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Baptiste Salaville ... (+5)
  • Baptiste Salaville
  • Charlotte Vaisse
  • Olfa Taamallah
  • Thomas Zlowodzki
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 10/02/2024

We are lifting our sector rating for real estate from Underweight to Neutral, due to the cycle of rate cuts by central banks and a more positive tone from sector players. - ...

Baptiste Salaville ... (+5)
  • Baptiste Salaville
  • Charlotte Vaisse
  • Olfa Taamallah
  • Thomas Zlowodzki
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 02/10/2024

Nous remontons notre rating sectoriel sur le Real Estate de Sous-pondérer à Neutre, en raison du cycle de baisse des taux de la part des banques centrales et d’un ton plus positif des acteurs du secteur. - ...

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

Imerys : TQC is now front and centre, but for how long?

>Quartz mines ravaged by Hurricane Helene - TQC, a 50% subsidiary of Imerys, made an announcement yesterday to update on the situation in the aftermath of Hurricane Helene. The town of Spruce Pine is currently facing multiple issues of flooding, power cuts and communications. The region is in a dire situation. At this time, TQC has no visibility on starting back up again and is focusing its efforts on the health and safety of its employees and their families. Lik...

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

Imerys : TQC désormais au centre du jeu mais pour combien de temps ?

>Les mines de quartz ravagés par l’ouragan Hélène - TQC filiale à 50% d’Imerys a publié un communiqué hier pour rendre compte de la situation après le passage de l’ouragan Hélène. La ville de Spruce Pine est actuellement confrontée à de multiples problèmes d'inondations, de coupures d'électricité et de communication. La situation est dramatique pour la région. TQC n’a aucune visibilité sur la date de leur redémarrage et concentre ses efforts sur la santé et la sé...

Nicolas David
  • Nicolas David

ODDO : Iberian Forum – Day 1

We host our 4th ODDO BHF Iberian Forum on the 1st and 2nd of October 2024 virtually. In total, 63 companies will be presenting. In the following note, we provide some initial feedback of the company on day 1. - >Acciona (=) : Confidence in Non-energy business steady, Acciona Energía stake sparks intense scrutiny - Acciona Energia (=/-) : A trajectory beyond 2024 to be explained at the 9 months results - Acerinox (=/-): Softness persists in Europe and US - Amadeus (=/+): sol...

Carole Braudeau
  • Carole Braudeau

Credit Morning 10/01/2024

IHO aims for maturity extension in primary deal… frankly badly timed and maybe pre-emptiveINEOS Quattro: Back into the HY market; we recommend to not subscribe to the new offering based on the IPTsPicard announces a change of control and a releveraging>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 01/10/2024

IHO aims for maturity extension in primary deal… frankly badly timed and maybe pre-emptiveINEOS Quattro : Back into the HY market; we recommend to not subscribe to the new offering based on the IPTsPicard annonce son changement de contrôle et va se réendetter>...

Carole Braudeau
  • Carole Braudeau

Credit Morning 09/30/2024

ZF Friedrichshafen: Substantial guidance cut Volkswagen announces its second profit warning of the year>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 30/09/2024

ZF Friedrichshafen : Substantial guidance cutVolkswagen annonce son second profit warning de l’année>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 26/09/2024

IHO: Moody’s adopts negative outlook on IHOJCDecaux : Contrats publicitaires à StockholmUbisoft : profit warning, difficultés à sortir des jeux à succès>...

Carole Braudeau
  • Carole Braudeau

Credit Morning 09/26/2024

IHO: Moody’s adopts negative outlook on IHOJCDecaux: Advertising contracts in StockholmUbisoft: profit warning, difficulties in releasing hit games>...

Research Department
  • Research Department

IBERIAN DAILY 26 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ECOENER, GREENING, GRIFOLS, TELEFÓNICA. Optimism wanes It was a negative session on European stock markets after the gains from the past few days that had brought the IBEX above 11,800 points and a high since 2015. In the STOXX 600, the best-performing sectors were Consumer Goods and Household Goods, with Energy and Autos suffering the biggest losses. On the macro side, in the US, new home sales fell less than expected. The Congress approved a measure to a avoid the shutdown until...

Carole Braudeau
  • Carole Braudeau

Credit Morning 09/23/2024

Atalian has extended the term of its €250m factoring facilityCommerzbank: German authorities no longer intend to sell the remaining 12% until further noticeCMA CGM is to acquire port terminal operator Santos Brasil>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 23/09/2024

Atalian a prolongé l’échéance de sa ligne d’affacturage de 250 m EURCommerzbank : les autorités allemandes ne comptent plus céder les 12% restants jusqu’à nouvel ordreCMA CGM va racheter l'opérateur de terminaux portuaires Santos Brasil>...

Carole Braudeau
  • Carole Braudeau

Credit Morning 09/20/2024

Ardagh Group: Platinum Equity close to buying Trivium>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 20/09/2024

Ardagh Group : Platinum Equity serait proche d’un rachat de Trivium>...

Carole Braudeau
  • Carole Braudeau

Credit Morning 09/18/2024

Nexans: Uncertainty over a major project seems to be over after the approval of the Cyprus government Cerba: Moody’s cuts the rating to Caa1/stable from B3/negative>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 18/09/2024

Nexans: Uncertainty over a major project seems to be over after the approval of the Cyprus government Cerba : Moody’s dégrade le rating de B3/négative à Caa1/stable>...

Carole Braudeau
  • Carole Braudeau

Credit Morning 09/16/2024

Rexel rebuffs QXO's non-binding offer The Italian government is considering restrictions on Fnac Darty’s offer for Unieuro Playtech reaches agreement with Caliplay>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 16/09/2024

Rexel a rejeté une proposition non-engageante par QXO Le gouvernement italien pourrait restreindre l’offre de Fnac Darty sur Unieuro Playtech parvient à un accord avec Caliplay>...

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