The European NIS2 directive (on cyber security), currently being implemented, should provide support for Assa Abloy's commercial segment in Europe. This, combined with a recovery in the residential segment in Nordic countries and a still solid US commercial segment, should gradually help to improve top line momentum (return towards 4-5%) and offset the negative sentiment associated with the disappointing outlook for the US residential market. Outperform rating confirmed – target price raised to ...
La directive européenne NIS2 (sur la cybersécurité), en cours d’implémentation, va être un soutien pour le segment commercial en Europe d’Assa Abloy. Ceci associé à une reprise dans les pays nordiques en résidentiel et un segment commercial US toujours solide devraient aider progressivement à retrouver une meilleure dynamique de la topline (retour vers les 4-5%) et compenser le sentiment négatif associé aux perspectives décevantes du résidentiel US. Opinion Surperformance confirmée, OC relevé à ...
ArcelorMittal publishes its 2024 Payments to governments in respect of extractive activities report 30 June 2025, 16:00 CET ArcelorMittal (’the Company’) has today filed its 2024 Payments to governments in respect of extractive activities report, which provides a consolidated overview of payments made by the Company and its subsidiaries in 2024 to governments regarding its mining operations. The report, which complies with reporting requirements under Luxembourg law, is available for download from . ENDS About ArcelorMittal ArcelorMittal is one of the world’s leading integrated steel a...
At the Paris Air Show, in line with expectations, sales momentum turned in Airbus' favour (248 firm orders out of a total of 381), underlining once again the strength of demand. The consensus around greater resilience in the supply chain and a visible acceleration on the aftermarket were the good surprises of the show. In this context, the civil segment presents an attractive profile and we maintain our preference for Rolls-Royce (Outperform - target price at 1,000p) and Airbus (Outperform – tar...
Au salon du Bourget, conformément aux attentes, la dynamique commerciale a tourné à l’avantage d’Airbus (248 commandes fermes sur un total de 381), soulignant encore une fois la vigueur de la demande. Le consensus autour d’une meilleure résilience de la chaine fournisseurs et une accélération visible de l’après-vente sont les bonnes surprises du salon. Dans ce contexte, le segment civil présente un profil attractif et nous maintenons ainsi notre préférence pour Rolls-Royce (Surperformance – OC à...
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