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Press release Montrouge, January 12th, 2026 The European Central Bank has notified its approval to cross the 20% threshold in the share capital of Banco BPM On January 9th, 2026, the European Central Bank has notified its approval to cross the 20% threshold in the share capital of Banco BPM S.p.A («Banco BPM»). During Q3-25, Crédit Agricole S.A. entered into derivative instruments linked to Banco BPM shares and built an additional 0.3% stake through these derivatives. Crédit Agricole S.A. intends to physica ...

Core Viewpoint - Crédit Agricole S.A. has announced the redemption of its outstanding USD 1,500,000,000 Senior Non-Preferred Callable Fixed-to-Floating Rate Notes, which were issued on January 26, 2021, effective January 26, 2026 [1][2] Group 1 - The redemption will occur at the outstanding nominal amount along with any accrued interest [1] - Holders of the Notes will receive formal notice of the redemption in accordance with the Terms and Conditions [2] - The redemption amount will become due and payable on the redemption date, and interest on the Notes will cease on that date unless the redemption amount is improperly withheld [2]

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sectors, emphasizing cash flow and the companies that generate it, which leads to value and growth prospects with real potential [1] Company and Industry Summary - Subscribers gain access to a model account with over 50 stocks, in-depth cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1]

Core Insights - Arcosa Inc. (ACA) has reported a strong double-beat in Q3 of FY25, showcasing double-digit growth across its key segments [1] Financial Performance - The company continues to execute strongly as it enters the second half of FY25, indicating robust operational performance [1] Market Demand - The demand environment for Arcosa Inc. remains favorable, contributing to its strong financial results [1]

Core Insights - Arcosa Inc. (ACA) has reported a strong double-beat in Q3 of FY25, showcasing double-digit growth across its key segments [1] Group 1: Company Performance - The company continues to execute strongly as it enters the second half of FY25 [1] - There is a positive demand environment contributing to the company's performance [1]

Market Performance - Major U.S. indexes ended the Christmas-shortened week higher, with the S&P 500 and Dow reaching new record highs, gaining 0.75% and 0.72% respectively, while the Nasdaq Composite increased by 0.70% [1] - The U.S. GDP growth rate for Q3 2025 was 4.3%, exceeding expectations and marking the fastest growth since Q3 2023 [2] - Despite a decline in consumer confidence, investor optimism is driven by strong corporate earnings outlook and AI enthusiasm [2] Stock Performance - Castle Biosciences, Inc. (CSTL) shares increased by 77.9% since being upgraded to a Zacks Rank 1 (Strong Buy) on October 20, significantly outperforming the S&P 500's 3.8% increase [3][6] - F.N.B. Corporation (FNB) shares rose by 13.4% after its upgrade to Zacks Rank 2 (Buy) on October 21, compared to the S&P 500's 2.8% increase [4] - Hamilton Insurance Group, Ltd. (HG) and Kinross Gold Corporation (KGC) saw gains of 19.8% and 7.7% respectively since their upgrade to Outperform on October 17 [7] Portfolio Performance - A hypothetical portfolio of Zacks Rank 1 stocks returned +14.3% in 2025, slightly underperforming the S&P 500's +14.9% [11] - The Zacks Model Portfolio has outperformed the S&P 500 index by over 12 percentage points since 1988, with an annualized average return of +23.9% compared to +11.5% for the S&P 500 [13] - The Zacks Earnings Certain Admiral Portfolio (ECAP) returned -1.30% in Q3 2025, underperforming the S&P 500's +8.1% gain [15] Dividend Portfolio Performance - Johnson & Johnson (JNJ) returned 14.3% over the past 12 weeks, while 3M Company (MMM) increased by 5.2% during the same period [18] - The Zacks Earnings Certain Dividend Portfolio (ECDP) returned -0.01% in Q3 2025, compared to the S&P 500's +8.1% gain [19]

Industry Overview - The demand for renewable energy, particularly wind power, is rising globally as efforts to reduce greenhouse gas emissions intensify [1] - Wind energy has become one of the largest renewable sources of electricity generation in the U.S., driven by lower production costs, supportive government policies, and increasing demand [2] - U.S. wind power capacity reached over 154 gigawatts (GW) by the end of 2024, accounting for approximately 10% of total utility-scale electricity generation [3][11] Growth Drivers - The wind energy sector benefits from robust demand for electric power, particularly from AI-driven data centers, the growing popularity of electric vehicles (EVs), and increased residential demand [4][11] - The U.S. grid is projected to add about 7.5 GW of new wind generation capacity in 2025, indicating strong growth potential [4][11] Company Highlights - **NextEra Energy, Inc. (NEE)**: A leading generator of wind energy globally, expanded its wind generating capacity by 1,365 MW in 2024 and plans to add significant clean power generation assets from 2024 to 2027 [8][9][10] - **PG&E Corp. (PCG)**: Operates California's largest regulated electric and gas utility, focusing on optimizing generation margins and diversifying into alternative power sources, with capital expenditures of $10.6 billion in 2024 and plans for $12.9 billion in 2025 [12][14] - **Arcosa, Inc. (ACA)**: A manufacturer of infrastructure-related products, benefiting from strong demand for wind towers, with revenues from its Engineered Structures segment increasing by 11.3% year over year in Q3 2025 [15][16] - **Constellation Energy Corp. (CEG)**: Operates 27 wind projects capable of producing about 1,400 MW of electricity, launching a $350 million initiative to enhance the efficiency and lifespan of its renewable energy portfolio [18][19] Investment Opportunities - The wind energy sector is viewed as an attractive investment theme, with companies like NextEra Energy, Constellation Energy, PG&E, and Arcosa being highlighted for their growth potential [6] - The passing of the Inflation Reduction Act (IRA) has catalyzed growth for companies like Arcosa, which secured $1.1 billion in new orders for wind energy projects [16]

Core Viewpoint - Crédit Agricole S.A. has made a redemption of €1.5 million to adjust the liquidity contract with Kepler Cheuvreux, which aims to create an active market for its shares on Euronext Paris. Group 1: Liquidity Contract Details - The liquidity contract was initially set at €50 million and has undergone several amendments since its inception on October 25, 2006, with the latest amendment on March 18, 2022 [1] - The redemption of €1.5 million was executed on December 19, 2025, to readjust the available amount for the liquidity contract [2] Group 2: Regulatory Compliance - The redemption was conducted in compliance with the MAR Regulation (EU No. 596/2014) and other relevant regulations, ensuring adherence to market abuse standards [3] Group 3: Position After Redemption - Following the redemption on December 19, 2025, the remaining position amounts to €43,442,934.57 and consists of 334,529 shares [4]

Core Viewpoint - Eric Vial has been elected as the new Chairman of the Board of Directors of Crédit Agricole S.A., succeeding Dominique Lefebvre, effective from January 1, 2026 [2]. Group 1: Appointment Details - The Board of Directors of Crédit Agricole S.A. unanimously elected Eric Vial as Chairman during their meeting on December 16, 2025 [2]. - Dominique Lefebvre's contributions and commitment during his 10-year tenure were commended by the Board [2]. Group 2: Biography and Experience - Eric Vial has been the Chairman of Crédit Agricole des Savoie since 2018 and has served as a director of Crédit Agricole S.A. since 2022 [4]. - He was elected Chairman of Fédération nationale du Crédit Agricole (FNCA) and SAS Rue La Boétie on December 4, 2025 [3]. - Vial has been involved in the cooperative sector and regional economy throughout his career, including his role as a breeder and founding chairman of the Savoie Breeders' Cooperative [5].