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Carole Braudeau
  • Carole Braudeau

Credit Morning 04/24/2025

French retail sales down 2.4% in March + Q1 update|Fnac Darty: decent Q1 sales, strong performance in Southern Europe, guidance confirmed.|Saipem: good set of Q1 2025 results|

Emna Ben Bdira ... (+2)
  • Emna Ben Bdira
  • Maxime Kogge
Carole Braudeau
  • Carole Braudeau

Morning Crédit 24/04/2025

Baisse de 2,4% des ventes retail en France au mois de mars + point sur le T1|Fnac Darty : un CA T1 correct, bonne performance en Europe du Sud, guidances confirmées|Saipem: good set of Q1 2025 results|

Emna Ben Bdira ... (+2)
  • Emna Ben Bdira
  • Maxime Kogge
Guy Sips ... (+10)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Lewi

Morning Notes : FLOW NA, FUR NA, GLPG NA, KIN BB, KPN NA, XFAB FP, AZE...

: FLOW NA, FUR NA, GLPG NA, KIN BB, KPN NA, XFAB FP, AZE BB, IMCD NA, ONWD BB, AUTL US, EXO NA, ZEAL DC, PHVS US

Guy Sips
  • Guy Sips

X Fab Silicon Foundries EV FIRST LOOK : Nice 1Q25 +8% q/q revenue & 24...

In 1Q25 X-FAB saw a better than expected 8% sequential increase in revenue and a robust EBITDA margin of 24%. X-FAB indicated that although geopolitical tensions pose challenges for the semiconductor industry, they also offer new opportunities for them due to their global presence across all major continents. X-Fab is confident in its capacity to navigate these challenges. They stress that their specialty technologies address societal megatrends and will continue to be in demand. We maintain ou...

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