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- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Chris Hoare
Global EM Telcos & Towers Another decent month: NSR GEM Top-10 July ‘...
Our picks largely had a slightly slower month in June, with VEON seeing sharp profit taking, but a recovery in some of the weaker stocks such as LILAK offset to continue to see overall valuations rise. We continue to see the EM Telco cycle in an upswing. This note also includes key news & other thoughts, to try to help investors generate alpha within the EM Telco space. In our view, our picks remain heavily undervalued, so we make no changes to the list.
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
TWI TITAN INTERNATIONAL INC.
TTMI TTM TECHNOLOGIES INC.
TPH TRI POINTE HOMES INC.
TDOC TELADOC HEALTH INC.
NTRS NORTHERN TRUST CORPORATION
LINC LINCOLN EDUCATIONAL SERVICES
PLNT PLANET FITNESS INC. CLASS A
GOGO GOGO INC.
FHN FIRST HORIZON CORPORATION
EXEL EXELIXIS INC.
EVH EVOLENT HEALTH INC CLASS A
DY DYCOM INDUSTRIES INC.
CRM SALESFORCE.COM INC.
BZH BEAZER HOMES USA INC.
APEI AMERICAN PUBLIC EDUCATION
CIVB CIVISTA BANCSHARES
ALV ALLIANZ SE
CW CURTISS-WRIGHT CORPORATION
PARR PAR PACIFIC HOLDINGS INC
TAYD TAYLOR DEVICES INC.
VVV VALVOLINE INC.
IRTC IRHYTHM TECHNOLOGIES INC.
LAUR LAUREATE EDUCATION INC. CLASS A
MCB METROPOLITAN BANK HOLDING
BKNG BOOKING HOLDINGS INC.
HOV HOVNANIAN ENTERPRISES INC. CLASS A
HWM HOWMET AEROSPACE INC.
TSO TESORO RESOURCES
FWONA LIBERTY FORMULA ONE
- Carole Braudeau
- Carole Braudeau
- Anthony Dick
- Michael Foundoukidis
- Thomas Zlowodzki
- Anthony Dick
- Michael Foundoukidis
- Thomas Zlowodzki
- Andreas Riemann
Claude Bernard réinvente l’accès aux dispositifs médicaux en intégrant...
Claude Bernard réinvente l’accès aux dispositifs médicaux en intégrant la base Exhausmed Claude Bernard DM x Exhausmed : une base de données optimisée pour accompagner la traçabilité, la sécurisation et la gestion des dispositifs médicaux au sein des établissements de soins Boulogne-Billancourt, France, le 24 juin 2025 - , acteur de référence dans la gestion des bases de données de médicaments et des produits de santé, annonce aujourd’hui sa collaboration avec Exhausmed, acteur majeur de l’information sur les dispositifs médicaux (DM) et dispositifs médicaux implantables (DMI). Cette c...
- Carole Braudeau
- Carole Braudeau
Orange: Orange announces the results of its tender offer on outstandin...
Orange: Orange announces the results of its tender offer on outstanding hybrid notes Press releaseParis, 20 June 2025 NOT FOR DISTRIBUTION IN THE UNITED STATES OF AMERICA Orange announces the results of its tender offer on outstanding hybrid notes Orange S.A. announces today the results of a tender offer launched on June 12, 2025 (the Tender Offer) to repurchase part of two Series of outstanding undated non-call deeply subordinated fixed to reset rate notes, as follows: In respect of its €1.25 billion Undated 12 Year Non-Call Deeply Subordinated Fixed to Reset Rate Notes with first rese...
Orange : Orange annonce les résultats de son offre de rachat sur des o...
Orange : Orange annonce les résultats de son offre de rachat sur des obligations hybrides existantes Communiqué de presseParis, 20 juin 2025 NE PAS DISTRIBUER AUX ETATS-UNIS D’AMÉRIQUE Orange annonce les résultats de son offre de rachat sur des obligations hybrides existantes Orange annonce aujourd’hui les résultats de l’offre de rachat initiée le 12 juin 2025 (l’« Offre de Rachat ») en vue du rachat partiel de deux souches d'obligations super-subordonnées à durée indéterminée et portant intérêt à taux fixe réajustable en circulation. Les détails de ces résultats sont décrits ci-dessous ...
Cegedim Business Services et Eloficash s’associent pour transformer du...
Cegedim Business Services et Eloficash s’associent pour transformer durablement le poste client dans le cadre de la facturation électronique Boulogne-Billancourt, France, le 18 juin 2025 - Dans un contexte où la facturation électronique devient une obligation pour les entreprises, - filiale du Groupe Cegedim et spécialiste des solutions digitales pour les fonctions finance, achats, ventes et RH- et Eloficash, solution SaaS spécialiste du pilotage du cash, nouent un partenariat stratégique pour transformer la gestion du poste client en un véritable levier de performance. L’ambition : apporte...
- Jeremy Garnier
ODDO : ODDO BHF Nextcap Forum: Feedback from day two
Feedback of the companies present at the ODDO BHF Nextcap Forum Company Country Market cap. (m) Company Country Market cap. (m) Accsys Technologies € 124 Hoffmann Green € 62 Afyren € 72 Hornbach € 1 451 Altri € 1 058 IDI € 537 AMG € 550 Implenia CHF 973 AmRest PLN 3 544 Jacquet Metals € 494 Arcure € 29 Kloeckner & Co € 653 Arverne 194 Knaustabbert € 144 Austriacard Holdings € 188 Lna Santé € 270 Bastide € 218 Medincell € 398 Befesa € 1 116 Nacon € 63 CAF € 1 649 N...
NXI NEXITY SA CLASS A
UNIQA INSURANCE GROUP AG
BLC BASTIDE LE CONFORT MEDICAL SA
KCO KLOECKNER & CO SE
ALTR ALTRI SGPS SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
EKI EKINOPS SA
VLS VALNEVA SE
LNA LNA SANTE SA
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
ALCAR CARMAT SA
TPE PVA TEPLA AG
QDT QUADIENT SA
IMPN IMPLENIA AG
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
COR CORTICEIRA AMORIM SGPS SA
HEIJM HEIJMANS N.V. CERT
PAL
RIEN PALFINGER AG
AMG RIETER HOLDING AG
EDR AMG ADVANCED METALLURGICAL GROUP N.V.
ZAG EDREAMS ODIGEO SA
POST ZUMTOBEL GROUP AG
INSD OSTERREICHISCHE POST AG
FACC VERIMATRIX SA
AXS FACC AG
HBH ACCSYS TECHNOLOGIES
TRE HORNBACH HOLDING AG & CO. KGAA
SMCP TECNICAS REUNIDAS SA
BFSA SMCP SA
VOS BEFESA SA
CAF VOSSLOH AG
MEDCL CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
EAT MEDINCELL SA
GRE AMREST HOLDINGS SE
ALCUR GRENERGY RENOVABLES
FQT ARCURE SA
CLA FREQUENTIS AG WIENER
S30 CLARANOVA SE
ALHGR SOLUTIONS 30 SE
NACON HOFFMANN GREEN CEMENT TECHNOLOGIES SA
KTA NACON SASU
UPG KNAUS TABBERT
ALAFY UNIFIEDPOST GROUP
FORSE AFYREN
WAGA FORSEE POWER SA
EAPI WAGA ENERGY SA
ACAG EUROAPI
ARVEN AUSTRIACARD HOLDINGS AG
ORP ARVERNE GROUP SA
LOCAL ORPEA
SOLOCAL GROUP
- Jeremy Garnier
ODDO : ODDO BHF Nextcap Forum 2025: Feedback
Our 14th edition of the ODDO BHF Nextcap Forum took place on 11 June in Paris, and on 12 June virtually. 96 companies and 170 investors were present for more than 700 meetings organized. Overall, we noted a still cautious tone from companies, with limited visibility on a solid rebound in a persistently uncertain market environment (geopolitical situation, US politics, etc.), even if there are some signs of recovery and certain sectors remain very well positioned (leisure, energy, defence). At th...
ALLIX WALLIX GROUP SA
NXI NEXITY SA CLASS A
DBG DERICHEBOURG SA
INF INFOTEL SA
UNIQA INSURANCE GROUP AG
ASY ASSYSTEM SA
BLC BASTIDE LE CONFORT MEDICAL SA
KCO KLOECKNER & CO SE
ALTR ALTRI SGPS SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
AUB AUBAY SA
EKI EKINOPS SA
VLS VALNEVA SE
MRN MERSEN SA
FII LISI SA
LSS LECTRA SA
LNA LNA SANTE SA
JCQ JACQUET METALS SA
GOE GROUPE GORGE SA
CDA COMPAGNIE DES ALPES SA
ELG ELMOS SEMICONDUCTOR SE
ALCAR CARMAT SA
QDT QUADIENT SA
IMPN IMPLENIA AG
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
DEZ DEUTZ AG
COR CORTICEIRA AMORIM SGPS SA
TUB TUBACEX S.A.
HEIJM HEIJMANS N.V. CERT
PAL
RIEN PALFINGER AG
AMG RIETER HOLDING AG
EDR AMG ADVANCED METALLURGICAL GROUP N.V.
ALBFR EDREAMS ODIGEO SA
ZAG SIDETRADE SA
POST ZUMTOBEL GROUP AG
FACC OSTERREICHISCHE POST AG
AXS FACC AG
HBH ACCSYS TECHNOLOGIES
TRE HORNBACH HOLDING AG & CO. KGAA
SMCP TECNICAS REUNIDAS SA
BFSA SMCP SA
VOS BEFESA SA
CAF VOSSLOH AG
MEDCL CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
EAT MEDINCELL SA
WAVE AMREST HOLDINGS SE
GRE WAVESTONE SA
THEP GRENERGY RENOVABLES
ALCUR THERMADOR HOLDING SA
FQT ARCURE SA
CLA FREQUENTIS AG WIENER
S30 CLARANOVA SE
ALHGR SOLUTIONS 30 SE
NACON HOFFMANN GREEN CEMENT TECHNOLOGIES SA
DSC1 NACON SASU
KTA DUTCH STAR C SHAR
UPG KNAUS TABBERT
ALAFY UNIFIEDPOST GROUP
FORSE AFYREN
WAGA FORSEE POWER SA
EAPI WAGA ENERGY SA
ACAG EUROAPI
ARVEN AUSTRIACARD HOLDINGS AG
ORP ARVERNE GROUP SA
VIRI ORPEA
LOCAL VIRIDIEN
SOLOCAL GROUP
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