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Carole Braudeau
  • Carole Braudeau

Credit Morning 09/24/2025

ZF extends tender offer – watch out for some price risk|OpenAI, Oracle and SoftBank announce the creation of 5 new data centres in the US|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 24/09/2025

ZF extends tender offer – watch out for some price risk|OpenAI, Oracle et SoftBank annoncent la création de 5 data centres aux US|

Geoffroy Michalet
  • Geoffroy Michalet
Geoffroy Michalet
  • Geoffroy Michalet
Carole Braudeau
  • Carole Braudeau

Credit Morning 09/19/2025

IHO is a good risk-return situation: Positive levers from different sides|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 19/09/2025

IHO is a good risk-return situation: Positive levers from different sides|

 PRESS RELEASE

Brink’s Declares Quarterly Dividend

Brink’s Declares Quarterly Dividend RICHMOND, Va., Sept. 17, 2025 (GLOBE NEWSWIRE) -- The board of directors of The Brink’s Company (NYSE:BCO), on September 17, 2025, declared a regular quarterly dividend of $0.255 per share on the company’s common stock. The dividend is payable on December 1, 2025, to shareholders of record on November 3, 2025.   About The Brink’s Company The Brink’s Company (NYSE:BCO), a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agenc...

Horton D R Inc: 3 directors

Three Directors at Horton D R Inc sold/gave away 52,376 shares at between 0.000USD and 183.000USD. The significance rating of the trade was 68/100. 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 director...

Carole Braudeau
  • Carole Braudeau

Credit Morning 08/29/2025

Strong set of Q2 2025 results with good FCF generation|Advanz Q2 25 call notes: Net leverage will go up in the remaining year before launches kick in|Iliad: no consolidation in Italy, preliminary talks in France in June|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 29/08/2025

Strong set of Q2 2025 results with good FCF generation|Advanz Q2 25 call notes: Net leverage will go up in the remaining year before launches kick in|Iliad : pas de consolidation en Italie, discussions préliminaires en France au mois de juin|

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

DJI and Russell 2000 Breaking Out; Staying Bullish We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass). The S&P 500 (SPX) is trading within a well-defined 3+ month uptrend that began in late-May. We will maintain our bullish outlook as long as market dynamics remain healthy and the SPX is above 6028-6059. Short-term supports on SPX include 6400-6410, the 3-month uptrend (currently at ~6380), 6200, 6100-6150,...

Trinet Group Inc: 2 directors

A director at Trinet Group Inc sold 3,000 shares at 66.421USD and the significance rating of the trade was 50/100. 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...

Green Brick Partners Inc: 1 director

A director at Green Brick Partners Inc sold 6,000 shares at 69.980USD and the significance rating of the trade was 54/100. 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...

Royal Caribbean Group: 1 director

A director at Royal Caribbean Group sold 10,300 shares at 330.040USD and the significance rating of the trade was 80/100. 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 ...

Brinks Co: 1 director

A director at Brinks Co sold 21,700 shares at 109.703USD and the significance rating of the trade was 83/100. 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 show...

Carole Braudeau
  • Carole Braudeau

Credit Morning 07/25/2025

ELO: overview of H1 results and further details on the new financing structure|Takeover rumours around JD.com and Ceconomy become (more) concrete|Nexity reassures in H1 2025 with numerous positive signs, even though business remains weak|Entry into exclusive negotiations for the joint acquisition of the Milleis Group|

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