reports
- Emmanuel Matot
TEMN TEMENOS AG
DKSH DKSH HOLDING AG
SSAB A SSAB AB CLASS A
EXE EXEL INDUSTRIES SA
HCO HIGHCO SA
ABVX ABIVAX SA
SOI SOITEC SA
TIETO TIETOEVRY OYJ
ENC ENCE ENERGIA Y CELULOSA SA
LFDE LA FRANCAISE DE L'ENERGIE SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
ALD ALD SA
MVC METROVACESA SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
DSC1 DUTCH STAR C SHAR
VUL VULCAN ENERGY RESOURCES
- Emmanuel Matot
TEMN TEMENOS AG
DKSH DKSH HOLDING AG
SSAB A SSAB AB CLASS A
EXE EXEL INDUSTRIES SA
HCO HIGHCO SA
ABVX ABIVAX SA
SOI SOITEC SA
TIETO TIETOEVRY OYJ
ENC ENCE ENERGIA Y CELULOSA SA
LFDE LA FRANCAISE DE L'ENERGIE SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
ALD ALD SA
MVC METROVACESA SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
DSC1 DUTCH STAR C SHAR
VUL VULCAN ENERGY RESOURCES
- Jeremy Garnier
- Jeremy Garnier
Reworld Media: 1 director
A director at Reworld Media bought 78,374 shares at 1.624EUR and the significance rating of the trade was 63/100. 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 ...
- Cedric Rossi
- Clement Genelot
- Loic Morvan
Suspension of Coverage
From 2nd of June we are suspending coverage of companies below due to a reallocation of resources. Our prior estimates should no longer be used as an indicator for the company moving forward.ADIDASBEIERSDORFCARREFOURDELIVERY HEROESSILORLUXOTTICAHELLOFRESHHermès InternationalHUGO BOSSINTERPARFUMSJUS
ADS ADIDAS AG
RMS HERMES INTERNATIONAL SCA
ITP INTERPARFUMS
OR L'OREAL SA
KER KERING SA
ZAL ZALANDO SE
SFL SAFILO GROUP S.P.A.
MONC MONCLER SPA
SFER SALVATORE FERRAGAMO S.P.A.
TKWY JUST EAT TAKEAWAY.COM N.V.
CFR RICHEMONT
BEI BEIERSDORF
BOSS HUGO BOSS
DHER DELIVERY HERO
HFG HELLOFRESH SE
RBO ROCHE BOBOIS INTERNATIONAL SAS
EF ESSILORLUXOTTICA
UHR THE SWATCH GROUP
MC LVMH
- LOIC WOLF
- Clement Genelot
Roche Bobois: Q1 affected by delivery delays
Q1 disappointed because of delayed deliveries in the US (customs slowdowns) and at Cuir Center (dockworker strikes), only pointing to a catch-up in coming months. Price adjustments have already been implemented to cope with tariffs and FX and we expect quantified EBITDA guidance alongside the H1 pu
- Jean-François Granjon
SCHP SECHE ENVIRONNEMENT
VAC PIERRE & VACANCES SA
NXI NEXITY SA CLASS A
MF WENDEL SE
TNG TRANSGENE SA
BIO BB BIOTECH AG
KORI KORIAN SA
STF STEF
ITP INTERPARFUMS
SWP SWORD GROUP SE
CGM CEGEDIM SA
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
FII LISI SA
LSS LECTRA SA
GBT GUERBET SA
CDA COMPAGNIE DES ALPES SA
ATE ALTEN SA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
HEIJM HEIJMANS N.V. CERT
MBWS
PAL MARIE BRIZARD WINE & SPIRITS SA
GNFT PALFINGER AG
SEFER GENFIT SA
LIGHT SERGEFERRARI GROUP SA
11B SIGNIFY NV
INSD 11 BIT STUDIOS S.A.
ALR VERIMATRIX SA
SPIE ALIOR BANK SA
LFDE SPIE SA
TEC LA FRANCAISE DE L'ENERGIE SA
FTG111 TECHNIPFMC PLC
TKO FLATEXDEGIRO AG
VOS TIKEHAU CAPITAL SCA
AGR VOSSLOH AG
RBO AGRANA BETEILIGUNGS-AG
ZEL ROCHE BOBOIS INTERNATIONAL SAS
WDP PHARMA MAR SA
FUR WAREHOUSES DE PAUW SCA
FUGRO NV
- Jeremy Garnier
- Jean-François Granjon
SCHP SECHE ENVIRONNEMENT
VAC PIERRE & VACANCES SA
NXI NEXITY SA CLASS A
MF WENDEL SE
TNG TRANSGENE SA
BIO BB BIOTECH AG
KORI KORIAN SA
STF STEF
ITP INTERPARFUMS
SWP SWORD GROUP SE
CGM CEGEDIM SA
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
FII LISI SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
ATE ALTEN SA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
HEIJM HEIJMANS N.V. CERT
MBWS
PAL MARIE BRIZARD WINE & SPIRITS SA
GNFT PALFINGER AG
SEFER GENFIT SA
LIGHT SERGEFERRARI GROUP SA
11B SIGNIFY NV
INSD 11 BIT STUDIOS S.A.
ALR VERIMATRIX SA
SPIE ALIOR BANK SA
LFDE SPIE SA
TEC LA FRANCAISE DE L'ENERGIE SA
FTG111 TECHNIPFMC PLC
TKO FLATEXDEGIRO AG
VOS TIKEHAU CAPITAL SCA
AGR VOSSLOH AG
RBO AGRANA BETEILIGUNGS-AG
ZEL ROCHE BOBOIS INTERNATIONAL SAS
WDP PHARMA MAR SA
FUR WAREHOUSES DE PAUW SCA
FUGRO NV
- Jeremy Garnier
- Clement Genelot
Roche Bobois: 2025 a year of recovery
Post-FY 2024, we have cut our estimates by 2% and our PT from EUR47 to EUR46. We see 2025 as a year of recovery for both revenues (set to rise >5%) and EBITDA (up 17% YoY) with consensus slightly conservative. The investment case remains untouched with MSD% sales CAGR, a margin accretive focus o
- Jerôme Bodin
- Thomas Zlowodzki
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
OSE OSE IMMUNOTHERAPEUTICS SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
HCO HIGHCO SA
PSM PROSIEBENSAT.1 MEDIA SE
IPH INNATE PHARMA SA CLASS A
NTG NETGEM SA
LNA LNA SANTE SA
GBT GUERBET SA
VOE VOESTALPINE AG
ALCAR CARMAT SA
ACX ACERINOX SA
TRI TRIGANO SA
FR VALEO SE
G24 SCOUT24 AG
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
QDT QUADIENT SA
POS PORR AG
NDA AURUBIS AG
CAI CA IMMOBILIEN ANLAGEN AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
SLIGR SLIGRO FOOD GROUP N.V.
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SEFER SERGEFERRARI GROUP SA
ALBFR SIDETRADE SA
FYB FORMYCON AG
SMHN SUESS MICROTEC AG
FACC FACC AG
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
JST JOST WERKE AG
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
UMI UMICORE
GEST GESTAMP AUTOMOCION S.A.
2CRSI 2CRSI SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
ALCUR ARCURE SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FAST FASTNED
ALAFY AFYREN
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
LHYFE LHYFE S.A.
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
IOS IONOS GROUP SE
TUI TUI AG
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
ARVEN ARVERNE GROUP SA
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Jerôme Bodin
- Thomas Zlowodzki
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
OSE OSE IMMUNOTHERAPEUTICS SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
HCO HIGHCO SA
PSM PROSIEBENSAT.1 MEDIA SE
IPH INNATE PHARMA SA CLASS A
NTG NETGEM SA
LNA LNA SANTE SA
GBT GUERBET SA
VOE VOESTALPINE AG
ALCAR CARMAT SA
ACX ACERINOX SA
TRI TRIGANO SA
FR VALEO SE
G24 SCOUT24 AG
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
QDT QUADIENT SA
POS PORR AG
NDA AURUBIS AG
CAI CA IMMOBILIEN ANLAGEN AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
SLIGR SLIGRO FOOD GROUP N.V.
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SEFER SERGEFERRARI GROUP SA
ALBFR SIDETRADE SA
FYB FORMYCON AG
SMHN SUESS MICROTEC AG
FACC FACC AG
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
JST JOST WERKE AG
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
UMI UMICORE
GEST GESTAMP AUTOMOCION S.A.
2CRSI 2CRSI SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
ALCUR ARCURE SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FAST FASTNED
ALAFY AFYREN
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
LHYFE LHYFE S.A.
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
IOS IONOS GROUP SE
TUI TUI AG
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
ARVEN ARVERNE GROUP SA
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Jeremy Garnier
- Jeremy Garnier
- LOIC WOLF
Esker est nommée “Challenger” dans le Magic Quadrant™ 2025 de Gartner®...
Esker est nommée “Challenger” dans le Magic Quadrant™ 2025 de Gartner® pour les suites Source-to-Pay Lyon, France, le 26 mars 2025 – , la plateforme de référence pour la digitalisation des directions Finance et Achats et Service Client, annonce sa nomination en tant que “Challenger” dans le Magic Quadrant™ 2025 de Gartner® pour la suite Source-to-Pay. Le rapport de Gartner a évalué 12 fournisseurs selon un large éventail de critères, plaçant Esker en qualité de “Challenger” pour sa capacité d'exécution et l'exhaustivité de sa vision. Cette distinction récompense la progression rapide d’Es...
Esker est nommée “Leader” dans le tout premier Magic Quadrant™ de Gart...
Esker est nommée “Leader” dans le tout premier Magic Quadrant™ de Gartner® pour les applications Accounts Payable Lyon, France, 24 mars 2025 – , la plateforme de référence pour la digitalisation des directions Finance et Achats et Service Client, annonce sa nomination en tant que "Leader" dans le Magic Quadrant™ 2025 de Gartner® pour les applications Accounts Payable (dématérialisation du traitement des factures fournisseurs). Le rapport de Gartner® a évalué 14 fournisseurs en fonction de leur capacité d'exécution et de leur vision stratégique. Esker se distingue en tant que "Leader", un...
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