reports
- Carole Braudeau
- Carole Braudeau
- Jovan Sikimic
- Andreas Riemann
- Jean Danjou
- Jovan Sikimic
- Andreas Riemann
- Jean Danjou
- Ignacio Romero
NEINOR HOMES / AEDAS HOMES: OPA SOBRE AEDAS Y CAMBIO DE RECOMENDACIÓN ...
Revisamos al alza de P.O. y recomendación de Neinor tras anuncio de OPA sobre AEDAS. Neinor ha alcanzado un acuerdo con Castlelake para comprar su participación del 79% en AEDAS a un precio en metálico de 24,48 euros (21,33 euros post dividendo de 3,15 euros, un descuento del -30% sobre NAV y del -9% sobre cierre). Para financiar la operación, que implica OPA sobre el 100% de AEDAS, Neinor asume deuda (750 M euros al 7,25%) y realiza una ampliación de capital (asegurada por sus principales acci...
- Florent Laroche-Joubert
- Manuel Martin
- CEFA
- CREA
- Florent Laroche-Joubert
- Manuel Martin
- CEFA
- CREA
- Research Department
IBERIAN DAILY 17 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS HOMES, AMADEUS, IBERDROLA, NEINOR HOMES. The market recovers European stock markets rallied, driven by the possibility of a de-escalation of the situation in the Middle East. In this regard, Iran would be trying to stop the hostilities through the US in exchange for resuming talks on the nuclear agreement. In the STOXX 600, the best-performing sectors were Travel & Leisure and Banks, whereas defensive sectors like Pharma and Food suffered the biggest drops. On the macro side...
- Research Department
INFORME DIARIO 17 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, AMADEUS, IBERDROLA, NEINOR HOMES. EUROPA: AXA, KERING. El mercado se recupera Rebote en las bolsas europeas, impulsadas por la posibilidad de ver cierta desescalada en la situación de Oriente Medio. En este sentido, Irán estaría intentando detener las hostilidades a través de EE.UU. a cambio de reanudar las conversaciones sobre el pacto nuclear. En el STOXX 600 los mejores sectores fueron Viajes&Ocio y Bancos, mientras que defensivos como Fa...
- Jean Danjou
- Jean Danjou
Neinor launches €1,070mn Tender Offer for AEDAS, redefining the reside...
Neinor launches €1,070mn Tender Offer for AEDAS, redefining the residential real estate landscape Castlelake, owner of a 79% stake in AEDAS, has signed an irrevocable agreement to sell its stake to Neinor for €24.485/sh (€21.335/sh post div.) Acquisition of a premium portfolio with c.€2bn GAV (c.20,200#) at a c.30% NAV discount Conservative underwriting targeting a +20% IRR and 1.8x MOIC, implying significant de-risking and acceleration of Neinor’s Strategic Plan 2023-27: Highly accretive transaction, driving €150mn Earnings uplift over 2025-27 (+40% vs Strategic Plan target and c.+2...
Kering announces the appointment of Luca de Meo as Chief Executive Off...
Kering announces the appointment of Luca de Meo as Chief Executive Officer PRESS RELEASE June 16, 2025 KERING ANNOUNCES THE APPOINTMENT OF LUCA DE MEO AS CHIEF EXECUTIVE OFFICER The Kering Board of Directors, chaired by François-Henri Pinault, today approved the appointment of Luca de Meo as Chief Executive Officer of the Group, as recommended by the Appointments and Governance Committee. This decision, initiated by François-Henri Pinault, marks a decisive step in the evolution of Kering's governance and strengthens the Group's leadership as it enters a new phase ...
Kering annonce la nomination de Luca de Meo au poste de Directeur géné...
Kering annonce la nomination de Luca de Meo au poste de Directeur général COMMUNIQUÉ DE PRESSE 16 juin 2025 KERING ANNONCE LA NOMINATION DE LUCA DE MEO AU POSTE DE DIRECTEUR GÉNÉRAL Le Conseil d’administration de Kering réuni ce jour sous la présidence de François-Henri Pinault a approuvé, sur proposition du Comité des nominations et de la gouvernance, la nomination de Luca de Meo au poste de Directeur général du Groupe. Cette décision, voulue par François-Henri Pinault, marque une étape majeure dans l’évolution de la gouvernance de Kering et renforce le pilotage du Gr...
Kering: Monthly statement on the total number of shares and voting rig...
Kering: Monthly statement on the total number of shares and voting rights (June 2025) KeringSociété anonyme with a share capital of €493,683,112Head office: 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS June 16, 2025 Monthly statement on the total number of shares and voting rights(articles L.233-8 of the French Commercial Code and 223-16 of the General Regulation of the French Financial Markets Authority (AMF – Autorité des Marchés Financiers) DateTotal number ofsharesTotal number of voting rightstheoretical 1exercisable 2June 13, 2025123,420,778176,687,858175,864,273 1 Calculat...
Kering : Publication mensuelle du nombre d’actions composant le capita...
Kering : Publication mensuelle du nombre d’actions composant le capital et du nombre total de droits de vote (Juin 2025) KeringSociété anonyme au capital de 493 683 112 €Siège social : 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS Le 16 juin 2025 Publication mensuelle du nombre d’actions composant le capital et du nombre total de droits de vote(articles L. 233-8 du code de commerce et 223-16 du règlement général de l’AMF) Date d’arrêté desinformationsNombre total d’actionscomposant le capitalNombre total de droits de votethéoriques 1exerçables 213/06/2025123 420 778176 68...
- Jean Danjou
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