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Carole Braudeau
  • Carole Braudeau

Credit Morning 02/04/2026

Sappi: Very weak Q1 2025/26 and disappointing outlook, but liquidity remains satisfactory|ams OSRAM to sell its non-optical sensors for €570m|Santander announced strong 2025 results and the acquisition of a US bank for USD 12.2 bn.|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 04/02/2026

Sappi : T1 2025/26 très faible et perspectives décevantes, mais la liquidité tient|ams OSRAM va céder ses capteurs non optiques à Infineon pour 570 m EUR|Santander a annoncé de solides résultats 2025 et l’acquisition d’une banque US à 12.2 mds USD|

Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
 PRESS RELEASE

SCOR January 2026 P&C Reinsurance Renewals: Selective growth in a comp...

SCOR January 2026 P&C Reinsurance Renewals: Selective growth in a competitive pricing environment Press release4 February 2026 - N° 03 January 2026 P&C Reinsurance Renewals Selective growth in a competitive pricing environment In a competitive pricing environment, SCOR grows its P&C portfolio selectively, seizing profitable opportunities while maintaining a strong underwriting discipline.  During the January 2026 P&C renewals, SCOR delivers EGPI1 growth of 4.7% for traditional reinsurance and 80.5% for Alternative Solutions. With its diversified portfolio mix and retrocession buying, SC...

 PRESS RELEASE

Renouvellements P&C de janvier 2026 : Croissance sélective dans un env...

Renouvellements P&C de janvier 2026 : Croissance sélective dans un environnement tarifaire concurrentiel Communiqué de presse4 février 2026 - N° 03 Renouvellements P&C de janvier 2026 Croissance sélective dans un environnement tarifaire concurrentiel Dans un environnement tarifaire concurrentiel, SCOR développe son portefeuille P&C de manière sélective, saisissant des opportunités rentables tout en maintenant une politique de souscription disciplinée.  Lors des renouvellements de janvier 2026, SCOR enregistre une croissance de l’EGPI1 de 4,7 % pour la réassurance traditionnelle et de 80...

Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
 PRESS RELEASE

Coface SA: Disclosure of total number of voting rights and number of s...

Coface SA: Disclosure of total number of voting rights and number of shares in the capital as at 31 January 2026 COFACE SA: Disclosure of total number of voting rights and number of shares in the capital as at 31 January 2026 Paris, 2nd February 2026 – 17.45 Total Number of Shares CapitalTheoretical Number of Voting Rights1Number of Real Voting Rights2150,179,792150,179,792149,212,066 (1)   including own shares(2)   excluding own shares  Regulated documents posted by COFACE SA have been secured and authenticated with the blockchain technology by Wiztrust. You can check the authenticity on...

 PRESS RELEASE

Coface SA : Déclaration du nombre total des droits de vote et du nombr...

Coface SA : Déclaration du nombre total des droits de vote et du nombre d’actions composant le capital social au 31 janvier 2026 COFACE SA : Déclaration du nombre total des droits de vote et du nombre d’actions composant le capital social au 31 janvier 2026 Paris, le 2 février 2026 – 17h45 Nombre d'actions composant le capitalNombre de droits de vote théoriques1Nombre de droits de vote exerçables2150 179 792150 179 792149 212 066 (1)  y compris actions auto-détenues(2)  déduction faite des actions auto-détenues  Les documents distribués par COFACE SA sont sécurisés et authentifiés avec Wi...

Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA

Hannover Rueckversicherungs Ag: 1 director

A director at Hannover Rueckversicherungs Ag bought 400 shares at 239.400EUR and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last tw...

Munchener Ruckversicherungs-Gesellschaft AG: 1 director

A director at Munchener Ruckversicherungs-Gesellschaft AG sold 898 shares at 520.267EUR and the significance rating of the trade was 86/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over ...

Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
Bruno Cavalier ... (+4)
  • Bruno Cavalier
  • Hela Zarrouk
  • Oliver Metzger
  • Roy Külter
CON CONTINENTAL AKTIENGESELLSCHAFT
FME FRESENIUS MEDICAL CARE AG
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
DGE DIAGEO PLC
DB1 DEUTSCHE BOERSE AG
RNO RENAULT SA
ADS ADIDAS AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
RCO REMY COINTREAU SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
ALV ALLIANZ SE
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
G24 SCOUT24 AG
BAS BASF SE
RWE RWE AG
HEI HEIDELBERGCEMENT AG
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
COFB COFINIMMO SA
FIE FIELMANN AG
DEZ DEUTZ AG
AIXA AIXTRON SE
NDA AURUBIS AG
KRN KRONES AG
NEM NEMETSCHEK SE
AED AEDIFICA SA
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
JUN3 JUNGHEINRICH AG PREF
FTG111 FLATEXDEGIRO AG
SIE SIEMENS AG
DUE DURR AG
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FPE3 FUCHS PETROLUB SE
BEAN BELIMO HOLDING AG
DTG DAIMLER TRUCK
ZGN ERMENEGILDO ZEGNA NV
STM STABILUS SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
TUI TUI AG
NCH2 THYSSENKRUPP NUCERA AG & CO.
SCHOTT PHARMA AG
R3NK RENK GROUP AG
QGEN QIAGEN N.V.
PFSE PFISTERER HOLDING SE
SHA SCHAEFFLER AG
TKMS TKMS AG & CO. KGAA
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