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Carole Braudeau
  • Carole Braudeau

Credit Morning 02/19/2026

Constellium: very strong Q4 2025 results with the momentum continuing into H1 2026|Eramet publishes weak results for 2025 but takes radical measures to rapidly improve its financial structure, notably with a plan to strengthen its equity capital by € 500m|AF-KLM: Unit costs under control enabling good profitability levels|

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/Orange, VodafoneZiggo, Virgin Media O2, Te...

Orange reports solid FY25 results / Liberty Global announced the intention to list VodafoneZiggo in 2027 / Liberty Global, Telefonica and InfraVie to acquire Substantial Group / Equinix upgrade by Moody's to Baa1 / Covivio FY25 results: portfolio rotation continues to deliver

Carole Braudeau
  • Carole Braudeau

Morning Crédit 19/02/2026

Constellium: very strong Q4 2025 results with the momentum continuing into H1 2026|Eramet publie de faibles résultats 2025 mais prend des mesures radicales pour améliorer rapidement la structure financière, notamment avec un projet de renforcement des fonds propres de 500 m EUR|AF-KLM: Unit costs under control enabling good profitability levels|

Geoffroy Michalet
  • Geoffroy Michalet
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Geoffroy Michalet
  • Geoffroy Michalet
Geoffroy Michalet
  • Geoffroy Michalet
Carole Braudeau
  • Carole Braudeau

Credit Morning 02/18/2026

Tereos : -57% EBITDA over 9M 25/26. Guidance reaffirmed for a leverage peak at 6x as of March 31|Celanese – still challenging conditions but margins and FCF generation remain healthy|Emeis reported 2025 results ahead of expectations|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 18/02/2026

Tereos : -57% d’EBITDA sur les 9M 25/26. Prévision réitérée d’un pic de levier à 6x au 31 mars|Celanese – still challenging conditions but margins and FCF generation remain healthy|Emeis a publié des résultats 2025 supérieurs aux attentes|

Geoffroy Michalet
  • Geoffroy Michalet
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