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SurveyAnalysisAndResults / Equity
- VINCI : Changer son monde pour ne pas changer d’idée by Oddo BHF
- Krones AG : Q4 prelims due on 20 February 2025: Surprises rather unlikely by Oddo BHF
- SCHOTT Pharma AG & Co. KGaA : Weak H1 ahead - guidance of a strong recovery in H2 is realistic by Oddo BHF
- AALBERTS : Preview 2024 results : Resilient EBITA despite volume decline, SBB likely by Oddo BHF
- VINCI : Changing its world to not change its idea by Oddo BHF
- Aperam : Cap maintenu malgré le marché européen atone, épargné par les tarifs Trump by Oddo BHF
- TUI AG : Titre sanctionné en Bourse, qui semble éluder le potentiel de croissance (notamment dans l’hôtellerie/croisières). Surperformance maintenue by Oddo BHF
- Verallia : Deal ou pas Deal… by Oddo BHF
- BP : Mixed results, EBITDA guidance withdrawn and SBB temporarily maintained pending a change of strategy as of 26 February by Oddo BHF
- Verallia : Deal or no deal… by Oddo BHF
- Vidrala : Stronger end of year, resilient demand in Iberia and enhanced portfolio drives improvement by Oddo BHF
- M6 : T4 difficile sur la publicité, résultats sous les attentes mais le début d’année est correct sur la publicité by Oddo BHF
- Fortum : Market environment in stabilisation phase by Oddo BHF
- Heijmans : Preview: 2024 results to show superior performance, more to come in 2025 by Oddo BHF
- ams OSRAM : Progress on execution and H2 recovery scenario more credible, but liquidity still under pressure in our view by Oddo BHF
- Kering : No major surprises at the end of the year, start of 2025 set to remain difficult, outlook for Gucci still under debate by Oddo BHF
- Exail Technologies : Nouveau contrat d’envergure qui devrait apporter beaucoup d’élan à une histoire boursière déjà attractive. OC relevé à 28 € (vs 23 €) by Oddo BHF
- Carmila : Very robust 2024 results with notably EPRA NTA up +8.1% y-o-y by Oddo BHF
- Deutsche Telekom : Starlink lifts T-Mobile to new heights (but with a barely useful product) by Oddo BHF
- Carrefour : Update part de marché, actionnariat et rachat des minoritaires au Brésil by Oddo BHF
- Schindler Holding Ltd : La marge poursuit son redressement, malgré le manque de croissance by Oddo BHF
- Atresmedia : Une tendance publicitaire T4 et S1 qui devrait être difficile mais le groupe est suffisamment flexible pour absorber cette baisse by Oddo BHF
- Siemens Energy AG : An overheating gas and grid market by Oddo BHF
- Fluidra : Results normalisation confirmed, awaiting new references at CMD by Oddo BHF
- Unicredit : Solid performances vs valuation and M&A uncertainty by Oddo BHF
- Rheinmetall AG : Pas de breaking news lors du pre-close call – Notre OC de 715 € prend en compte le meilleur FCF by Oddo BHF
- GTT : A new change in governance by Oddo BHF
- Rheinmetall AG : No breaking news in the pre-close call – our € 715 target price factors in better FCF by Oddo BHF
- Allianz : Résultat solide attendu au T4, sans grande surprise by Oddo BHF
- Allianz : Robust results expected in Q4, with no great surprises by Oddo BHF
- Aperam : Still on course despite the sluggish European market, spared by Trump’s tariffs by Oddo BHF
- UMG : Le momentum s’améliore sensiblement en 2025 même si l’impact des probables hausses de prix est encore difficile à quantifier by Oddo BHF
- BP : Résultats mitigés, guidance d’EBITDA abandonnée et SBB maintenu momentanément dans l’attente d’un changement de stratégie le 26 février by Oddo BHF
- Carmila : Résultats 2024 très solides avec notamment EPRA NTA à +8.1% yoy by Oddo BHF
- TUI AG : Stock sanctioned by the market, which seems to be overlooking growth potential (notably in hotels/cruises). Outperform rating maintained by Oddo BHF
- Kering : Fin d’année sans grande surprise et le début 2025 devrait rester difficile, perspective Gucci toujours en débat by Oddo BHF
- Fortum : Un environnement de marché en phase de stabilisation by Oddo BHF
- Deutsche Telekom : Starlink amène T-Mobile au plus haut (avec un produit peu utile) by Oddo BHF
- ams OSRAM : Des progrès sur l’exécution et un scénario de reprise au S2 plus crédible, mais pression toujours importante sur la liquidité selon nous by Oddo BHF
- UMG : A marked improvement in momentum in 2025 even though the probable impact of price hikes is still difficult to quantify by Oddo BHF
- UBS Group : Healthy operating performance drives slightly higher estimates by Oddo BHF
- Carl Zeiss Meditec : Q1 review – Weaker-than-expected start due to Microsurgery by Oddo BHF
- M6 : A tough Q4 for advertising, earnings below forecasts but the start of the year is decent for advertising by Oddo BHF
- Exail Technologies : New big contract to boost an already attractive equity story, TP raised to € 28 (vs € 23) by Oddo BHF
- Carrefour : Update on market share, share ownership structure and the Brazil minorities buyout by Oddo BHF
- Siemens Energy AG : Un marché du gaz et du grid en surchauffe by Oddo BHF
- Unicredit : Performances solides vs valorisation & incertitudes M&A by Oddo BHF
- Schindler Holding Ltd : Ongoing margin upturn, despite a lack of growth by Oddo BHF
- Ceconomy : Growth to normalize after strong Q1, estimates raised slightly by Oddo BHF
- Atresmedia : The Q4 2024 and H1 2025 advertising trend should be tough, but the group has enough flexibility to absorb this downturn by Oddo BHF