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SurveyAnalysisAndResults / Equity
- STMicroelectronics N.V. : Feedback RS CEO/CFO : des incertitudes dans l’automobile, beaucoup de travail à venir sur la structure de coûts, quelques indices positifs… by Oddo BHF
- Nokia : Discours optimiste sur 2025, mais une valorisation désormais plus riche et un consensus qui intègre bien la vision 2026 du groupe by Oddo BHF
- STMicroelectronics N.V. : Feedback from the road show with the CEO/CFO: uncertainty in automotive, lots of work ahead on the cost structure, some positive signs… by Oddo BHF
- Nokia : Optimistic stance on 2025, but valuation now pricier and consensus already largely factoring in group’s 2026 vision by Oddo BHF
- Coface : Strong profitability maintained in 2024 by Oddo BHF
- SSAB : Upside sur les plates US en particulier avec la perspective de droits de douane by Oddo BHF
- Rio Tinto Plc : US tariffs: short term downside on aluminium, long term upside on copper by Oddo BHF
- Indra Sistemas : Acquisition of Hispasat. Value destruction in the short and medium term + problematic governance = set to be penalised for a long time to come by Oddo BHF
- ODDO : Monthly January 2025: Intense start of the year by Oddo BHF
- Jost-Werke SE : Jost has closed the acquisition of Hyva BV by Oddo BHF
- Vontobel : Favourable momentum, but rating downgraded to Neutral after gains by Oddo BHF
- Coloplast : Q1 review – Solid start into 2025, momentum to pick up by Oddo BHF
- Vodafone : Q3 2025 above consensus but Germany not yet recovering by Oddo BHF
- Dassault Systemes : Q4 earnings roughly in line with solid Software revenue growth. Slightly below Q1 and FY 2025 guidance due to cautious FX. But decent guidance at cc by Oddo BHF
- Nokian Renkaat Oyj : Un nouveau reset loin de rassurer by Oddo BHF
- ODDO : Surtaxation made in France, pourvu que ça ne dure pas ! by Oddo BHF
- Diageo : Résultats S1 24/25 : des commentaires rassurants sur les USA by Oddo BHF
- Fresenius SE & CO KGaA : Factor in headwind at Helios, target price up on peer valuations by Oddo BHF
- eDreams ODIGEO : A CMD under the sign of continuity. Outperform, target price up to € 11.5 by Oddo BHF
- ODDO : Surtax “made in France”, let’s hope it doesn’t last! by Oddo BHF
- Nokian Renkaat Oyj : A new reset, far from reassuring by Oddo BHF
- Prysmian : Unsurprising end to year by Oddo BHF
- TomTom : It wasn’t all that bad. Stick to outperform by Oddo BHF
- ODDO : Weekly: most metals finally stable as trade war concerns ease, stocks with US footprint up the most by Oddo BHF
- Dassault Systèmes : Dassault Systèmes signe des gros deals et accélère dans l’IA by Oddo BHF
- BBVA : A robust Q4 2024 and broadly reassuring 2025 guidance by Oddo BHF
- Rio Tinto Plc : Tarifs US : du downside à CT sur l’aluminium, de l’upside à LT sur le cuivre by Oddo BHF
- SCATEC : Résultats 2024 et outlook 2025 rassurants by Oddo BHF
- SCATEC : 2024 results and 2025 outlook are reassuring by Oddo BHF
- K+S AG : 25% US import tariff on Canadian potash? 90% of US needs affected, potentially a pass-through; 4% of K+S MOP shipments affected by Oddo BHF
- SSAB : Upside on US plates especially with the prospect of tariffs by Oddo BHF
- Indra Sistemas : Acquisition de Hispasat. Destruction de valeur à court et moyen termes + gouvernance problématique = retour dans la penalty box… et pour longtemps by Oddo BHF
- ODDO : Mensuel janvier 2025 : un début d'année intense by Oddo BHF
- Vontobel : Dynamiques favorables, mais reco abaissée à Neutre après la hausse du titre by Oddo BHF
- GEA Group AG : Q4 2024 figures due 11 March –pretty solid trends in prospect by Oddo BHF
- Publicis : Résultats 2024 très légèrement supérieurs aux attentes et guidance 2025 sans surprise by Oddo BHF
- Publicis : 2024 earnings very slightly above forecasts and 2025 guidance holds no surprises by Oddo BHF
- Vodafone : Q3 2025 above consensus but Germany not yet recovering by Oddo BHF
- Dassault Systèmes : Q4 earnings roughly in line with solid Software revenue growth. Slightly below Q1 and FY 2025 guidance due to cautious FX. But decent guidance at cc by Oddo BHF
- Prysmian : Une fin d’exercice sans surprise by Oddo BHF
- Ferrari : Une bonne publication qui rassure à court terme by Oddo BHF
- eDreams ODIGEO : Un CMD sous le signe de la continuité. Surperformance, OC relevé à 11.5 € by Oddo BHF
- Unicaja Banco : Exercice 2024 solide, guidance 2025 raisonnable et ambitions MT by Oddo BHF
- Amundi : Bonne dynamique opérationnelle au T4 avec des perspectives favorables by Oddo BHF
- Unicaja Banco : A robust year in 2024, reasonable 2025 guidance, medium-term targets by Oddo BHF
- BNP Paribas : RN au T4 légèrement supérieur aux attentes et perspectives favorables by Oddo BHF
- Delivery Hero : Lowering estimates for FY2025 and FY 2026 due to South Korea and Spain by Oddo BHF
- ODDO : Weekly: most metals finally stable as trade war concerns ease, stocks with US footprint up the most by Oddo BHF
- Ferrari : Robust release that reassures over the short term by Oddo BHF
- Infineon Technologies AG : Progressivement, les clignotants repassent au vert : $ fort, fin programmé de la correction d’inventaire, positions solides dans l’automobile et l’IA… by Oddo BHF