Vodafone Group: 1 director

A director at Vodafone Group bought 356,000 shares at 72p and the significance rating of the trade was 55/100. 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 two years clearly sho...

Bank Brunch/KBC and BAMIIM AT1 deals, UBS capital, Credit Agricole soc...

AT1 markets remain active with KBC and BANCO BPM active today; UBS may indeed be looking at higher capital requirements; Credit Agricole in the market with a social senior bail-in bond; The position of Germany's new chancellor on the sustainable Omnibus

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 20/05/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 05/20/2025

Vodafone : FY 2026 FCF guidance better than expected despite Germany

Vodafone : FY 2026 FCF guidance better than expected despite Germany

Ryanair : Less attractive momentum in pricing and unit costs

Ryanair : Un momentum moins attractif sur le pricing et les coûts unit...

Equinor : Stop work order lifted, Empire Wind project resumes construc...

Equinor : Stop work order lifted, Empire Wind project resumes construc...

PZU : Strong performance that already seems to be priced in

Energy Morning - 20 May 2025

VAT Group AG : CMD targets above expectations despite a cut to the EBI...

VAT Group AG : CMD targets above expectations despite a cut to the EBI...

KBC : Good Q1 growth and results, attractive acquisition and well prep...

Arkema : A unique source of EBITDA in a bleak macroeconomic climate

Arkema stands out from peers with over € 400m in potential EBITDA to be generated by fully financed projects. Unluckily, the macroeconomic environment, which caused the group to lose over € 200m in EBITDA, deteriorated further at the start of the year, with major uncertainties now weighing on the outlook. We are lowering our EPS estimates by 8% (2025-27 average). Our new target price, adjusted to € 85 from € 92 (6x 2025e pro forma EBITDA), still harbours significant upside (current price close t...

Arkema : Une réserve unique d’EBITDA dans un contexte macro déprimant

Arkema se distingue par une réserve d’EBITDA >400 M€ en provenance de projets déjà financés. Mais le contexte macro, à l’origine d’un manque à gagner >200 M€ d’EBITDA, continue de se dégrader en ce début d’année avec des incertitudes majeures. Nous abaissons nos BPA estimés de 8% (moyenne 2025-2027). Notre nouvel OC à 85 € vs 92 € (6x l’EBITDA 2025e proforma), offre toujours un potentiel significatif (cours actuel proche du scénario bear excluant toute reprise de la demande sur les prochaines an...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 05/19/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 19/05/2025

Ryanair : The return policy comes as good surprise but cautious tone o...