reports
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- James Ratzer
- Carole Braudeau
Credit Morning 03/31/2025
Moody’s places Fives CFR on CW positive|Acqua e Sapone: preliminary full-year earnings|Fnac Darty launches the repurchase invitation for 2027 OCEANES at a price of € 77.25|Maxeda bondholders start to organize (9fin)|Telecom Italia: Poste Italiane replaces Vivendi as the largest shareholder|
- Carole Braudeau
Morning Crédit 31/03/2025
Moody’s places Fives CFR on CW positive|Acqua e Sapone : résultats annuels préliminaires|Fnac Darty annonce le lancement de l’offre de rachat des OCEANES 2027 au prix de 77,25 EUR|Maxeda : Les principaux créanciers auraient commencé à s’organiser|Telecom Italia : Poste Italiane remplace Vivendi en tant que principal actionnaire|
- Ahmed Ben Salem
- Bruno Cavalier
FP TOTAL SE
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
TLX TALANX AG
01913 PRADA S.P.A.
LPP LPP S.A.
MONC MONCLER SPA
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
DSY DASSAULT SYSTEMES SA
CVC CVC CAPITAL PARTNERS PLC
- Ahmed Ben Salem
- Bruno Cavalier
FP TOTAL SE
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
TLX TALANX AG
01913 PRADA S.P.A.
LPP LPP S.A.
MONC MONCLER SPA
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
DSY DASSAULT SYSTEMES SA
CVC CVC CAPITAL PARTNERS PLC
- Stephane Beyazian
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Stephane Beyazian
- Haidje Rustau
- Peter Low
- Tanvi Arora
- Pierre François Merveille
Orange : Feedback 6th TMT Credit Days – 18 & 19 March 2025
On 18 & 19 March, we organized our 6th TMT credit days with nine issuers in the telecoms, media and technology sectors: Banijay Entertainment, MasOrange, Nexi, Orange, OVHcloud, SES, SoftBank Group, Telecom Italia and Worldline. 110 credit investors registered to the event. This document summarizes our feedback of the virtual meetings by issuer. If you have participated to the meetings, we thank you very much for filling in the questionnaires (links on page 2). Please don’t take this reminder in...
- Pierre François Merveille
Orange : Feedback 6th TMT Credit Days – 18 & 19 March 2025
On 18 & 19 March, we organized our 6th TMT credit days with nine issuers in the telecoms, media and technology sectors: Banijay Entertainment, MasOrange, Nexi, Orange, OVHcloud, SES, SoftBank Group, Telecom Italia and Worldline. 110 credit investors registered to the event. This document summarizes our feedback of the virtual meetings by issuer. If you have participated to the meetings, we thank you very much for filling in the questionnaires (links on page 2). Please don’t take this reminder in...
- Carole Braudeau
Credit Morning 03/24/2025
February retail sales plunge in France, with few exceptions|Fnac Darty announces new bond issue to repay OCEANE notes annonce une nouvelle émission obligataire en vue notamment de racheter ses Océanes|Coty shed 20% stake in SKKN|Emeria reportedly considering selling Assurimo to resolve short-term liquidity|
- Carole Braudeau
Morning Crédit 24/03/2025
Des ventes Retail en nette baisse en février en France à de rares exceptions près|Fnac Darty annonce une nouvelle émission obligataire en vue notamment de racheter ses Océanes|Coty cède sa participation de 20% dans SKKN|Emeria songerait à céder Assurimo pour régler ses problèmes de liquidité à court terme|
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Novafives, PPF Telecom, Kantar, CBR Fashion, Playtech, Klockner Pentaplast, CABB, TUI, Lottomatica (formerly Gamenet), Asmodee, Telecom Italia, International Personal Finance, Ardagh, Allwyn (formerly Sazka)
- Haidje Rustau
Telecom Italia Spa: 1 director
A director at Telecom Italia Spa sold 850,000 shares at 0.295EUR and the significance rating of the trade was 69/100. 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 clea...
- Carole Braudeau
REL RELX PLC
PUB PUBLICIS GROUPE SA
UBI UBISOFT ENTERTAINMENT SA
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
MMB LAGARDERE SCA
DEC JCDECAUX SA
NOKIA NOKIA OYJ
TNET TELENET GROUP HOLDING NV
VIV VIVENDI SE
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
WPP WPP PLC
SOI SOITEC SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
WLN WORLDLINE SA
IDR INDRA SISTEMAS S.A. CLASS A
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
TEF TELEFONICA SA
HFG HELLOFRESH SE
NEXI NEXI S.P.A.
OVH OVH GROUPE
FORSE FORSEE POWER SA
VIRI VIRIDIEN
LOCAL SOLOCAL GROUP
- Jerôme Bodin
- Stephane Houri
ODDO : Feedback from 9th ODDO BHF TMT Forum
Our two-day 9th virtual TMT Forum was attended by 32 listed companies and 292 investors. The trends in media seem to point to a correct start to the year. Telecom players are optimistic on the regulatory front (intra-market consolidation). Software & IT services and semis continue to see mixed trends, apart from in AI and some hopes that a few companies will benefit from the rise of defence spending. In terms of companies, the main positive messages came from Auto1, CMCOM, Indra, Infineon, Telec...
IPS IPSOS
TFI TELEVISION FRANCAISE 1 SA
GAMA GAMMA COMMUNICATIONS
ELG ELMOS SEMICONDUCTOR SE
WPP WPP PLC
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
EXENS EXOSENS
AMS AMS-OSRAM AG
- Bruno Cavalier
- Jerôme Bodin
- Stephane Houri
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
HEI HEIDELBERGCEMENT AG
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SPIE SPIE SA
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.