reports
- Pierre FerraguÊ
Deep dive into Chinese Semicap: How much of a headwind for Western pla...
Chinese WFE spending quadrupled in five years to $41bn, driven by aggressive local deployments, while domestic vendors rapidly gained traction, capturing 13% of local spending already, mostly in deposition, etch, and CMP. In this deep dive, we assess the competitiveness of key Chinese vendors, including Naura, AMEC, and SiCarrier. We estimate first the pace (and the scope) at (and on) which they could close the gap with their western peers. On that basis we estimate the share they can gain ov...
- Olfa Taamallah
- Yan Derocles
ENGI ENGIE SA.
BNP BNP PARIBAS SA CLASS A
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
EL ESSILORLUXOTTICA SA
FII LISI SA
GOE GROUPE GORGE SA
G ASSICURAZIONI GENERALI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
SAF SAFRAN S.A.
AIR AIRBUS SE
01913 PRADA S.P.A.
BA. BAE SYSTEMS PLC
AMS AMADEUS IT GROUP SA CLASS A
FACC FACC AG
LDO LEONARDO SPA
SIE SIEMENS AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
- Olfa Taamallah
- Yan Derocles
ENGI ENGIE SA.
BNP BNP PARIBAS SA CLASS A
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
EL ESSILORLUXOTTICA SA
FII LISI SA
GOE GROUPE GORGE SA
G ASSICURAZIONI GENERALI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
SAF SAFRAN S.A.
AIR AIRBUS SE
01913 PRADA S.P.A.
BA. BAE SYSTEMS PLC
AMS AMADEUS IT GROUP SA CLASS A
FACC FACC AG
LDO LEONARDO SPA
SIE SIEMENS AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
- Jean Danjou
- Jean Danjou
Intesa Sanpaolo S.p.A.: 15 directors
Fifteen Directors at Intesa Sanpaolo S.p.A. sold 88,500 shares at 4.789EUR. The significance rating of the trade was 54/100. 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 yea...
- Ahmed Ben Salem
- Jeremy Garnier
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
BOSS HUGO BOSS AG
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
NDA AURUBIS AG
UCG UNICREDIT S.P.A.
AXS ACCSYS TECHNOLOGIES
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
DSC1 DUTCH STAR C SHAR
OVH OVH GROUPE
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
- Ahmed Ben Salem
- Jeremy Garnier
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
UCG UNICREDIT S.P.A.
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
- Ahmed Ben Salem
- Jeremy Garnier
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
BOSS HUGO BOSS AG
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
NDA AURUBIS AG
UCG UNICREDIT S.P.A.
AXS ACCSYS TECHNOLOGIES
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
CLA CLARANOVA SE
DSC1 DUTCH STAR C SHAR
OVH OVH GROUPE
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
- Ahmed Ben Salem
- Jeremy Garnier
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
UCG UNICREDIT S.P.A.
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value16-Jun-2518,513€664.13€12,295,06817-Jun-2518,520€663.87€12,294,89818-Jun-2518,468€665.72€12,294,55019-Jun-2518,600€658.31€12,244,62020-Jun-2518,553€662.68€12,294,695 ASML’s current share buyback program was announced on 10 November 2022, and detai...
- Ahmed Ben Salem
- Bruno Cavalier
- Margaux van Oerle
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
LEI LEIFHEIT AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
POS PORR AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
DSC1 DUTCH STAR C SHAR
SHEL SHELL PLC
DEME DEME GROUP NV
ARVEN ARVERNE GROUP SA
PFSE PFISTERER HOLDING SE
- Ahmed Ben Salem
- Bruno Cavalier
PUB PUBLICIS GROUPE SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ACN ACCENTURE PLC CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
SHEL SHELL PLC
NOVO B NOVO NORDISK A/S
- Ahmed Ben Salem
- Bruno Cavalier
- Margaux van Oerle
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
LEI LEIFHEIT AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
POS PORR AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
DSC1 DUTCH STAR C SHAR
SHEL SHELL PLC
DEME DEME GROUP NV
ARVEN ARVERNE GROUP SA
PFSE PFISTERER HOLDING SE
- Ahmed Ben Salem
- Bruno Cavalier
PUB PUBLICIS GROUPE SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ACN ACCENTURE PLC CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
SHEL SHELL PLC
NOVO B NOVO NORDISK A/S
- Jean Danjou
- Jean Danjou
- Research Department
IBERIAN DAILY 23 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS, IAG, INDRA, NEINOR, OHLA. US attacks Iran The risk of a military intervention by the US in Iran weighed on the market last week, and the 2-week deadline decided by D. Trump calmed stock markets. However, the movement of the military arsenal continued in the Middle East area, and in the end the US launched a weekend air attack on 3 Iranian nuclear targets. In the STOXX 600, Real Estate and Energy saw the biggest gains last week vs. Pharma and Retail that ended with the bigge...
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