reports
- Bruno Cavalier
- Martin Marandon-Carlhian
- Stephane Houri
MT ARCELORMITTAL SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
OTP OTP BANK NYRT
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Bruno Cavalier
- Martin Marandon-Carlhian
- Stephane Houri
MT ARCELORMITTAL SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
OTP OTP BANK NYRT
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
Orange: Appointments to the Executive Committee of Orange
Orange: Appointments to the Executive Committee of Orange Press ReleaseParis, 5 May 2025 Appointments to the Executive Committee of Orange Jérôme Hénique is appointed Executive Vice President, CEO of Orange France.Yasser Shaker is appointed Executive Vice President, CEO of Orange Africa and the Middle East. Orange announces today changes within the Group's Executive Committee. Jérôme Hénique, currently Executive Vice President, CEO of Orange Middle East and Africa, is appointed Executive Vice President, CEO of Orange France, effective from 1 June 2025. He will remain a member of the Gr...
Orange: Nominations au Comité exécutif d’Orange
Orange: Nominations au Comité exécutif d’Orange Communiqué de presseParis, le 5 mai 2025 Nominations au Comité exécutif d’Orange Jérôme Hénique est nommé Directeur Exécutif, CEO d’Orange FranceYasser Shaker est nommé Directeur Exécutif, CEO d’Orange Afrique et Moyen-Orient Orange annonce, ce jour, des évolutions au sein du Comité exécutif du Groupe. Jérôme Hénique, actuel Directeur Exécutif, CEO d’Orange Afrique et Moyen-Orient, est nommé Directeur Exécutif, CEO d’Orange France à compter du 1er juin 2025. Il restera membre du Comité exécutif du Groupe et rattaché à Christel Heydemann, D...
- Ben Harwood
- Pierre FerraguÊ
Tariffs: Autos, Industrials, and Infineon: the baseline & what's next
Evaluating the consequences of tariffs is challenging. As we strengthen our understanding of the tech supply chain, we follow-up on our initial analysis to evaluate the impact on Infineon, as well as the broader Auto and Industrial market. This note follows recent ones we published on Nvidia, Broadcom, Intel/AMD, Semicap & TSMC. Read also our broader notes on tariffs: our baseline thesis for an overall perspective, and our assessment of the macro risk.
Orange: Orange Business and Shiftmove enter exclusive negotiations for...
Orange: Orange Business and Shiftmove enter exclusive negotiations for the acquisition of Océan by Shiftmove Press ReleaseParis, April 30th 2025 Orange Business and Shiftmove enter exclusive negotiations for the acquisition of Océan by Shiftmove Orange Business and Shiftmove announce that they have signed an exclusivity agreement for the acquisition of the Océan business by Shiftmove. Océan is the Fleet Management activity of Orange Business, currently supporting thousands of corporate clients and public organizations in the efficient management of their vehicle fleets, machinery and tru...
Orange: Orange Business et Shiftmove entrent en négociation exclusive ...
Orange: Orange Business et Shiftmove entrent en négociation exclusive en vue de l’acquisition de l’activité Océan par Shiftmove Communiqué de presseParis, 30 avril 2025 Orange Business et Shiftmove entrent en négociation exclusive en vue de l’acquisition de l’activité Océan par Shiftmove Orange Business et Shiftmove annoncent avoir signé un accord d’exclusivité en vue de l’acquisition de l’activité Océan par Shiftmove. Océan est l’activité de Fleet Management d’Orange Business qui accompagne aujourd’hui des milliers de clients entreprises et collectivités dans la gestion efficace de leu...
- Marc Hesselink
- CFA
- Thymen Rundberg
Philips/We expect a slow start in 2025/HOLD
Philips reported a slightly disappointing back end loaded FY25 outlook. We lower our estimates and cut our target price to €24 per share (from €25). We are below consensus for 1Q25. We stick to our HOLD rating as: (1) current trading conditions are weak; (2) significant restructuring and consent decree charges will continue to impact FCF and (3) valuation looks fair compared to peers.
- Carole Braudeau
- Carole Braudeau
- Bruno Cavalier
- Michael B. Schäfer
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
GALP GALP ENERGIA SGPS SA CLASS B
CLN CLARIANT AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GLE SOCIETE GENERALE S.A. CLASS A
LXS LANXESS AG
EL ESSILORLUXOTTICA SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
SDF K+S AG
WIZZ WIZZ AIR HOLDINGS PLC
BAS BASF SE
EZJ EASYJET PLC
SY1 SYMRISE AG
WPP WPP PLC
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
EVK EVONIK INDUSTRIES AG
MONC MONCLER SPA
MAP MAPFRE SA
STR STRABAG SE
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ABI ANHEUSER-BUSCH INBEV SA/NV
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
8TRA TRATON SE
FPE3 FUCHS PETROLUB SE
AF AIR FRANCE - KLM
- Bruno Cavalier
- Michael B. Schäfer
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
GALP GALP ENERGIA SGPS SA CLASS B
CLN CLARIANT AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GLE SOCIETE GENERALE S.A. CLASS A
LXS LANXESS AG
EL ESSILORLUXOTTICA SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
SDF K+S AG
WIZZ WIZZ AIR HOLDINGS PLC
BAS BASF SE
EZJ EASYJET PLC
SY1 SYMRISE AG
WPP WPP PLC
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
EVK EVONIK INDUSTRIES AG
MONC MONCLER SPA
MAP MAPFRE SA
STR STRABAG SE
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ABI ANHEUSER-BUSCH INBEV SA/NV
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
8TRA TRATON SE
FPE3 FUCHS PETROLUB SE
AF AIR FRANCE - KLM
Philips provides update on the Annual General Meeting of Shareholders ...
Philips provides update on the Annual General Meeting of Shareholders 2025 Agenda April 25, 2025 Amsterdam, the Netherlands – (NYSE: PHG, AEX: PHIA) provides an update on the Annual General Meeting 2025 which has been convened on March 24, 2025 (AGM). As previously announced, the AGM agenda includes the proposal to appoint Mr Bob White (American, 1962) as a new member of the Supervisory Board, with effect from May 8, 2025, given his extensive expertise and experience in health technology and quality. Since the company published the agenda for the AGM, Mr White has been nominated to be...
- Maissa Keskes
- Stephane Houri
AC ACCOR SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
DG VINCI SA
CA CARREFOUR SA
ADP AEROPORTS DE PARIS SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
SK SEB SA
NOKIA NOKIA OYJ
G ASSICURAZIONI GENERALI S.P.A.
ENI ENI S.P.A.
SAF SAFRAN S.A.
DTE DEUTSCHE TELEKOM AG
BKT BANKINTER SA
INX IMCD N.V.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
STM STMICROELECTRONICS NV
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FER FERROVIAL SA
- Maissa Keskes
- Stephane Houri
AC ACCOR SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
DG VINCI SA
CA CARREFOUR SA
ADP AEROPORTS DE PARIS SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
SK SEB SA
NOKIA NOKIA OYJ
G ASSICURAZIONI GENERALI S.P.A.
ENI ENI S.P.A.
SAF SAFRAN S.A.
DTE DEUTSCHE TELEKOM AG
BKT BANKINTER SA
INX IMCD N.V.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
STM STMICROELECTRONICS NV
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FER FERROVIAL SA
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