View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Julian Dobrovolschi
  • Julian Dobrovolschi

ODDO : High-quality private market managers, diverging valuations

EQT and PG are high-quality private market investors with strong brands, and performance. PG however stands out with its bespoke offering, which is unique and appealing. Both trade at justified premium to peers, yet relative to each other PG is more attractively priced. We initiate EQT with Neutral and SEK 350 TP and PG with Outperform and CHF 1,290 TP.

Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
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|

Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
Jean-François Granjon
  • Jean-François Granjon
Geoffroy Michalet
  • Geoffroy Michalet
Jean-François Granjon
  • Jean-François Granjon
Carole Braudeau
  • Carole Braudeau

Credit Morning 10/21/2025

SoftBank Group plans to issue hybrid bonds in EUR and in USD|Holcim signs an agreement to acquire German company Xella for € 1.85bn|OVHcloud: 2024/25 results in line, the revenue growth target for 2025/26 is disappointing|Convicted of complicity in abuses in Sudan, BNP Paribas will appeal|

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch