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SurveyAnalysisAndResults / Equity
- ODDO : Scenario du pire évité, quand même un probable ralentissement de la croissance, mais les valorisations sont bien ajustées, upgrade de VAT by Oddo BHF
- Ageas : Esure acquisition logical strategically, but price somewhat on high side by Oddo BHF
- Publicis : Solidité pour 2025 mais le risque reste le manque de visibilité sur US pour le moyen terme by Oddo BHF
- Amundi : Progression du RO attendue au T1 2025, RN impacté par la surtaxe by Oddo BHF
- Publicis : 2025 performance expected to be solid, but the risk remains a lack of visibility on the US in the medium term by Oddo BHF
- Ericsson : Une bonne tenue des marges, malgré une visibilité limitée by Oddo BHF
- ODDO : Rapport AIE – Demande et offre revus en baisse sur fond de ralentissement économique by Oddo BHF
- ODDO : IEA report – Forecasts for demand and supply sharply lowered due to the economic slowdown by Oddo BHF
- Sartorius Stedim Biotech : Q1 review – continuing strong momentum by Oddo BHF
- ODDO : Nothing to declare apart from trade tariffs by Oddo BHF
- FlatexDEGIRO : Q1 2025 preview: we expect a strong quarter on the commission side by Oddo BHF
- ASML : Des craintes liées à la guerre commerciale, mais nous ne voyons pas l’histoire significativement dévier by Oddo BHF
- Arcadis : Tariff uncertainty impacts near term but end market demand unchanged. Outperform reiterated, TP to €67 by Oddo BHF
- Purcari Wineries : Investment case anchored in robust growth prospects by Oddo BHF
- Covivio : Très bon 1er trimestre avec une bonne poursuite de la dynamique by Oddo BHF
- Rio Tinto Plc : Légère hausse de nos estimations post T1, suspense sur les résultats des AG by Oddo BHF
- Engie : Good protection against stock market turbulence by Oddo BHF
- Brunello Cucinelli : Growth remains solid and evenly balanced between regions by Oddo BHF
- Icade : T1 25 : performance globalement en ligne avec le repositionnement en cours by Oddo BHF
- Sartorius Stedim Biotech : Q1 review – Increasing momentum, recovery not priced in by Oddo BHF
- Sulzer : Slightly reduced organic growth rate, but FX is the larger burden by Oddo BHF
- MFE B shares : The positive advertising trend in Italy continues in Q1, but the situation is a little more complicated in Spain by Oddo BHF
- Figeac Aero : Site visit: tailwinds for FCF and defence at 10% of sales by March 2028 by Oddo BHF
- Icade : Q1 2025: overall performance broadly in line with ongoing repositioning by Oddo BHF
- Pernod Ricard : Q3 2024-25 sales -3.2% on an organic basis, another disappointing quarter by Oddo BHF
- ODDO : Worst-case scenario avoided, slowdown in growth still likely, but valuations are largely adjusted, VAT upgrade by Oddo BHF
- Amundi : Operating profit growth expected in Q1, net income impacted by surtax by Oddo BHF
- IMCD GROUP : Q1 25 should be ok, but what about Q2? by Oddo BHF
- FDJ United : Q1 2025 revenues broadly in line with our expectations. Higher taxes and tougher regulations in the UK/Netherlands take its toll, as expected by Oddo BHF
- ODDO : Conclusions du T4 2024 en France by Oddo BHF
- Ericsson : Good margin trend, despite limited visibility by Oddo BHF
- ODDO : Takeaways from Q4 2024 in France by Oddo BHF
- SARTORIUS AG : Q1 review – Strong momentum in BPS continues by Oddo BHF
- ODDO : Rien à déclarer sauf des droits de douane by Oddo BHF
- Heineken N.V. : Decent Q1 2025; currency-related estimate cuts; Outperform reiterated by Oddo BHF
- Aegon : A stable 1Q25, good solvency, quite some optionalities by Oddo BHF
- AALBERTS : Preview Q1 2025 + estimates and TP update : near term earnings taking a backseat by Oddo BHF
- Engie : Une belle protection contre les intempéries boursières by Oddo BHF
- ASML : Concerns about the trade war, but we do not see the story deviating significantly by Oddo BHF
- Autoliv : Clearly one of the highest-quality players in the space by Oddo BHF
- Brunello Cucinelli : Croissance toujours solide et bien équilibrée par zone géographique by Oddo BHF
- MFE B shares : Vers une poursuite de la bonne tendance publicitaire en Italie sur le T1 mais une situation un peu plus compliquée en Espagne by Oddo BHF
- Covivio : A very good Q1 with the continuation of the positive trend by Oddo BHF
- Figeac Aero : Visite de site : vents favorables pour le FCF et défense à c10% du CA d’ici à mars 2028 by Oddo BHF
- Moncler : L’Asie résiste un peu mieux que prévu, prévisions annuelles inchangées by Oddo BHF
- Moncler : Asia holding up slightly better than expected, full-year forecasts unchanged by Oddo BHF
- Pernod Ricard : CA T3 24/25 à -3.2% en organique ; encore un trimestre peu engageant by Oddo BHF
- SARTORIUS AG : Q1 review – BPS with increasing momentum, recovery not priced in by Oddo BHF
- Rio Tinto Plc : Slight increase in our estimates after Q1, suspense around AGM outcome by Oddo BHF
- Autoliv : Clairement l’un des acteurs les plus qualitatifs du secteur by Oddo BHF