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SurveyAnalysisAndResults / Equity
- Dassault Systemes : A more favourable growth sequence for 2025 and then 2026, only partly priced in by the market by Oddo BHF
- Arm Holdings plc : The steamroller of AI by Oddo BHF
- Flughafen Wien : Upgrading our estimates on the back of strong passenger growth in 2024 by Oddo BHF
- NN Group : Solvency improvement actions taken, targets unchanged, next event CMD by Oddo BHF
- Eramet : Feedback roadshow : performance solide dans un contexte mitigé, signaux positifs sur les prix et le périmètre d’activités by Oddo BHF
- Fresenius Medical Care : Q4 review – Positive finish, guidance provides upside by Oddo BHF
- Heidelberg Materials : Putting on a great show by Oddo BHF
- Smith & Nephew : Q4 review – Solid results, guidance as expected but back-end loaded phasing by Oddo BHF
- Dormakaba : Le S1 crédibilise la guidance by Oddo BHF
- Laboratorios Rovi : Q4 earnings beat post-warning trimmed estimates. FY 2025 guidance reiterated by Oddo BHF
- Heidelberg Materials : Votre force sera votre différence by Oddo BHF
- Deutsche Borse : Management dialogue reflects comfort in growth agenda by Oddo BHF
- Ebro Foods : Q4 EBITDA beats. FY 2024 EBITDA exceeds the high end of the guidance by Oddo BHF
- Altarea : FY 2024 results: a support for the good execution of the road map by Oddo BHF
- Aixtron SE : Preview T4 24 : pas de point d’inflexion de la demande à court terme, mais dans un contexte où les attentes sont déjà faibles by Oddo BHF
- Fresenius SE & CO KGaA : Q4 review – Good finish to 2024, guidance as expected by consensus by Oddo BHF
- Deutsche Telekom : 2025 outlook 1% below expectations by Oddo BHF
- AENA : Results and guidance in line; share split proposal to the AGM by Oddo BHF
- Covestro AG : Q4 results/outlook in line, on track for ADNOC closing in H2 2025; regular squeeze-out threshold of 95% exceeded by Oddo BHF
- SES : 2025 outlook in line with consensus by Oddo BHF
- Stellantis : Kitchen sinking in H2 2024 confirmed but 2025 outlook likely more cautious than expected by Oddo BHF
- Cellnex : Q4 results and guidance in line; but some PoPs growth deceleration by Oddo BHF
- ODDO : Weekly: weaker US and China sentiment, Glencore thinks of primary NY listing by Oddo BHF
- E.ON : Une belle entrée en matière en attendant un cadre d’investissement plus clair by Oddo BHF
- Implenia AG : Vous avez aimé 2024, alors vous aimerez 2025 by Oddo BHF