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SurveyAnalysisAndResults / Equity
- Tecnicas Reunidas : Focus maintained by Oddo BHF
- PLUXEE : US road show feedback (CEO/CFO): confident tone on the outlook and relatively reassuring on regulations by Oddo BHF
- Enel : A 2027 strategic plan focused on networks and the dividend by Oddo BHF
- Solaria : 9M 24 récurrent et guidances validés, reste la trajectoire des développements by Oddo BHF
- Solaria : 9M 2024 recurring income and guidance validated, leaving the development trajectory by Oddo BHF
- DKSH : Well-defined midterm strategy focused on growth, margin improvement and M&A by Oddo BHF
- Endesa : Plus de dividendes, un peu moins de croissance mais de la flexibilité financière by Oddo BHF
- CaixaBank : L’update stratégique MT conforte notre call positif by Oddo BHF
- Swatch Group : La reprise attendue pourrait tarder à se matérialiser, prudence toujours de mise by Oddo BHF
- Endesa : More dividends, slightly more limited growth but financial flexibility by Oddo BHF
- Swatch Group : The expected recovery may prove slow to materialise, caution still called for by Oddo BHF
- ODDO : ABI data (November 2024): trends confirmed by Oddo BHF
- OVHcloud : A challenging profile for the stock market by Oddo BHF
- Talanx AG : Q3 2024 revealed solid earnings momentum and constructive 2025 guidance by Oddo BHF
- Michelin : October volumes trends in line with September with Europe RT (+) and OE (-) by Oddo BHF
- Figeac Aero : Cadences monocouloirs et effet prix tirent la croissance du T2 2024/25 by Oddo BHF
- Dormakaba : Confirmation des objectifs de moyen terme lors du CMD by Oddo BHF
- Grenke : Worsening credit cycle triggers lower estimates and target price by Oddo BHF
- STMicroelectronics N.V. : Wait and see… by Oddo BHF
- TKH GROUP NV : Not 100% de-risked yet, estimates and TP lowered again by Oddo BHF
- Elior : Very negative market reaction to FY 2023-24 results publication despite operational progress by Oddo BHF
- Symrise : CMD feedback - Evolutionary strategy update, slightly raised 2024 targets, in line; slight upgrade of 2028 targets to 21-23% EBITDA margin, in line by Oddo BHF
- Technip Energies : Reassuring initial indications for the CMD by Oddo BHF
- SGS : A credible CMD but with no major revelations by Oddo BHF
- MFE B shares : Vers une poursuite de la bonne tendance publicitaire en Italie sur le T4 mais situation plus difficile en Espagne by Oddo BHF