reports
Intesa Sanpaolo S.p.A.: 1 director
A director at Intesa Sanpaolo S.p.A. sold 158,273 shares at 4.866EUR and the significance rating of the trade was 100/100. 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...
- ING Helpdesk
- Hans D’Haese
- Maxime Stranart
Colruyt/Divestment of loss-making French activity/BUY
We reiterate our BUY on Colruyt but reduce our target price from €45.5 to €44 following Colruyt's FY24/25 results. We believe that the competitive environment should improve for Colruyt in the upcoming months, noting (1) we lap tough comps on competitors opening stores on Sundays; (2) Colruyt will open its 146 OKay stores on Sunday as of early 2026, thanks to a change in Belgian regulation; and (3) reduced GDP growth forecasts in Belgium, which should benefit discounters. Valuation remains undem...
Colruyt Group N.V: 1 director
A director at Colruyt Group N.V bought 10,750 shares at 36.900EUR and the significance rating of the trade was 90/100. 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 cle...
- Ahmed Ben Salem
- Jeremy Garnier
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
BOSS HUGO BOSS AG
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
NDA AURUBIS AG
UCG UNICREDIT S.P.A.
AXS ACCSYS TECHNOLOGIES
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
DSC1 DUTCH STAR C SHAR
OVH OVH GROUPE
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
- Ahmed Ben Salem
- Jeremy Garnier
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
UCG UNICREDIT S.P.A.
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
- Ahmed Ben Salem
- Jeremy Garnier
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
BOSS HUGO BOSS AG
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
NDA AURUBIS AG
UCG UNICREDIT S.P.A.
AXS ACCSYS TECHNOLOGIES
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
CLA CLARANOVA SE
DSC1 DUTCH STAR C SHAR
OVH OVH GROUPE
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
- Ahmed Ben Salem
- Jeremy Garnier
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
UCG UNICREDIT S.P.A.
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Wim Lewi
- Michiel Declercq
Colruyt On the right track, but challenges remain
Last week, Colruyt published its FY24/25 results. While the results were in line with expectations, the outlook disappointed on the back of a challenging competitive environment. Despite the ongoing difficulties, we welcome the recently signed agreement to divest around 80% of its French stores. We expect that a full exit from the French market will enhance margins by around 40–50 basis points in FY26/27. Additionally, the transaction multiple is in line with market valuations. Incorporating the...
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
Alstom S.A: Alstom to supply 96 additional RER NG trainsets for the Îl...
Alstom S.A: Alstom to supply 96 additional RER NG trainsets for the Île-de-France Mobilités RER D line This order for approximately 1.7 billion euro, formalised by SNCF Voyageurs, follows the vote on the financing agreement by Île-de-France Mobilités Board of Directors on 10 April 2025Alstom is delighted with this order, which demonstrates the renewed confidence of Île-de-France Mobilités and SNCF Voyageurs in this new-generation rolling stock RER NG is in service on the RER E line since November 2023 and on the RER D line since December 2024. 23 June 2025 – Alstom, global leader in smart ...
Alstom S.A : Alstom fournira 96 rames RER NG supplémentaires pour la l...
Alstom S.A : Alstom fournira 96 rames RER NG supplémentaires pour la ligne RER D du réseau Île-de-France Mobilités Cette commande d’environ 1,7 milliard d’euros, formalisée par SNCF Voyageurs, fait suite au vote de la convention de financement par Île-de-France Mobilités lors de son Conseil d’Administration du 10 avril 2025.Alstom se réjouit de cette commande qui témoigne de la confiance renouvelée par Île-de-France Mobilités et SNCF Voyageurs dans ce matériel de nouvelle génération. Le RER NG circule sur la ligne RER E depuis novembre 2023 et sur la ligne RER D depuis décembre 2024. 23 ju...
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Jean Danjou
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