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SurveyAnalysisAndResults / Equity
- Eutelsat Group : Une levée de fonds pour un triple sauvetage ? by Oddo BHF
- Exosens : Feedback roadshow CEO à Francfort : focus sur l’exécution alors que le momentum sur l’exposition défense reste fort by Oddo BHF
- Rémy Cointreau : Le CEO Eric Vallat démissionne by Oddo BHF
- Remy Cointreau : CEO Eric Vallat steps down by Oddo BHF
- Deutsche Telekom : Révisions en baisse (dollar et concurrence allemande) by Oddo BHF
- Patrizia SE : Final FY 2024 figures confirm mixed preliminary key figures by Oddo BHF
- Deutsche Telekom : Downward revisions (dollar and German competition) by Oddo BHF
- ODDO : Weekly: metals recover partly after losing big, steel steady by Oddo BHF
- Prada SpA : Attractive with or without Versace by Oddo BHF
- Havas : T1 solide sans signe de ralentissement pour le moment by Oddo BHF
- Stellantis : A soft start to the year, even before the possible tariffs storm… by Oddo BHF
- Gerresheimer AG : Q1 review -Slow start to the year, guidance confirmed, implied turnaround by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- Aurubis : Modèle défensif face aux turbulences mais séquence CT de résultats peu engageante by Oddo BHF
- RELX Group PLC : Growth compounding with very limited impact of US federal budget scrutiny by Oddo BHF
- Shell Plc : Preparing for weakening in market circumstances by Oddo BHF
- Salzgitter : Malgré un discours volontariste sur les cessions, la valorisation devient trop exigeante, rating dégradé à Sous-performance by Oddo BHF
- LVMH : Début d’année peu propice, 2025 s’annonce comme un nouvel exercice de transition au vu du contexte sectoriel mais potentiel réel de rebond by Oddo BHF
- Salzgitter : Despite a proactive approach to disposals, valuation becoming too demanding; rating downgraded to Underperform by Oddo BHF
- Publicis : T1 solide à +4,9%, guidance réitérée malgré un environnement plus difficile by Oddo BHF
- Publicis : A solid Q1 at +4.9%, guidance reiterated despite the more challenging context by Oddo BHF
- BE Semiconductor Industries : Applied Materials takes 9% stake in BESI, and we think there is more to come by Oddo BHF
- ODDO : US tariffs: primarily indirect impacts for stocks that are once again trading at all-time lows by Oddo BHF
- Verallia : Toujours en phase de convalescence by Oddo BHF
- ING Group : 1Q25 touch better than 4Q24, new SBB somewhat scaled down by Oddo BHF
- Exosens : CEO road show feedback in Frankfurt: focus on execution while momentum on defence exposure remains strong by Oddo BHF
- Eutelsat Group : Raising capital for a three-pronged rescue? by Oddo BHF
- Volkswagen (pref) : Weaker start to the year, (again) penalized by one-offs… by Oddo BHF
- Orange : Un re-rating puissant (objectif de cours relevé) by Oddo BHF
- Krones AG : Q1 due on 9 May – A solid start to the year likely by Oddo BHF
- Prada SpA : Attractif avec ou sans Versace by Oddo BHF
- ODDO : Weekly: metals recover partly after losing big, steel steady by Oddo BHF
- Orange : A powerful re-rating (target price raised) by Oddo BHF
- havas : Solid Q1 with no sign of a slowup for the time being by Oddo BHF
- Stellantis : A soft start to the year, even before the possible tariffs storm… by Oddo BHF
- Adyen NV : Expect +23% net revenue growth in 1Q25, only moderate GDP dependence by Oddo BHF
- Aurubis : Defensive model amid current turbulence but ST earnings sequence under pressure by Oddo BHF
- Salzgitter : Fin des discussions sur une offre, disparition attendue de la prime spéculative by Oddo BHF
- Salzgitter : End of talks on a takeover bid, speculative premium expected to vanish by Oddo BHF
- Wereldhave : A leap into Luxembourg: Wereldhave's acquisition to drive growth by Oddo BHF
- Gerresheimer AG : Too early to buy – turnaround needs to become visible by Oddo BHF
- VAT Group AG : Un point d’entrée attractif pour un profil qui devrait surperformer sur 2025/26 – Surperformance vs Neutre by Oddo BHF
- LVMH : An inauspicious start to the year, 2025 set to be another transitional year judging by the sector context but real potential for a rebound by Oddo BHF
- ODDO : Des couvertures protectrices à court terme mais la sensibilité reste forte : OC réduits de 7% en moyenne by Oddo BHF
- ODDO : Protective short-term hedging, but sensitivity remains high: target prices lowered by 7% on average by Oddo BHF
- BE Semiconductor Industries : Applied Materials takes 9% stake in BESI, and we think there is more to come by Oddo BHF
- VAT Group AG : An attractive entry point for a profile that should outperform in 2025-26 - Outperform vs Neutral by Oddo BHF
- ODDO : Droits de douane US : des impacts surtout indirects pour des valeurs qui traitent à nouveau à des plus bas historiques by Oddo BHF
- Verallia : Still in a recovery phase by Oddo BHF