We publish today our comprehensive quarterly bible: 237 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
Feedback of the companies present at the ODDO BHF Nextcap Forum Company Country Market cap. (m) Company Country Market cap. (m) Accsys Technologies € 124 Hoffmann Green € 62 Afyren € 72 Hornbach € 1 451 Altri € 1 058 IDI € 537 AMG € 550 Implenia CHF 973 AmRest PLN 3 544 Jacquet Metals € 494 Arcure € 29 Kloeckner & Co € 653 Arverne 194 Knaustabbert € 144 Austriacard Holdings € 188 Lna Santé € 270 Bastide € 218 Medincell € 398 Befesa € 1 116 Nacon € 63 CAF € 1 649 N...
Our 14th edition of the ODDO BHF Nextcap Forum took place on 11 June in Paris, and on 12 June virtually. 96 companies and 170 investors were present for more than 700 meetings organized. Overall, we noted a still cautious tone from companies, with limited visibility on a solid rebound in a persistently uncertain market environment (geopolitical situation, US politics, etc.), even if there are some signs of recovery and certain sectors remain very well positioned (leisure, energy, defence). At th...
CEA-Leti and Soitec Announce Strategic Partnership to Leverage FD-SOI for Enhanced Security of Integrated Circuits CEA-Leti and Soitec Announce Strategic Partnership to Leverage FD-SOI for Enhanced Security of Integrated Circuits Focus Is on Protecting Critical Markets Such as Automotive, Industrial IoT, and Secure Infrastructure GRENOBLE, France – June 18, 2025 – CEA-Leti and Soitec today announced a strategic partnership to enhance the cybersecurity of integrated circuits (ICs) through the innovative use of fully depleted silicon-on-insulator (FD-SOI) technologies. This collabor...
Le CEA-Leti et Soitec annoncent un partenariat stratégique pour renforcer la sécurité des circuits intégrés grâce à la technologie FD-SOI Le CEA-Leti et Soitec annoncent un partenariat stratégique pour renforcer la sécurité des circuits intégrés grâce à la technologie FD-SOI L’objectif est de protéger des marchés critiques tels que l’automobile, l’IoT industriel et les infrastructures sécurisées GRENOBLE, France – 18 juin 2025 – Le CEA-Leti et Soitec annoncent ce jour un partenariat stratégique visant à renforcer la cybersécurité des circuits intégrés (IC) grâce à l’utilisation no...
HighCo: EXCLUSIVE NEGOTIATIONS WITH SMP TO ACQUIRE ITS PROMOTION (SOGEC) AND MARKETING (BUDGETBOX) ACTIVITIES Aix-en-Provence, 17 June 2025 (8.00 a.m.) HIGHCO: EXCLUSIVE NEGOTIATIONS WITH SMP SAS TO ACQUIRE ITS PROMOTION (SOGEC) AND MARKETING (BUDGETBOX) ACTIVITIES HighCo announces that it has entered exclusive negotiations with SMP SAS, a subsidiary of Groupe La Poste, over the acquisition of certain businesses offering promotional marketing solutions. As part of this deal, SMP SAS would sell the promotion execution and management businesses sold under the Sogec brand, as well as its...
HIGHCO : NÉGOCIATIONS EXCLUSIVES AVEC SMP POUR L’ACQUISITION DES ACTIVITÉS PROMOTION (SOGEC) ET MARKETING (BUDGETBOX) Aix-en-Provence, le 17 juin 2025 (8h) HIGHCO : NÉGOCIATIONS EXCLUSIVES AVEC SMP SAS EN VUE DE L’ACQUISITION DE SES ACTIVITÉS PROMOTION (SOGEC) ET MARKETING (BUDGETBOX) HighCo annonce être entrée en négociations exclusives avec SMP SAS, filiale du Groupe La Poste, en vue de l’acquisition de certaines activités proposant des solutions de marketing promotionnel. Dans le cadre de cette opération, SMP SAS céderait les activités d’émission et de gestion d’offres promotionnel...
Voltalia SA: Total number of shares and voting rights in the share capital as of May 31, 2025 Total number of shares and voting rights in the share capital as of May 31, 2025 (Articles L. 233-8 (II) of the French Commercial Code and 223-16 of the General Regulations of the French Financial Markets Authority) Date Total number of shares in the capital Number of theoretical voting rights Number of exercisable voting rights 05/31/2025 131 318 716 220 409 933 220 004 140 Next on the agenda: Q2 2025 Turnover, July 23, 2025 (after market close) About Voltalia () Voltalia...
Voltalia SA : Nombre total de droits de vote et d’actions composant le capital en date du 31 mai 2025 Nombre total de droits de vote et d’actions composant le capital en date du 31 mai 2025 (Art. L. 233-8 (II) du Code de Commerce et Art. 223-16 du Règlement Général de l’AMF) Date Nombre d’actions composant le capital Nombre de droits de vote théoriques Nombre de droits de vote exerçables 31/05/2025 131 318 716220 409 933220 004 140 Prochain rendez-vous : Chiffre d’affaires du 2ème trimestre 2025, le 23 juillet 2025 (après Bourse) A propos de Voltalia ()Voltalia est un acteur international...
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