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Adrien Frachette ... (+2)
  • Adrien Frachette
  • Christophe-Raphaël Ganet

ODDO : Profiter du momentum des SMID, repondérer les défensives

La surperformance des Small&Midcaps au S1 reste marquée par un contexte de i/ momentum sans dynamique haussière (sauf peut-être en Italie ou en Espagne), alors que les devises impacteront T2&T3, ii/ géopolitique instable, iii/ fébrilité : les 2 plus grandes puissances économiques (Chine et USA) sont en phase de pivot et/ou présentent certaines fragilités, iv/ valorisations toujours attractives (décote de 30% par rapport aux large caps, et multiples sous leurs niveaux historiques). Nous sommes ra...

Adrien Frachette ... (+2)
  • Adrien Frachette
  • Christophe-Raphaël Ganet

ODDO : Seizing SMID momentum, reweighting defensive profiles

The outperformance of small and mid caps in H1 was marked by i/ the absence of upward revision momentum (except perhaps in Italy and Spain), while forex effects are set to dent Q2 and Q3, ii/ geopolitical turmoil, iii/ a jittery market: the two biggest economic powers (China and the US) are in a period of transition and/or showing signs of weakness, iv/ attractive valuations (30% discount to large caps and multiples below historical levels). We are reasonably optimistic about small and mid caps ...

 PRESS RELEASE

Half-year statement on Nexans liquidity contract - January 1st to June...

Half-year statement on Nexans liquidity contract - January 1st to June 30th, 2025    Half-year liquidity contract statement for Nexans _PRESS RELEASE_ Paris, July 2nd, 2025 – Pursuant to the liquidity contract granted by NEXANS to NATIXIS ODDO BHF, the following assets appeared on the dedicated liquidity account as of June 30th, 2025: 49,612 sharesEUR 3,006,649.02 in cashNumber of purchase transactions executed over the semester: 6,346Number of sales transactions executed over the semester: 5,737Volume traded over the semester for purchase: 944,611 shares for EUR 91,406,765.50Volume tra...

 PRESS RELEASE

Bilan semestriel du contrat de liquidité - Du 1er janvier au 30 juin 2...

Bilan semestriel du contrat de liquidité - Du 1er janvier au 30 juin 2025    BILAN SEMESTRIEL DU CONTRAT DE LIQUIDITE DE LA SOCIETE NEXANS _COMMUNIQUÉ DE PRESSE_ Paris, le 2 juillet 2025 – Au titre du contrat de liquidité confié par NEXANS SA à NATIXIS ODDO BHF, les ressources suivantes figuraient au compte de liquidité dédié, à la date du 30 juin 2025 : 49 612 titres3 006 649,02 euros en espèces Nombre de transactions exécutées sur le semestre à l'achat : 6 346Nombre de transactions exécutées sur le semestre à la vente : 5 737Volume échangé sur le semestre à l'achat : 944 611 titres po...

 PRESS RELEASE

Information on share capital and voting rights - June 2025

Information on share capital and voting rights - June 2025 Information on share capital and voting rights June 2025 Statement made in accordance with article L. 233-8 II of the French commercial Code and articles 221-1 2 ° f) and 223-16 of the AMF Regulations. July 1st, 2025 Statement made by:         Nexans S.A.Registered office : 4 Allée de l’Arche - 92400 CourbevoieRCS Nanterre 393 525 852Regulated market of Euronext Paris (Compartment A) DateTotal number of sharesTotal number of voting rightsTheorical (1)Exercisable (2)June 30th, 202543,753,38043,753,38043,745,871 (1)   Calculated ba...

 PRESS RELEASE

Information mensuelle relative au nombre d'actions et de droits de vot...

Information mensuelle relative au nombre d'actions et de droits de vote - Juin 2025 Information mensuelle relative au nombre d’actions et de droits de voteJuin 2025 Déclaration faite en application de l'article L. 233-8 II du code de commerce et des articles 221-1 2° f) et 223-16 du règlement général de l’AMF. Le 1er juillet 2025 Société déclarante : Nexans S.A.Siège social : 4 Allée de l’Arche – 92400 CourbevoieRCS Nanterre 393 525 852Marché réglementé d’Euronext Paris (Compartiment A) DateNombre d’actions composant le capitalNombre total de droits de voteThéoriques (1)Exerçables (2)30...

Felix Fischer ... (+6)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Si Yong Ng
  • Tanvi Arora
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Victoria, Vallourec, Omnia Technologies, Paprec Group, La Doria, Softbank Group, Maxeda, Mahle, Bombardier, Flora Food Group (formerly Upfield), Nexans, Assemblin, Air Baltic, Virgin Media O2, Nokia

 PRESS RELEASE

Nexans completes the sale of Lynxeo to Latour Capital

Nexans completes the sale of Lynxeo to Latour Capital Paris, June 30th, 2025 – Nexans announces today the completion of the sale of Lynxeo, its industrial cable division, to Latour Capital, a France-based private equity fund, for an Enterprise Value of €525 million. This transaction represents a key milestone in Nexans' strategy to refocus on its core electrification business and establish itself as a pure player in electrification.  Christopher Guérin, Chief Executive Officer of Nexans said: “The closing of the transaction marks a pivotal milestone in our electrification journey. It will ...

 PRESS RELEASE

Nexans finalise la cession de Lynxeo à Latour Capital

Nexans finalise la cession de Lynxeo à Latour Capital Paris, le 30 juin, 2025 – Nexans annonce aujourd’hui la finalisation de la cession de Lynxeo, sa division de câbles industriels, à Latour Capital, un fond de capital-investissement basé en France, pour une valeur d’entreprise de 525 millions d’euros. Cette transaction constitue une étape majeure dans la stratégie de Nexans visant à se recentrer sur son cœur de métier, l’électrification, et à devenir un pure player du secteur.  Christopher Guérin, Directeur général de Nexans, a déclaré: “La finalisation de cette transaction marque une ét...

Interparfums: 1 director

A director at Interparfums sold 1,000 shares at 37.540EUR and the significance rating of the trade was 53/100. 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 clearly sho...

Carole Braudeau
  • Carole Braudeau

Credit Morning 06/20/2025

Orano: Niger has announced its decision to nationalise Somaïr|Eutelsat plans to raise € 1.35b of fresh equity with the support of the French State|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 20/06/2025

Orano : le Niger a annoncé sa décision de nationaliser la société Somaïr|Eutelsat annonce un projet d’augmentation capital de 1,35 md EUR avec le soutien de l’Etat français|

Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet
Jeremy Garnier
  • 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...

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