GBL

03/11/25 -"Our EPS for 2025 and 2026 suffered from the integration of Imerys model update following Q2 results, which came in below our analyst expectations. This was partially offset in 2026 by a better ..."

PDF page sample
Pages
65
Language
English
Published on
03/11/25
Download
You may also be interested by these reports :
14/11/25
Worldline has an ambitious restructuring and refinancing plan with 2030 targets that look achievable. Assuming these targets are achieved, we see ...
14/11/25
We have adjusted our expectation of net loss for 2025 and 2026 to take into account 1/ the restructuring charges linked to the new strategic plan ...
14/11/25
Our EPS for 2025 was impacted by a c.€20m higher net financial expense to the €163m forecast, as lower interest rates are percolating more slowly ...
14/11/25
Two months ago, we looked at Investor performance under Trump II. Since Trump’s election, Industrivärden (ADD; Sweden) has followed a very similar ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO