reports
- Chaima Ferrandon
- Sven Edelfelt
- Chaima Ferrandon
- Sven Edelfelt
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Ahmed Ben Salem
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
BFIT BASIC-FIT NV
SSAB A SSAB AB CLASS A
IDL ID LOGISTICS GROUP
UNIQA INSURANCE GROUP AG
SZG SALZGITTER AG
ITP INTERPARFUMS
SRP SRP GROUPE SA
VIRP VIRBAC SA
MRN MERSEN SA
VOE VOESTALPINE AG
BOSS HUGO BOSS AG
ACX ACERINOX SA
ENI ENI S.P.A.
ERA ERAMET SA
REP REPSOL SA
LNZ LENZING AG
NDA AURUBIS AG
RIEN ROYAL VOPAK NV
AMG RIETER HOLDING AG
WBD AMG ADVANCED METALLURGICAL GROUP N.V.
VIG WEBUILD S.P.A.
LTA VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
INSD ALTAMIR ACT PORTEUR
VLTSA VERIMATRIX SA
RIO VOLTALIA
BHP RIO TINTO PLC
RUI BHP GROUP LTD
BP. RUBIS SCA
DMP BP P.L.C.
AMAG DERMAPHARM HOLDING SE
SHEL AMAG AUSTRIA METALL AG
SHELL PLC
- Carole Braudeau
- Ahmed Ben Salem
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
BFIT BASIC-FIT NV
SSAB A SSAB AB CLASS A
IDL ID LOGISTICS GROUP
STF STEF
UNIQA INSURANCE GROUP AG
SZG SALZGITTER AG
ITP INTERPARFUMS
SRP SRP GROUPE SA
VIRP VIRBAC SA
MRN MERSEN SA
VOE VOESTALPINE AG
BOSS HUGO BOSS AG
ACX ACERINOX SA
ENI ENI S.P.A.
ERA ERAMET SA
REP REPSOL SA
LNZ LENZING AG
MBWS MARIE BRIZARD WINE & SPIRITS SA
NDA AURUBIS AG
RIEN ROYAL VOPAK NV
AMG RIETER HOLDING AG
WBD AMG ADVANCED METALLURGICAL GROUP N.V.
VIG WEBUILD S.P.A.
LTA VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
INSD ALTAMIR ACT PORTEUR
VLTSA VERIMATRIX SA
RIO VOLTALIA
BHP RIO TINTO PLC
RUI BHP GROUP LTD
BP. RUBIS SCA
DMP BP P.L.C.
AMAG DERMAPHARM HOLDING SE
SHEL AMAG AUSTRIA METALL AG
SHELL PLC
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
Credit Morning 10/25/2024
Ontex: Q3 24 call notes: “Actively” looking at refinancing… but no further specificationOrano: announcement of a € 300m capital increase and suspension of activities in NigerArdagh: another significant PW in glassNexity: Q3 at last encouraging with positive signals and a new divestment announcedValeo revises its 2024 guidance and suspends its 2025 objectives in the face of an increasingly difficult environment>...
DG VINCI SA
SK SEB SA
NXI NEXITY SA CLASS A
SW SODEXO SA
MF WENDEL SE
MERY MERCIALYS SA
CGM CEGEDIM SA
FNAC FNAC DARTY SA
FR VALEO SE
BAYN BAYER AG
ONTEX ONTEX GROUP N.V.
WBD WEBUILD S.P.A.
HLAG HAPAG-LLOYD AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SPM SAIPEM S.P.A.
- Carole Braudeau
Morning Crédit 25/10/2024
Ontex : Q3 24 call notes: “Actively” looking at refinancing… but no further specificationOrano : annonce d’une augmentation de capital de 300 m EUR et de la suspension des activités au NigerArdagh : encore un PW significatif dans le verreNexity : un T3 enfin encourageant avec des signaux positifs et une nouvelle cession annoncéeValeo révise sa guidance 2024 et suspend ses objectifs 2025 face à un environnement de plus en plus difficile>...
DG VINCI SA
SK SEB SA
NXI NEXITY SA CLASS A
SW SODEXO SA
MF WENDEL SE
MERY MERCIALYS SA
CGM CEGEDIM SA
FNAC FNAC DARTY SA
FR VALEO SE
BAYN BAYER AG
ONTEX ONTEX GROUP N.V.
WBD WEBUILD S.P.A.
HLAG HAPAG-LLOYD AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SPM SAIPEM S.P.A.
- Mateo Salcedo
Webuild : Webuild: Back into the HY market. We recommend to Buy the ne...
Webuild priced its new EUR 2030 unsecured bond at 4.875% to maturity, which is above our fair price of 4.625% and providing a premium of c.0.4% against the 2029 bond. We believe that at such price investors are compensated by the cyclical nature of the construction segment, in addition to the high concentration in Italy and lower EBITDA margin vs peers due to its lack of exposure to the concession segment. As such, we start the coverage of the new bond with a Buy recommendation. ...
- Mateo Salcedo
Webuild : Webuild: Back into the HY market. We recommend to Buy the ne...
Webuild priced its new EUR 2030 unsecured bond at 4.875% to maturity, which is above our fair price of 4.625% and providing a premium of c.0.4% against the 2029 bond. We believe that at such price investors are compensated by the cyclical nature of the construction segment, in addition to the high concentration in Italy and lower EBITDA margin vs peers due to its lack of exposure to the concession segment. As such, we start the coverage of the new bond with a Buy recommendation. ...
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
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