reports
- Jerôme Bodin
AC ACCOR SA
FRA FRAPORT AG
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
STF STEF
DEC JCDECAUX SA
VIV VIVENDI SE
SWP SWORD GROUP SE
GBT GUERBET SA
ACX ACERINOX SA
ENI ENI S.P.A.
NEX NEXANS SA
REP REPSOL SA
ERG ERG S.P.A.
MLP MLP SE
KOMN KOMAX HOLDING AG
SEFER SERGEFERRARI GROUP SA
SHOT SCANDIC HOTELS GROUP
WAF SILTRONIC AG
WBD WEBUILD S.P.A.
TWEKA TKH GROUP N.V. CERT
LTA ALTAMIR ACT PORTEUR
INSD VERIMATRIX SA
SIFG SIF HOLDING NV
VLTSA VOLTALIA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
MAU ETABLISSEMENTS MAUREL & PROM SA
BP. BP P.L.C.
IHG INTERCONTINENTAL HOTELS GROUP PLC
SHEL SHELL PLC
- Jerôme Bodin
FP TOTAL SE
AC ACCOR SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
WTB WHITBREAD PLC
G ASSICURAZIONI GENERALI S.P.A.
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
REP REPSOL SA
RTLL RTL GROUP S.A.
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
BP. BP P.L.C.
REY REPLY S.P.A.
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
SHEL SHELL PLC
- Jerôme Bodin
AC ACCOR SA
FRA FRAPORT AG
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
STF STEF
DEC JCDECAUX SA
VIV VIVENDI SE
SWP SWORD GROUP SE
GBT GUERBET SA
ACX ACERINOX SA
ENI ENI S.P.A.
NEX NEXANS SA
REP REPSOL SA
ERG ERG S.P.A.
MLP MLP SE
KOMN KOMAX HOLDING AG
SEFER SERGEFERRARI GROUP SA
SHOT SCANDIC HOTELS GROUP
WAF SILTRONIC AG
WBD WEBUILD S.P.A.
TWEKA TKH GROUP N.V. CERT
LTA ALTAMIR ACT PORTEUR
INSD VERIMATRIX SA
SIFG SIF HOLDING NV
VLTSA VOLTALIA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
MAU ETABLISSEMENTS MAUREL & PROM SA
BP. BP P.L.C.
IHG INTERCONTINENTAL HOTELS GROUP PLC
SHEL SHELL PLC
- Jerôme Bodin
FP TOTAL SE
AC ACCOR SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
WTB WHITBREAD PLC
G ASSICURAZIONI GENERALI S.P.A.
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
REP REPSOL SA
RTLL RTL GROUP S.A.
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
BP. BP P.L.C.
REY REPLY S.P.A.
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
SHEL SHELL PLC
- Andreas Riemann
- Jerôme Bodin
- Jean-François Granjon
Nexans : Bien câblé pour la croissance future
Suite à plusieurs contacts sociétés (visite de sites, roadshow…), nous confirmons notre opinion Surperformance sur un acteur mondial incontournable qui bénéficie des dynamiques d’investissement dans la basse, moyenne et haute tension. Le M&A sera également un accélérateur de la croissance. A l’appui d’une nouvelle gouvernance, du poids de l’innovation et d’un solide backlog, nous tablons sur un TMVA 2025/28e de l’EBITDA de 11.6% avec des guidances 2026 « dérisquées ». Notre OC est relevé à 170 €...
- Jean-François Granjon
Nexans : Well wired for future growth
Following several management meetings (site visits, road shows, etc.), we are reaffirming our Outperform recommendation on a leading global player benefiting from investment tailwinds across low, medium, and high voltage. M&A is also expected to act as a growth accelerator. Factoring in the group’s new governance structure, focus on innovation, and solid backlog, we are forecasting a 2025-28 EBITDA CAGR of 11.6%, with “de-risked” guidance for 2026. We are raising our target price to € 170 from €...
- Jerôme Bodin
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AUTN AUTONEUM HOLDING AG
IDL ID LOGISTICS GROUP
DEC JCDECAUX SA
KCO KLOECKNER & CO SE
FAGR FAGRON SA
EKI EKINOPS SA
MTU MANITOU BF SA
GBT GUERBET SA
ALLAN LANSON-BCC
SDF K+S AG
ENI ENI S.P.A.
REP REPSOL SA
INRN INTERROLL HOLDING AG
ERG ERG S.P.A.
TECN TECAN GROUP AG
KARN KARDEX HOLDING AG
SIGHT GENSIGHT BIOLOGICS SA
SEFER SERGEFERRARI GROUP SA
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
POST OSTERREICHISCHE POST AG
FLU FLUGHAFEN WIEN AG
VLTSA VOLTALIA
MAU ETABLISSEMENTS MAUREL & PROM SA
DUFN DUFRY AG
RUI RUBIS SCA
BP. BP P.L.C.
TFF TFF GROUP
MEDCL MEDINCELL SA
ANTIN ANTIN INFRASTRUCTURE PARTNERS
SHEL SHELL PLC
BANB BACHEM HOLDING AG
CAN CANAL+
TRIO TRIODOS BANK N.V.
AUMOV AUMOVIO
- Ahmed Ben Salem
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ZURN ZURICH INSURANCE GROUP LTD
CEZ CEZ AS
FHZN FLUGHAFEN ZURICH AG
PKO PKO BANK POLSKI S.A.
KER KERING SA
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
HEN3 HENKEL AG & CO. KGAA PREF
SLHN SWISS LIFE HOLDING AG
REP REPSOL SA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
POST OSTERREICHISCHE POST AG
ANDR ANDRITZ AG
STR STRABAG SE
LDO LEONARDO SPA
BP. BP P.L.C.
ALG ALLEGRO.EU SA
DTG DAIMLER TRUCK
SHEL SHELL PLC
ACLN ACCELLERON INDUSTRIES LTD
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
UN0 UNIPER SE
- Carole Braudeau
Credit Morning 03/12/2026
SES plans to issue SPACE notes and launches a tender on the PerpCall26 notes|Worldline : launch of the € 392m rights issue|airBaltic: EBITDAR guidance missed as expected; fuel costs put further pressure into the business|S&P upgrades AXA's ratings from AA-/positive to AA/stable|
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AUTN AUTONEUM HOLDING AG
IDL ID LOGISTICS GROUP
DEC JCDECAUX SA
KCO KLOECKNER & CO SE
FAGR FAGRON SA
EKI EKINOPS SA
MTU MANITOU BF SA
GBT GUERBET SA
ALLAN LANSON-BCC
SDF K+S AG
ENI ENI S.P.A.
REP REPSOL SA
INRN INTERROLL HOLDING AG
ERG ERG S.P.A.
TECN TECAN GROUP AG
KARN KARDEX HOLDING AG
SIGHT GENSIGHT BIOLOGICS SA
SEFER SERGEFERRARI GROUP SA
POST OSTERREICHISCHE POST AG
FLU FLUGHAFEN WIEN AG
VLTSA VOLTALIA
MAU ETABLISSEMENTS MAUREL & PROM SA
DUFN DUFRY AG
RUI RUBIS SCA
BP. BP P.L.C.
TFF TFF GROUP
MEDCL MEDINCELL SA
ANTIN ANTIN INFRASTRUCTURE PARTNERS
SHEL SHELL PLC
BANB BACHEM HOLDING AG
CAN CANAL+
TRIO TRIODOS BANK N.V.
AUMOV AUMOVIO
- Ahmed Ben Salem
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ZURN ZURICH INSURANCE GROUP LTD
CEZ CEZ AS
FHZN FLUGHAFEN ZURICH AG
PKO PKO BANK POLSKI S.A.
KER KERING SA
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
HEN3 HENKEL AG & CO. KGAA PREF
SLHN SWISS LIFE HOLDING AG
REP REPSOL SA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ANDR ANDRITZ AG
STR STRABAG SE
LDO LEONARDO SPA
BP. BP P.L.C.
ALG ALLEGRO.EU SA
DTG DAIMLER TRUCK
SHEL SHELL PLC
ACLN ACCELLERON INDUSTRIES LTD
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
UN0 UNIPER SE
- Carole Braudeau
Morning Crédit 12/03/2026
SES compte émettre des obligations SPACE et lance un tender sur les obligations PerpCall26|Worldline : lancement de l’augmentation de capital avec DPS de 392 m EUR|airBaltic: EBITDAR guidance missed as expected; fuel costs put further pressure into the business|S&P relève les notations d’AXA de AA-/positive à AA/stable|
- Jerôme Bodin
- Jerôme Bodin
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