reports
- Ghada Ben Sedrine
- Nicolas David
ACN ACCENTURE PLC CLASS A
SRT3 SARTORIUS AG PREF
RBI RAIFFEISEN BANK INTERNATIONAL AG
MONC MONCLER SPA
DIM SARTORIUS STEDIM BIOTECH SA
EMSN EMS-CHEMIE HOLDING AG
SIE SIEMENS AG
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SDZ SANDOZ GROUP AG
AENA AENA S.M.E. SA
- Ghada Ben Sedrine
- Nicolas David
ACN ACCENTURE PLC CLASS A
SRT3 SARTORIUS AG PREF
RBI RAIFFEISEN BANK INTERNATIONAL AG
MONC MONCLER SPA
DIM SARTORIUS STEDIM BIOTECH SA
EMSN EMS-CHEMIE HOLDING AG
SIE SIEMENS AG
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SDZ SANDOZ GROUP AG
AENA AENA S.M.E. SA
- Jerôme Bodin
- Jerôme Bodin
- ING Helpdesk
Benelux Morning Notes
Colruyt: Guidance reiterated despite weaker-than-expected 1H25/26. Dutch Pension Buyouts: Regulator DNB's view, c.€7bn so far, insurers at 15% market share now. OCI: Dutch investor association VEB and other shareholders take legal action to block Orascom merger. Proximus: CFO Mark Reid to leave Proximus by end of January 2026. Staffing Sector: US temp volume YoY declined vs October; NFP jobs beat expectations. Var Energy: Boosting production bodes well for years to come. Events Calendar
- Guy Sips
- Michiel Declercq
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Bruno Cavalier
- Charlotte Vaisse
- Jean Danjou
- Maxime Kogge
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MF WENDEL SE
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SDF K+S AG
01913 PRADA S.P.A.
CARM CARMILA SAS
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
WINE PURCARI WINERIES PCL
ZGN ERMENEGILDO ZEGNA NV
- Bruno Cavalier
- Charlotte Vaisse
- Jean Danjou
- Maxime Kogge
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SAN SANOFI
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ZGN ERMENEGILDO ZEGNA NV
- Bruno Cavalier
- Charlotte Vaisse
- Jean Danjou
- Maxime Kogge
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MF WENDEL SE
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SDF K+S AG
01913 PRADA S.P.A.
CARM CARMILA SAS
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
WINE PURCARI WINERIES PCL
ZGN ERMENEGILDO ZEGNA NV
- Bruno Cavalier
- Charlotte Vaisse
- Jean Danjou
- Maxime Kogge
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SAN SANOFI
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ZGN ERMENEGILDO ZEGNA NV
Motivair by Schneider Electric Announces New Range of CDUs to Meet the...
Motivair by Schneider Electric Announces New Range of CDUs to Meet the Rising Demands of HPC and AI Workloads New coolant distribution Units (CDUs) deliver scalability, and efficiency for HPC, AI Factory and data center environmentsFull range of CDUs from Motivair by Schneider Electric engineered for installation in diverse applications, offering high cooling capacities in a compact footprintCDUs enable seamless chiller plant optimization for reduced energy consumption, improved uptime, and lowered operational costs Buffalo, NY, USA, Dec. 15, 2025 (GLOBE NEWSWIRE) -- , a leading innovat...
- Ana Arjona-Martinez
- Yan Derocles
- Jerôme Bodin
Publicis : Feedback de roadshow en Amérique du Nord, objectif de cours...
Nous avons organisé un roadshow en Amérique du Nord avec Jean-Michel Bonamy, Deputy CFO. Le message reste positif sur la tendance organique pour le T4 et 2026. Nous en ressortons avec une conviction renforcée sur le momentum 2026 et au-delà avec une solide croissance de BPA, et, selon nous, un possible recours accru au rachat d’actions si l'enveloppe de M&A devait ne pas être dépensée en totalité. Nous réitérons notre opinion Surperformance sur le titre avec un objectif de cours porté à 115 € (v...
- Jerôme Bodin
Publicis : Feedback from road show in North America, target price rais...
We organised a road show in North America with Jean-Michel Bonamy, Deputy CFO. The message remains positive about the organic trend for Q4 and 2026. We have come away with a stronger belief in the 2026 momentum and beyond, with solid EPS growth and, in our view, potential increased use of share buybacks if the M&A envelope is not spent in full. We reiterate our Outperform rating on the stock with a target price adjusted to € 115 (vs € 110) as a result of a slight increase in our long-term margin...
- Delphine Brault
- Nathan Mietlicki
- Delphine Brault
- Nathan Mietlicki
- Delphine Brault
- Nathan Mietlicki
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