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SurveyAnalysisAndResults / Equity
- Telecom Italia : Les répercussions de l’arrivée de Poste Italiana by Oddo BHF
- CVC Capital Partners : Slashing our PRE by 34% in 2025 to € 277m causing single-digit drops to the bottom line, otherwise momentum is good by Oddo BHF
- EssilorLuxottica : Trajectory on track, threat from US tariffs real but manageable by Oddo BHF
- Dassault Systemes : Set for lacklustre Q1 results pending an acceleration in growth in Q2 by Oddo BHF
- Vivendi : Disposal of 15% of TI, no change in analysis on holding company status by Oddo BHF
- Holcim : Next stop AGM on 14 May… by Oddo BHF
- Renault : Confirmation, si besoin en était, d’une relation plus pragmatique avec Nissan by Oddo BHF
- Iberpapel : Calm waters supporting natural diversification growth strategy by Oddo BHF
- Sligro Food Group N.V. : Neutral reiterated; share price seen to remain out of sync with fair value by Oddo BHF
- Ferrari : L’excellence habituelle au T1, avant de devoir négocier quelques virages by Oddo BHF
- IONOS : Nos attentes pour 2025 et possibles catalyseurs by Oddo BHF
- Outokumpu : Weaker-than-expected Q1 in prospect but 2025 to gradually improve by Oddo BHF
- ODDO : Monthly Mar’25: strong yield movements cause volatility, optimism at MIPIM by Oddo BHF
- Fluidra : Investment in robotic pool cleaning to reinforce portfolio and DTC exposure by Oddo BHF
- Veolia : Matérialité du modèle financier et attractivité du profil ESG confirmée par les résultats 2024 by Oddo BHF
- CIE Automotive : Feedback roadshow : un modèle résilient dans un environnement troublé by Oddo BHF
- PORR : Taking a breather – downgrade after re-rating and lack of short-term catalysts by Oddo BHF
- ODDO : Preview T1 pour Publicis, WPP et Havas by Oddo BHF
- ODDO : Q1 preview for Publicis, WPP and Havas by Oddo BHF
- CIE Automotive : Roadshow feedback: a resilient model in an unsettled environment by Oddo BHF
- BHP Ltd : Q3 to be hurt by climate in Australia, focus on copper expansion by Oddo BHF
- SAP : Vers un T1 une nouvelle fois solide mais moins de catalyseurs ensuite by Oddo BHF
- SAP : Set for another robust quarter in Q1 but fewer triggers thereafter by Oddo BHF
- ODDO : Droits de douane : pas de tarifs supplémentaires mais quelques détails by Oddo BHF
- Umicore : No reason to become jubilant but the risk profile has improved by Oddo BHF