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- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Cedric Rossi
- Clement Genelot
- Loic Morvan
On the shelves now: Consumer Weekly #71
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 how tariffs have dominated recent earnings calls over other topics such a
- Research Department
INFORME DIARIO 26 MAYO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: OHLA, SECTOR BANCARIO ESPAÑA, SECTOR ELÉCTRICO. EUROPA: AIRBUS, UNICREDIT. El riesgo arancelario volvió a escena Las bolsas americanas siguieron tomando beneficios ante la difícil situación fiscal en EE.UU. Mientras, los mercados europeos cedieron desde los máximos tras la nueva amenaza arancelaria de D. Trump a la UE con tarifas del 50% a partir del 1 de junio. Con todo, esta mañana el presidente americano aceptó postergar el arancel del 50% a Eur...
- Clement Genelot
Food for thought on Ahold Delhaize's aborted acquisition talks with Ca...
Ahold Delhaize is said to have approached Carrefour in late 2024 before walking away in January 2025. The failed discussions are positive for us as a deal would have totally transformed Ahold Delhaize's equity story from "defensive/yield" to a tentative and very risky "growth/recovery" with a likel
- Carole Braudeau
Credit Morning 05/22/2025
VF Corp announces disappointing guidance following Q4 results|Elior : faster debt reduction and higher-than-expected profitability in H1 24/25, but organic growth below targets|Crédit Agricole acquires 9.9% stake in Crelan and signs a long-term strategic partnership|Consob suspends Unicredit’s Banco BPM bid for 30 Days|
- Carole Braudeau
Morning Crédit 22/05/2025
VF Corp annonce des guidances décevantes après la publication de son T4|Elior : accélération du désendettement et rentabilité plus élevée que prévue au S1 24/25, mais la croissance organique a été en-dessous des objectifs|Crédit Agricole prend 9.9% du capital de Crelan et signe un accord de partenariat à long terme|La Consob a suspendu pour 30 jours l’OPE d’Unicredit sur BPM|
- Carole Braudeau
- Martin Marandon-Carlhian
- Stephane Houri
- Carole Braudeau
- Jakub Krawczyk
- Jakub Krawczyk
- Martin Marandon-Carlhian
- Stephane Houri
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Clement Genelot
Food Retail: trade war lifted multiples, beware of future sector rotat...
European food retail enjoyed a paradoxical 1.5x P/E expansion vs. deteriorating earnings trend YTD now turning negative, fuelled by a sector rotation with investors looking for defensive stocks. With trade wars easing, we have reviewed the valuation, earnings momentum and sector indicators for each
- Ahmed Ben Salem
EQNR EQUINOR ASA
ENGI ENGIE SA.
GALP GALP ENERGIA SGPS SA CLASS B
GFC GECINA SA
ALV ALLIANZ SE
ITRK INTERTEK GROUP PLC
ENI ENI S.P.A.
RWE RWE AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
SPSN SWISS PRIME SITE AG
SIE SIEMENS AG
BP. BP P.L.C.
DNP DINO POLSKA S.A.
LAND LAND SECURITIES GROUP PLC
SHEL SHELL PLC
NOVO B NOVO NORDISK A/S
AGN AEGON N.V.
- Ahmed Ben Salem
EQNR EQUINOR ASA
ENGI ENGIE SA.
GALP GALP ENERGIA SGPS SA CLASS B
GFC GECINA SA
ALV ALLIANZ SE
ITRK INTERTEK GROUP PLC
ENI ENI S.P.A.
RWE RWE AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
SPSN SWISS PRIME SITE AG
SIE SIEMENS AG
BP. BP P.L.C.
DNP DINO POLSKA S.A.
LAND LAND SECURITIES GROUP PLC
SHEL SHELL PLC
NOVO B NOVO NORDISK A/S
AGN AEGON N.V.
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