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Carole Braudeau
  • Carole Braudeau

Credit Morning 01/30/2026

Eutelsat: the sale of the ground infra to EQT has been blocked by the French State|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 30/01/2026

Eutelsat : la vente de l’infrastructure terrestre à EQT a été bloquée par l’Etat français|

Carole Braudeau
  • Carole Braudeau

Credit Morning 01/29/2026

Canal+ expects € 400m+ of synergies from the acquisition of Multichoice by 2030|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 29/01/2026

Canal+ vise plus de 400 m EUR de synergies issues du rachat de Multichoice d’ici 2030|

Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki

ODDO : 2026 : toujours une histoire de momentum

L’année 2026 verra, selon nous, une poursuite de la thématique momentum, aux dépens des styles value et qualité. Nous anticipons une accélération de l’amélioration de la marge (71 pb vs 36 pb en 2025e), tirée par le levier opérationnel, le pricing et la poursuite ou l’intensification des restructurations, ceci dans un environnement de croissance du CA toujours soutenue (5.1%e vs ~4.9% en 2025e). Si quelques dynamiques devraient rester fortes (datacenters, grid, rail, etc), d’autres émergeront (r...

Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki

ODDO : 2026: still a momentum story

We expect that 2026 will see a continuation of the momentum theme, at the expense of value and quality styles. We expect margin improvement to accelerate (71bp vs 36bp in 2025e), driven by operating leverage, pricing and continued or intensified restructuring, against a backdrop of sustained sales growth (5.1%e vs ~4.9% in 2025e). While some dynamics are likely to remain strong (data centres, grid, rail, etc), others will take shape (Europe residential and US trucks in H2) or accelerate (semicon...

Carole Braudeau
  • Carole Braudeau

Credit Morning 01/22/2026

French retail sales in December and full-year overview|Ubisoft: mega profit warning|Altice France: the Bouygues/Orange/Iliad consortium mulls sweetening their offer following due diligence (BFM)|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 22/01/2026

Ventes retail de décembre en France et bilan annuel|Ubisoft : mega profit warning|Altice France: le consortium Bouygues/Orange/Iliad pourrait relever son offre après une due diligence (BFM)|

Carole Braudeau
  • Carole Braudeau

Credit Morning 01/16/2026

Emeria: bonds fall amid concerns over debt restructuring|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 16/01/2026

Emeria : les obligations chutent sur fond d’inquiétudes sur une restructuration de dette|

Carole Braudeau
  • Carole Braudeau

Credit Morning 01/15/2026

United Group now plans to issue € 1.1bn of FRNs and € 355m of PIK notes|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 15/01/2026

United Group compte désormais émettre 1.1 md EUR de FRN et 355 m EUR de PIK|

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