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Stephane Houri
  • Stephane Houri
NDX1 NORDEX SE
IFX INFINEON TECHNOLOGIES AG
AC ACCOR SA
ENX EURONEXT NV
EDEN EDENRED SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
ORA ORANGE SA
EO FAURECIA SA
VAC PIERRE & VACANCES SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
TFI TELEVISION FRANCAISE 1 SA
AFX CARL ZEISS MEDITEC AG
RHM RHEINMETALL AG
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
SWP SWORD GROUP SE
ITRK INTERTEK GROUP PLC
AUB AUBAY SA
VETO VETOQUINOL SA
MRN MERSEN SA
LSS LECTRA SA
JCQ JACQUET METALS SA
GLO GL EVENTS SA
RF EURAZEO SA
CDA COMPAGNIE DES ALPES SA
HOT HOCHTIEF AG
ELG ELMOS SEMICONDUCTOR SE
RAND RANDSTAD NV
ACX ACERINOX SA
EBRO EBRO FOODS SA
TRI TRIGANO SA
A1XA4J CARBIOS SA
ELE ENDESA S.A.
RWE RWE AG
HEI HEIDELBERGCEMENT AG
NEX NEXANS SA
ELIS ELIS SA
FIE FIELMANN AG
AIXA AIXTRON SE
NDA AURUBIS AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
EDR EDREAMS ODIGEO SA
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
NVG NAVIGATOR COMPANY SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
VLTSA VOLTALIA
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
AD KONINKLIJKE AHOLD DELHAIZE N.V.
FTG111 FLATEXDEGIRO AG
DUE DURR AG
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
YOU ABOUT YOU HLDG AG
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
WAGA WAGA ENERGY SA
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
SYENS SYENSQO
PLX PLUXEE NV
PLNW PLANISWARE
Stephane Houri
  • Stephane Houri
NDX1 NORDEX SE
IFX INFINEON TECHNOLOGIES AG
AC ACCOR SA
ENX EURONEXT NV
EDEN EDENRED SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
ORA ORANGE SA
EO FAURECIA SA
VAC PIERRE & VACANCES SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
TFI TELEVISION FRANCAISE 1 SA
AFX CARL ZEISS MEDITEC AG
RHM RHEINMETALL AG
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
SWP SWORD GROUP SE
ITRK INTERTEK GROUP PLC
AUB AUBAY SA
VETO VETOQUINOL SA
MRN MERSEN SA
LSS LECTRA SA
JCQ JACQUET METALS SA
GLO GL EVENTS SA
RF EURAZEO SA
CDA COMPAGNIE DES ALPES SA
HOT HOCHTIEF AG
ELG ELMOS SEMICONDUCTOR SE
RAND RANDSTAD NV
ACX ACERINOX SA
EBRO EBRO FOODS SA
TRI TRIGANO SA
A1XA4J CARBIOS SA
ELE ENDESA S.A.
RWE RWE AG
HEI HEIDELBERGCEMENT AG
NEX NEXANS SA
ELIS ELIS SA
FIE FIELMANN AG
AIXA AIXTRON SE
NDA AURUBIS AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
EDR EDREAMS ODIGEO SA
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
NVG NAVIGATOR COMPANY SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
VLTSA VOLTALIA
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
AD KONINKLIJKE AHOLD DELHAIZE N.V.
FTG111 FLATEXDEGIRO AG
DUE DURR AG
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
WAGA WAGA ENERGY SA
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
SYENS SYENSQO
PLX PLUXEE NV
PLNW PLANISWARE
Stephane Houri
  • Stephane Houri
NDX1 NORDEX SE
IFX INFINEON TECHNOLOGIES AG
AC ACCOR SA
ENX EURONEXT NV
EDEN EDENRED SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
ORA ORANGE SA
EO FAURECIA SA
VAC PIERRE & VACANCES SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
TFI TELEVISION FRANCAISE 1 SA
AFX CARL ZEISS MEDITEC AG
RHM RHEINMETALL AG
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
SWP SWORD GROUP SE
ITRK INTERTEK GROUP PLC
AUB AUBAY SA
VETO VETOQUINOL SA
MRN MERSEN SA
LSS LECTRA SA
JCQ JACQUET METALS SA
GLO GL EVENTS SA
RF EURAZEO SA
CDA COMPAGNIE DES ALPES SA
HOT HOCHTIEF AG
ELG ELMOS SEMICONDUCTOR SE
RAND RANDSTAD NV
ACX ACERINOX SA
EBRO EBRO FOODS SA
TRI TRIGANO SA
A1XA4J CARBIOS SA
ELE ENDESA S.A.
RWE RWE AG
HEI HEIDELBERGCEMENT AG
NEX NEXANS SA
ELIS ELIS SA
FIE FIELMANN AG
AIXA AIXTRON SE
NDA AURUBIS AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
EDR EDREAMS ODIGEO SA
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
NVG NAVIGATOR COMPANY SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
VLTSA VOLTALIA
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
AD KONINKLIJKE AHOLD DELHAIZE N.V.
FTG111 FLATEXDEGIRO AG
DUE DURR AG
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
WAGA WAGA ENERGY SA
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
SYENS SYENSQO
PLX PLUXEE NV
PLNW PLANISWARE
Stephane Houri
  • Stephane Houri
NDX1 NORDEX SE
IFX INFINEON TECHNOLOGIES AG
AC ACCOR SA
ENX EURONEXT NV
EDEN EDENRED SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
ORA ORANGE SA
EO FAURECIA SA
VAC PIERRE & VACANCES SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
TFI TELEVISION FRANCAISE 1 SA
AFX CARL ZEISS MEDITEC AG
RHM RHEINMETALL AG
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
SWP SWORD GROUP SE
ITRK INTERTEK GROUP PLC
AUB AUBAY SA
VETO VETOQUINOL SA
MRN MERSEN SA
LSS LECTRA SA
JCQ JACQUET METALS SA
GLO GL EVENTS SA
RF EURAZEO SA
CDA COMPAGNIE DES ALPES SA
HOT HOCHTIEF AG
ELG ELMOS SEMICONDUCTOR SE
RAND RANDSTAD NV
ACX ACERINOX SA
EBRO EBRO FOODS SA
TRI TRIGANO SA
A1XA4J CARBIOS SA
ELE ENDESA S.A.
RWE RWE AG
HEI HEIDELBERGCEMENT AG
NEX NEXANS SA
ELIS ELIS SA
FIE FIELMANN AG
AIXA AIXTRON SE
NDA AURUBIS AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
EDR EDREAMS ODIGEO SA
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
NVG NAVIGATOR COMPANY SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
VLTSA VOLTALIA
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
AD KONINKLIJKE AHOLD DELHAIZE N.V.
FTG111 FLATEXDEGIRO AG
DUE DURR AG
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
YOU ABOUT YOU HLDG AG
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
WAGA WAGA ENERGY SA
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
SYENS SYENSQO
PLX PLUXEE NV
PLNW PLANISWARE
Stephane Houri
  • Stephane Houri

ODDO : 28th ODDO BHF Forum – Feedback Day 1

We are hosting our 28th ODDO BHF Forum in Lyon on 9 and 10 January 2025. In total, 211 companies will be presenting over the two days. In the following note, we provide some initial feedback from the companies on day 1. Out of the 104 feedbacks collected during the first day, 40 were clearly positive, 59 rather Neutral, and only 6 negative. Among the positive names, we would particularly highlight Accor, URW, Euronext, Bureau Veritas, Renke, ID Logistics, Roche Bobois, Ionos, Companie des Alpes...

NDX1 NORDEX SE
IFX INFINEON TECHNOLOGIES AG
AC ACCOR SA
ENX EURONEXT NV
EDEN EDENRED SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
ORA ORANGE SA
EO FAURECIA SA
VAC PIERRE & VACANCES SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
TFI TELEVISION FRANCAISE 1 SA
AFX CARL ZEISS MEDITEC AG
RHM RHEINMETALL AG
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
SWP SWORD GROUP SE
ITRK INTERTEK GROUP PLC
AUB AUBAY SA
VETO VETOQUINOL SA
MRN MERSEN SA
LSS LECTRA SA
JCQ JACQUET METALS SA
GLO GL EVENTS SA
RF EURAZEO SA
CDA COMPAGNIE DES ALPES SA
HOT HOCHTIEF AG
ELG ELMOS SEMICONDUCTOR SE
RAND RANDSTAD NV
ACX ACERINOX SA
EBRO EBRO FOODS SA
TRI TRIGANO SA
A1XA4J CARBIOS SA
ELE ENDESA S.A.
RWE RWE AG
HEI HEIDELBERGCEMENT AG
NEX NEXANS SA
ELIS ELIS SA
FIE FIELMANN AG
AIXA AIXTRON SE
NDA AURUBIS AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
EDR EDREAMS ODIGEO SA
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
NVG NAVIGATOR COMPANY SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
VLTSA VOLTALIA
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
AD KONINKLIJKE AHOLD DELHAIZE N.V.
FTG111 FLATEXDEGIRO AG
DUE DURR AG
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
WAGA WAGA ENERGY SA
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
SYENS SYENSQO
PLX PLUXEE NV
PLNW PLANISWARE
Research Department
  • Research Department

IBERIAN DAILY 09 JANUARY (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA, SACYR, UNICAJA. Slight losses with the market still affected by rising yields and awaiting employment data European stock markets, which opened with slight gains, ended up doing a 180 after Wall Street opened, awaiting tomorrow’s US employment data and with all eyes on debt yields. The first few days of the year continue to be shaky: the debate continues on at what point, with demanding stock market levels, high interest rates but a still-favourable macro backdrop, ther...

Research Department
  • Research Department

INFORME DIARIO 09 ENERO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, SACYR, UNICAJA. EUROPA: SANOFI. Ligeros retrocesos en bolsa por la subida de la TIR Las bolsas europeas, que abrieron con ligeras subidas, se acabaron dando la vuelta tras la apertura de Wall Street a la espera de la publicación de los datos de empleo americanos mañana y con la mirada puesta en la rentabilidad de la deuda. Se mantiene la indefinición en estos primeros compases del año y prosigue el debate sobre los niveles de valoración ...

Repsol S.A.: Update to credit analysis

Our credit view of this issuer reflects its conservative financial policies, with a track record, against its medium-term risks related to the sluggish demand for oil.

Iberdrola S.A.: 1 director

A director at Iberdrola S.A. bought 2,000 shares at 13.100EUR and the significance rating of the trade was 52/100. 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...

Research Department
  • Research Department

IBERIAN DAILY 13 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CHANGES IBEX, IBERDROLA. The ECB follows the script The most-awaited event of the week did not bring any surprises, and the ECB cut rates by -25bps to 3.05% (despite the discussion about the possibility of cutting 50bps). C. Lagarde was in favour of further rate cuts to neutral levels (near 2.05%), not making any reference in her communiqué on maintaining a restrictive monetary policy, cutting 2024/25 growth forecasts to 0.7% and 1.1%, respectively and inflation to 2.4% and 2.1%....

Research Department
  • Research Department

INFORME DIARIO 13 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAMBIOS IBEX, IBERDROLA. EUROPA: MUNICH RE, SIEMENS. El BCE cumple el guión El acontecimiento más esperado de la semana no deparó sorpresas y el BCE rebajó los tipos -25 p.b. hasta el 3,0% (a pesar de que se discutió la posibilidad de recortar -50 puntos básicos). C. Lagarde se mostró a favor de seguir bajándolos hasta llevarlos más cerca de la neutralidad (se estima cerca del 2,0%) sin hacer referencia el comunicado a mantener una política monetar...

Repsol S.A. - September 2024 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

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