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Carole Braudeau
  • Carole Braudeau
LHN HOLCIM AG
AC ACCOR SA ... (+12)

Credit Morning 10/24/2025

IGH: strong EBITDA decrease amid continued challenging market conditions|Nexity: a Q3 without surprises and without progress|URW: a solid Q3, accompanied by a new CEO, an acquisition and higher targets|

Carole Braudeau
  • Carole Braudeau
LHN HOLCIM AG
AC ACCOR SA ... (+12)

Morning Crédit 24/10/2025

IGH: strong EBITDA decrease amid continued challenging market conditions|Nexity : un T3 sans surprise et sans progrès|URW : un T3 solide, accompagné d’un nouveau CEO, d’une acquisition et d’une hausse des objectifs|

 PRESS RELEASE

JCDecaux signs the landmark OOH/DOOH advertising contract in Norway wi...

JCDecaux signs the landmark OOH/DOOH advertising contract in Norway with Bane NOR JCDecaux signs the landmark OOH/DOOH advertising contract in Norway with Bane NOR    Paris, October 23rd, 2025 – JCDecaux SE (Euronext Paris: DEC), the number one outdoor advertising company worldwide, announced today that JCDecaux Norge AS, its Norwegian subsidiary, has signed an exclusive 4+2+2 year contract to operate all the advertising assets at Norway’s railway stations including its largest and most important transportation hub, Oslo Central Station. Bane NOR will finance the capex. Morten Stray Flobe...

 PRESS RELEASE

JCDecaux signe avec Bane NOR un contrat publicitaire majeur pour la co...

JCDecaux signe avec Bane NOR un contrat publicitaire majeur pour la communication extérieure OOH et DOOH, en Norvège JCDecaux signe avec Bane NOR un contrat publicitaire majeur pour la communication extérieure OOH et DOOH, en Norvège Paris, le 23 octobre 2025 – JCDecaux SE (Euronext Paris : DEC), numéro un mondial de la communication extérieure, annonce aujourd’hui que sa filiale norvégienne JCDecaux Norge AS a signé un contrat exclusif de 4+2+2 ans, portant sur l’exploitation de l’ensemble des actifs publicitaires des gares de Norvège, notamment la gare centrale d’Oslo, son plus grand et...

Wim Hoste
  • Wim Hoste

AB InBev Preview: uninspiring 3Q expected

We lowered our forecasts for 3Q25 and the remainder of the year after signals of weak trading in markets like the US, China and Brazil. ABI's organic volume growth has been negative in 2023 and 2024 and now we also bank on a negative 2025 number. Despite lower growth, we still see ABI as the undisputed leader in the beer space, with leading market shares in many markets, ongoing digitization and premiumization trends allowing to generate healthy free cash flows. We believe the lower top line gr...

Guy Sips ... (+6)
  • Guy Sips
  • Jacob Mekhael
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Hoste

Morning Notes : ABI BB, ASML NA, BAR BB, OPTI BB, HEIA NA, IVA FP, PRO...

: ABI BB, ASML NA, BAR BB, OPTI BB, HEIA NA, IVA FP, PROX BB, SEQUA BB, MRUS US

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