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Carole Braudeau
  • Carole Braudeau
LHN HOLCIM AG
AC ACCOR SA ... (+12)

Credit Morning 10/24/2025

IGH: strong EBITDA decrease amid continued challenging market conditions|Nexity: a Q3 without surprises and without progress|URW: a solid Q3, accompanied by a new CEO, an acquisition and higher targets|

Carole Braudeau
  • Carole Braudeau
LHN HOLCIM AG
AC ACCOR SA ... (+12)

Morning Crédit 24/10/2025

IGH: strong EBITDA decrease amid continued challenging market conditions|Nexity : un T3 sans surprise et sans progrès|URW : un T3 solide, accompagné d’un nouveau CEO, d’une acquisition et d’une hausse des objectifs|

 PRESS RELEASE

Unibail-Rodamco-Westfield sets CEO succession in 2026

Unibail-Rodamco-Westfield sets CEO succession in 2026 Paris, October 23, 2025 Press release Unibail-Rodamco-Westfield sets CEO succession in 2026 Vincent Rouget, currently Chief Strategy & Investment Officer and acting as COO Europe, appointed CEO and Chairman of the Management Board as from January 1, 2026 Decision reflects the strong position of the business and positive trajectory under ‘A Platform for Growth’ 2025-28 business plan, established by Jean-Marie Tritant, CEO and Chairman of the Management Board since 2021, who will lead the transition through the end of the year ...

 PRESS RELEASE

UNIBAIL-RODAMCO-WESTFIELD Q3-2025 TRADING UPDATE

UNIBAIL-RODAMCO-WESTFIELD Q3-2025 TRADING UPDATE Paris, October 23, 2025 Press release UNIBAIL-RODAMCO-WESTFIELD Q3-2025 TRADING UPDATE UPGRADED GUIDANCE AND FLAGSHIP ASSET ACQUISITION ADVANCING ‘A PLATFORM FOR GROWTH’ 2025–28 PLAN Solid operating performance in 9M-2025 Tenant sales up +3.4%1 and footfall up +1.8% MGR uplift of +6.7% on top of indexed passing rents+11.0% increase in signed rent per sqm, showing focus on high value leasesLike-for-like Shopping Centres GRI up +2.4%, consistent with H1-2025 Complete delivery in September of Coppermaker Square residential scheme in ...

Martial Descoutures ... (+2)
  • Martial Descoutures
  • Oussema Denguir
Martial Descoutures ... (+2)
  • Martial Descoutures
  • Oussema Denguir
Arancha Pineiro
  • Arancha Pineiro

KERING: VENTAS 3T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'25 vs 3T'24: Ventas: 3.415 M euros (-9,8% vs -12,3% BS(e) y -12,4% consenso); Rdos. 9meses'25 vs 9meses'24: Ventas: 11.002 M euros (-14,1% vs -14,8% BS(e) y -14,9% consenso).

Research Department
  • Research Department

INFORME DIARIO 23 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, CAF, GREENING, INDRA, REDEIA. EUROPA: KERING, NOKIA, SAP. 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. 3T’25 que se publicarán en España y Europa en los próximos días. Pausa en las subidas Jornada de transición en las bolsas europeas, que cerraron con pérdidas (a excepción del Ibex, que se ac...

 PRESS RELEASE

Kering: Press release - 2025 Third-quarter revenue

Kering: Press release - 2025 Third-quarter revenue PRESS RELEASE   October 22, 2025 REVENUE FOR THE THIRD QUARTER OF 2025 Group revenue: €3,415 milliondown 10% as reported and down 5% on a comparable basis “Kering’s third-quarter performance, while representing a clear sequential improvement, remains far below that of the market. This reinforces my determination to work on all dimensions of the business to return our Houses and the Group to the prominence they deserve. We are working relentlessly on our turnaround, as shown by our recent decisions.” Luca de Meo, CEO G...

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