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Stijn Demeester
  • Stijn Demeester
PREMIUM
MT ArcelorMittal S...

ArcelorMittal/Model update ahead of 3Q25/BUY

We update our estimates ahead of ArcelorMittal's 3Q25 results, due 6 November. Our target price increases to €38 per share from €34, mainly due to higher peer multiples.

MT ARCELORMITTAL SA
10/21/25 October 21, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
TKA THYSSENKRUPP AG
GYC Grand City Prop... ... (+5)

Credit Morning 10/14/2025

Thyssenkrupp: announcement of the planned date for listing of TKMS|La Mondiale successfully placed a new Tier 2 2035 bond at MS+180 bp yesterday.|

TKA THYSSENKRUPP AG
GYC GRAND CITY PROPERTIES SA
EZJ EASYJET PLC
AT1 AROUNDTOWN SA
CIRSA CIRSA ENTERPRISES S.A.
10/14/25 October 14, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
TKA THYSSENKRUPP AG
GYC Grand City Prop... ... (+5)

Morning Crédit 14/10/2025

Thyssenkrupp: announcement of the planned date for listing of TKMS|La Mondiale a placé hier avec succès un nouveau Tier 2 2035 à MS+180 bp|

TKA THYSSENKRUPP AG
GYC GRAND CITY PROPERTIES SA
EZJ EASYJET PLC
AT1 AROUNDTOWN SA
CIRSA CIRSA ENTERPRISES S.A.
10/14/25 October 14, 2025 1 FR
Klaus Ringel ... (+2)
  • Klaus Ringel
  • Yan Derocles
PREMIUM
TKA THYSSENKRUPP AG

thyssenkrupp : TKMS – a fully-integrated offer in the naval defence bu...

As a fully-integrated naval solutions provider, TKMS is perfectly positioned to capture the strong growth of the market. With the phase-out of legacy contracts, we think that the company will be able to meet its medium-term guidance in terms of EBIT margin >7% as of 2027. We value the business at between € 3.6bn and € 5.8bn in the event of a spin-off from thyssenkrupp.

10/13/25 October 13, 2025 1 EN
Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Roy Külter
  • Steven Boumans
ALLIX WALLIX GROUP SA
BFIT BASIC-FIT NV
VOE VOESTALPINE AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ALD ALD SA
NKT NKT A/S
CTPNV CTP NV
10/10/25 October 10, 2025 1 EN
Baptiste Salaville ... (+2)
  • Baptiste Salaville
  • Jean-François Granjon
ALLIX WALLIX GROUP SA
BFIT BASIC-FIT NV
VOE VOESTALPINE AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ALD ALD SA
NKT NKT A/S
10/10/25 October 10, 2025 1 FR
Patrick Steiner
  • Patrick Steiner
10/10/25 October 10, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
IFX INFINEON TECHNOLOGIES AG
TKA THYSSENKRUPP AG
JMT JERONIMO MARTINS SGPS S.A.
ORA ORANGE SA
SW SODEXO SA
OMV OMV AG
REP REPSOL SA
YPSN YPSOMED HOLDING AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SNP PETROM S.A.
DTG DAIMLER TRUCK
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
10/09/25 October 9, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
IFX INFINEON TECHNOLOGIES AG
TKA THYSSENKRUPP AG
JMT JERONIMO MARTINS SGPS S.A.
ORA ORANGE SA
SW SODEXO SA
OMV OMV AG
REP REPSOL SA
YPSN YPSOMED HOLDING AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
DTG DAIMLER TRUCK
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
10/09/25 October 9, 2025 1 FR
Carole Braudeau
  • Carole Braudeau
PREMIUM
AXA AXA
MT ArcelorMittal S... ... (+4)

Credit Morning 10/08/2025

SoftBank Group signs an agreement to buy ABB Robotics for $ 5.4bn|AXA announces repayment of the Legacy Perp TEC|

AXA AXA
MT ARCELORMITTAL SA
POM PLASTIC OMNIUM SE
TEF TELEFONICA SA
10/08/25 October 8, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
AXA AXA
MT ArcelorMittal S... ... (+4)

Morning Crédit 08/10/2025

SoftBank Group signe un accord pour l’acquisition d’ABB Robotics pour 5,4 mds USD|AXA annonce le remboursement du Perp legacy TEC|

AXA AXA
MT ARCELORMITTAL SA
POM PLASTIC OMNIUM SE
TEF TELEFONICA SA
10/08/25 October 8, 2025 1 FR
Carole Braudeau
  • Carole Braudeau
PREMIUM
MT ArcelorMittal S...

Credit Morning 10/07/2025

Impact of protectionist measures on steel unveiled by the European Commission|

MT ARCELORMITTAL SA
10/07/25 October 7, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
MT ArcelorMittal S...

Morning Crédit 07/10/2025

Impact des mesures protectionnistes sur l’acier dévoilées par la Commission Européenne|

MT ARCELORMITTAL SA
10/07/25 October 7, 2025 1 FR
Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
HEIA HEINEKEN NV
GET GETLINK SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SK SEB SA
SSAB A SSAB AB CLASS A
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
HEN3 HENKEL AG & CO. KGAA PREF
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
8TRA TRATON SE
ENR SIEMENS ENERGY AG
VUL VULCAN ENERGY RESOURCES
SHEL SHELL PLC
AAL ANGLO AMERICAN PLC
10/07/25 October 7, 2025 1 EN
Maxime Kogge
  • Maxime Kogge
MT ARCELORMITTAL SA
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
NXI NEXITY SA CLASS A
TFI TELEVISION FRANCAISE 1 SA
SZG SALZGITTER AG
VLS VALNEVA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
CTAC CTAC N.V.
NDA AURUBIS AG
MMT METROPOLE TELEVISION SA
RIEN RIETER HOLDING AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
FQT FREQUENTIS AG WIENER
VUL VULCAN ENERGY RESOURCES
ORP ORPEA
LOUP SOCIETE L.D.C.
AAL ANGLO AMERICAN PLC
10/07/25 October 7, 2025 1 EN
Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
HEIA HEINEKEN NV
GET GETLINK SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SK SEB SA
SSAB A SSAB AB CLASS A
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
HEN3 HENKEL AG & CO. KGAA PREF
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
8TRA TRATON SE
ENR SIEMENS ENERGY AG
VUL VULCAN ENERGY RESOURCES
SHEL SHELL PLC
AAL ANGLO AMERICAN PLC
10/07/25 October 7, 2025 1 FR
Maxime Kogge
  • Maxime Kogge
MT ARCELORMITTAL SA
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
NXI NEXITY SA CLASS A
TFI TELEVISION FRANCAISE 1 SA
SZG SALZGITTER AG
VLS VALNEVA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
CTAC CTAC N.V.
NDA AURUBIS AG
MMT METROPOLE TELEVISION SA
RIEN RIETER HOLDING AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
FQT FREQUENTIS AG WIENER
VUL VULCAN ENERGY RESOURCES
ORP ORPEA
LOUP SOCIETE L.D.C.
AAL ANGLO AMERICAN PLC
10/07/25 October 7, 2025 1 FR
Maxime Kogge
  • Maxime Kogge
MT ARCELORMITTAL SA
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
VUL VULCAN ENERGY RESOURCES
AAL ANGLO AMERICAN PLC
10/07/25 October 7, 2025 1 EN
Maxime Kogge
  • Maxime Kogge
MT ARCELORMITTAL SA
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
VUL VULCAN ENERGY RESOURCES
AAL ANGLO AMERICAN PLC
10/07/25 October 7, 2025 1 FR
Klaus Ringel
  • Klaus Ringel
10/03/25 October 3, 2025 1 EN
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