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Thales: 1 director

A director at Thales bought 500 shares at 239.100EUR and the significance rating of the trade was 62/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing ...

Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Carole Braudeau
  • Carole Braudeau

Credit Morning 07/23/2025

Auchan: First-half sales are expected to fall by 3.3% in France (Olivier Dauvers)|Retail sales in France fell sharply in June, hit by the heatwave and one less Saturday.|ams OSRAM: € 500m private placement of new 2029 notes, preliminary Q2 figures in line|Unicredit withdraws its bid for Banco BPM and publishes strong Q2 results|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 23/07/2025

Auchan : le chiffre d’affaires reculerait de -3,3% en France au S1 (Olivier Dauvers)|Forte baisse des ventes retail en France en juin, pénalisées par la canicule et un samedi de moins|ams OSRAM : placement privé de 500 m EUR d’obligations 2029, chiffres préliminaires au T2 en ligne|Unicredit renonce à son offre sur Banco BPM et publie de solides résultats T2|

Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/SAP, KPN

KPN reports strong 2Q25 results, SAP reports strong 2Q25 results.

Research Department
  • Research Department

SAP: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: Ventas: 9.027 M euros (+8,9% vs +9,2% consenso); EBIT: 2.568 M euros (+32,4% vs +25,5% consenso).

Research Department
  • Research Department

INFORME DIARIO 23 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMPER, ENCE, FCC, IBERDROLA, INDRA, GLOBAL DOMINION, METROVACESA. EUROPA: NOKIA, SAP, UNICREDIT. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Trump anuncia un acuerdo comercial con Japón A excepción del Ibex, que se mantuvo plano, nueva jorn...

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