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Carole Braudeau
  • Carole Braudeau

Morning Crédit 17/12/2025

Nouvelles rumeurs spéculatives sur le capital de Rexel (La Lettre)|S&P relève le rating corporate de Grifols de B+ à BB-/stable|

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 3Q25 – Autos: Limited near-term visibility, but our cycle thesis...

Today, we are publishing the Automotive section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Auto demand came in above expectations, with limited signs of an air-pock...

Carole Braudeau
  • Carole Braudeau

Credit Morning 11/25/2025

Bertrand Franchise : 11.5% growth in Q3 2025 EBITDA, offsetting the decline in H1 2025|Zegona : satisfactory results in H1 2026, agreement to sell 40% of Fiberpass to AXA IM|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 25/11/2025

Bertrand Franchise : EBITDA en hausse +11.5% au T3 25, rattrapant la baisse du S1 25|Zegona : résultats satisfaisants au S1 2026, accord pour la cession de 40% de Fiberpass à AXA IM|

Carole Braudeau
  • Carole Braudeau

Credit Morning 11/05/2025

Altice France has reportedly launched the sale of Netco (L’Informé)|Ban on thermal vehicles in Europe after 2035: the debate is reignited|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 05/11/2025

Altice France aurait lancé la vente de Netco (L’Informé)|Interdiction du thermique en Europe après 2035 : le débat est relancé|

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