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SurveyAnalysisAndResults / Equity
- ODDO : Monday review – Luxury sector by Oddo BHF
- Argan SA : Asset valuations hold up well at end-2024 with a 10bp compression in the capitalisation rate over 6 months by Oddo BHF
- Corbion N.V. : Even more signals on green - € 32 TP and Outperform reiterated by Oddo BHF
- Diageo : S1 24/25 légèrement révisé à la baisse, mais Diageo reste notre top pick pour son profil plus résilient by Oddo BHF
- Airbus Group : FY 24 deliveries above the consensus, which will extend the investment horizon by Oddo BHF
- ODDO : Towards a market almost entirely driven by AI in 2025, as in 2024 by Oddo BHF
- InPost : InPost FY24 Operational Update by Oddo BHF
- Remy Cointreau : No improvement in prospect for Q3 2024-25, more patience required by Oddo BHF
- Sodexo : Après un démarrage décevant, le S2 sera clé pour atteindre la guidance FY25 by Oddo BHF
- TeamViewer AG : TeamViewer exceeds full year 2024 revenue guidance by Oddo BHF
- ODDO : Weekly : weak China macro, nervousness over US tariffs by Oddo BHF
- ASR : Solvency rising to 194% end 2024, solid 2H24 result, well more to come by Oddo BHF
- PLUXEE : 2024-25 off to an encouraging start by Oddo BHF
- Ströer SE & Co. KGaA : Discussions indicatives pour une cession des activités Outdoor et Digital, avant le reste des activités ? by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- SFC Energy AG : Adjusting our target price as we reiterate our Outperform by Oddo BHF
- Fortum : Des volumes et des prix attendus en berne pour le T4 by Oddo BHF
- Fortum : Volumes and prices expected to be sluggish for Q4 by Oddo BHF
- Temenos : Bons résultats préliminaires T4 24 au-dessus des attentes dans l’ensemble by Oddo BHF
- EssilorLuxottica : Des opportunités de croissance majeures qui doivent être encore mieux prises en compte by Oddo BHF
- NN Group : S2 ratio decline to 187% by end 2H24, a higher OCG target at the CMD by Oddo BHF
- Assystem : Feedback forum : le profil apparait moins attractif sur 2025, et le titre pourrait manquer de catalyseurs à court terme. Neutre vs Surperformance by Oddo BHF
- Assystem : Forum feedback: the profile looks less attractive in 2025, and the share could lack catalysts in the short term. Neutral vs Outperform by Oddo BHF
- Orange : Better commercial resilience than expected invites a stock market catch up by Oddo BHF
- ODDO : Weekly: Good week on decent China figures, easing concerns on US tariffs by Oddo BHF
- Randstad : Tough market conditions still outweigh appealing valuation multiples by Oddo BHF
- BHP Ltd : Q2 set to be slightly less good than Q1, commodity mix holding up by Oddo BHF
- Airbus Group : Des livraisons FY 24 finalement > au css, ce qui permet d’allonger l’horizon d’investissement by Oddo BHF
- ODDO : Vers un marché tiré quasi exclusivement par l’IA en 2025 comme en 2024 by Oddo BHF
- LDC : Ventes du T3 conformes à nos attentes. La guidance annuelle est confirmée by Oddo BHF
- LDC : Q3 sales in line with our expectations. Full-year guidance is affirmed by Oddo BHF
- Diageo : H1 24-25 estimates revised slightly downwards, but Diageo remains our Top Pick for its more resilient profile by Oddo BHF
- Rémy Cointreau : Pas d’amélioration en vue pour le T3 24/25e, il faudra encore être patient by Oddo BHF
- Sodexo : After a disappointing start, H2 will be key to achieving the FY25 guidance by Oddo BHF
- ODDO : Weekly : weak China macro, nervousness over US tariffs by Oddo BHF
- Sligro Food Group N.V. : Marginal miss on sales, EBITDA guidance maintained for 2024; 2025 is key by Oddo BHF
- PLUXEE : Démarrage 2025 encourageant by Oddo BHF
- About You : Good Q3, focus now on synergies with Zalando by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- Ströer SE & Co. KGaA : Initial discussions around disposal of Outdoor and Digital operations, ahead of the rest of the activities? by Oddo BHF
- Triodos bank : Smart settlement offering gives potential to reduce legal risk materially by Oddo BHF
- Brunello Cucinelli : Fin d’année très encourageante by Oddo BHF
- Brunello Cucinelli : A very encouraging end to the year by Oddo BHF
- Temenos : Good Q4 24 preliminary results, broadly ahead of expectations by Oddo BHF
- EssilorLuxottica : Major growth opportunities that should be better factored in by Oddo BHF
- Orange : La meilleure résistance commerciale que prévue invite au rattrapage boursier by Oddo BHF
- McPhy Energy : Remise en cause des objectifs 2024 by Oddo BHF
- McPhy Energy : The 2024 targets are called into question by Oddo BHF
- Cellnex : Promise kept; shareholder distribution brought forward by Oddo BHF
- Bureau Veritas : Fusion SGS-Bureau Veritas : discussions confirmées, un pari risqué by Oddo BHF