Cibles potentielles : SPIE (Acheter), ADP (Acheter, Valeur Recommandée), Inside Secure (Acheter), FNAC DARTY (Acheter, Valeur Recommandée), AccorHotels (Acheter), Schoeller Bleckmann (Acheter, Valeur Recommandée), ASMi (Acheter), SFL (=), Groupe Eurotunnel (Neutre), Wolseley (Neutre), Danone (Acheter, Valeur Recommandée), Innogy (non suivie), Albioma (+).
Acquéreurs potentiels : Vinci (Acheter), Eiffage (Acheter), Atlantia (Neutre) Alstom (Acheter), Rentokil (non suivie), Carlsberg (Acheter), AccorHotels (Acheter), Sodexo (Acheter, Valeur Recommandée), Carrefour (Acheter), Compass Group (Neutre), Engie (Neutre), Klépierre (Acheter), Legrand (Alléger), Siemens (Neutre), Philips (Acheter), ABB (Neutre), CRH (Acheter), LafargeHolcim (Alléger), Applied Materials (non suivie), Large Caps pharmaceutiques européens, Atos (Acheter), Capgemini (Neutre), Technicolor (Acheter), Amadeus (Neutre), Teleperformance (Acheter, Valeur Recommandée).
Full note attached in French