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Roy Külter ... (+2)
  • Roy Külter
  • Thomas Zlowodzki
Roy Külter ... (+2)
  • Roy Külter
  • Thomas Zlowodzki
 PRESS RELEASE

RUBIS: Half-year statement on Rubis’ liquidity agreement with Exane BN...

RUBIS: Half-year statement on Rubis’ liquidity agreement with Exane BNP Paribas Paris, 7 July 2025 – 5:45 pm Pursuant to the liquidity agreement that Rubis has entered into with Exane BNP Paribas, the liquidity account presented the following balances as at the settlement date of 30 June 2025: 62,375 Rubis shares€925,747 The following trades were made in the first half of 2025: 108,137 securities were purchased for a total of €2,895,108 (646 transactions) 133,191 securities were sold for a total of €3,604,518 (939 transactions) Reminder: The previous half-year statement as of 31 Decem...

 PRESS RELEASE

RUBIS: Bilan semestriel du contrat de liquidité de Rubis contracté ave...

RUBIS: Bilan semestriel du contrat de liquidité de Rubis contracté avec la société Exane BNP Paribas Paris, le 7 juillet 2025, 17h45 Au titre du contrat de liquidité confié par la société Rubis à Exane BNP Paribas, en date de dénouement du 30 juin 2025, les moyens suivants figuraient au compte de liquidité : 62 375 titres Rubis925 747 € Au cours du 1er semestre 2025, il a été négocié un total de : À l'achat, 108 137 titres, pour un montant de 2 895 108 € (646 transactions) À la vente, 133 191 titres, pour un montant de 3 604 518 € (939 transactions) Il est rappelé que : Lors du précéd...

Felix Fischer
  • Felix Fischer

Lucror Analytics - Convertibles Brief

In today's Convertibles Brief publication we comment on developments of the following high yield issuers: AMS Osram

Felix Fischer ... (+5)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Si Yong Ng
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Borr Drilling, AMS Osram, Rino Mastrotto, Vedanta Resources, TeamSystem, Iceland Foods

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 ...

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