View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

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

ArcelorMittal/Model update ahead of 2Q25/BUY

We adjust our model to reflect recent market trends and increase our target price from €31 to €34 per share, driven by higher peer multiples. We maintain our BUY recommendation.

MT ARCELORMITTAL SA
07/18/25 July 18, 2025 1 EN
Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Baptiste Lebacq
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
ALFOC FOCUS HOME INTERACTIVE SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
DKSH DKSH HOLDING AG
SSAB A SSAB AB CLASS A
LEI LEIFHEIT AG
SZG SALZGITTER AG
VIRP VIRBAC SA
FII LISI SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
HEIJM HEIJMANS N.V. CERT
NDA
SLIGR AURUBIS AG
AMG SLIGRO FOOD GROUP N.V.
XIL AMG ADVANCED METALLURGICAL GROUP N.V.
ALBFR XILAM ANIMATION SA
ROVI SIDETRADE SA
SFSN LABORATORIOS FARMACEUTICOS ROVI S.A.
RIO SFS GROUP AG
MAU RIO TINTO PLC
BHP ETABLISSEMENTS MAUREL & PROM SA
GALE BHP GROUP LTD
AMAG GALENICA AG
VUL AMAG AUSTRIA METALL AG
FORSE VULCAN ENERGY RESOURCES
ADTN FORSEE POWER SA
AAL ADTRAN HOLDINGS INC
ANGLO AMERICAN PLC
07/17/25 July 17, 2025 1 EN
Konrad Zomer
  • Konrad Zomer
LRC LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
REL RELX PLC
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
APAML APERAM SA
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
ABB ABB LTD.
LSEG LONDON STOCK EXCHANGE GROUP PLC
SZG SALZGITTER AG
AMUN AMUNDI SA
WKL WOLTERS KLUWER NV
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
EZJ EASYJET PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASSA B ASSA ABLOY AB CLASS B
YPSN YPSOMED HOLDING AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ASML ASML HOLDING NV
AMAG AMAG AUSTRIA METALL AG
VUL VULCAN ENERGY RESOURCES
FER FERROVIAL SA
PUIG PUIG BRANDS
AAL ANGLO AMERICAN PLC
07/17/25 July 17, 2025 1 EN
Konrad Zomer
  • Konrad Zomer
LRC LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
REL RELX PLC
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
APAML APERAM SA
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
ABB ABB LTD.
LSEG LONDON STOCK EXCHANGE GROUP PLC
SZG SALZGITTER AG
AMUN AMUNDI SA
WKL WOLTERS KLUWER NV
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
EZJ EASYJET PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASSA B ASSA ABLOY AB CLASS B
YPSN YPSOMED HOLDING AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ASML ASML HOLDING NV
AMAG AMAG AUSTRIA METALL AG
VUL VULCAN ENERGY RESOURCES
FER FERROVIAL SA
PUIG PUIG BRANDS
AAL ANGLO AMERICAN PLC
07/17/25 July 17, 2025 1 FR
Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Baptiste Lebacq
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
ALFOC FOCUS HOME INTERACTIVE SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
DKSH DKSH HOLDING AG
SSAB A SSAB AB CLASS A
LEI LEIFHEIT AG
SZG SALZGITTER AG
VIRP VIRBAC SA
FII LISI SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
HEIJM HEIJMANS N.V. CERT
NDA
SLIGR AURUBIS AG
AMG SLIGRO FOOD GROUP N.V.
XIL AMG ADVANCED METALLURGICAL GROUP N.V.
ALBFR XILAM ANIMATION SA
ROVI SIDETRADE SA
SFSN LABORATORIOS FARMACEUTICOS ROVI S.A.
RIO SFS GROUP AG
MAU RIO TINTO PLC
BHP ETABLISSEMENTS MAUREL & PROM SA
GALE BHP GROUP LTD
AMAG GALENICA AG
VUL AMAG AUSTRIA METALL AG
FORSE VULCAN ENERGY RESOURCES
ADTN FORSEE POWER SA
AAL ADTRAN HOLDINGS INC
ANGLO AMERICAN PLC
07/17/25 July 17, 2025 1 FR
Carole Braudeau
  • Carole Braudeau
PREMIUM
UBI Ubisoft Enterta...
SESGL SES SA FDR (Cla... ... (+6)

Credit Morning 07/17/2025

Auchan Retail in exclusive talks to sell 19 supermarkets to Lidl|Finnair conference call comments and downgrade of our FY 2025 estimates|

UBI UBISOFT ENTERTAINMENT SA
SESGL SES SA FDR (CLASS A)
BAYN BAYER AG
EZJ EASYJET PLC
ONTEX ONTEX GROUP N.V.
COFA COFACE SA
07/17/25 July 17, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
UBI Ubisoft Enterta...
SESGL SES SA FDR (Cla... ... (+6)

Morning Crédit 17/07/2025

Auchan en négociations exclusives pour la cession de 19 supermarchés à Lidl|Finnair conference call comments and downgrade of our FY 2025 estimates|

UBI UBISOFT ENTERTAINMENT SA
SESGL SES SA FDR (CLASS A)
BAYN BAYER AG
EZJ EASYJET PLC
ONTEX ONTEX GROUP N.V.
COFA COFACE SA
07/17/25 July 17, 2025 1 FR
Maxime Kogge
  • Maxime Kogge
TKA THYSSENKRUPP AG
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
07/17/25 July 17, 2025 1 EN
Maxime Kogge
  • Maxime Kogge
TKA THYSSENKRUPP AG
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
07/17/25 July 17, 2025 1 FR
Emna Ben Bdira ... (+2)
  • Emna Ben Bdira
  • Maxime Kogge
PREMIUM
MT ArcelorMittal S...

ArcelorMittal : Un peu plus loin du rêve américain

Les bénéfices du deal Calvert se retrouvent plus que compensés par l’impact massif des droits de douane engendrant un OC réduit à 28 € vs 29 €. Aussi la part de l’Amérique du Nord (près du tiers de l’EBITDA pro forma) va désormais baisser au profit de l’Europe et du Brésil, limitant les perspectives de rerating. Les multiples actuels, près des plus hauts sur 5 ans, risquent donc de rester durablement plus proches des acteurs européens à ~4x l’EBITDA que des ~7x des américains. Nous maintenons no...

MT ARCELORMITTAL SA
07/16/25 July 16, 2025 1 FR
Emna Ben Bdira ... (+2)
  • Emna Ben Bdira
  • Maxime Kogge
PREMIUM
MT ArcelorMittal S...

ArcelorMittal : A little further from the American dream

The benefits of the Calvert deal are outweighed by the massive impact of fresh US tariffs, resulting in a target price reduced to € 28 from € 29. As such, the share of North America (close to one-third of pro forma EBITDA) will now drop over the forecast period in favour of Europe and Brazil, limiting rerating prospects. Current multiples, close to five-year highs, are therefore likely to remain durably closer to European players at ~4x EBITDA than to the ~7x of US players. We maintain our Neutr...

MT ARCELORMITTAL SA
07/16/25 July 16, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CEC CECONOMY AG
RNO RENAULT SA ... (+4)

Credit Morning 07/16/2025

Renault lowers its 2025 targets after a very disappointing end to the first half|Ontex Q2 25 early results release: Revenue and margin decrease in a weaker than expected market|Loxam is issuing a new bond maturing in February 2031|Finnair: weaker-than-expected results and guidance|

CEC CECONOMY AG
RNO RENAULT SA
EO FAURECIA SA
ONTEX ONTEX GROUP N.V.
07/16/25 July 16, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CEC CECONOMY AG
RNO RENAULT SA ... (+4)

Morning Crédit 16/07/2025

Renault abaisse ses objectifs 2025 après une fin de S1 très décevante|Ontex Q2 25 early results release: Revenue and margin decrease in a weaker than expected market|Loxam lance le placement d’une nouvelle obligation à échéance en février 2031|Finnair: weaker-than-expected results and guidance|

CEC CECONOMY AG
RNO RENAULT SA
EO FAURECIA SA
ONTEX ONTEX GROUP N.V.
07/16/25 July 16, 2025 1 FR
Maxime Kogge
  • Maxime Kogge
TKA THYSSENKRUPP AG
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
07/15/25 July 15, 2025 1 FR
Carole Braudeau
  • Carole Braudeau
PREMIUM
LHA DEUTSCHE LUFTHA...
ETL Eutelsat Commun... ... (+5)

Morning Crédit 11/07/2025

Levi’s publie de très bon résultats T2 et relève sa guidance de chiffre d’affaires annuelle|ZF CFO sees cloudier H2 25 and necessity for additional cost measures|

LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
ETL EUTELSAT COMMUNICATIONS SA
CA CARREFOUR SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
AF AIR FRANCE - KLM
07/11/25 July 11, 2025 1 FR
Carole Braudeau
  • Carole Braudeau
PREMIUM
LHA DEUTSCHE LUFTHA...
ETL Eutelsat Commun... ... (+5)

Credit Morning 07/11/2025

Levi’s posted excellent Q2 results (ended 1 June) and raised its full-year sales guidance|ZF CFO sees cloudier H2 25 and necessity for additional cost measures|

LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
ETL EUTELSAT COMMUNICATIONS SA
CA CARREFOUR SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
AF AIR FRANCE - KLM
07/11/25 July 11, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
SZU SUEDZUCKER AG
CO CASINO GUICHARD...

Credit Morning 07/10/2025

Banks said to have asked Mulliez family to shore up ELO's capital (Le Monde)|

SZU SUEDZUCKER AG
CO CASINO GUICHARD-PERRACHON
07/10/25 July 10, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
SZU SUEDZUCKER AG
CO CASINO GUICHARD...

Morning Crédit 10/07/2025

Les banques demanderaient à la famille Mulliez de renforcer le capital d’ELO (Le Monde)|

SZU SUEDZUCKER AG
CO CASINO GUICHARD-PERRACHON
07/10/25 July 10, 2025 1 FR
Haidje Rustau ... (+4)
  • Haidje Rustau
  • Jayanth Kandalam
  • Si Yong Ng
  • Tanvi Arora
Free Trial
AF Air France-KLM ...
TIT Telecom Italia ... ... (+4)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: CMA CGM, Cirsa, Ineos, Ineos Quattro, TalkTalk, Picard, Telecom Italia, Air France-KLM

AF AIR FRANCE-KLM SA
TIT TELECOM ITALIA S.P.A.
TALK TALKTALK TELECOM GROUP PLC
CIRSA CIRSA
07/07/25 July 7, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
UBI Ubisoft Enterta...
ETL Eutelsat Commun... ... (+4)

Credit Morning 07/04/2025

While the offer on Mediobanca will open on July 14, Monte has set a minimum threshold of 35%.|

UBI UBISOFT ENTERTAINMENT SA
ETL EUTELSAT COMMUNICATIONS SA
CA CARREFOUR SA
AMS AMS-OSRAM AG
07/04/25 July 4, 2025 1 EN
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest
Save

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search
Save

ResearchPool Subscriptions

Get the most out of your insights

Get in touch