reports
- Carole Braudeau
- Carole Braudeau
- Clement Genelot
Zalando: cold weather and fewer promotions massively boost EBIT
Following a very strong Q4, fuelled by cold weather and much lower promotional intensity, EBIT beat Q4 and FY consensus by respectively 45% and 15%. Despite potential legitimate concerns about the sustainability of the strong EBIT in core retail over H2 (weather fluctuatations, tough comps), we see
- Pierre François Merveille
- Pierre François Merveille
- Research Department
INFORME DIARIO 16 ENERO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SECTOR BANCOS, REPSOL. EUROPA: KERING. La inflación progresa adecuadamente Los datos de inflación de diciembre en EE.UU. mostraron que los componentes core se siguen moderándose, lo que deja espacio a seguir bajando tipos a los bancos centrales. En el STOXX 600 todos los sectores presentaron subidas siendo los mejores Inmobiliario y Retail mientras que B. Consumo y Alimentación terminaron a la cola y prácticamente planos. Por el lado macro, en R. Un...
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Jayanth Kandalam
- Si Yong Ng
- Tanvi Arora
Ipsos successfully completes a bond issuance of €400 million
Ipsos successfully completes a bond issuance of €400 million Ipsos successfully completes a bond issuance of €400 million Paris, 15 January 2025 – , one of the world’s leading market research companies, announces the successful issuance of its first rated bond for €400 million. The bond is maturing in January 2030 and carrying a coupon of 3.75%. Ipsos is rated Baa3 with stable outlook by Moody’s and BBB with stable outlook by Fitch. The very strong investor demand, with an orderbook covering more than 9 times the size of the bond, is a testament to their confidence in Ipsos’ business mo...
Ipsos réalise avec succès une émission obligataire pour un montant de ...
Ipsos réalise avec succès une émission obligataire pour un montant de 400 millions d'euros Ipsos réalise avec succès une émission obligataire pour un montant de 400 millions d'euros Paris, 15 janvier 2025 - , l’une des principales sociétés mondiales d’études de marché, annonce le succès de sa première émission obligataire notée d'un montant de 400 millions d'euros. Cette émission, qui arrive à échéance en janvier 2030, est assortie d'un coupon de 3,75 %. Ipsos est notée Baa3 avec perspective stable par Moody's et BBB avec perspective stable par Fitch. La très forte demande des invest...
Moody's Ratings assigns Baa3 rating to Ipsos' new senior unsecured not...
Moody's Ratings (Moody's) has today assigned a Baa3 rating to the proposed €400 million senior unsecured notes due 2030 to be issued by Ipsos SA ("Ipsos" or "the company"), one of the world's leading market research companies. The outlook is stable. Proceeds from this debt issuance will be used for ...
Press release - Kering and Ardian sign an investment agreement regardi...
Press release - Kering and Ardian sign an investment agreement regarding prime real estate assets in Paris PRESS RELEASE January 15, 2025 KERING AND ARDIAN SIGN AN INVESTMENT AGREEMENT REGARDING PRIME REAL ESTATE ASSETS IN PARIS Kering and Ardian today announced the signature of a binding investment agreement pertaining to three highly prestigious real estate properties in Paris. This portfolio comprises Hôtel de Nocé, located 26, place Vendôme, and two buildings located on avenue Montaigne, at 35-37 and 56. Kering is contributing these assets to a newly created joint...
Communiqué de presse - Kering et Ardian signent un accord concernant d...
Communiqué de presse - Kering et Ardian signent un accord concernant des actifs immobiliers de premier plan à Paris COMMUNIQUÉ DE PRESSE 15 janvier 2025 KERING ET ARDIAN SIGNENT UN ACCORD CONCERNANT DES ACTIFS IMMOBILIERS DE PREMIER PLAN À PARIS Kering et Ardian annoncent ce jour la signature d’un accord d’investissement concernant trois ensembles immobiliers prestigieux à Paris. Ce portefeuille comprend l’Hôtel de Nocé, situé au 26, place Vendôme, et deux immeubles situés au 35-37 et au 56, avenue Montaigne. Kering apportera ces actifs dans une joint-vent...
Verallia : Feedback Crédit Forum du 9 et 10 janvier 2025
Notre 28ième Forum vient de se dérouler (9 et 10 janvier) à Lyon. Il a réuni 207 sociétés, originaire à ~47% de France, à 26% d’Allemagne et 28% du reste de l’Europe. L’édition 2025 de notre Forum a accueilli 481 investisseurs (dont 64% français), travaillant pour 206 institutions de 15 pays. Nous avons ainsi organisé l’équivalent de 5 258 investors meetings dont 287 portant uniquement sur la RSE ou l’ESG. Ce document synthétise nos feed-back concernant les émetteurs obligataires présents.
SCHP SECHE ENVIRONNEMENT
CEC CECONOMY AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
AC ACCOR SA
GET GETLINK SE
TKA THYSSENKRUPP AG
ELIOR ELIOR GROUP SA
DG VINCI SA
MT ARCELORMITTAL SA
NK IMERYS SA
RNO RENAULT SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
EO FAURECIA SA
NXI NEXITY SA CLASS A
MF WENDEL SE
EN BOUYGUES SA
DBG DERICHEBOURG SA
KORI KORIAN SA
SCR SCOR SE
DEC JCDECAUX SA
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ALTA ALTAREA SCA
ZAL ZALANDO SE
NEX NEXANS SA
ERA ERAMET SA
EZJ EASYJET PLC
ELIS ELIS SA
SOI SOITEC SA
EDR EDREAMS ODIGEO SA
ONTEX ONTEX GROUP N.V.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
COFA COFACE SA
SPIE SPIE SA
HBH HORNBACH HOLDING AG & CO. KGAA
VOD VODAFONE GROUP PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
VRLA VERALLIA SAS
TUI TUI AG
AF AIR FRANCE - KLM
VIRI VIRIDIEN
Verallia : Credit feedback – ODDO BHF Forum, 9 to 10 January 2025
Our 28th Forum has just taken place (9 and 10 January) in Lyon. It was attended by 207 companies, ~47% from France, 26% from Germany and 28% from the rest of Europe. The 2025 edition of our Forum welcomed 481 investors (64% of whom were French), working for 206 institutions in 15 countries. We organised the equivalent of 5,258 investor meetings, 287 of which related solely to CSR and ESG. This document summarizes our feedback on the bond issuers attending this forum.
SCHP SECHE ENVIRONNEMENT
CEC CECONOMY AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
AC ACCOR SA
GET GETLINK SE
TKA THYSSENKRUPP AG
ELIOR ELIOR GROUP SA
DG VINCI SA
MT ARCELORMITTAL SA
NK IMERYS SA
RNO RENAULT SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
EO FAURECIA SA
NXI NEXITY SA CLASS A
MF WENDEL SE
EN BOUYGUES SA
DBG DERICHEBOURG SA
KORI KORIAN SA
SCR SCOR SE
DEC JCDECAUX SA
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ALTA ALTAREA SCA
ZAL ZALANDO SE
NEX NEXANS SA
ERA ERAMET SA
EZJ EASYJET PLC
ELIS ELIS SA
SOI SOITEC SA
EDR EDREAMS ODIGEO SA
ONTEX ONTEX GROUP N.V.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
COFA COFACE SA
SPIE SPIE SA
HBH HORNBACH HOLDING AG & CO. KGAA
VOD VODAFONE GROUP PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
VRLA VERALLIA SAS
TUI TUI AG
AF AIR FRANCE - KLM
VIRI VIRIDIEN
- Oliver Metzger
- Stephane Houri
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
ADS ADIDAS AG
G1A GEA GROUP AG
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
LXS LANXESS AG
GXI GERRESHEIMER AG
KCO KLOECKNER & CO SE
VOE VOESTALPINE AG
BOSS HUGO BOSS AG
ACX ACERINOX SA
NOEJ NORMA GROUP SE
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
NDA AURUBIS AG
FTON FEINTOOL INTERNATIONAL HOLDING AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EVK EVONIK INDUSTRIES AG
BNR BRENNTAG SE
NN NN GROUP N.V.
CLNX CELLNEX TELECOM S.A.
JUN3 JUNGHEINRICH AG PREF
RIO RIO TINTO PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
BP. BP P.L.C.
BIM BIOMERIEUX SA
DUE DURR AG
JST JOST WERKE AG
HAG HENSOLDT AG
FPE3 FUCHS PETROLUB SE
DTG DAIMLER TRUCK
R3NK RENK GROUP AG
QGEN QIAGEN N.V.
- Oliver Metzger
- Stephane Houri
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
ADS ADIDAS AG
G1A GEA GROUP AG
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
LXS LANXESS AG
GXI GERRESHEIMER AG
KCO KLOECKNER & CO SE
VOE VOESTALPINE AG
BOSS HUGO BOSS AG
ACX ACERINOX SA
NOEJ NORMA GROUP SE
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
NDA AURUBIS AG
FTON FEINTOOL INTERNATIONAL HOLDING AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EVK EVONIK INDUSTRIES AG
BNR BRENNTAG SE
NN NN GROUP N.V.
CLNX CELLNEX TELECOM S.A.
JUN3 JUNGHEINRICH AG PREF
RIO RIO TINTO PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
BP. BP P.L.C.
BIM BIOMERIEUX SA
DUE DURR AG
JST JOST WERKE AG
HAG HENSOLDT AG
FPE3 FUCHS PETROLUB SE
DTG DAIMLER TRUCK
R3NK RENK GROUP AG
QGEN QIAGEN N.V.
- Carole Braudeau
- Carole Braudeau
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
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