Int'l Consolidated Airlines Group, S.A.: Key facts and statistics - LT...

A summary company profile, detailing Int'l Consolidated Airlines Group, S.A.’s business operations and financial highlights.

WOOD Daily: WIZZ LN; EXAE GA; SOLUTION AB; MOL HB; NOVAL GA; DNP PW

HEADLINES: • Wizz Air: bracing for winter, waiting for spring (stays BUY) • Athens Exchange Group: BoD expresses unanimous support for Euronext's voluntary tender offer NEUTRAL • Solutions by STC: extends the revenue-sharing agreement with Remat Riyadh Development Company POSITIVE • MOL: the company and its Partners increase gas capacity in Iraq POSITIVE • Noval Property: appoints Mr. Koutsopodiotis as CEO NEUTRAL • Dino Polska: 3Q25E preview – 14% yoy EBITDA growth expected (due on 6 November)...

Wizz Air: bracing for winter, waiting for spring (stays BUY)

We expect Wizz Air to have achieved a relatively-decent summer, mainly on stable yoy ex-fuel CASK (caskx). We maintain our negative view on the coming winter, however, and have adjusted our loss estimates upwards, as fast growth by Ryanair in several of Wizz Air’s key markets collides with the company’s own capacity acceleration. This could put pressure on yields and exacerbate losses. While things may get worse before they start getting better, we believe that upside risks prevail from the curr...

Credit Morning 10/15/2025

Rexel: solid Q3 sales despite lack of price acceleration.|LVMH: Q3 sales exceed expectations, confident for 2026|Bouygues, Iliad and Orange make a joint bid for a large part of SFR assets|

Morning Crédit 15/10/2025

Rexel : un bon CA T3 malgré l’absence d’accélération sur les prix.|LVMH : CA T3 supérieur aux attentes, ton plus assuré pour 2026|Bouygues, Iliad et Orange font une offre commune sur la majeure partie des actifs de SFR|

Lufthansa : Improvement in profitability expected but CMD targets seem...

Lufthansa held its capital market day back in September, revealing its 2028-30 objectives. Through turnaround programs at its key brand, cost saving initiatives driven by the modernization of the fleet, investments in digital innovation, on top of the overall market growth, the group is targeting a significant improvement in profitability, with EBIT margins set at 8-10% by 2028-30, compared to 4.4% in FY 2024. While we do expect an improvement in the company’s overall profitability, the European...

Lufthansa : Improvement in profitability expected but CMD targets seem...

Lufthansa held its capital market day back in September, revealing its 2028-30 objectives. Through turnaround programs at its key brand, cost saving initiatives driven by the modernization of the fleet, investments in digital innovation, on top of the overall market growth, the group is targeting a significant improvement in profitability, with EBIT margins set at 8-10% by 2028-30, compared to 4.4% in FY 2024. While we do expect an improvement in the company’s overall profitability, the European...

Credit Morning 10/14/2025

Thyssenkrupp: announcement of the planned date for listing of TKMS|La Mondiale successfully placed a new Tier 2 2035 bond at MS+180 bp yesterday.|

Morning Crédit 14/10/2025

Thyssenkrupp: announcement of the planned date for listing of TKMS|La Mondiale a placé hier avec succès un nouveau Tier 2 2035 à MS+180 bp|

WOOD Daily: TOASO TI; HUG PW; WIZZ LN; 4IG HB; AIRA LI; EME Strategy –...

HEADLINES: • Tofas: shifting gear to growth (stays BUY) • Huuuge Games: preliminary 3Q25 revenue at USD 55.8m, down 5% yoy and 5% qoq NEUTRAL • Wizz Air: restarts flights to Abu Dhabi, tempers expectations on groundings NEGATIVE • 4iG: signs sale and purchase agreement regarding acquisition of N7 Holding subsidiaries NEUTRAL • Air Astana: CEO Peter Foster to retire at end-March 2026 • EME Strategy: FTSE reclassifies Greece as a Developed Market POSITIVE

WOOD Daily: GTC PW; ZAB PW; PCF PW; CCC PW; BFT PW; WIZZ LN; OTE/DIGI ...

HEADLINES: • GTC: launches a landmark bond refinancing with a 6.5% EUR 455m 2030 tranche POSITIVE • Zabka: key takeaways from the Investor Day POSITIVE • PCF Group: 2Q25 earnings call takeaways • CCC: final 2Q25 EBITDA 3% below the prelims, on an earlier recognition of costs NEUTRAL • Benefit Systems: end-3Q25 card base at 2.38m, Türkiye accelerated in September NEUTRAL • Wizz Air: September capacity growth slower than the summer, but better load factor NEUTRAL • OTE/DIGI Communications: sale o...

Credit Morning 09/29/2025

Jaguar Land Rover secures £ 1.5bn loan as production could soon restart|Verisure sets the price for its initial public offering between €12.25 and €13.50 per share|Cerba: S&P revises the outlook of the CCC+ rating to Negative from Stable|

Morning Crédit 29/09/2025

Jaguar Land Rover obtient un prêt de 1.5 mds GBP alors que la production pourrait bientôt redémarrer|Verisure fixe le prix de son introduction en bourse entre 12.25 et 13.50 euros par action|Cerba : S&P revoit la perspective du rating CCC+ de Stable à Négative|

Lufthansa : Lufthansa CMD: Mid-term plan towards an 8-10% adjusted EBI...

Lufthansa : Lufthansa CMD: Mid-term plan towards an 8-10% adjusted EBI...

WOOD Daily: MBR PW; GTC PW; OTE/DIGI Communications; EMEA Airlines; WI...

HEADLINES: • Mo-BRUK: growth acceleration priced in already (downgraded to HOLD) • GTC: moves to amend terms of the two outstanding Forint bonds • OTE/DIGI Communications: Telekom Romania sold to DIGI and Vodafone for EUR 70m POSITIVE • EMEA Airlines: flights cancelled in Europe over weekend due to cyberattack on airport software • Wizz Air: strike on 26 September may disrupt operations in Italy NEGATIVE • Huuuge Games: earnings call takeaways NEUTRAL • Titan: Fidelity Investments cuts ownership...

TotalEnergies : Sustainability Weekly 15-19 September 2025

Last week, we published a flash note on the latest IEA study on oil and gas field declines. The UN published a report recommending that its member states take legal action against companies involved in the genocide in Gaza. Eurosif, EFAMA and PRI are calling for the establishment of a credible voluntary standard for sustainability reporting for small and mid-cap companies. Norges Bank announced the exclusion of Eramet due to an ‘unacceptable risk that the company contributes to or is responsible...

TotalEnergies : Sustainability Weekly 15 – 19 septembre 2025

La semaine dernière, nous avons publié un flash portant sur la dernière étude de l’AIE sur les déclins des champs pétroliers & gaziers. L’ONU a publié un rapport recommandant à ses Etats membres d’engager des actions en justice contre les entreprises impliquées dans le génocide à Gaza. Eurosif, EFAMA et PRI appellent à la mise en place d'une norme volontaire crédible en matière de reporting sur le développement durable pour les petites et moyennes capitalisations. La Norges Bank a annoncé l'excl...

EasyJet: 1 director

A director at EasyJet bought 7,680 shares at 459p and the significance rating of the trade was 51/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Clo...

Daimler Truck : Sustainability Weekly 8 - 12 September 2025

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 ...