reports
- Olfa Taamallah
- Yan Derocles
EQNR EQUINOR ASA
RNO RENAULT SA
KPN ROYAL KPN NV
TKA TELEKOM AUSTRIA AG
HO THALES SA
LONN LONZA GROUP AG
GLE SOCIETE GENERALE S.A. CLASS A
RAND RANDSTAD NV
ALO ALSTOM SA
ASM ASM INTERNATIONAL N.V.
GAS NATURGY ENERGY GROUP S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
UCG UNICREDIT S.P.A.
IBE IBERDROLA SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
VACN VAT GROUP AG
SAP SAP SE
BG BAWAG GROUP AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AM DASSAULT AVIATION
STMN STRAUMANN HOLDING AG
- Olfa Taamallah
- Yan Derocles
EQNR EQUINOR ASA
RNO RENAULT SA
KPN ROYAL KPN NV
TKA TELEKOM AUSTRIA AG
HO THALES SA
LONN LONZA GROUP AG
GLE SOCIETE GENERALE S.A. CLASS A
RAND RANDSTAD NV
ALO ALSTOM SA
ASM ASM INTERNATIONAL N.V.
GAS NATURGY ENERGY GROUP S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
UCG UNICREDIT S.P.A.
IBE IBERDROLA SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
VACN VAT GROUP AG
SAP SAP SE
BG BAWAG GROUP AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AM DASSAULT AVIATION
STMN STRAUMANN HOLDING AG
- Bojan Djurickovic
- Delphine Brault
KNEBV KONE OYJ CLASS B
KPN ROYAL KPN NV
UHR SWATCH GROUP LTD. BEARER
ABB ABB LTD.
RAND RANDSTAD NV
GRF GRIFOLS S.A. CLASS A
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
NEM NEMETSCHEK SE
ASSA B ASSA ABLOY AB CLASS B
ANDR ANDRITZ AG
BHP BHP GROUP LTD
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Delphine Brault
KNEBV KONE OYJ CLASS B
KPN ROYAL KPN NV
UHR SWATCH GROUP LTD. BEARER
ABB ABB LTD.
RAND RANDSTAD NV
GRF GRIFOLS S.A. CLASS A
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
NEM NEMETSCHEK SE
ASSA B ASSA ABLOY AB CLASS B
ANDR ANDRITZ AG
BHP BHP GROUP LTD
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Patrick Steiner
- Jean Danjou
- Oliver Metzger
- Thomas Zlowodzki
- Charlotte Vaisse
- Jean Danjou
- Oliver Metzger
- Thomas Zlowodzki
- Philip Hettich
- Jonathan Lamb
European Oil and Gas Monthly: June 2025 – bullish cues from Hormuz
Brent crude oil prices rose USD 5.8/bbl vs. the previous month, on the fear of a disruption in the Strait of Hormuz. Despite rising crude prices, a strong diesel crack means that the WOOD benchmark also improved, to USD 13.0/bbl, the highest level since March 2024. Petrochemicals margins were lower, but not affected by the high oil prices, as may have been expected.
- Adrien Frachette
NDX1 NORDEX SE
SCHP SECHE ENVIRONNEMENT
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
BFIT BASIC-FIT NV
GIVN GIVAUDAN SA
SBMO SBM OFFSHORE NV
LXS LANXESS AG
VIRP VIRBAC SA
FII LISI SA
SDF K+S AG
BAS BASF SE
SOLB SOLVAY SA
ELIS ELIS SA
SY1 SYMRISE AG
GLB GLANBIA PLC
FDR FLUIDRA S.A.
EVK EVONIK INDUSTRIES AG
ENG ENAGAS SA
ANDR ANDRITZ AG
BNR BRENNTAG SE
INX IMCD N.V.
MAU ETABLISSEMENTS MAUREL & PROM SA
RUI RUBIS SCA
SANT S&T AG
AKZA AKZO NOBEL N.V.
TOM2 TOMTOM NV
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
PLX PLUXEE NV
ARYN ARYZTA AG
- Adrien Frachette
- Christophe-Raphaël Ganet
- Emmanuel Matot
SCHP SECHE ENVIRONNEMENT
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
SOP SOPRA STERIA GROUP SA
PUM PUMA SE
ORA ORANGE SA
GIVN GIVAUDAN SA
SBMO SBM OFFSHORE NV
LXS LANXESS AG
TEP TELEPERFORMANCE SE
VIRP VIRBAC SA
FII LISI SA
EOAN E.ON SE
SDF K+S AG
BAS BASF SE
SOLB SOLVAY SA
ELIS ELIS SA
SY1 SYMRISE AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
FDR FLUIDRA S.A.
EVK EVONIK INDUSTRIES AG
ENG ENAGAS SA
ANDR ANDRITZ AG
BNR BRENNTAG SE
INX IMCD N.V.
RUI RUBIS SCA
SANT S&T AG
ADYEN ADYEN NV
AKZA AKZO NOBEL N.V.
MRNA MODERNA INC.
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
- Adrien Frachette
NDX1 NORDEX SE
SCHP SECHE ENVIRONNEMENT
CVVTF COVESTRO AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
BFIT BASIC-FIT NV
SSAB A SSAB AB CLASS A
GIVN GIVAUDAN SA
SBMO SBM OFFSHORE NV
ARYN ARYZTA AG
SZG SALZGITTER AG
LXS LANXESS AG
VIRP VIRBAC SA
FII LISI SA
VOE VOESTALPINE AG
SDF K+S AG
ACX ACERINOX SA
BAS BASF SE
SOLB SOLVAY SA
ERA ERAMET SA
ELIS ELIS SA
SY1 SYMRISE AG
GLB GLANBIA PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
EVK EVONIK INDUSTRIES AG
ENG ENAGAS SA
ANDR ANDRITZ AG
BNR BRENNTAG SE
INX IMCD N.V.
RIO RIO TINTO PLC
MAU ETABLISSEMENTS MAUREL & PROM SA
BHP BHP GROUP LTD
RUI RUBIS SCA
AMAG AMAG AUSTRIA METALL AG
SANT S&T AG
AKZA AKZO NOBEL N.V.
TOM2 TOMTOM NV
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
VUL VULCAN ENERGY RESOURCES
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
PLX PLUXEE NV
AAL ANGLO AMERICAN PLC
- Adrien Frachette
- Christophe-Raphaël Ganet
- Emmanuel Matot
SCHP SECHE ENVIRONNEMENT
CVVTF COVESTRO AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
SSAB A SSAB AB CLASS A
GIVN GIVAUDAN SA
SBMO SBM OFFSHORE NV
SZG SALZGITTER AG
LXS LANXESS AG
TEP TELEPERFORMANCE SE
VIRP VIRBAC SA
FII LISI SA
VOE VOESTALPINE AG
EOAN E.ON SE
SDF K+S AG
ACX ACERINOX SA
BAS BASF SE
SOLB SOLVAY SA
ERA ERAMET SA
ELIS ELIS SA
SY1 SYMRISE AG
NDA AURUBIS AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
EVK EVONIK INDUSTRIES AG
ENG ENAGAS SA
ANDR ANDRITZ AG
BNR BRENNTAG SE
INX IMCD N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
RUI RUBIS SCA
AMAG AMAG AUSTRIA METALL AG
SANT S&T AG
ADYEN ADYEN NV
AKZA AKZO NOBEL N.V.
MRNA MODERNA INC.
VUL VULCAN ENERGY RESOURCES
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
AAL ANGLO AMERICAN PLC
- Adrien Frachette
- Christophe-Raphaël Ganet
ODDO : Profiter du momentum des SMID, repondérer les défensives
La surperformance des Small&Midcaps au S1 reste marquée par un contexte de i/ momentum sans dynamique haussière (sauf peut-être en Italie ou en Espagne), alors que les devises impacteront T2&T3, ii/ géopolitique instable, iii/ fébrilité : les 2 plus grandes puissances économiques (Chine et USA) sont en phase de pivot et/ou présentent certaines fragilités, iv/ valorisations toujours attractives (décote de 30% par rapport aux large caps, et multiples sous leurs niveaux historiques). Nous sommes ra...
- Oleg Galbur
- Adrien Frachette
- Christophe-Raphaël Ganet
ODDO : Seizing SMID momentum, reweighting defensive profiles
The outperformance of small and mid caps in H1 was marked by i/ the absence of upward revision momentum (except perhaps in Italy and Spain), while forex effects are set to dent Q2 and Q3, ii/ geopolitical turmoil, iii/ a jittery market: the two biggest economic powers (China and the US) are in a period of transition and/or showing signs of weakness, iv/ attractive valuations (30% discount to large caps and multiples below historical levels). We are reasonably optimistic about small and mid caps ...
Orlen S.A: 2 directors
Two Directors at Orlen S.A bought 4,010 shares at between 76.890PLN and 77.000PLN. The significance rating of the trade was 54/100. 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 ...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
MSCI ACWI and EM Breakouts; Upgrading Korea to Overweight We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass). We will maintain our bullish view as long as market dynamics remain healthy and the SPX and ACWI-US are above 5700-5785 and $120-$121 (up from 5500 and $115). ACWI-US is now breaking out above 6-month resistance to all-time highs and EEM-US is breaking above $47, further confirming our bullish outl...
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