reports
- Baptiste Lebacq
- Baptiste Salaville
- Bruno Cavalier
AC ACCOR SA
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EN BOUYGUES SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
OR L'OREAL SA
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
01913 PRADA S.P.A.
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
AZN ASTRAZENECA PLC
STM STMICROELECTRONICS NV
MRNA MODERNA INC.
ZGN ERMENEGILDO ZEGNA NV
ACLN ACCELLERON INDUSTRIES LTD
ALIV SDB AUTOLIV INC.
- Baptiste Lebacq
- Baptiste Salaville
- Bruno Cavalier
AC ACCOR SA
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EN BOUYGUES SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
OR L'OREAL SA
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
01913 PRADA S.P.A.
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
AZN ASTRAZENECA PLC
STM STMICROELECTRONICS NV
MRNA MODERNA INC.
ZGN ERMENEGILDO ZEGNA NV
ACLN ACCELLERON INDUSTRIES LTD
ALIV SDB AUTOLIV INC.
- Maxime Kogge
- Maxime Kogge
- Ahmed Ben Salem
- Baptiste Lebacq
TEMN TEMENOS AG
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
OSE OSE IMMUNOTHERAPEUTICS SA
HCO HIGHCO SA
GLO GL EVENTS SA
ENI ENI S.P.A.
BAMNB KONINKLIJKE BAM GROEP NV
REP REPSOL SA
SIX2 SIXT SE
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
MAU ETABLISSEMENTS MAUREL & PROM SA
FTG111 FLATEXDEGIRO AG
BP. BP P.L.C.
PWG PRODWAYS GROUP SA
THEP THERMADOR HOLDING SA
FAST FASTNED
ALHRS HYDROGEN REFUELING SOLUTIONS
SHEL SHELL PLC
CAN CANAL+
- Ahmed Ben Salem
- Baptiste Lebacq
TEMN TEMENOS AG
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
OSE OSE IMMUNOTHERAPEUTICS SA
HCO HIGHCO SA
GLO GL EVENTS SA
ENI ENI S.P.A.
BAMNB KONINKLIJKE BAM GROEP NV
REP REPSOL SA
SIX2 SIXT SE
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
MAU ETABLISSEMENTS MAUREL & PROM SA
FTG111 FLATEXDEGIRO AG
BP. BP P.L.C.
PWG PRODWAYS GROUP SA
THEP THERMADOR HOLDING SA
FAST FASTNED
ALHRS HYDROGEN REFUELING SOLUTIONS
SHEL SHELL PLC
CAN CANAL+
- Aurelien Sivignon
- Aurelien Sivignon
- Emira Sagaama
- Robert Jan Vos
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
GFC GECINA SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EN BOUYGUES SA
RXL REXEL SA
AMUN AMUNDI SA
BLND BRITISH LAND COMPANY PLC
CARL B CARLSBERG A/S CLASS B
AIR AIRBUS SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
ASML ASML HOLDING NV
VK VALLOUREC SA
TEN TENARIS S.A.
- Emira Sagaama
- Robert Jan Vos
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
GFC GECINA SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EN BOUYGUES SA
RXL REXEL SA
AMUN AMUNDI SA
BLND BRITISH LAND COMPANY PLC
CARL B CARLSBERG A/S CLASS B
AIR AIRBUS SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
ASML ASML HOLDING NV
VK VALLOUREC SA
TEN TENARIS S.A.
- Jerôme Bodin
- Jerôme Bodin
- Mateo Salcedo
Lufthansa : Improvement in profitability expected but CMD targets seem...
Lufthansa held its capital market day back in September, revealing its 2028-30 objectives. Through turnaround programs at its key brand, cost saving initiatives driven by the modernization of the fleet, investments in digital innovation, on top of the overall market growth, the group is targeting a significant improvement in profitability, with EBIT margins set at 8-10% by 2028-30, compared to 4.4% in FY 2024. While we do expect an improvement in the company’s overall profitability, the European...
- Mateo Salcedo
Lufthansa : Improvement in profitability expected but CMD targets seem...
Lufthansa held its capital market day back in September, revealing its 2028-30 objectives. Through turnaround programs at its key brand, cost saving initiatives driven by the modernization of the fleet, investments in digital innovation, on top of the overall market growth, the group is targeting a significant improvement in profitability, with EBIT margins set at 8-10% by 2028-30, compared to 4.4% in FY 2024. While we do expect an improvement in the company’s overall profitability, the European...
- Julian Dobrovolschi
PUB PUBLICIS GROUPE SA
GIVN GIVAUDAN SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ADEN ADECCO GROUP AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
FHZN FLUGHAFEN ZURICH AG
RAND RANDSTAD NV
ZAL ZALANDO SE
RIO RIO TINTO PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Julian Dobrovolschi
PUB PUBLICIS GROUPE SA
GIVN GIVAUDAN SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ADEN ADECCO GROUP AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
FHZN FLUGHAFEN ZURICH AG
RAND RANDSTAD NV
ZAL ZALANDO SE
RIO RIO TINTO PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Maxime Kogge
- Maxime Kogge
- Jerôme Bodin
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