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Carole Braudeau
  • Carole Braudeau

Credit Morning 01/21/2025

Intermarché Entreprises retaps the bond market|Christel Bories will step down from her executive functions at the end of her current term but is expected to continue her duties as Chairwoman|Elior launches refinancing of its 2026 notes|BPCE and Generali announce the merger of their asset management activities|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 21/01/2025

Intermarché Entreprises est de retour sur le marché obligataire|Christel Bories abandonnera ses fonctions exécutives au terme de son mandat actuel mais devrait conserver son statut de présidente|BPCE et Generali annoncent le rapprochement de leurs activités de gestion d’actifs|

Aurelien Deside
  • Aurelien Deside

Nemetschek: excellent Q4 performance beats expectations

Yesterday, Nemetschek published its preliminary full year 2024 results, which were strongly above expectations, from its own guidance to our estimates and consensus figures. 2024 revenue (unaudited) stood at EUR996m for 17% reported growth (14% organic), 2.4% above consensus (8.2% above for Q4). Wh

Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Emna Ben Bdira ... (+2)
  • Emna Ben Bdira
  • Maxime Kogge
Emna Ben Bdira ... (+2)
  • Emna Ben Bdira
  • Maxime Kogge
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/Orsted, EPH and Uniper

Utilities - Orsted reports another impairment. EPH reported to have been approached to buy Uniper

ABGSC Energy Research ... (+8)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Farid Bitari ... (+2)
  • Farid Bitari
  • Nicolas David
Farid Bitari ... (+2)
  • Farid Bitari
  • Nicolas David
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
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