Jean-Pierre Ané, Head of Financial Engineering and Deputy Head of Kepler Cheuvreux Solutions participated in the Structured Retail Products (SRP) France virtual conference on September 22, at 2:30 pm.

Topic: How is the French market adapting to the current uncertainty?
– How has the Covid-19 crisis impacted investment appetite?
– What does the alternative investment industry need to ensure it thrives in the face of economic uncertainty? Who should be offering it?
– Strategies for managing both investment portfolios and professional teams that ensure security for the industry and its investors.

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Kepler Cheuvreux Solutions is the business line of the Kepler Cheuvreux group specialising in the research, design and distribution of tailor-made structured products across all asset classes: equities, interest rates, commodities, currencies and funds. Our team is ranked 1st independent provider of structured products by Gestion de Fortune (2020, 2019, 2018, 2017, 2016). More info here.

Kepler Cheuvreux is proud to be the second most accurate research provider for analyst recommendations and estimates in the Refinitiv StarMine Analyst Awards in Europe.

The Refinitiv StarMine Analyst Awards are based on StarMine’s rigorous methodology and data. StarMine objectively measures the performance of analysts based on the returns of their buy/sell recommendations and the accuracy of their earnings estimates.

Here are some accolades that our analysts have received:

Top Earnings Estimators (industry):
– #1 Food & Staples Retail: Fabienne Caron
– #2 Telecommunication Services: Stefan Billing
– #2 Chemicals: Martin Roediger
– #2 Food & Household Products: Karel Zoete
– #6 Overall: Maja Pataki

Top Stock Pickers (industry):
– #1 Automobile: Michael Raab
– #1 Food & House hold Products: Jon Cox
– #2 Energy: Petter Haugen
– #2 Real Estate: Albin Sandberg

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Kepler Cheuvreux Research is the largest “Made in Europe Independent Investment Research Provider”, with 130 analysts covering c. 1,000 stocks, ESG, Quant, Strategy, and Credit. With 11 research offices across the continent, we offer a unique mix of local and sector expertise. Our European coverage is complemented internationally by partnerships with Piper Sandler in the US, CIBC in Canada and Macquarie in Asia-Pacific.

Kepler Cheuvreux Research published a new Q&A report: How has the pandemic affected consumers? 

Consumers are working remotely, eating at home, worried about their health, avoiding public transport and crowded places, and making more purchases online. They are worried about the planet, concerned about society, wary of politicians and fearful about jobs. We suspect that some of the huge pandemic- driven changes in consumer behaviour will turn out to be once-in-a-generation shifts, which are likely to have a longer-than-expected impact on the earnings outlooks and valuations of companies and consumer sectors alike. 

See our answer in the Kepler Cheuvreux Research website here (private access).

Kepler Cheuvreux Research is the largest “Made in Europe Independent Investment Research Provider”, with 130 analysts covering c. 1,000 stocks, ESG, Quant, Strategy, and Credit. With 11 research offices across the continent and the UK, we offer a unique mix of local and sector expertise. Our European coverage is complemented internationally by partnerships with Piper Sandler in the US, CIBC in Canada and Macquarie in Asia-Pacific.

D-4 for the Kepler Cheuvreux Autumn Conference 2020, the largest digital equity conference in Europe this year.

The conference will take place between September 7 and 11. Kepler Cheuvreux will welcome 210 companies, 1,500 institutional investors, and will host 3,500 virtual meetings.

Kepler Cheuvreux SmartConnect provides exclusive access to CEOs, CFOs, Investor Relations teams, operational managers and experts thanks to its unique, multi-local franchise in Europe.

SmartConnect is the Leading Corporate Access service provider in Europe according to the 2020 Institutional Investor Survey, with number one rankings in Conferences, Roadshows and Field Trips.

Kepler Cheuvreux ESG Research has published a new 360 report: All about hydrogen 

The world is starting to shift from a model based on fossil fuels to more environmentally friendly solutions. Electrification and renewables are on the rise, especially the latter, but they will not be enough to solve the energy transition alone. Other solutions need to be explored, one of which is hydrogen. The European Commission plans for hydrogen to account for 13-14% of the EU’s energy mix by 2050. Here we look at the pros and cons of hydrogen, its applications, its political support, and its economic competitiveness. This report continues our series of educational reports on environmental issues, which we started back in November with a primer on CO2 and will continue with a number of more focused sector publications written by our equity analysts. 

Discover the report here (private access).

Kepler Cheuvreux Research is the largest “Made in Europe Independent Investment Research Provider”, with 130 analysts covering c. 1,000 stocks, ESG, Quant, Strategy, and Credit. With 11 research offices across the continent and the UK, we offer a unique mix of local and sector expertise. Our European coverage is complemented internationally by partnerships with Piper Sandler in the US, CIBC in Canada and Macquarie in Asia-Pacific.

Kepler Cheuvreux is proud to announce the results of the Institutional Investor Research (formerly Extel) 2020 Survey for Europe.

Kepler Cheuvreux confirms its strong position in European Research:
> #1 for Country Leaders Board
> #2 for Generalist Sales
> #3 for Small & Mid Cap Stocks

The Survey also shows our strong local presence in Europe:
> #1 for Austria Research
> #2 for France Research
> #2 for Germany Research
> #3 for Benelux Research
> #3 for Italy Research
> #3 for Switzerland Research

Lastly, we are proud to be ranked #1 in all headline Corporate Access categories in the Institutional Investor Research (formerly Extel) 2020 Survey for Europe:
> #1 Overall Corporate Access (All-Europe)
> #1 Aggregated Conferences (All-Europe)
> #1 Aggregated Roadshows (All-Europe)
> #1 Aggregated Field Trips (All-Europe)
> #1 Aggregated Logistics (All-Europe)
> #1 Aggregated Team Quality (All-Europe)
> #1 Corporate Access Team – Pan-European Overall
> #1 Corporate Access Team – France Overall

Thank you to our clients and partners for their continued support, to corporates for their trust. 

D-1 before “Les Rencontres Economiques d’Aix-en-Seine”. It is the 20th anniversary of this international economic forum. 

Join the debate for 3 days starting tomorrow Friday July 3rd!

François Mallet, Senior Managing Director will represent us this year in Aix-en-Seine Forum on Saturday July 4th at 8:50 am on “Mobilizing savings to invest in our future” (Track E, session 29). Kepler Cheuvreux has been a partner since 2010 of les Rencontres Economiques d’Aix-en-Provence. 

Francois Mallet, Senior Managing Director, was on BFM Business Friday 3 July. One of the topics discussed: 

Markets: How much upside potential is there in H2?

BFM Business Interview

Kepler Cheuvreux in cooperation with Rabobank is pleased to have contributed to the success of the €2.25bn IPO of JDE Peet’s, which is the largest in Europe since 2018. 
It was one of the first IPOs executed virtually, wrapping up in 10 days, and with just three days of bookbuilding.
JDE Peet’s is the world’s second-largest coffee producer, with an unique portfolio of over 50 brands in all segments and price points.

Thanks to our excellent research in consumer goods and coffee, we supported the syndicate and generated a strong demand.

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Kepler Cheuvreux has built an innovative ECM business model based on strategic alliances with five leading European investment banks. Kepler Cheuvreux provides equity research and distributes ECM deals among its extensive institutional client base.

We are pleased to announce that we are launching some new equity research products: 1K and AlwaysOn.

These new research products are designed to support your investment process more efficiently by harnessing our expertise and reactivity in these more accessible formats. 

While we are refreshing the design of our flagship 360 and Q&A reports, we are reinventing our daily flow of research with the launch of AlwaysOn and 1K. 

1K is a stock product, part of our core research offering, and is only published when the analyst’s model has been reviewed. 

AlwaysOn provides you with analysts’ comments on relevant news items that analysts come across and want to emphasise, such as corporate access feedback or important articles in local newspapers.

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Kepler Cheuvreux Research is the largest “Made in Europe Independent Investment Research Provider”, with 130 analysts covering c. 1,000 stocks, ESG, Quant, Strategy, and Credit. With 11 research offices across the continent and the UK, we offer a unique mix of local and sector expertise. Our European coverage is complemented internationally by partnerships with Piper Sandler in the US, CIBC in Canada and Macquarie in Asia-Pacific.

We are facing unprecedented times with the COVID 19 crisis and many of us at an individual and corporate level want to give something back to society and to the amazing healthcare professionals who have been battling the virus on the frontline.

The financial services industry, along with healthcare and food distribution, is one of the few sectors to have weathered the COVID 19 storm. We feel that it is our responsibility to give something back to society and for this reason we are pleased to announce the creation of a Foundation which is dedicated to raising money for hospitals, medical research and charitable organisations which are supporting the victims of the economic & social consequences of the crisis.

The Foundation, based in the Netherlands, has been set up with the advice of EY. It has a board of unpaid trustees comprised of independent staff members from different Kepler Cheuvreux countries. The Foundation has a written charter and will provide transparent quarterly reporting to the trustees, staff members and other donors.

We are a resolutely European company: our feeling is that there has been a lack of solidarity at the European political level, so we would like to play our small part in levelling the playing field. Beneficiaries will be involved in the procurement of medical equipment or will be non-profit hospitals or will be involved in epidemiological research or will be charitable organisations supporting people who have been economically & socially impacted by the crisis. So as not to disperse our efforts, we have selected a small number of beneficiaries in the hardest hit countries: Italy, Spain, France & UK.

The Foundation’s ANBI Dutch charitable tax status was only granted on 15th May, but, since then, thanks to the generosity of Kepler Cheuvreux and 120 of its employees we have already been able to donate € 500 000 to the charitable organizations below:

Our intention is that the Foundation will endure beyond the immediate crisis of COVID 19, so the beneficiaries will evolve over time.

Kepler Cheuvreux has committed to endow the Foundation with € 700,000 in the first year of operation.

If you are interested to join us in this endeavour by donating, please contact or email us at [email protected]

Kepler Cheuvreux’s SmartConnect Team is proud to announce its 12^th Austrian Equity Days on the 23 and 24 April, which will be entirely digital with 17 companies and 40 clients. 

Kepler Cheuvreux SmartConnect provides exclusive access to CEOs, CFOs, Investor Relations teams, operational managers and experts thanks to its unique, multi-local franchise in Europe.

SmartConnect is the Leading Corporate Access service provider in Europe according to the 2020 Institutional Investor Survey, with number one rankings in Conferences, Roadshows and Field Trips.