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SurveyAnalysisAndResults / Equity
- Kering : A vous de jouer Demna by Oddo BHF
- Assa Abloy : Un début d’année encourageant côté volumes, les acquisitions pèsent sur la marge by Oddo BHF
- BE Semiconductor Industries : Recovery of the mainstream segment more likely in 2026, positive signal on the adoption of hybrid bonding in memory but no certainty by Oddo BHF
- Orange Polska : New mid-term strategy to be rolled-out in a more challenging environment; Q1 2025 results - a good start into the year by Oddo BHF
- Renault : Reassuring start to the year and still better visibility vs most peers by Oddo BHF
- Orange : Always softer commercially in Q1 but EBITDAaL growth stays solid by Oddo BHF
- Klépierre : Performance opérationnelle T1 2025 très solide de nature à surperformer by Oddo BHF
- Eurofins : Meilleure visibilité au S2, mais impact FX négatif et dilution à surveiller by Oddo BHF
- Dassault Systemes : Mixed Q1 earnings, below expectations due to weak licenses. Cautious Q2 guidance but FY 2025 guidance reiterated by Oddo BHF
- ODDO : Resilient German residential revisited – residential market supportive for listed real estate and no issue with coalition agreement for rental market by Oddo BHF
- Renault : Un début d’année sans surprise mais qui confirme les atouts du constructeur by Oddo BHF
- Vossloh AG : L’activité et la marge vont repartir à la hausse à compter du T2 2025 by Oddo BHF
- Michelin : Le prix/mix reste l’atout numéro 1 dans un contexte volumes encore difficile by Oddo BHF
- BNP Paribas : RN en ligne au T1, guidances 2025-2026 confirmées by Oddo BHF
- Renault : No surprises at the start of the year, thus confirming the OEM’s strengths by Oddo BHF
- Bankinter : Reassuring start to the year but valuation already high by Oddo BHF
- Aeroports de Paris : Slight beat supported by TAV and acquisitions; Neutral stance unchanged by Oddo BHF
- Accor : A good Q1 2025, reassuring in the current context. Outperform rating confirmed by Oddo BHF
- ENI SpA : Q1 2025 results beat forecasts - Share buybacks maintained thanks to $ 2bn optimisation plan by Oddo BHF
- Michelin : Price/mix remains the no. 1 strength in a still difficult volume environment by Oddo BHF
- Holcim : Un peu mieux que les attentes mais l’essentiel est ailleurs by Oddo BHF
- 11 bit studios : Expanded pipeline, but execution risks persist by Oddo BHF
- TechnipFMC : Publication en ligne et guidance confirmée by Oddo BHF
- Nokia : A disappointing quarter, but the outlook for the year remains positive, pending the CMD in November by Oddo BHF
- BNP Paribas : Q1 net income in line, guidance for 2025-2026 confirmed by Oddo BHF