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SurveyAnalysisAndResults / Equity
- Iberpapel : Weak start of the year on energy inflation impact, lowering FY 2025 estimates by Oddo BHF
- Mercialys : Resilient performance in Q1 2025 with various non-recurring effects by Oddo BHF
- Capgemini : Q1 cc growth slightly above expectations. FY 2025 guidance reiterated by Oddo BHF
- Viscofan : Q1 EBITDA in line, FY2025 guidance reiterated by Oddo BHF
- Symrise : Q1 organic sales growth of 4.2% ahead of PCC framing (3-4%, css 3.5%) as weak UV filters (S&C) weigh, confirmed FY 2025 outlook. H2 pick-up needed. by Oddo BHF
- AMG : Preview Q1 2025 : Solid EBITDA, net debt up due to working capital and graphite acquisition by Oddo BHF
- Eramet : Opinion dégradée à Sous-performance avec un commodity mix trop peu attractif et une structure financière qui se détériore by Oddo BHF
- Planisware : Q1 in line with expectations, FY guidance maintained at this stage by Oddo BHF
- Royal BAM Group : Model update - estimates raised on back of backlog growth and London RS by Oddo BHF
- Viridien : T1 2025 qui conjugue la fin contrat Shearwater, un refinancement et des résultats solides by Oddo BHF
- Valeo : Début d’année et message sans surprise, en attendant une meilleure visibilité by Oddo BHF
- Porsche AG : Sous assaut de toutes parts en 2025 by Oddo BHF
- SSAB : Solide performance T1 qui devrait monter en cadence au T2 et T3, modèle défensif face aux droits de douane by Oddo BHF
- Altarea : T1 25 : retournement positif de tendance dans les réservations résidentielles by Oddo BHF
- Vicat : Un T1 sans grande surprise by Oddo BHF
- BBVA : Le T1 2025 conforte globalement les guidances FY by Oddo BHF
- BP : Résultat T1 2025 légèrement inférieurs aux attentes avec une hausse de l’endettement qui devrait s’améliorer par la suite by Oddo BHF
- Rexel : Guidance confirmed, despite a highly uncertain environment by Oddo BHF
- SSAB : Solid Q1 performance expected to gather pace in Q2 and Q3, defensive model in the face of tariffs by Oddo BHF
- Mayr-Melnhof : Not yet out of the woods by Oddo BHF
- K+S AG : Potash trending up. Buy the trend – part 2 by Oddo BHF
- Valeo : Relatively in-line start to the year, pending better visibility by Oddo BHF
- ASM International N.V : Solid Q1 2025 results, annual guidance adjusted to reflect forex by Oddo BHF
- Amundi : Underlying earnings slightly below expectations, but good resilience by Oddo BHF
- Viridien : Q1 which combines the end of the Shearwater contract, refinancing and solid results by Oddo BHF