reports
- Jesse Norcross
Gecina/Spreads still look too tight despite widening
Gecina (GFCFP) is a solid low-A office-focused credit. Fundamentals weakened slightly during 2023, and the LTV ticked up on relatively large valuation declines which may continue further in 2024, albeit this will likely remain manageable for ratings. The outlook for the Office market in France remains mixed, but we think that any weakness will be offset by good disposal progress and stable credit metrics, as shown in 1Q24. We remain comfortable with the name and think that it should trade at ti...
Form 8.3 - The Vanguard Group, Inc.: Anglo American plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Anglo American plc 03-May-2024 / 14:29 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
- Carole Braudeau
- Carole Braudeau
SAP SE: 1 director
A director at SAP SE bought 400 shares at 170.120EUR and the significance rating of the trade was 57/100. 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 showing ...
Gecina : Information relative au nombre total des droits de vote et d’...
PARIS--(BUSINESS WIRE)-- Regulatory News: Gecina (Paris:GFC) : Date d’arrêté des informations Nombre total d’actions Nombre total de droits de vote Avril 2024 76 670 861 Nombre de droits de vote théoriques : 76 670 861 Nombre de droits de vote exerçables : 73 905 985 Déclaration précédente Date d’arrêté des informations Nombre total d’actions Nombre total de droits de vote Mars 2024 76 670 861 Nombre de droits de vote théoriques : 76 670 861 Nombre de droi...
Vivendi : Information relative au nombre total de droits de vote et d’...
PARIS--(BUSINESS WIRE)-- Regulatory News: Vivendi (Paris:VIV): Place de cotation : NYSE Euronext-Paris Compartiment : Eurolist A Code ISIN : FR0000127771 Date Nombre total d’actions composant le capital social Nombre total de droits de vote 30 avril 2024 1 029 918 125 Total brut (1) de droits de vote : 1 060 971 005 Total net (2) de droits de vote : 1 046 091 029 (1) Total brut = après prise en compte du nombre d’actions bénéficiant du droit de vote double et du nombre d’actions auto-détenues au 30 avril 2024. (2) Total net = nombre ...
Form 8.3 - The Vanguard Group, Inc.: Anglo American plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Anglo American plc 02-May-2024 / 14:35 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
Form 8.3 - The Vanguard Group, Inc.: Anglo American plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Anglo American plc 01-May-2024 / 14:43 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
Vivendi : Descriptif du programme de rachat d’actions autorisé par l’A...
PARIS--(BUSINESS WIRE)-- Regulatory News: Vivendi (Paris:VIV): Le présent descriptif est établi en application des dispositions des articles 241-1 et 241-2 du Règlement général de l’Autorité des marchés financiers. 1. Date de l’Assemblée générale ayant autorisé le programme de rachat d’actions et de mise en œuvre. L’autorisation d’achat par la société de ses propres actions a été donnée par l’Assemblée générale mixte du 29 avril 2024 (vingt-et-unième résolution). Elle est mise en œuvre sur délégation du Directoire du 29 avril 2024. 2. Nombre de titres et part du capital détenu direct...
Form 8.3 - The Vanguard Group, Inc.: Anglo American plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Anglo American plc 30-Apr-2024 / 14:23 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
- Carole Braudeau
Credit Morning 04/30/2024
Iliad Holding plans to issue new bonds to fund the investment in Tele2 and a tender on Iliad Holding 2026 notesIsabel Marant: well preserved liquidity but further deep fall in the wholesale order bookVerisure markets new bonds with two special covenants linked to a potential IPOBUT/Mobilux: new bond offering with the inclusion of Conforama into the scope>...
- Carole Braudeau
Morning Crédit 30/04/2024
Isabel Marant : liquidité supérieure aux attentes mais nouvelle chute du carnet de commandesBUT/Mobilux : Nouvelle émission obligataire avec intégration de Conforama dans le périmètreIliad Holding compte émettre des de nouvelles obligations pour financer l’investissement dans Tele2 et un tender sur la souche Iliad Holding 2026Verisure commercialise des nouvelles obligations avec deux covenants spéciaux liés à une potentielle IPO>...
- Marc Lavaud
- Maxime Kogge
ODDO : The Copper Rush
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - >Our copper ...
- Marc Lavaud
- Maxime Kogge
ODDO : La ruée vers le cuivre
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) ...
Vivendi : l’Assemblée générale annuelle 2024 approuve l’ensemble des r...
PARIS--(BUSINESS WIRE)-- Regulatory News: Vivendi (Paris:VIV) : L’Assemblée générale mixte annuelle des actionnaires de Vivendi s’est tenue aujourd’hui à L’Olympia à Paris sous la présidence de Yannick Bolloré avec un quorum de 70,15 % d’actionnaires présents ou représentés. L’Assemblée a approuvé l’ensemble des 25 résolutions qui lui étaient présentées à titre ordinaire et à titre extraordinaire (requérant une majorité des deux tiers). Les actionnaires ont renouvelé pour un terme de quatre ans les mandats de membre du Conseil de surveillance de Yannick Bolloré et Laurent Dassault. A l...
Form 8.3 - The Vanguard Group, Inc.: Anglo American plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Anglo American plc 29-Apr-2024 / 13:38 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
- Bruno Cavalier
- Jerôme Bodin
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
VIV VIVENDI SE
PHIA KONINKLIJKE PHILIPS N.V.
BRBY BURBERRY GROUP PLC
KER KERING SA
SAF SAFRAN S.A.
BOL BOLLORE SA
01913 PRADA S.P.A.
MONC MONCLER SPA
MAP MAPFRE SA
SKF B SKF AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
LIVS AUTOLIV INC. SDR
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
DWS DWS GROUP GMBH & CO. KGAA
UMI UMICORE
8TRA TRATON SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SGSN SGS SA
TEN TENARIS S.A.
- Jerôme Bodin
ODDO : Q1 revenue for Vivendi and Bolloré in line, with a solid perfor...
>Q1 in line but no new information on the spin-off plan - This morning, Vivendi and Bolloré published their Q1 revenues, to be followed by a conference call. However, Vivendi is to hold its AGM this morning at 10.00 a.m. Revenues were in line with our expectations. We have consolidated these two publications whilst the bulk of Bolloré's revenue (73%) now hinges on Vivendi since the deconsolidation of Bolloré logistics. Vivendi's Q1 revenue was in line with our forecas...
- Bruno Cavalier
- Jerôme Bodin
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
VIV VIVENDI SE
PHIA KONINKLIJKE PHILIPS N.V.
BRBY BURBERRY GROUP PLC
KER KERING SA
SAF SAFRAN S.A.
BOL BOLLORE SA
01913 PRADA S.P.A.
MONC MONCLER SPA
MAP MAPFRE SA
SKF B SKF AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
LIVS AUTOLIV INC. SDR
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
DWS DWS GROUP GMBH & CO. KGAA
UMI UMICORE
8TRA TRATON SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SGSN SGS SA
TEN TENARIS S.A.
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