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Adrien Frachette ... (+2)
  • Adrien Frachette
  • Christophe-Raphaël Ganet

ODDO : Profiter du momentum des SMID, repondérer les défensives

La surperformance des Small&Midcaps au S1 reste marquée par un contexte de i/ momentum sans dynamique haussière (sauf peut-être en Italie ou en Espagne), alors que les devises impacteront T2&T3, ii/ géopolitique instable, iii/ fébrilité : les 2 plus grandes puissances économiques (Chine et USA) sont en phase de pivot et/ou présentent certaines fragilités, iv/ valorisations toujours attractives (décote de 30% par rapport aux large caps, et multiples sous leurs niveaux historiques). Nous sommes ra...

Adrien Frachette ... (+2)
  • Adrien Frachette
  • Christophe-Raphaël Ganet

ODDO : Seizing SMID momentum, reweighting defensive profiles

The outperformance of small and mid caps in H1 was marked by i/ the absence of upward revision momentum (except perhaps in Italy and Spain), while forex effects are set to dent Q2 and Q3, ii/ geopolitical turmoil, iii/ a jittery market: the two biggest economic powers (China and the US) are in a period of transition and/or showing signs of weakness, iv/ attractive valuations (30% discount to large caps and multiples below historical levels). We are reasonably optimistic about small and mid caps ...

 PRESS RELEASE

Danone completes the acquisition of Kate Farms, enhancing its U.S. spe...

Danone completes the acquisition of Kate Farms, enhancing its U.S. specialized nutrition offerings Press release – Paris, July 1st, 2025, at 7:00 P.M. CEST Danone completes the acquisition of Kate Farms,enhancing its U.S. specialized nutrition offerings Danone announced today that it has successfully completed the acquisition of a majority stake in Kate Farms, a fast-growing U.S. business and the #1 doctor-recommended plant-based brand in the U.S., offering a wide array of plant-based, organic nutrition products for both medical and everyday needs. By bringing together the Kate Farms, Nu...

 PRESS RELEASE

Danone finalise l’acquisition de la société Kate Farms, renforçant son...

Danone finalise l’acquisition de la société Kate Farms, renforçant son offre dans la nutrition spécialisée aux États-Unis Communiqué de presse – Paris, le 1er juillet 2025, à 19h00 Danone finalise l’acquisition de la société Kate Farms, renforçant son offre dans la nutrition spécialisée aux États-Unis Danone annonce aujourd’hui la finalisation de l’acquisition d’une participation majoritaire dans Kate Farms, une entreprise américaine en forte croissance, spécialisée dans la nutrition médicale et du quotidien, à base d’ingrédients biologiques d’origine végétale. Kate Farms est la marque vé...

Delphine Brault ... (+2)
  • Delphine Brault
  • Steven Boumans
Delphine Brault ... (+2)
  • Delphine Brault
  • Steven Boumans
 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value23-Jun-2518,507€664.34€12,295,00724-Jun-2517,952€684.92€12,295,73125-Jun-2517,460€704.16€12,294,59226-Jun-2517,961€684.56€12,295,37727-Jun-2517,970€684.18€12,294,795 ASML’s current share buyback program was announced on 10 November 2022, and detai...

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