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Carole Braudeau
  • Carole Braudeau
PREMIUM
CON CONTINENTAL AKT...
CEC CECONOMY AG ... (+10)

Credit Morning 05/16/2025

Reportedly, Bayer thinks about sending Monsanto into chapter 11 to solve litigation|Teva: Moody’s upgrades the rating to Ba1/stable from Ba2/positive|Techem Q2 25 call notes: Likely no imminent call of EUR 750 Temporary Notes|Crédit Logement released its 2024 results|BFCM announces the call for its Perp CMS on 16/06/2025|

CON CONTINENTAL AKTIENGESELLSCHAFT
CEC CECONOMY AG
ETL EUTELSAT COMMUNICATIONS SA
MT ARCELORMITTAL SA
ALV ALLIANZ SE
BAYN BAYER AG
SZU SUEDZUCKER AG
TIT TELECOM ITALIA S.P.A.
DUFN DUFRY AG
VRLA VERALLIA SAS
05/16/25 May 16, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CON CONTINENTAL AKT...
CEC CECONOMY AG ... (+10)

Morning Crédit 16/05/2025

Reportedly, Bayer thinks about sending Monsanto into chapter 11 to solve litigation|Teva : Moody’s rehausse le rating de Ba2/positive à Ba1/stable|Techem Q2 25 call notes: Likely no imminent call of EUR 750 Temporary Notes|Crédit Logement a publié ses résultats 2024|BFCM annonce le call de son Perp CMS à la date du 16/06/2025|

CON CONTINENTAL AKTIENGESELLSCHAFT
CEC CECONOMY AG
ETL EUTELSAT COMMUNICATIONS SA
MT ARCELORMITTAL SA
ALV ALLIANZ SE
BAYN BAYER AG
SZU SUEDZUCKER AG
TIT TELECOM ITALIA S.P.A.
DUFN DUFRY AG
VRLA VERALLIA SAS
05/16/25 May 16, 2025 1 FR
Carole Braudeau
  • Carole Braudeau
PREMIUM
CEC CECONOMY AG
UBI Ubisoft Enterta... ... (+13)

Credit Morning 05/15/2025

Maxeda: solid Q4 results and Q1 expected to be strong. Further bond buybacks.|Ubisoft: sharp decline in 2024/25 earnings, no rebound expected in 2025/26|Forvia is considering selling its spare parts division|Techem Q2 25 results: Good earnings print; ownership change and mandatory call remain open|

CEC CECONOMY AG
UBI UBISOFT ENTERTAINMENT SA
TKA THYSSENKRUPP AG
EO FAURECIA SA
KORI KORIAN SA
BAYN BAYER AG
TEG TAG IMMOBILIEN AG
HLAG HAPAG-LLOYD AG
DUFN DUFRY AG
DIGI DIGI COMMUNICATIONS NV
TEF TELEFONICA SA
NEXI NEXI S.P.A.
TUI TUI AG
05/15/25 May 15, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CEC CECONOMY AG
UBI Ubisoft Enterta... ... (+13)

Morning Crédit 15/05/2025

Maxeda : de bons résultats T4 et un T1 qui devrait l’être tout autant. Poursuite des rachats de dettes.|Ubisoft : résultats 2024/25 en forte baisse, pas de rebond attendu en 2025/26|Forvia envisagerait la cession de sa division de pièces détachées|Techem Q2 25 results: Good earnings print; ownership change and mandatory call remain open|

CEC CECONOMY AG
UBI UBISOFT ENTERTAINMENT SA
TKA THYSSENKRUPP AG
EO FAURECIA SA
KORI KORIAN SA
BAYN BAYER AG
TEG TAG IMMOBILIEN AG
HLAG HAPAG-LLOYD AG
DUFN DUFRY AG
DIGI DIGI COMMUNICATIONS NV
TEF TELEFONICA SA
NEXI NEXI S.P.A.
TUI TUI AG
05/15/25 May 15, 2025 1 FR
Carole Braudeau
  • Carole Braudeau
PREMIUM
CA CARREFOUR SA
GYC Grand City Prop... ... (+8)

Credit Morning 05/14/2025

URW (Investor Day): Focus on growth and shareholder value|Atos unveils ambitious 2028 targets that will be presented during an Investor Day|

CA CARREFOUR SA
GYC GRAND CITY PROPERTIES SA
ALO ALSTOM SA
BAYN BAYER AG
BNR BRENNTAG SE
AT1 AROUNDTOWN SA
TEF TELEFONICA SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
05/14/25 May 14, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CA CARREFOUR SA
GYC Grand City Prop... ... (+8)

Morning Crédit 14/05/2025

URW (journée investisseurs) : place à la croissance et à la rémunération des actionnaires|Atos dévoile des objectifs 2028 ambitieux dans le cadre de son Investor Day|

CA CARREFOUR SA
GYC GRAND CITY PROPERTIES SA
ALO ALSTOM SA
BAYN BAYER AG
BNR BRENNTAG SE
AT1 AROUNDTOWN SA
TEF TELEFONICA SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
05/14/25 May 14, 2025 1 FR
Rafael Bonardell
  • Rafael Bonardell
05/13/25 May 13, 2025 1 ES
Carole Braudeau
  • Carole Braudeau
PREMIUM
ORA ORANGE SA
GRF Grifols S.A. C... ... (+7)

Credit Morning 05/13/2025

Cellnex issues € 750m of new 2032 notes|Grifols : Q1 2025 earnings above expectations, FY guidance maintained despite weaker US dollar|90-day truce in the trade war between the United States and China|

ORA ORANGE SA
GRF GRIFOLS S.A. CLASS A
BAYN BAYER AG
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
CLNX CELLNEX TELECOM S.A.
NEXI NEXI S.P.A.
05/13/25 May 13, 2025 1 EN
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
HOT HOCHTIEF AG
GRF GRIFOLS S.A. CLASS A
GEBN GEBERIT AG
BAYN BAYER AG
PSPN PSP SWISS PROPERTY AG
UCG UNICREDIT S.P.A.
LEG LEG IMMOBILIEN AG
NN NN GROUP N.V.
GRF.P GRIFOLS S.A. PREF CLASS B
REY REPLY S.P.A.
05/13/25 May 13, 2025 1 EN
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
HOT HOCHTIEF AG
GRF GRIFOLS S.A. CLASS A
GEBN GEBERIT AG
BAYN BAYER AG
PSPN PSP SWISS PROPERTY AG
UCG UNICREDIT S.P.A.
LEG LEG IMMOBILIEN AG
NN NN GROUP N.V.
GRF.P GRIFOLS S.A. PREF CLASS B
REY REPLY S.P.A.
05/13/25 May 13, 2025 1 FR
Carole Braudeau
  • Carole Braudeau
PREMIUM
ORA ORANGE SA
GRF Grifols S.A. C... ... (+7)

Morning Crédit 13/05/2025

Cellnex émet 750 m EUR de nouvelles obligations 2032|Grifols : résultats supérieurs aux attentes au T1 2025, guidance annuelle confirmée malgré la dépréciation du dollar US|Trêve de 90 jours dans la guerre commerciale entre les Etats-Unis et la Chine|

ORA ORANGE SA
GRF GRIFOLS S.A. CLASS A
BAYN BAYER AG
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
CLNX CELLNEX TELECOM S.A.
NEXI NEXI S.P.A.
05/13/25 May 13, 2025 1 FR
Michael B. Schäfer ... (+2)
  • Michael B. Schäfer
  • Stephan Wulf
05/13/25 May 13, 2025 1 EN
Rafael Bonardell
  • Rafael Bonardell
EUR 100.00
BAYN BAYER AG

BAYER: RDOS. 1T’25 Y CAMBIO DE P.O. A LA BAJA (ANÁLISIS BANCO SABADELL...

Rdos. 1T'25 vs 1T'24: Ventas: 13.738 M euros (-0,2% vs -2,0% BS(e) y -1,8% consenso); EBITDA: 4.085 M euros (-7,4% vs -15,5% BS(e) y -15,0% consenso).

05/13/25 May 13, 2025 1 ES
Research Department
  • Research Department
EUR 100.00
BAYN BAYER AG
ANA ACCIONA SA ... (+6)

INFORME DIARIO 13 MAYO + RDOS. ESPAÑA Y EUROPA 1T’25. IDEAS DESTACADAS...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, GRIFOLS, ACCIONA, ACCIONA ENERGÍA, SECTOR ELÉCTRICO Y GASISTA. EUROPA: BAYER, MUNICH RE. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’25 que se publicarán en España y Europa en los próximos días. El mercado se pone en modo eufórico El acuerdo entre EE.UU. y China para reducir los aranceles impuls...

BAYN BAYER AG
ANA ACCIONA SA
UCG UNICREDIT S.P.A.
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
GRF SM GRIFOLS (GRF SM)
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
05/13/25 May 13, 2025 1 ES
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
Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
CS AXA
LR LEGRAND
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
VOLV B VOLVO AB CLASS B
FGR EIFFAGE SA
ABB ABB LTD.
RXL REXEL SA
KBC KBC GROUP N.V.
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
BAYN BAYER AG
SUN SULZER AG
DOKA DORMAKABA HOLDING AG
ASSA B ASSA ABLOY AB CLASS B
ANDR ANDRITZ AG
SAP SAP SE
SIE SIEMENS AG
VOS VOSSLOH AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
AKZA AKZO NOBEL N.V.
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ATCO A ATLAS COPCO AB
04/23/25 April 23, 2025 1 EN
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
ACA CREDIT AGRICOLE SA
CS AXA
LR LEGRAND
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
VOLV B VOLVO AB CLASS B
FGR EIFFAGE SA
ABB ABB LTD.
RXL REXEL SA
KBC KBC GROUP N.V.
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
BAYN BAYER AG
SUN SULZER AG
DOKA DORMAKABA HOLDING AG
ASSA B ASSA ABLOY AB CLASS B
ANDR ANDRITZ AG
SAP SAP SE
SIE SIEMENS AG
VOS VOSSLOH AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
AKZA AKZO NOBEL N.V.
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ATCO A ATLAS COPCO AB
04/23/25 April 23, 2025 1 FR
Michael B. Schäfer ... (+2)
  • Michael B. Schäfer
  • Stephan Wulf
04/23/25 April 23, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
MC LVMH Moet Henne...
DEC JCDECAUX SA ... (+6)

Credit Morning 04/15/2025

Automotive: Trump raises possibility of reprieve on automotive tariffs|LVMH: disappointing Q1 sales|Bayer says glyphosate production could end|

MC LVMH MOET HENNESSY LOUIS VUITTON SE
DEC JCDECAUX SA
GRF GRIFOLS S.A. CLASS A
BAYN BAYER AG
TIT TELECOM ITALIA S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
04/15/25 April 15, 2025 1 EN
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