reports
- Carole Braudeau
Credit Morning 12/19/2024
Afflelou: topflight first quarter, leverage below 5x|Fnac Darty: € 109m fine from France's competition authority, slightly higher than the provision.|Maxeda: a better Q3, € 13m bond buyback|Eutelsat Group: S&P cuts the corporate rating to B-/stable from B-/stable|Atos compltes its financial restructuring, S&P raises the corporate rating to B-/stable from SD|
SCHP SECHE ENVIRONNEMENT
CEC CECONOMY AG
ETL EUTELSAT COMMUNICATIONS SA
CA CARREFOUR SA
ATO ATOS SE
POM PLASTIC OMNIUM SE
FNAC FNAC DARTY SA
G ASSICURAZIONI GENERALI S.P.A.
GRF GRIFOLS S.A. CLASS A
VOW3 VOLKSWAGEN AG PREF
TIT TELECOM ITALIA S.P.A.
SPM SAIPEM S.P.A.
CO CASINO GUICHARD-PERRACHON
- Carole Braudeau
Morning Crédit 19/12/2024
Afflelou : un très bon premier trimestre, levier en-dessous de 5x|Fnac Darty : amende de 109 m EUR de l’Autorité de la concurrence, un peu supérieure à la provision|Maxeda : un meilleur T3, rachat de 13 m EUR d’obligations|Eutelsat Group : S&P degrade le rating corporate de B/stable à B-/stable|Atos finalise sa restructuration financière, S&P relève le rating corporate de SD à B-/stable|
SCHP SECHE ENVIRONNEMENT
CEC CECONOMY AG
ETL EUTELSAT COMMUNICATIONS SA
CA CARREFOUR SA
ATO ATOS SE
POM PLASTIC OMNIUM SE
FNAC FNAC DARTY SA
G ASSICURAZIONI GENERALI S.P.A.
GRF GRIFOLS S.A. CLASS A
VOW3 VOLKSWAGEN AG PREF
TIT TELECOM ITALIA S.P.A.
SPM SAIPEM S.P.A.
CO CASINO GUICHARD-PERRACHON
- Geoffroy Michalet
- Geoffroy Michalet
- Emna Ben Bdira
- Maxime Kogge
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
SAN SANOFI
ERA ERAMET SA
NDA AURUBIS AG
FTON FEINTOOL INTERNATIONAL HOLDING AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
- Emna Ben Bdira
- Maxime Kogge
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
SAN SANOFI
ERA ERAMET SA
NDA AURUBIS AG
FTON FEINTOOL INTERNATIONAL HOLDING AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
- Christophe-Raphaël Ganet
- Christophe-Raphaël Ganet
- Geoffroy Michalet
- Geoffroy Michalet
- Carole Braudeau
- Carole Braudeau
- Cedric Rossi
- Clement Genelot
- Loic Morvan
- Philippine Adam
On the shelves now: Consumer Weekly #52
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. For the last Consumer Weekly of 2024, we look at the normal inertia effect between improving US
- Julian Dobrovolschi
- Julian Dobrovolschi
- Geoffroy Michalet
Casino : Still too early to revisit the stock amid hefty debt, despite...
Casino unveiled a new 2028 strategic plan at a time when financial resources remain strained. Even if the group were to see its plan through (perfect execution scenario, steady underlying market), the debt burden would still be too heavy to justify a rerating. We believe a new restructuring program and/or capital increase would be needed to slash the group's debt and bring it back into line with market financial standards. We are leaving our target price unchanged at € 0.05 and maintaining our U...
- Geoffroy Michalet
Casino : Toujours trop tôt malgré le plan stratégique 2028, le groupe ...
Dans un contexte de contraintes financières, Casino a annoncé un plan stratégique à 2028. Même si le groupe parvenait à le réaliser (exécution parfaite et marché sous-jacent stable), il resterait trop endetté pour un rerating. Nous estimons qu’une nouvelle restructuration et/ou augmentation de capital seront nécessaires pour le remettre dans les standards financiers du marché. OC à 0.05 € et recommandation Sous-performance maintenus.
- Cedric Rossi
- Clement Genelot
- Loic Morvan
- Philippine Adam
On the shelves now: Consumer Weekly #51
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week we look at the new record high reached by online shopping during the Cyber Week 2024.
Disclosure of total number of voting rights and number of shares in th...
Disclosure of total number of voting rights and number of shares in the capital at October 31, 2024 French limited company (Société anonyme) with registered capital of 106,862,389.20 eurosRegistered office: 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisLegal Entity Identifier: 529900JI1GG6F7RKVI53 Disclosure of total number of voting rights and number of sharesin the capital at October 31, 2024 Pursuant to article L-233-8 II of the French “Code de Commerce” and 223-16 of the AMF's General Regulations: Total number of shares534,311,946Number of real voting rights (excluding treasury s...
- Carole Braudeau
Credit Morning 12/04/2024
Orano a perdu le contrôle opérationnel de la SOMAIR au Niger|Casino Group sells €77m of real estate assets to Groupement Les Mousquetaires|Auchan completes the sale of a 47% stake in its Hungarian subsidiary.|Flos B&B Italia increases issuance size to exercise 103% call on 10% of the 2028 senior secured notes|Iliad: exclusive talks with InfraVia to sell 50% of Opcore at an EV of € 860m|
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