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Stephane Beyazian
  • Stephane Beyazian
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
HAL HAL TRUST
DTE DEUTSCHE TELEKOM AG
ACKB ACKERMANS & VAN HAAREN NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
DHER DELIVERY HERO SE
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SUNN SUNRISE
08/29/25 August 29, 2025 1 EN
Stephane Beyazian
  • Stephane Beyazian
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
HAL HAL TRUST
DTE DEUTSCHE TELEKOM AG
ACKB ACKERMANS & VAN HAAREN NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
DHER DELIVERY HERO SE
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SUNN SUNRISE
08/29/25 August 29, 2025 1 FR
Andreas Riemann ... (+2)
  • Andreas Riemann
  • Wim Gille
DHER DELIVERY HERO SE
08/29/25 August 29, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CON CONTINENTAL AKT...
MTX MTU Aero Engine... ... (+6)

Credit Morning 08/28/2025

Emeria: still no real recovery in Q2 2025; liquidity saved by Assurimo|Iliad: sharp increase in profitability in Q2 2025 despite slower growth in France|

CON CONTINENTAL AKTIENGESELLSCHAFT
MTX MTU AERO ENGINES AG
ERA ERAMET SA
TEG TAG IMMOBILIEN AG
DIC DIC ASSET AG
DHER DELIVERY HERO SE
08/28/25 August 28, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CON CONTINENTAL AKT...
MTX MTU Aero Engine... ... (+6)

Morning Crédit 28/08/2025

Emeria : toujours pas de véritable reprise au T2 2025 ; la liquidité sauvée par Assurimo|Iliad : nette hausse de la rentabilité au T2 2025 malgré un ralentissement de la croissance en France|

CON CONTINENTAL AKTIENGESELLSCHAFT
MTX MTU AERO ENGINES AG
ERA ERAMET SA
TEG TAG IMMOBILIEN AG
DIC DIC ASSET AG
DHER DELIVERY HERO SE
08/28/25 August 28, 2025 1 FR
Chaima Ferrandon ... (+3)
  • Chaima Ferrandon
  • Christophe-Raphaël Ganet
  • Sven Edelfelt
G1A GEA GROUP AG
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
ARCAD ARCADIS NV
STR STRABAG SE
DHER DELIVERY HERO SE
FI-N GEORG FISCHER AG
ACLN ACCELLERON INDUSTRIES LTD
08/28/25 August 28, 2025 1 EN
Chaima Ferrandon ... (+3)
  • Chaima Ferrandon
  • Christophe-Raphaël Ganet
  • Sven Edelfelt
G1A GEA GROUP AG
RI PERNOD RICARD SA
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
ARCAD ARCADIS NV
STR STRABAG SE
DHER DELIVERY HERO SE
ACLN ACCELLERON INDUSTRIES LTD
08/28/25 August 28, 2025 1 FR
Andreas Riemann ... (+2)
  • Andreas Riemann
  • Wim Gille
DHER DELIVERY HERO SE
08/28/25 August 28, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
NEX NEXANS SA
WLN WORLDLINE SA ... (+3)

Credit Morning 06/03/2025

Worldline plans to issue 2030 unsecured notes to refinance its 2026 convertible notes|Cerba: S&P cuts the corporate rating to CCC+/stable from B-/stable, appointment of a new CEO|

NEX NEXANS SA
WLN WORLDLINE SA
DHER DELIVERY HERO SE
06/03/25 June 3, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
NEX NEXANS SA
WLN WORLDLINE SA ... (+3)

Morning Crédit 03/06/2025

Worldline compte émettre des obligations unsecured 2030 pour refinancer les OCEANE 2026|Cerba : S&P dégrade le rating de B-/stable à CCC+/stable, nomination d’un nouveau CEO|

NEX NEXANS SA
WLN WORLDLINE SA
DHER DELIVERY HERO SE
06/03/25 June 3, 2025 1 FR
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
IFX INFINEON TECHNO...
CLS CELESTICA INC. ... (+27)

Autos & industrials, OpenAI/io deal, NVLink Fusion, AI cloud & capex, ...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 5 names we followed last week, follow the link below.

IFX INFINEON TECHNOLOGIES AG
CLS CELESTICA INC.
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
9984 SOFTBANK GROUP CORP.
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
AAPL MOBILEYE NV
IBM APPLE INC.
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
9434 SOFTBANK CORP.
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
AAPL US APPLE INC
05/27/25 May 27, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
CLS CELESTICA INC.
NOW ServiceNow Inc... ... (+22)

Tier 2 AI capex, PC pull-ins, Cisco downgrade. Our weekly wrap-up.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 14 names we followed last week, follow the link below.

CLS CELESTICA INC.
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
IBM MOBILEYE NV
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
05/19/25 May 19, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
CLS CELESTICA INC.
NOW ServiceNow Inc... ... (+22)

Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Rob...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 29 names we followed last week, follow the link below.

CLS CELESTICA INC.
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
IBM MOBILEYE NV
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
05/12/25 May 12, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
CLS CELESTICA INC.
NOW ServiceNow Inc... ... (+22)

Autos & Industrials, AI re-platforming, HBM, Tesla, Intel, LAM, and mo...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 21 names we followed last week, follow the link below.

CLS CELESTICA INC.
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
IBM MOBILEYE NV
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
04/28/25 April 28, 2025 1 EN
Maissa Keskes ... (+3)
  • Maissa Keskes
  • Stephane Houri
  • Thomas Zlowodzki
REL RELX PLC
AI AIR LIQUIDE SA
GET GETLINK SE
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
LI KLEPIERRE SA
KPN ROYAL KPN NV
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
RI PERNOD RICARD SA
HO THALES SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
SZG SALZGITTER AG
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
SAN SANOFI
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASSA B ASSA ABLOY AB CLASS B
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
AMAG AMAG AUSTRIA METALL AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
04/24/25 April 24, 2025 1 EN
Maissa Keskes ... (+3)
  • Maissa Keskes
  • Stephane Houri
  • Thomas Zlowodzki
REL RELX PLC
AI AIR LIQUIDE SA
GET GETLINK SE
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
LI KLEPIERRE SA
KPN ROYAL KPN NV
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
RI PERNOD RICARD SA
HO THALES SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
GYC GRAND CITY PROPERTIES SA
SZG SALZGITTER AG
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
KER KERING SA
VNA VONOVIA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
SAN SANOFI
ERA ERAMET SA
NDA AURUBIS AG
TEG TAG IMMOBILIEN AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
AMAG AMAG AUSTRIA METALL AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
04/24/25 April 24, 2025 1 FR
Carole Braudeau
  • Carole Braudeau
PREMIUM
CON CONTINENTAL AKT...
GET GETLINK SE ... (+16)

Credit Morning 04/24/2025

French retail sales down 2.4% in March + Q1 update|Fnac Darty: decent Q1 sales, strong performance in Southern Europe, guidance confirmed.|Saipem: good set of Q1 2025 results|

CON CONTINENTAL AKTIENGESELLSCHAFT
GET GETLINK SE
BVI BUREAU VERITAS SA
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
ORA ORANGE SA
FNAC FNAC DARTY SA
KER KERING SA
BAYN BAYER AG
ERA ERAMET SA
WLN WORLDLINE SA
DHER DELIVERY HERO SE
VRLA VERALLIA SAS
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AZE AZELIS GROUP NV
SPM SAIPEM S.P.A.
04/24/25 April 24, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CON CONTINENTAL AKT...
GET GETLINK SE ... (+16)

Morning Crédit 24/04/2025

Baisse de 2,4% des ventes retail en France au mois de mars + point sur le T1|Fnac Darty : un CA T1 correct, bonne performance en Europe du Sud, guidances confirmées|Saipem: good set of Q1 2025 results|

CON CONTINENTAL AKTIENGESELLSCHAFT
GET GETLINK SE
BVI BUREAU VERITAS SA
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
ORA ORANGE SA
FNAC FNAC DARTY SA
KER KERING SA
BAYN BAYER AG
ERA ERAMET SA
WLN WORLDLINE SA
DHER DELIVERY HERO SE
VRLA VERALLIA SAS
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AZE AZELIS GROUP NV
SPM SAIPEM S.P.A.
04/24/25 April 24, 2025 1 FR
Andreas Riemann ... (+2)
  • Andreas Riemann
  • Wim Gille
DHER DELIVERY HERO SE
04/24/25 April 24, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
ORA ORANGE SA
RXL REXEL SA ... (+9)

Credit Morning 04/23/2025

Europcar Mobility Group ended 2024 with corporate EBITDA of -€ 35m|Q1 25 trading update: Moderate growth, confirms FY 25 guidance, sees no tariffs risk|

ORA ORANGE SA
RXL REXEL SA
POM PLASTIC OMNIUM SE
UCG UNICREDIT S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
DHER DELIVERY HERO SE
TKWY JUST EAT TAKEAWAY.COM N.V.
NEXI NEXI S.P.A.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
04/23/25 April 23, 2025 1 EN
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