reports
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Carole Braudeau
- Tobias Fahrenholz
- Carole Braudeau
- Emmanuel Matot
- Julian Dobrovolschi
- Benoit Valleaux
- Steven Gould
- Tobias Fahrenholz
- Julian Dobrovolschi
- Emmanuel Matot
- Research Team
WOOD Daily: CSG NA; DVL PW; KRU PW; HUG PW; MIL PW; BDX PW; APR PW; PL...
HEADLINES: • Czechoslovak Group: ReArming Europe – from ammo to armour (BUY - initiation of coverage) • Develia: strong handovers in 1Q26 (2.3x higher yoy), slightly disappointing sales (10% lower yoy) NEUTRAL • Kruk: 1Q26 trading update NEUTRAL • Kruk: recommends PLN 20 DPS • Huuuge Games: preliminary 1Q26 revenue at USD 56.5m, down 9% yoy and 4% qoq NEGATIVE • Bank Millennium: to book PLN 190m of FX mortgage saga provisions in 1Q26E NEUTRAL • Budimex: FBSerwis to remain within the group NEUTRA...
- Benoit Valleaux
- Steven Gould
OVHcloud confirms its EBITDA margin improvement and initiates the exe...
OVHcloud confirms its EBITDA margin improvement and initiates the execution of its transformation plan Organic growth of 5.5% driven by Public CloudAdjusted EBITDA margin of 40.9%, up 0.9 pts, a record level since the IPOFront-loading of FY2026 Capex from H1 Launch of AI lab to meet demand for verticalized agentic AI Key figures(in € million)H1 FY2025H1 FY2026Change YoY (%)Change YoY (%) LFLRevenue536.0555.3+3.6%+5.5%Adjusted EBITDA214.6227.2+5.9%+8.3%In % of revenue40.0%40.9%+0.9 pt Capex(192.9)(238.5) In % of revenue-36.0%-42.9%-6.9 pts Unlevered Free Cash-Flow 36.832.3-12.2% Levered Fr...
OVHcloud confirme son amélioration de marge d’EBITDA et engage la mise...
OVHcloud confirme son amélioration de marge d’EBITDA et engage la mise en œuvre de son plan de transformation Croissance organique de +5,5 % tirée par le Cloud PublicMarge d'EBITDA ajusté à 40,9%, en progression de 0,9 pt, niveau record depuis l'IPOApprovisionnement sécurisé des Capex FY2026 dès le S1Lancement du Lab AI pour répondre à la demande d’IA Agentique verticalisée Chiffres clés(en millions d'euros)S1 FY2025S1 FY2026Variation YoY (%)Variation YoY (%) en données comparables (LFL)Chiffre d’affaires536,0555,3+3,6%+5,5%EBITDA ajusté214,6227,2+5,9%+8,3%En % de chiffre d’affaires40,0%40...
JCDecaux wins advertising tender for Western Sydney International Airp...
JCDecaux wins advertising tender for Western Sydney International Airport, Sydney’s new 24-hour airport JCDecaux wins advertising tender for Western Sydney International Airport, Sydney’s new 24-hour airport New long-term contract to deliver a premium Digital Out-of-Home network Paris, April 8th, 2026 – JCDecaux SE (Euronext Paris: DEC), the number one outdoor advertising company worldwide, has been awarded the advertising tender for Western Sydney International (Nancy-Bird Walton) Airport (WSI) - Sydney’s new 24-hour international and domestic airport - following a competitive tender pro...
JCDecaux remporte l’appel d’offres pour la concession publicitaire de...
JCDecaux remporte l’appel d’offres pour la concession publicitaire de Western Sydney International, le nouvel aéroport ouvert 24h/24 JCDecaux remporte l’appel d’offres pour la concession publicitaire de Western Sydney International, le nouvel aéroport ouvert 24h/24 Un nouveau contrat de long terme pour le déploiement d’un réseau DOOH premium Paris, 8 avril 2026 – JCDecaux SE (Euronext Paris : DEC), numéro un mondial de la communication extérieure, a remporté la concession publicitaire de l’aéroport de Western Sydney International (WSI) aussi appelé Nancy-Bird Walton – le nouvel aéroport ...
Clariane has launched a proposed offering of €500 million of senior no...
Clariane has launched a proposed offering of €500 million of senior notes to refinance part of its existing indebtedness NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES OF AMERICA, CANADA, JAPAN OR AUSTRALIA OR ANY OTHER JURISDICTION IN WHICH IT WOULD BE UNLAWFUL TO DO SO Clariane has launched a proposed offering of €500 million of senior notes to refinance part of its existing indebtedness Paris, April 8, 2026 — Clariane (CLARI.PA – ISIN FR0010386334) announces today that it has launched an offering (the “Offering”) of €500 million i...
Clariane annonce l’offre de 500 millions d’euros d’obligations senior ...
Clariane annonce l’offre de 500 millions d’euros d’obligations senior en vue de refinancer une partie de son endettement existant NE PAS DIFFUSER, PUBLIER OU DISTRIBUER, DIRECTEMENT OU INDIRECTEMENT, AUX ÉTATS-UNIS D’AMÉRIQUE, AU CANADA, AU JAPON OU EN AUSTRALIE, OU DANS TOUTE AUTRE JURIDICTION OU IL EST ILLÉGAL DE DIFFUSER, DE PUBLIER OU DE DISTRIBUER LE PRÉSENT COMMUNIQUÉ Clariane annonce l’offre de 500 millions d’euros d’obligations senior en vue de refinancer une partie de son endettement existant Paris, le 8 avril 2026. Clariane (CLARI.PA – ISIN FR0010386334) annonce aujourd’hui le l...
- Research Team
The Rear-View Mirror – EME markets: all indices down; energy the only ...
EME Equity Market – March 2026 All indices decline, with Greek ASE posting the steepest loss. The MSCI EM Europe Index fell 8.0% mom in EUR terms and 10.8% mom in USD terms in March. The Greek ASE was the worst performer (-9.3% mom); followed by the Czech PX (-6.7% mom); the Hungarian BUX (-6.2% mom); the Turkish ISE30 (-5.1% mom); and the Polish WIG20 (-4.5% mom; all in EUR terms). The Romanian BET proved the most resilient, declining just 1.2% mom, in EUR terms.
PEO BANK POLSKA KASA OPIEKI SA
JMT JERONIMO MARTINS SGPS S.A.
OPAP GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA
MOL MOL NYRT
CEZ CEZ AS
ACP ASSECO POLAND SA
CDR CD PROJEKT S.A.
RBI RAIFFEISEN BANK INTERNATIONAL AG
SNT SYNEKTIK
OMV OMV AG
PKO PKO BANK POLSKI S.A.
TITK TITAN CEMENT CO. SA
BHW BANK HANDLOWY W WARSZAWIE S.A.
BIMAS BIM BIRLESIK MAGAZALAR A.S.
WIZZ WIZZ AIR HOLDINGS PLC
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BDX BUDIMEX S.A.
GEKTERNA GEK TERNA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
LPP LPP S.A.
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
CCC CCC SA
CCOLA COCA-COLA ICECEK A.S.
DOM DOM DEVELOPMENT SA
AEGN AEGEAN AIRLINES SA
RBW RAINBOW TOURS S.A.
ENA ENEA S.A.
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
MGROS MIGROS TICARET A.S
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
APR AUTO PARTNER SA
TPEIR PIRAEUS BANK SA
PPC PUBLIC POWER CORPORATION S.A.
OTP OTP BANK NYRT
CAR INTER CARS S.A.
THYAO TURK HAVA YOLLARI A.O.
GPW WARSAW STOCK EXCHANGE
11B 11 BIT STUDIOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
DAT DATAWALK SA
ALR ALIOR BANK SA
VGO VIGO SYSTEM SA
WPL WIRTUALNA POLSKA HOLDING SA
BELA JUMBO S.A.
SAB1L SIAULIU BANKAS
TLV BANCA TRANSILVANIA S.A.
SNP PETROM S.A.
DNP DINO POLSKA S.A.
RICHT RICHTER
MAVI MAVI GIYIM SANAYI VE TICARET A.S.
R22 R22
SOKM SOK MARKETLER TICARET AS
ESLT ELBIT SYSTEMS LTD
TEN TEN SQUARE GAMES
ALG ALLEGRO.EU SA
CZG CESKA ZBROJOVKA GROUP
KSPI KASPI KZ
HUGE HUUUGE
4IG 4IG NYRT
IGN1L IGNITIS GRUPE
WPS W.A.G PAYMENT SOLUTIONS PLC
PCO PEPCO GROUP NV
VRC VERCOM SA
GPP GRUPA PRACUJ DA
2381 ARABIAN DRILLING CO.
7202 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
SHO SHOPER SA
ACAG AUSTRIACARD HOLDINGS AG
H2O HIDROELECTRICA S.A.
7203 ELM CO
OPTIMAr OPTIMA BANK S.A.
MUR2 MURAPOL SA
TRESTATES TRADE ESTATES REIC SA
THEON THEON INTERNATIONAL PLC
AIRA AIR ASTANA JSC
GEV GEVORKYAN A.S.
PRIUA PRIMOCO UAV SE
BOCHGR BANK OF CYPRUS
ZAB ZABKA GROUP
DSPW DOOSAN SKODA POWER A.S.
PE RO PREMIER ENERGY
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.