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Stephane Foucaud
  • Stephane Foucaud

AUCTUS ON FRIDAY - 25/07/2025

AUCTUS PUBLICATIONS ________________________________________ New Zealand Energy (NZE CN)C; Target price of C$1.70 per share: Equity raise to progress Tariki gas storage – New Zealand Energy (NZE) has raised C$3 mm of new equity priced at C$0.18 per share. The proceeds of the raise will fund the desktop studies required to prepare the field development plan, derisking the gas storage project ahead of expected monetization within the next 12 months. It will also fund the repayment of the convertib...

Pierre FerraguÊ
  • Pierre FerraguÊ

America’s AI Action Plan. Our 5 quick takes.

The Trump administration published its AI Action Plan yesterday. Please click the link below to see our summary on the 5 most relevant points for tech infrastructure and the broader AI supply chain.

Alvaro del Pozo
  • Alvaro del Pozo

TOTALENERGIES: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: EBIT: 4.145 M euros (-18,5%); BDI: 3.578 M euros (-23,4% vs y -21,0% consenso). Rdos. 1S'25 vs 1S'24 EBIT: 8.806 M euros (-16,9%); BDI: 7.770 M euros (-20,6% vs -19,4% consenso).

Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Pierre FerraguÊ
  • Pierre FerraguÊ

H20 ban, TSMC beats, ASML cautious, Auto pull-ins, RAN muted. Our week...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 4 names we followed last week, follow the link below.

 PRESS RELEASE

EssilorLuxottica to acquire PUcore’s division dedicated to the develop...

EssilorLuxottica to acquire PUcore’s division dedicated to the development, manufacturing and sale of ophthalmic lens materials EssilorLuxottica to acquire PUcore’s division dedicated to the development, manufacturing and sale of ophthalmic lens materials  The acquisition will enhance the Group’s R&D and production capabilities for the manufacturing of innovative high index, thinner and lighter ophthalmic lenses, and ensure long term sustainable sourcing Paris, France (21 July 2025) – EssilorLuxottica announces today it has signed an agreement with the South Korean company PUcore for the...

 PRESS RELEASE

EssilorLuxottica acquisisce la divisione di PUcore per lo sviluppo, la...

EssilorLuxottica acquisisce la divisione di PUcore per lo sviluppo, la produzione e la commercializzazione di materiali per lenti oftalmiche EssilorLuxottica acquisisce la divisione di PUcore per lo sviluppo, la produzione e la commercializzazione di materiali per lenti oftalmiche L'acquisizione rafforza le attività di ricerca, sviluppo e produzione per lenti oftalmiche innovative ad alto indice, più sottili e leggere, e favorisce una gestione più sostenibile della supply chain nel lungo periodo Parigi, Francia (21 luglio 2025) – EssilorLuxottica annuncia la firma di un accordo con la soc...

 PRESS RELEASE

EssilorLuxottica va acquérir la division de PUcore dédiée au développe...

EssilorLuxottica va acquérir la division de PUcore dédiée au développement, à la fabrication et à la vente de matériaux pour verres optiques EssilorLuxottica va acquérir la division de PUcore dédiée au développement, à la fabrication et à la vente de matériaux pour verres optiques Cette acquisition va doter EssilorLuxottica de capacités avancées en termes de R&D et de production de verres ophtalmiques hauts-indices innovants, plus fins et plus légers, et assurer un approvisionnement responsable sur le long terme Paris, France (21 juillet 2025) – EssilorLuxottica annonce aujourd'hui la sig...

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