Natixis confirmed this morning its interest in the French company Ingenico. We mentioned this possibility in February 2018 as Natixis wants to push into the payments industry. This interest and…

Atlantia is your typical concession company, meaning a robust business model and recurrent cash flows. It diversified into Airport concessions in 2013 and two of its motorway concessions held by 88%-owned Autostrade were prolonged…

Since the great financial crisis, Crédit Agricole SA (CASA)’s share price has had quite an atypical path with a performance in line with that of its peers followed by an outperformance…

Within two days, Scor has rejected Covéa’s friendly bid (€43/share) and denied rumours linking it to Partner Re. The French reinsurer confirmed, at its Investors Day, its targets for all…

According to Bloomberg, Euronext is the leading bidder for the acquisition of MarkitServe, which is IHS Markit’s derivatives processing unit. The price would be above $1bn. The purchase of this…

We identified 11 companies able to go beyond Trump’s tweets and respect the following criteria : Good «Fundamental Strength » Market cap between €1.5bn and €20bn Singular business model (capital…

We identified 11 companies able to go beyond Trump’s tweets and respect the following criteria : Good «Fundamental Strength » Market cap between €1.5bn and €20bn Singular business model (capital…

The H1 18 results are OK, despite the fact cash costs have gone up mainly on energy costs. Aubert & Duval experienced a difficult H1 while forex also took its…

We identified 11 companies able to go beyond Trump’s tweets and respect the following criteria : – Good «Fundamental Strength » – Market cap between €1.5bn and €20bn – Singular…

We identified 11 companies able to go beyond Trump’s tweets and respect the following criteria : Good «Fundamental Strength » Market cap between €1.5bn and €20bn Singular business model (capital light,…