We hosted our 29th ODDO BHF Forum in Lyon on 8 and 9 January 2026. In total, 220 companies presented over the two days. In the following note, we provide some initial feedback from the companies on Day 2, in addition to Day 1 feedback (Link to Day 1 feedback). Key positive companies were Corbion, DEME, Elia Group, Knorr Bremse, Sulzer, Séché Environnement, Fraport, Vallourec and TUI. More cautious companies were Arkema, Fastned, INWIT, Manitou, Roche Bobois, Téléperformance, and Colonial SFL. T...
ALSTOM S.A: Half-year liquidity contract statement for Alstom PRESS RELEASE 7 January 2026 – Under the liquidity contract entrusted by Alstom to Rothschild Martin Maurel, as of December 31, 2025, the following resources appeared in the liquidity account: 0 security€17 980 635 Over the period from 2025/07/01 to 2025/12/31, the number of transactions processed is as follows: Number of transactions carried outNumber of securities tradedAmount of transactions (in €) Buy18,1325,521,744120,335,974.01Sell23,8245,521,744120,329,409.53 As of June 30th, 2025, the following resources appeared i...
ALSTOM S.A : Communiqué établissant le bilan semestriel du contrat de liquidité de la société Alstom 7 janvier 2026 – Au titre du contrat de liquidité confié par la société Alstom à Rothschild Martin Maurel, à la date du 31 décembre 2025, les moyens suivants figuraient au compte de liquidité : 0 Titre17 980 635 € Sur la période du 01/07/2025 au 31/12/2025, il a été négocié un total de : Nombre de transactions effectuéesNombre de titres échangésMontant en € des transactions Achat18,1325,521,744120,335,974.01Vente23,8245,521,744120,329,409.53 Il est rappelé qu’au 30 juin 2025, les moyens ...
NEWS SUMMARY: INDRA, REPSOL, TALGO. Geopolitical turbulence The first session of the year kicked off with gains for European stock markets, underpinned by the positive performance of Asian stock exchanges and renewed confidence in artificial intelligence. In the STOXX 600, Technology and Autos led gains vs. Real Estate and Media that were the worst performers in relative terms. On the macro side, in the euro zone, November’s M3 rose more than expected, whereas December’s final manufacturing PMI...
ALSTOM S.A: Alstom awarded three contracts for a total value of approximately €2.5bn 05 January 2026 – Alstom, global leader in smart and sustainable mobility, announces that it has received three contracts: A contract for the supply of rolling stock to a customer in the Americas region for approximately €1.4bn.A contract for the supply of rolling stock to a customer in the Europe region as part of a framework agreement for approximately €0.6bn.A contract for the supply of additional rolling stock and the associated maintenance to a customer in the Europe region for approximately €0.5bn. ...
ALSTOM S.A : Alstom remporte trois contrats pour un montant total d’environ 2,5 milliards d’euros 05 janvier 2026 – Alstom, leader mondial de la mobilité intelligente et durable, annonce avoir reçu trois commandes : Une commande pour la fourniture de matériel roulant à un client dans la région Amériques pour environ 1,4 milliards d’eurosUne commande associée à un accord cadre pour la fourniture de matériel roulant à un client dans la région Europe pour environ 0,6 milliard d’eurosUne commande pour la fourniture de matériel roulant supplémentaire et la maintenance associée à un client dans ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDRA, REPSOL, TALGO EUROPA: AIRBUS. Turbulencias en la esfera geopolítica La primera sesión del año comenzó con ganancias para las bolsas europeas apoyadas en el buen tono de los mercados asiáticos y una mayor confianza sobre la IA. En el STOXX 600, Tecnología y Autos registraron los mayores avances, frente a Inmobiliario y Media que fueron los peores sectores en relativo. Por el lado macro, la Eurozona la M3 de noviembre avanzó más de lo esperado,...
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