Back to the main directory
SurveyAnalysisAndResults / Equity
- Aegon : Complexity rising, fundamentally in line, much work to be done by Oddo BHF
- Schneider Electric : Road show feedback: data centres are not the only catalyst by Oddo BHF
- Merck KGaA : Recovery in Process solution continues, Healthcare profits from low R&D by Oddo BHF
- Volkswagen (pref) : Q4 results and 2025 guidance above on EBIT, below on EPS/NIL by Oddo BHF
- Marie Brizard Wine & Spirits : La poursuite du ralentissement du marché des spiritueux et l’inflation des liquides vieillis pourraient davantage peser sur la rentabilité en 2025 by Oddo BHF
- Syensqo : There’s potential, but not in the near-term by Oddo BHF
- ERG : Des résultats 2024 globalement en ligne, une trajectoire 2025 abaissée by Oddo BHF
- ODDO : We adopt a more cautious view on the US advertising market in 2025, downward revision to our EPS forecasts and target prices by Oddo BHF
- Volkswagen (pref) : Another transition year that looks fully valued and not devoid of risk by Oddo BHF
- Leonardo : Des objectifs moyen terme qui n’intègrent pas le potentiel réarmement en Europe. La visibilité sur l’Aérostructures attendra by Oddo BHF
- ERG : 2024 results broadly in line, 2025 pathway revised down by Oddo BHF
- Delivery Hero : A free call option by Oddo BHF
- Brenntag : Q4 op. EBITA of € 264m 5% below css on 'other'; op. EBITA 25 outlook of € 1.1-€ 1.3bn in line with css of € 1.21bn. Solid by Oddo BHF
- Accenture : Le ciel s’assombrit quelque peu mais les guidances à cc ne semblent pas à risque by Oddo BHF
- Moncler : L’heure n’est pas à l’optimisme béat by Oddo BHF
- Porsche AG : Confirmation d’une transformation plus profonde et plus longue qu’attendu by Oddo BHF
- Moncler : Blind optimism is not the order of the day by Oddo BHF
- Deutsche Bank : Potential uplift from planned German infrastructure and defence spending by Oddo BHF
- Ageas : 2H24 results and FY25 outlook better, China a challenge, M&A options by Oddo BHF
- ODDO : Résultats de l’appel d’offres T-4 2028/29 : Concurrence accrue et prix sous pression by Oddo BHF
- Accenture : Somewhat darker skies but guidance on cc not at risk by Oddo BHF
- ODDO : Results of the T-4 bid tender for 2028-29: Fiercer competition and prices under pressure by Oddo BHF
- ODDO : A reassuring stance for French investors by Oddo BHF
- Sword Group : Confiance sur la trajectoire et les perspectives à horizon 2028, ce qui est encore loin d’être reflété dans la valorisation actuelle by Oddo BHF
- Triodos bank : Result in line, NII lower but commission and expenses better by Oddo BHF
- Elia Group : Funding worries behind = free to perform again by Oddo BHF
- TRATON : Cycle upturn not yet visible, but clear strengths by Oddo BHF
- Volkswagen (pref) : Q4 results and 2025 guidance above on EBIT, below on EPS/NIL by Oddo BHF
- Airbus Group : Feedback roadshow – Confiance et outil industriel plus agile pour naviguer dans un monde plus incertain by Oddo BHF
- bioMérieux : Feedback roadshow à Paris: dynamique bonne et durable, confiance dans l’atteinte des objectifs by Oddo BHF
- ODDO : Nous adoptons une vue plus prudente sur le marché publicitaire US en 2025, révision en baisse de nos BPA et objectifs de cours by Oddo BHF
- Tubacex : Connected for success: increasing TP on constant strategic progression by Oddo BHF
- Volkswagen (pref) : Une nouvelle année de transition bien valorisée et pas exempte de risques by Oddo BHF
- Airbus Group : Road show feedback – confidence and industrial capacity more agile to navigate in a more uncertain world by Oddo BHF
- Leonardo : Medium-term targets that do not include the potential for rearmament in Europe. Visibility on Aerostructures will have to wait by Oddo BHF
- ODDO : Droits de douane annoncés puis supprimés sur le Canada : focus ArcelorMittal et Rio Tinto by Oddo BHF
- bioMerieux : Feedback from road show in Paris: good, sustainable momentum, confidence targets will be met by Oddo BHF
- ODDO : Tariffs on Canada announced then cancelled: focus on ArcelorMittal and Rio Tinto by Oddo BHF
- Avolta : Tendances d’activité positives en ce début d’année, mais quelques incertitudes émergent. Surperformance ; OC abaissé à 54 CHF by Oddo BHF
- Sanofi : Feedback RS à Paris: confiance dans les objectifs affichés by Oddo BHF
- Imerys : Aide-moi, le ciel t’aidera ! by Oddo BHF
- Avolta : Positive business trends at the start of the year, but some areas of uncertainty taking shape. Outperform; TP lowered to CHF 54 by Oddo BHF
- Sanofi : Paris road show feedback: confident on the announced targets by Oddo BHF
- ODDO : Un discours rassurant auprès des investisseurs français by Oddo BHF
- Tecan Group AG : Short term uncertainties weigh on 2025 – growth drivers remain intact by Oddo BHF
- Porsche AG : Confirmation of a deeper and lengthier transformation than expected by Oddo BHF
- Imerys : Help yourself, heaven will help you! by Oddo BHF
- Agrana : Agrana announces closure of sugar production sites by Oddo BHF
- Sword Group : Confidence on the trajectory and outlook out to 2028, still far from reflected in the current valuation by Oddo BHF
- Flughafen Wien : Flughafen Wien reports +1.4% increase in traffic at VIE in February by Oddo BHF