reports
- Carole Braudeau
- Carole Braudeau
ALSTOM S.A: Alstom to supply 23 electric Coradia Stream trains with 10...
ALSTOM S.A: Alstom to supply 23 electric Coradia Stream trains with 10-year associated maintenance to Hellenic Train in Greece Project’s overall goal is to modernise Greek passenger rail servicesThe contract is valued at 393 million euros, including maintenance1The trains will be used for both suburban and intercity routes 22 December 2025 – Alstom, global leader in smart and sustainable mobility, has signed a contract with Hellenic Train, the main private railway company in Greece, for the supply of 23 Coradia Stream Electric Multiple Units (EMUs). The contract, valued at €393 million, i...
ALSTOM S.A : Alstom va fournir 23 trains électriques Coradia Stream av...
ALSTOM S.A : Alstom va fournir 23 trains électriques Coradia Stream avec un contrat de maintenance de 10 ans à Hellenic Train en Grèce L'objectif global du projet est de moderniser les services ferroviaires grecs de transport de passagersLe contrat est évalué à 393 millions d'euros, maintenance comprise1Les trains seront utilisés à la fois pour les lignes suburbaines et interurbaines 22 décembre 2025 – Alstom, leader mondial de la mobilité intelligente et durable, a signé un contrat avec Hellenic Train, la principale compagnie ferroviaire privée en Grèce, pour la fourniture de 23 rames au...
- Carole Braudeau
Credit Morning 12/22/2025
Paris prosecutor's office launches probe into Uranium theft from Somaïr in Niger|Maxeda: weak Q3 results and announcement of restructuring process|Coty appoints Markus Strobel as new chairman and interim CEO|Golden Goose: HSG acquires majority stake|The Belgian government is considering increasing its stake in Ageas according to the Belgian newspaper de Tijd|
- Carole Braudeau
Morning Crédit 22/12/2025
Enquête du parquet de Paris sur le vol d’Uranium de la Somaïr au Niger|Maxeda : faibles résultats T3 et annonce du processus de restructuration|Coty nomme Markus Stroble comme nouveau Chairman et CEO par interim|Golden Goose : HSG acquiert une part majoritaire au capital|Le gouvernement belge envisageait d'augmenter sa participation dans Ageas selon le journal belge De Tijd|
Moody's Ratings changes the outlook on thyssenkrupp AG to stable from ...
Moody's Ratings (Moody's) has today affirmed the Ba3 Corporate Family Rating (CFR) and Ba3-PD Probability of Default Rating (PDR) of thyssenkrupp AG (tk). We have also affirmed the (P)Ba3 rating on tk's senior unsecured EMTN Programme, the Ba3 rating of its senior unsecured notes, its NP commercial ...
- James Ratzer
Cellnex vs. Telefonica Cellnex (Buy, €34, +32%) Telefonica (Reduce, ...
On Wednesday, we published our European Telecoms Year Ahead note for 2026. In that note, we upgraded Cellnex to a Buy, as we think the market’s worst fears on growth are overdone, and we downgraded Telefonica to a Reduce, as we fear the low cashflow growth outlook is not being properly priced in. However, in that sector report, we missed out one important aspect to back up this diverging view of value and we now highlight that here.
- Christian Arnold
- Ghada Ben Sedrine
- Nicolas David
ACN ACCENTURE PLC CLASS A
SRT3 SARTORIUS AG PREF
RBI RAIFFEISEN BANK INTERNATIONAL AG
MONC MONCLER SPA
DIM SARTORIUS STEDIM BIOTECH SA
EMSN EMS-CHEMIE HOLDING AG
SIE SIEMENS AG
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SDZ SANDOZ GROUP AG
AENA AENA S.M.E. SA
- Christian Arnold
- Ghada Ben Sedrine
- Nicolas David
ACN ACCENTURE PLC CLASS A
SRT3 SARTORIUS AG PREF
RBI RAIFFEISEN BANK INTERNATIONAL AG
MONC MONCLER SPA
DIM SARTORIUS STEDIM BIOTECH SA
EMSN EMS-CHEMIE HOLDING AG
SIE SIEMENS AG
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SDZ SANDOZ GROUP AG
AENA AENA S.M.E. SA
- Andreas Riemann
- Geoffroy Michalet
- Geoffroy Michalet
- Carole Braudeau
- Carole Braudeau
- Ben Rickett
- James Ratzer
- Russell Waller
Cellnex (Buy, €34, +34%) Inwit (Buy, €11.8, +56%) Both upgraded to BU...
Yesterday, we published our sector lookahead for EU telecoms names for 2026. There is a lot of material in the report, but as part of the review, we upgraded Cellnex and Inwit to Buy for the first time since 2017 and 2023 respectively.
ALSTOM S.A: Alstom awarded 1.0 billion euro share of Suburban Rail Loo...
ALSTOM S.A: Alstom awarded 1.0 billion euro share of Suburban Rail Loop East Line Contract in Melbourne, Australia A global 4.9 billion euro contract (8.8 billion Australian dollars) awarded by the Suburban Rail Loop Authority to the TransitLinX Alliance consisting of Alstom, John Holland, KBR, WSP and RATP Dev.Alstom’s 1.0 billion euro1 (1.8 billion Australian dollars) share includes 13 automated Metropolis metro trains with 15-year maintenance, the Urbalis Communications Based Train Control (CBTC) system, cybersecurity, wired and wireless communications, stations platform screen doors, a...
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