZETA AG
11B 11 BIT STUDIOS S.A.
SIFG SIF HOLDING NV
RIO RIO TINTO PLC
MAU ETABLISSEMENTS MAUREL & PROM SA
FTG111 FLATEXDEGIRO AG
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
THEP THERMADOR HOLDING SA
DSC1 DUTCH STAR C SHAR
FAST FASTNED
WINE PURCARI WINERIES PCL
OVH OVH GROUPE
ALVGO VOGO SA
MFEA MEDIASET NV
PLX PLUXEE NV
ORP ORPEA
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