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SurveyAnalysisAndResults / Equity
- ASML : Bonne visibilité au final sur 2025, dans un environnement (en dehors de l’IA et des nœuds avancés) qui reste complexe by Oddo BHF
- ODDO : Weekly: lower metal prices on bearish AI sentiment and Trump initiatives, steelmakers benefit from Salzgitter takeover and good SSAB results by Oddo BHF
- Puma : LatAm, China and promotions did hurt Q4 EBIT by Oddo BHF
- Vodafone : Le mobile satellitaire ne change pas la donne by Oddo BHF
- Volvo AB : Signs of inflexion already priced in by Oddo BHF
- RELX Group PLC : Steadily adapting to higher growth by Oddo BHF
- BT Group : Better EBITDA in Q3 but weak commercially by Oddo BHF
- Symrise : Q4 organic sales growth of 0.9% (css 4.8%) hit by worse than expected -5pp hyperinflation, FY 2024 EBITDA in line; outlook also in line with consensus by Oddo BHF
- ABB Ltd. : Un bon T4 mais la perspective d’un cash-flow stable en 2025 déçoit un peu by Oddo BHF
- ABB Ltd. : Good Q4 but the outlook for stable cash flow in 2025 is somewhat disappointing by Oddo BHF
- DSM-Firmenich : A quarter mainly driven by the rebound in ANH by Oddo BHF
- STMicroelectronics N.V. : Q1 weaker than expected, lack of visibility, upturn likely to be slow by Oddo BHF
- KONE : La Chine reste un poids, mais tout le reste est en forte croissance by Oddo BHF
- Epiroc : Disappointment from the T&A margin and lack of an upturn in demand in infrastructure by Oddo BHF
- STMicroelectronics N.V. : Un T1 plus faible qu’anticipé, absence de visibilité, reprise probablement lente by Oddo BHF
- Generali : The new strategic plan confirms, as expected, positive operational momentum by Oddo BHF
- PUIG : Robust organic growth in Q4 driven by perfumes by Oddo BHF
- CaixaBank : T4 2024 solide et guidance 2025 rassurante vs update stratégique MT by Oddo BHF
- BBVA : T4 2024 solide & guidance 2025 globalement rassurantes by Oddo BHF
- SKF : Rebound in volumes set to take shape in 2025, driven by the US by Oddo BHF
- ODDO : Droits de douane Am. du Nord : conséquences majeures pour l’automobile by Oddo BHF
- Redeia : Upgrading to Neutral: Hispasat divestment clears the way for investment step up in a more favourable regulatory environment by Oddo BHF
- Coface : Maintien d’une rentabilité élevée en 2024 by Oddo BHF
- Glanbia : 2024 results not expected to contain any major surprises. The new transformation plan is launched by Oddo BHF
- Autoliv : Q4 in line, 2025 guidance below but still solid by Oddo BHF
- Voltalia : Un CA 2024 supérieur aux attentes et des guidances 2024 confirmées by Oddo BHF
- Voltalia : 2024 revenue beat forecasts and guidance for 2024 confirmed by Oddo BHF
- ASML : Good visibility on 2025 in the end, in an environment (aside from AI and leading-edge nodes) which remains complex by Oddo BHF
- Lonza : Better-than-expected Small Molecules business and focus on growth drivers by Oddo BHF
- Vodafone : Mobile satellite services are not a game-changer by Oddo BHF
- BT Group : Better EBITDA in Q3 but weak commercially by Oddo BHF
- Accsys Technologies plc : New targets 2026-2030: more positive on production and Kingsport, in line on gross margin, cautious on adj. EBITDA margin by Oddo BHF
- Swatch Group : Très mauvais S2 et marge annuelle sous les 5%, des espoirs de redressement mais la route sera longue by Oddo BHF
- Swatch Group : Very poor H2 and full-year margin below 5%, hopes for a recovery but a long road lies ahead by Oddo BHF
- KONE : China continues to weigh, but the rest is growing strongly by Oddo BHF
- Royal BAM Group : Preview Q4 and 2024 results : EBITDA margin improvement continues by Oddo BHF
- Generali : Le nouveau plan stratégique confirme, sans surprise, la dynamique opérationnelle positive by Oddo BHF
- Epiroc : La marge de T&A et l’absence de reprise de la demande en infrastructure déçoivent by Oddo BHF
- Remy Cointreau : Q3 24-25 preview: FY 24-25 operating performances now expected to be at the lower of the guidance range by Oddo BHF
- Rémy Cointreau : Postview T3 24/25 : il faut s’attendre à des performances opérationnelles FY 24/25e dans le bas de la fourchette de guidance by Oddo BHF
- PUIG : Forte croissance organique au T4 tirée par les parfums by Oddo BHF
- SKF : Le rebond des volumes se dessine courant 2025, tiré par les Etats-Unis by Oddo BHF
- Glanbia : Résultats 2024 attendus sans grande surprise. Le nouveau plan de transformation est lancé by Oddo BHF
- DWS : Rising AuM and performance fees should drive bottom line result in 2025e by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- Accsys Technologies plc : Investor Day Feedback: more details about cautious 2027 and 2030 targets by Oddo BHF
- Autoliv : T4 conforme, guidance 2025 un peu plus prudente mais toujours solide by Oddo BHF
- ODDO : North America tariffs set to have major consequences ahead for Autos by Oddo BHF
- CaixaBank : Robust Q4 2024 results and reassuring 2025 guidance vs medium-term strategic update by Oddo BHF