reports
- Julian Dobrovolschi
- Thomas Zlowodzki
ENX EURONEXT NV
ADP AEROPORTS DE PARIS SA
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EN BOUYGUES SA
ITRK INTERTEK GROUP PLC
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
ACX ACERINOX SA
TPE PVA TEPLA AG
WPP WPP PLC
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
SAN BANCO SANTANDER S.A.
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
SAB BANCO DE SABADELL SA
ALKAL KALRAY SA
JEN JENOPTIK AG
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
- Julian Dobrovolschi
- Thomas Zlowodzki
ENX EURONEXT NV
ADP AEROPORTS DE PARIS SA
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EN BOUYGUES SA
ITRK INTERTEK GROUP PLC
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
ACX ACERINOX SA
TPE PVA TEPLA AG
WPP WPP PLC
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
SAN BANCO SANTANDER S.A.
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
SAB BANCO DE SABADELL SA
ALKAL KALRAY SA
JEN JENOPTIK AG
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
- Stephane Beyazian
- Sven Edelfelt
- Stephane Beyazian
- Sven Edelfelt
Bouygues: Monthly disclosure of the total number of shares and voting ...
Bouygues: Monthly disclosure of the total number of shares and voting rights REGULATED INFORMATION MONTHLY DISCLOSURE OF THE TOTAL NUMBER OF SHARES AND VOTING RIGHTS Paris, 01/07/25 Article 223-16 of the AMF General Regulation Date Shares Voting rights Theoretical (1) Exercisable (2) 30 June 2025 382,851,284 497,542,923 495,349,631 (1) In accordance with Article 223-11 of the AMF General Regulation, this number is calculated on the basis of all the shares to which voting rights are attached, including shares for which voting rights have been suspended.(2) For ...
Bouygues : Publication mensuelle du nombre d'actions composant le capi...
Bouygues : Publication mensuelle du nombre d'actions composant le capital et du nombre total de droits de vote INFORMATION REGLEMENTÉE PUBLICATION MENSUELLE DU NOMBRE D'ACTIONS COMPOSANT LE CAPITAL ET DU NOMBRE TOTAL DE DROITS DE VOTE Paris, le 01/07/25 Article 223-16 du Règlement général de l’AMF Date Nombre d’actions composant le capital Nombre total de droits de vote théoriques (1) exerçables (2) 30 juin 2025 382 851 284 497 542 923 495 349 631 (1) Conformément à l’article 223-11 du Règlement général de l’AMF, nombre calculé sur la base de l’ensemble des a...
- Russell Waller
Bouygues (Buy, TP: €55, +47%) Bouygues Telecom CFO meeting: Pricing, ...
We met Bouygues Telecom CFO, Christian Lecoq in Paris, and provide feedback in this report. We are Buyers of Bouygues due to the strength of the FCF growth to come (telco and non-telco), and the possible Telco M&A upside. In addition, we think that the fibre JVs provide hidden value not fully appreciated by the market. We lift our target to €55 as we now incorporate these into our SOP.
- Russell Waller
Bouygues: Monthly disclosure of the total number of shares and voting ...
Bouygues: Monthly disclosure of the total number of shares and voting rights REGULATED INFORMATION MONTHLY DISCLOSURE OF THE TOTAL NUMBER OF SHARES AND VOTING RIGHTS Paris, 02/06/2025 Article 223-16 of the AMF General Regulation Date Shares Voting rights Theoretical (1) Exercisable (2) 31 May 2025 382,260,376 490,734,378 488,575,494 (1) In accordance with Article 223-11 of the AMF General Regulation, this number is calculated on the basis of all the shares to which voting rights are attached, including shares for which voting rights have been suspended.(2) F...
Bouygues : Publication mensuelle du nombre d'actions composant le capi...
Bouygues : Publication mensuelle du nombre d'actions composant le capital et du nombre total de droits de vote INFORMATION REGLEMENTÉE PUBLICATION MENSUELLE DU NOMBRE D'ACTIONS COMPOSANT LE CAPITAL ET DU NOMBRE TOTAL DE DROITS DE VOTE Paris, le 02/06/2025 Article 223-16 du Règlement général de l’AMF Date Nombre d’actions composant le capital Nombre total de droits de vote théoriques (1) exerçables (2) 31 mai 2025 382 260 376 490 734 378 488 575 494 (1) Conformément à l’article 223-11 du Règlement général de l’AMF, nombre calculé sur la base de l’ensemble des...
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
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)|
- Carole Braudeau
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)|
- Russell Waller
Iliad Q1 25: Solid results, but focus on M&A in Italy and France
Summary: Iliad has had a solid quarter overall, but French SR trends are clearly being impacted by the weakness in mobile pricing, and although Italy is performing OK, we do not believe Iliad when they say they don’t need M&A in Italy (as they did on this Q1 call), as we value Italy at a negative NPV including the cost of spectrum renewal. SFR is the only French telco yet to report; in terms of a read-across: The IFER tax (that knocked c7pp off EBITDA growth for Iliad this quarter) will not impa...
- Julian Dobrovolschi
ENGI ENGIE SA.
EN BOUYGUES SA
HNR1 HANNOVER RUECK SE
CEZ CEZ AS
KBC KBC GROUP N.V.
RF EURAZEO SA
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
ENI ENI S.P.A.
RWE RWE AG
VER VERBUND AG CLASS A
DTE DEUTSCHE TELEKOM AG
ANA ACCIONA SA
BC8 BECHTLE AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
SIE SIEMENS AG
PIRC PIRELLI & C. S.P.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
SYENS SYENSQO
CVC CVC CAPITAL PARTNERS PLC
- Julian Dobrovolschi
ENGI ENGIE SA.
EN BOUYGUES SA
HNR1 HANNOVER RUECK SE
CEZ CEZ AS
KBC KBC GROUP N.V.
RF EURAZEO SA
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
ENI ENI S.P.A.
RWE RWE AG
VER VERBUND AG CLASS A
DTE DEUTSCHE TELEKOM AG
ANA ACCIONA SA
BC8 BECHTLE AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
SIE SIEMENS AG
PIRC PIRELLI & C. S.P.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
SYENS SYENSQO
CVC CVC CAPITAL PARTNERS PLC
- Stephane Beyazian
- Sven Edelfelt
- Stephane Beyazian
- Sven Edelfelt
- Russell Waller
Bouygues (Buy, TP: €53, +39%) Q1 25: Group results ahead thank to non...
Bouygues has reported a good COPA results at non-telecoms and a slightly weak Telecoms EBITDA result, but in aggregate results are slightly ahead of consensus. All guidance has been reiterated in essence. We recently initiated on Bouygues with a Buy – HERE - and see the Buy case as still intact: which is for French M&A (if anything, the improving global sentiment might help improve liquidity for deals), supported by a solid Telco outlook.
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