Younited Financial : Un nouveau cycle prometteur mais un profil boursi...

La fintech Younited est un ‘pure player’ du crédit à la consommation en Europe. Après un coup de frein sur les 2 dernières années, le groupe entend générer une importante création de valeur (ROE cible 25%+ en 2027) grâce à une configuration plus favorable, un bilan renforcé, et un virage initié vers la banque. Ce nouveau cycle est prometteur, mais le titre (coté via un SPAC) reste pour l’heure illiquide (flottant étroit), ce qui rend le statut boursier encore difficile à définir sans une éventue...

Credit Morning 12/19/2025

Coty announces sale of remaining 25.8% stake in Wella|

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 12/19/2025

Morning Crédit 19/12/2025

Coty annonce la cession de sa participation résiduelle de 25,8% dans Wella|

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 19/12/2025

NX Filtration : Longer lead times, NX Filtration readjusts its full ye...

Hornbach Holding : 9M earnings unsurprising – Guidance unchanged and i...

Ceconomy : Final 2024-25 results in line, positive but ambitious outlo...

OC Oerlikon Corp AG : All regulatory clearances received for the Barma...

Morning Notes : BAR BB, COFB BB, FAGR BB, GLPG NA, IBAB BB, DEME BB, N...

: BAR BB, COFB BB, FAGR BB, GLPG NA, IBAB BB, DEME BB, NXFIL NA, ENRGY BB

Fluidra : Reinforcing the Commercial Pool segment through an attractiv...

NX Filtration Trouble comes in fours, yet another profit warning erodi...

NX Filtration just sent out another profit warning. For the fourth time in a row the company confessed it will not be able to realise its issued revenue guidance. At the 1H25 release the company reiterated its FY25 revenue guidance calling for y/y growth in the 50-70% range with KBC est. at the 60% midpoint. Today management warns FY25 revs are expected to be ca. €14m, representing a y/y growth just topping 25%. No quantified insights in profitability and cash position were given but surprisingl...

Hornbach Holding : Résultats 9 mois sans surprise. Guidance inchangée ...

INFORME DIARIO 19 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, NATURGY, SECTOR ELÉCTRICO, VIDRALA. EUROPA: KERING. El Ibex recupera los 17.000 puntos Recuperaron el buen tono las bolsas a ambos lados del Atlántico en una jornada marcada por las reuniones del BCE y BoE y el buen dato de inflación en EE.UU. En el STOXX 600, todos los sectores menos Seguros, Farma y Autos terminaron con ganancias, liderados por Retail e Industriales. El BCE mantuvo los tipos de interés inalterados como esperado y mejoró l...

Younited Financial : Promising new cycle, but stock market profile yet...

Younited is a pure player in Europe’s consumer credit market. After a slowdown over the past two years, the fintech firm is looking to bring about significant value creation (2027 target ROE: 25%+) thanks to a more favourable configuration, a strengthened balance sheet and a transition towards a digital bank model. This new cycle looks promising, but the stock (listed via a SPAC) is currently illiquid (lack of free float), which makes the stock market status difficult to define at this stage (pe...

ALSO Holding AG : Cloud-driven mix shift unlocks structural upside

ALSO combines a scale-driven IT distribution core with a growing cloud marketplace and solutions business that structurally improves margins and earnings quality over time. The market focuses on near-term mix dilution and thin supply margins, overlooking ecosystem effects, recurring cloud growth and improving cash conversion. At current valuation levels, ALSO trades below intrinsic value on normalised free cash flow, offering upside as the business mix gradually shifts and execution risk fades. ...

Credit Morning 12/18/2025

Moody’s downgrades SES rating from Baa3/negative to Ba1/stable|ams OSRAM launches a € 300m tender offer on the 2027 convertible bonds|

Morning Crédit 18/12/2025

Moody’s dégrade le rating de SES de Baa3/négative à Ba1/stable|ams OSRAM lance une offre d’achat de 300 m EUR sur les obligations convertibles 2027|

Fluidra S.A.: 1 director

A director at Fluidra S.A. bought 151,273 shares at 23.328EUR and the significance rating of the trade was 100/100. 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 two years clearl...

Credit Morning 12/08/2025

Worldline plans to sell PaymentIQ for € 160m|BNP sells 25% stake in AG Insurance to Ageas; Cardif builds up stake in Ageas to 22.5%|