reports
- Carole Braudeau
Credit Morning 02/12/2025
Carrefour is considering acquiring minority stakes in Atacadao|Moody's upgrades Coty's CFR to Ba1/stable|Paprec: agreement with the French national financial prosecutor|Banco BPM : strong annual results, update on its strategic plan and increase of the tender offer on Anima|
- Carole Braudeau
- Luis de Toledo Heras
FGA FIGEAC AERO SA
ASY ASSYSTEM SA
PIG HAULOTTE GROUP SA
GOE GROUPE GORGE SA
VOE VOESTALPINE AG
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
HEIJM HEIJMANS N.V. CERT
VID
MMT VIDRALA SA
MONT METROPOLE TELEVISION SA
CARM MONTEA SCA
JEN CARMILA SAS
CLA JENOPTIK AG
TMV CLARANOVA SE
VRLA TEAMVIEWER AG
TUI VERALLIA SAS
AMS TUI AG
AMS-OSRAM AG
- Luis de Toledo Heras
FGA FIGEAC AERO SA
ASY ASSYSTEM SA
PIG HAULOTTE GROUP SA
GOE GROUPE GORGE SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
HEIJM HEIJMANS N.V. CERT
VID
MMT VIDRALA SA
MONT METROPOLE TELEVISION SA
CARM MONTEA SCA
JEN CARMILA SAS
CLA JENOPTIK AG
TMV CLARANOVA SE
VRLA TEAMVIEWER AG
TUI VERALLIA SAS
AMS TUI AG
AMS-OSRAM AG
- Fehmi Ben Naamane
- Fehmi Ben Naamane
- Baptiste Salaville
- Charlotte Vaisse
- Gautier Le Bihan
- Baptiste Salaville
- Charlotte Vaisse
- Gautier Le Bihan
- Fehmi Ben Naamane
- Fehmi Ben Naamane
EQS-News: TUI Group: 10. Quartal in Folge mit EBIT-Wachstum – Hotels, ...
EQS-News: TUI AG / Schlagwort(e): Quartals-/Zwischenmitteilung TUI Group: 10. Quartal in Folge mit EBIT-Wachstum – Hotels, Kreuzfahrten und TUI Musement treiben die Verbesserung im 1. Quartal des Geschäftsjahres 2025 voran 11.02.2025 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. 11. Februar 2025 TUI GROUP 10. Quartal in Folge mit EBIT-Wachstum – Hotels, Kreuzfahrten und TUI Musement treiben die Verbesserung im 1. Quartal des Geschäftsjahres 2025 voran Der Umsatz im ersten Quartal lag in allen operativen Segmenten üb...
EQS-News: TUI Group: 10th consecutive quarter of Und. EBIT growth – Ho...
EQS-News: TUI AG / Key word(s): Quarterly / Interim Statement TUI Group: 10th consecutive quarter of Und. EBIT growth – Hotels, Cruises and TUI Musement driving improvement in FY25 Q1 11.02.2025 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. 11 February 2025 TUI GROUP 10th consecutive quarter of Und. EBIT growth – Hotels, Cruises and TUI Musement driving improvement in FY25 Q1 Q1 revenue was ahead across all segments, up +13% to €4.9bn overall, supported by higher demand at improved prices as well as rates, and underlining the p...
PROX PROXIMUS SA DE DROIT PUBLIC
AUTN AUTONEUM HOLDING AG
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
MF WENDEL SE
ITP INTERPARFUMS
HCO HIGHCO SA
AUB AUBAY SA
FII LISI SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ELIS ELIS SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
NVG NAVIGATOR COMPANY SA
MELE MELEXIS NV
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
SMHN SUESS MICROTEC AG
LFDE LA FRANCAISE DE L'ENERGIE SA
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
NA9 NAGARRO
FORSE FORSEE POWER SA
IOS IONOS GROUP SE
TUI TUI AG
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
AMS AMS-OSRAM AG
- Christophe-Raphaël Ganet
SGO COMPAGNIE DE SAINT-GOBAIN SA
KPN ROYAL KPN NV
PUM PUMA SE
GTT GAZTRANSPORT & TECHNIGAZ SA
SAND SANDVIK AB
SBMO SBM OFFSHORE NV
MF WENDEL SE
FII LISI SA
ELG ELMOS SEMICONDUCTOR SE
G ASSICURAZIONI GENERALI S.P.A.
TPE PVA TEPLA AG
ELIS ELIS SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
NVG NAVIGATOR COMPANY SA
MELE MELEXIS NV
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
IOS IONOS GROUP SE
TUI TUI AG
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
AMS AMS-OSRAM AG
- Christophe-Raphaël Ganet
ODDO : S&Midcap Europe / S1 2025 : same players shoot again ?
Nous restons assez prudents pour les S&Midcaps sur le S1 2025. Nous croyons plutôt à une légère sous-performance d’ensemble des S&Midcaps, ou à une performance « au par » avec les large caps. Notre nouvelle liste européenne de valeurs Midcaps réside sur approche essentiellement fondée sur les convictions des analystes de notre plateforme multi-locale (stock-picking plutôt que thématique). Le rétablissement d’une stabilité politique pourrait servir de catalyseur pour les Midcaps.
PROX PROXIMUS SA DE DROIT PUBLIC
AUTN AUTONEUM HOLDING AG
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
MF WENDEL SE
ITP INTERPARFUMS
HCO HIGHCO SA
AUB AUBAY SA
FII LISI SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ELIS ELIS SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
NVG NAVIGATOR COMPANY SA
MELE MELEXIS NV
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
SMHN SUESS MICROTEC AG
LFDE LA FRANCAISE DE L'ENERGIE SA
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
NA9 NAGARRO
FORSE FORSEE POWER SA
IOS IONOS GROUP SE
TUI TUI AG
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
AMS AMS-OSRAM AG
- Christophe-Raphaël Ganet
SGO COMPAGNIE DE SAINT-GOBAIN SA
KPN ROYAL KPN NV
PUM PUMA SE
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
MF WENDEL SE
FII LISI SA
ELG ELMOS SEMICONDUCTOR SE
G ASSICURAZIONI GENERALI S.P.A.
TPE PVA TEPLA AG
ELIS ELIS SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
NVG NAVIGATOR COMPANY SA
MELE MELEXIS NV
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
IOS IONOS GROUP SE
TUI TUI AG
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
AMS AMS-OSRAM AG
- Christophe-Raphaël Ganet
ODDO : European small & mid cap list for H1 2025: same players shoot a...
We remain cautious over small & mid-caps in H1 2025. We indeed see small & mid-caps turn in a slight overall underperformance or a performance at par with large caps. Our new European mid-cap list was compiled based primarily on the convictions of our multi-location platform analysts (stock-picking instead of thematic approach). The restoration of political stability could serve as a catalyst for Midcaps.
- Baptiste Salaville
- Bruno Cavalier
- Charlotte Vaisse
- Jerôme Bodin
FME FRESENIUS MEDICAL CARE AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
1COV COVESTRO AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
ADS ADIDAS AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
GBF BILFINGER SE
RHM RHEINMETALL AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
BOSS HUGO BOSS AG
SDF K+S AG
NOEJ NORMA GROUP SE
FR VALEO SE
PNL POSTNL NV
BAS BASF SE
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
CFEB COMPAGNIE D'ENTREPRISES CFE SA
DEZ DEUTZ AG
AIXA AIXTRON SE
KRN KRONES AG
NEM NEMETSCHEK SE
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
BNR BRENNTAG SE
FYB FORMYCON AG
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
JUN3 JUNGHEINRICH AG PREF
DUE DURR AG
JST JOST WERKE AG
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
NXFIL NX FILTRATION HLDG BV
FPE3 FUCHS PETROLUB SE
DTG DAIMLER TRUCK
STM STABILUS SE
TUI TUI AG
SCHOTT PHARMA AG
R3NK RENK GROUP AG
QGEN QIAGEN N.V.
SHA SCHAEFFLER AG
- Baptiste Salaville
- Bruno Cavalier
- Jerôme Bodin
FME FRESENIUS MEDICAL CARE AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
1COV COVESTRO AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
ADS ADIDAS AG
G1A GEA GROUP AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
HO THALES SA
NOVN NOVARTIS AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
GBF BILFINGER SE
RHM RHEINMETALL AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
BOSS HUGO BOSS AG
SDF K+S AG
NOEJ NORMA GROUP SE
BAS BASF SE
SAN SANOFI
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
DEZ DEUTZ AG
AIXA AIXTRON SE
KRN KRONES AG
NEM NEMETSCHEK SE
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
JUN3 JUNGHEINRICH AG PREF
AZN ASTRAZENECA PLC
DUE DURR AG
JST JOST WERKE AG
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
FPE3 FUCHS PETROLUB SE
DTG DAIMLER TRUCK
GSK GSK PLC
STM STABILUS SE
TUI TUI AG
NOVO B NOVO NORDISK A/S
SCHOTT PHARMA AG
R3NK RENK GROUP AG
AGN AEGON N.V.
QGEN QIAGEN N.V.
CVC CVC CAPITAL PARTNERS PLC
SHA SCHAEFFLER AG
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