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SurveyAnalysisAndResults / Equity
- NKT : Update du Plan 2028 : “Back end loaded” by Oddo BHF
- Aurubis : Disappointment on new TC/RC benchmark but other drivers solid, valuation has likely run ahead of fundamentals by Oddo BHF
- Aurubis : Déception sur le probable benchmark 2025 mais autres drivers solides, la valorisation a sans doute dépassé les fondamentaux by Oddo BHF
- Grenergy renovables : Project rotation set to accelerate and net debt projected to decline by Oddo BHF
- Schneider Electric : CMD feedback: India, the group’s third-largest country and a pillar of growth by Oddo BHF
- Arcure : Full-year guidance for sales revised down 5% at mid-range by Oddo BHF
- Rémy Cointreau : Postview S1 24/25 : de nouveaux ajustements baissiers, mais le marché y est de moins en moins sensible by Oddo BHF
- Pfeiffer Vacuum AG : A second warning on 2024 by Oddo BHF
- ArcelorMittal : Pause dans le programme de décarbonation pertinente économiquement (moins du point de vue environnemental), vulnérabilité aux tarifs Trump by Oddo BHF
- Voltalia : Un nouveau management pour un nouvel élan ? by Oddo BHF
- LDC : Résultats S1 2024/25 en dessous de nos attentes en raison de l’international. La guidance annuelle est confirmée by Oddo BHF
- Prosus NV : Les résultats S1 confirment une nouvelle trajectoire de profitabilité, en attendant une nouvelle simplification by Oddo BHF
- Michelin : November volumes trends broadly unchanged, with Europe RT (+) and OE (-) by Oddo BHF
- Swiss Re : RFocus on the core to drive bottom-line profits by Oddo BHF
- Carl Zeiss Meditec : Headwinds to continue into 2025 by Oddo BHF
- Getlink : Couper le courant en dénudant le câble mais sans le couper by Oddo BHF
- Getlink : Turn off the power by stripping the cable but without cutting it by Oddo BHF
- Ferrari : Set for a very robust 2025 and an acceleration in 2026 by Oddo BHF
- WAGA ENERGY : Contracts for 2 WAGABOX units signed in California for a total of 300 GWh but reduction to our estimates for 2025 and 2026 by Oddo BHF
- LVMH : Potentiel réduit de surprises négatives désormais, vivement le S2 2025 by Oddo BHF
- Edenred : Qu’attendre du Strategy Update ? (le 03/12) by Oddo BHF
- Dassault Aviation : En attendant des signes tangibles d’amélioration de la supply chain by Oddo BHF
- Royal BAM Group : Two puzzle pieces fall right into place. TP to €6.20 by Oddo BHF
- AT&S AG : Another profit warning, raising more questions about liquidity issues by Oddo BHF
- Renault : Nissan/Honda merger plans according to press, positive 1st read on Renault by Oddo BHF