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Rok Stibric
  • Rok Stibric
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
RI PERNOD RICARD SA
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
CDR CD PROJEKT S.A.
VOE VOESTALPINE AG
ACX ACERINOX SA
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
12h / 53m 12h / 53m 1 EN
Emmanuel Matot
  • Emmanuel Matot
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
VAC PIERRE & VACANCES SA
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
SOI SOITEC SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDR EDREAMS ODIGEO SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
AEDAS AEDAS HOMES SA
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
12h / 59m 12h / 59m 1 FR
Emmanuel Matot
  • Emmanuel Matot
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
VAC PIERRE & VACANCES SA
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
SOI SOITEC SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDR EDREAMS ODIGEO SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
AEDAS AEDAS HOMES SA
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
12h / 59m 12h / 59m 1 EN
Rok Stibric
  • Rok Stibric
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
RI PERNOD RICARD SA
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
CDR CD PROJEKT S.A.
VOE VOESTALPINE AG
ACX ACERINOX SA
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
12h / 59m 12h / 59m 1 FR
Maxime Kogge
  • Maxime Kogge
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
14h / 5m 14h / 5m 1 EN
Maxime Kogge
  • Maxime Kogge
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
14h / 41m 14h / 41m 1 FR
Amira Manai
  • Amira Manai
ARVEN ARVERNE GROUP SA
05/27/25 May 27, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
TKA THYSSENKRUPP AG
ORA ORANGE SA ... (+6)

Credit Morning 05/27/2025

Strategic Transformation of Thyssenkrupp|Bertrand Franchise reported an 8.5% decline in Q1 25 EBITDA|Ardian is reportedly looking into acquiring SFR networks to ease consolidation (BFM Business)|MasOrange and Vodafone Spain are considering selling only 20% of Fiberco (Expansion)|

TKA THYSSENKRUPP AG
ORA ORANGE SA
EN BOUYGUES SA
DEC JCDECAUX SA
ERA ERAMET SA
ELIS ELIS SA
05/27/25 May 27, 2025 1 EN
Amira Manai
  • Amira Manai
ARVEN ARVERNE GROUP SA
05/27/25 May 27, 2025 1 FR
Klaus Ringel
  • Klaus Ringel
TKA THYSSENKRUPP AG
RBT ROBERTET SA
EUR EUROCASH S.A.
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
FSNT FASHIONETTE AG
ARVEN ARVERNE GROUP SA
05/27/25 May 27, 2025 1 EN
Klaus Ringel
  • Klaus Ringel
05/27/25 May 27, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
TKA THYSSENKRUPP AG
ORA ORANGE SA ... (+6)

Morning Crédit 27/05/2025

Strategic Transformation of Thyssenkrupp|Bertrand Franchise a publié un EBITDA en repli de -8.5% au T1 25|Le fonds Ardian étudierait une reprise des réseaux de SFR pour faciliter une consolidation (BFM Business)|MasOrange et Vodafone Spain réfléchiraient à céder seulement 20% du capital de Fiberco (Expansion)|

TKA THYSSENKRUPP AG
ORA ORANGE SA
EN BOUYGUES SA
DEC JCDECAUX SA
ERA ERAMET SA
ELIS ELIS SA
05/27/25 May 27, 2025 1 FR
Klaus Ringel
  • Klaus Ringel
TKA THYSSENKRUPP AG
RBT ROBERTET SA
EUR EUROCASH S.A.
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
FSNT FASHIONETTE AG
ARVEN ARVERNE GROUP SA
05/27/25 May 27, 2025 1 FR
Rok Stibric
  • Rok Stibric
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
05/27/25 May 27, 2025 1 EN
Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet
05/27/25 May 27, 2025 1 EN
Research Team
  • Research Team
PREMIUM
JMT Jeronimo Martin...
EXAE Hellenic Exchan... ... (+12)

WOOD Daily: Polish Food Retail – DNP PW; EUR PW; JMT PL; ZAB PW; BFT P...

HEADLINES: • Polish food retail: turning the corner (initiating on Zabka with a BUY, Eurocash and Jeronimo stay BUY, Dino stays SELL) • Benefit Systems: 1Q25 adjusted EBIT up 14% yoy, 10% above our forecast POSITIVE • Grupa Pracuj: 1Q25 results – adjusted EBITDA up 11% yoy, in line with our forecast, 4% above the consensus POSITIVE • Wirtualna Polska: 1Q25 results review – adjusted EBITDA up 2% yoy, 2% above the consensus NEUTRAL • Athens Exchange Group: 1Q25 results in line with expectations NE...

JMT JERONIMO MARTINS SGPS S.A.
EXAE HELLENIC EXCHANGES SA
OMV OMV AG
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
EUR EUROCASH S.A.
OTOEL AUTOHELLAS S.A.
WPL WIRTUALNA POLSKA HOLDING SA
DNP DINO POLSKA S.A.
GPP GRUPA PRACUJ DA
ADNOCDRILL ADNOC DRILLING CO
ZAB ZABKA GROUP
05/27/25 May 27, 2025 1 EN
Jakub Krawczyk
  • Jakub Krawczyk
05/27/25 May 27, 2025 1 EN
Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet
05/27/25 May 27, 2025 1 FR
Lukasz Wachelko ... (+3)
  • Lukasz Wachelko
  • CFA
  • Maria Mickiewicz
PREMIUM
JMT Jeronimo Martin...
EUR EUROCASH S.A. ... (+4)

Polish Food Retail: turning the corner (initiating on Zabka with a BUY...

We believe that, after the price war-impacted 2024 and the seasonally-challenged 1Q25, Polish grocers should enjoy Easter-supported demand and a leap in the VAT hike in 2Q25E. In our view, the Polish consumer has matured, following the tough experience of the pandemic, and the inflation bubble that followed. With a propensity to consume no longer close to 100%, we see the rollout-led growth as more tangible than pure lfl expansion. Within the high-growth names, we prefer Żabka (initiation with a...

JMT JERONIMO MARTINS SGPS S.A.
EUR EUROCASH S.A.
DNP DINO POLSKA S.A.
ZAB ZABKA GROUP
05/27/25 May 27, 2025 1 EN
Klaus Breitenbach
  • Klaus Breitenbach
05/27/25 May 27, 2025 1 EN
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