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ModelPortfolio / Equity
- Espresso | DONG Energy | Reduce | Downgrade to Reduce given lack of upside potential by Kepler Cheuvreux
- Espresso | Ence | Hold | Pause for a breather by Kepler Cheuvreux
- Espresso | GBL | Hold | Downgrade to Hold, TP up to EUR90 by Kepler Cheuvreux
- Espresso | Neopost | Reduce | Not so cheap in the absence of profitable growth by Kepler Cheuvreux
- Espresso | Biotest AG | Hold | Downgrade to Hold by Kepler Cheuvreux
- Espresso | EXOR | Reduce | Weak Q4 and lower holding discount, downgrade to Reduce by Kepler Cheuvreux
- Espresso | Folli Follie | Not Rated | FY results ahead of expectations – coverage discontinued by Kepler Cheuvreux
- Espresso | Transgene | Hold | Wait and watch by Kepler Cheuvreux
- Espresso | Bic | Reduce | Derating risk, downgrade to Reduce by Kepler Cheuvreux
- Espresso | Straumann | Reduce | Downgrade to Reduce by Kepler Cheuvreux
- Espresso | Inwit | Hold | Taking a break, downgrade to Hold by Kepler Cheuvreux
- Espresso | Technogym | Hold | Q1 in line but affected by one-offs, EPS/TP up, downgrade to Hold by Kepler Cheuvreux
- Espresso | Societe Generale | Hold | Thank you and bye for now by Kepler Cheuvreux
- Espresso | Telenet | Reduce | Downgrade to Reduce amid regulatory headwinds by Kepler Cheuvreux
- Espresso | Wienerberger | Reduce | Downgrade to Reduce by Kepler Cheuvreux
- Espresso | Ontex Group | Hold | Step-up in LFL well underway, Buy to Hold by Kepler Cheuvreux
- Espresso | Brembo | Hold | Good results, outstanding stock, time for a break by Kepler Cheuvreux
- Espresso | Cementir | Hold | Weak Q1 – downgrade to Hold by Kepler Cheuvreux
- Espresso | Lenzing | Hold | TP reached, downgrade to Hold after impressive outperformance by Kepler Cheuvreux
- Espresso | easyJet | Hold | Downgrade to Hold, new TP 1,300p by Kepler Cheuvreux
- Espresso | Siemens | Hold | Reviewing the situation by Kepler Cheuvreux
- Espresso | Schneider Electric | Hold | Riding high with anticipation by Kepler Cheuvreux
- Espresso | Bureau Veritas | Hold | Now you see it, now you don’t by Kepler Cheuvreux
- Espresso | RWE | Hold | It’s only accounting (but we liked it) by Kepler Cheuvreux
- Espresso | Santander | Hold | Popular acquisition: high-risk transaction by Kepler Cheuvreux
- Espresso | William Demant | Hold | Downgrade to Hold by Kepler Cheuvreux
- Espresso | Do & Co | Reduce | Rise and fall with Turkey? by Kepler Cheuvreux
- Espresso | DSV | Hold | Appetite comes with eating by Kepler Cheuvreux
- Espresso | A2A | Hold | Less generation, more regulation by Kepler Cheuvreux
- Espresso | Porr | Hold | TP reached, downgrade to Hold by Kepler Cheuvreux
- Espresso | Maire Tecnimont | Hold | Try has been converted: we call half-time, downgrade to Hold by Kepler Cheuvreux
- Espresso | Vicat | Hold | Better safe than sorry by Kepler Cheuvreux
- Espresso | ACEA | Hold | Downgrade to Hold after good performance by Kepler Cheuvreux
- Espresso | BBVA | Reduce | Higher earnings and higher risk by Kepler Cheuvreux
- Espresso | Hexpol | Hold | Downgrade to Hold after strong outperformance by Kepler Cheuvreux
- Espresso | Orpea | Hold | Taking a breath here by Kepler Cheuvreux
- Espresso | AMAG | Reduce | Solid company, overvalued stock by Kepler Cheuvreux
- Espresso | Tod's Group | Reduce | Poor Q1, downside risk on estimates, downgrade to Reduce by Kepler Cheuvreux
- Espresso | Endesa | Hold | Still attractive for yield seekers by Kepler Cheuvreux
- Espresso | Pearson | Hold | As good as it gets - for a while by Kepler Cheuvreux
- Espresso | Prysmian | Hold | Lacking upside: extended multiples, uninspiring guidance, down to Hold by Kepler Cheuvreux
- Espresso | AB Science | Under Review | Behind the thunder, the storm by Kepler Cheuvreux
- Espresso | Fincantieri | Hold | Downgrade to Hold, awaiting news by Kepler Cheuvreux
- Espresso | Ubisoft | Hold | Pause the game: downgrade to Hold by Kepler Cheuvreux
- Espresso | Alstom | Hold | TP reached - hold on tight! by Kepler Cheuvreux
- Espresso | Trevi Group | Reduce | Tentative standstill, higher liquidity and refinancing risk - cut to Reduce by Kepler Cheuvreux
- Espresso | Telekom Austria | Reduce | Rerating overdone by Kepler Cheuvreux
- Espresso | AkzoNobel | Reduce | PPG walks away, downgrade to Reduce by Kepler Cheuvreux
- Espresso | Uniper | Reduce | Rock and roll over by Kepler Cheuvreux
- Espresso | Outokumpu | Reduce | Increased near-term risk by Kepler Cheuvreux