vendredi 2 juin 2023
Tous les titres


Fax du vendredi 2 juin 2023 - Tous les titres

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Company publications reading in the light of economic trends, and vice versa...

By Matthieu BAILLY, Deputy CEO at OCTO Asset Management   The publication season continues, particularly for midsize companies, which generally unveil their results after the banks and the bluechips corporates. While we are not going to reassure our readers by detailing each of these publications and asserting that 1/ companies are cautious because of uncertainty, 2/ publications are generally good and without surprises, with margins and sales holding firm, 3/ average leverage is falling steadily, this time we will look at them by theme in an attempt to see a little more clearly the macro-economic trends to come. There are essentially two themes that we have identified this week.   Firstly, many cyclical consumer companies, such as this week's...
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Ces entreprises nous font bénéficier de  leur expertise en collaborant avec Agefi Luxembourg.

These companies give us the benefit of their expertise by collaborating with Agefi Luxembourg.
Zeb Consulting
Square management
Sia Partners
Generali Investements LU
MIMCO Capital
Allen & Overy
VP Bank
Lamboley Executive Search
SOCIETE GENERALE Securities Services
AXA IM Luxembourg
J. P. Morgan
Loyens & Loeff