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SurveyAnalysisAndResults / Equity
- Autoliv : Feedback roadshow : jusqu’ici tout va bien by Oddo BHF
- Fresenius SE & CO KGaA : Q1 review – Bottom line beat by Helios by Oddo BHF
- Planisware : Confidence despite probably less favourable momentum in Q2 by Oddo BHF
- Siemens Healthineers : Q2 review – Strong performance in Imaging, beat on top and bottom line by Oddo BHF
- Fluidra : Strong operating performance on top of solid top-line growth by Oddo BHF
- Van Lanschot Kempen : 1Q25 net inflow and profit better than expected, TP increased by Oddo BHF
- Endesa : Un bon T1 25, des guidances réaffirmées mais tout à un prix by Oddo BHF
- Legrand : Les datacenters, avec plus de 30% de croissance, ont permis au T1 2025 de dépasser les attentes by Oddo BHF
- SCOR : Très bonne rentabilité au T1 supérieure aux attentes by Oddo BHF
- Aker BP : EBITDA 5% supérieur aux attentes. Vers une bonne résilience face à la baisse du pétrole by Oddo BHF
- ODDO : Metals hold steady amid de-escalating trade war, new Chinese stimulus plan by Oddo BHF
- Legrand : Data centres, with growth of more than 30%, enabled the group to beat expectations in Q1 by Oddo BHF
- Aker BP : EBITDA 6% higher than expected – Good resilience in the face of falling oil prices by Oddo BHF
- Aryzta : Aryzta CMD highlights: charting a course for value creation by Oddo BHF
- Austriacard Holdings : New strategy emphasises the shift to holistic secure solutions provider by Oddo BHF
- CIE Automotive : Robust Q1 above expectations; 2025 guidance confirmed by Oddo BHF
- Telecom Italia : Q1 2025: Poste Italiane contract coming in by Oddo BHF
- Endesa : A good Q1 2025, guidance reaffirmed, but everything comes at a price by Oddo BHF
- Hensoldt AG : Neutral vs Outperform – A valuation that better reflects the stock's qualities by far by Oddo BHF
- Arm Holdings plc : Towards a slightly less brilliant FY 26, but we remain confident on the structural growth story linked to the rollout of AI by Oddo BHF
- Fresenius SE & CO KGaA : Increased estimates driven by Kabi and Helios by Oddo BHF
- GEA Group AG : Q1 comes with a 4% EBITDA beat vs css by Oddo BHF
- Ørsted : Real lack of visibility persists by Oddo BHF
- SCATEC : T1 solide et perspectives de croissance intactes by Oddo BHF
- Infineon Technologies AG : Un choix de communication qui devrait permettre de dérisquer l’année et (peut-être) de créer un upside by Oddo BHF
- Planisware : De la confiance malgré un momentum probablement moins favorable au T2 by Oddo BHF
- Rieter Holding : Barmag deal: a game changer for Rieter? by Oddo BHF
- JCDecaux : Organic trend in line with expectations for Q1 and Q2 by Oddo BHF
- Autoliv : Road show feedback: so far, so good by Oddo BHF
- AXA : Commercial momentum in Q1 2025 bodes well for H1 net income by Oddo BHF
- Hensoldt AG : Neutre vs Surperformance – Une valorisation qui intègre beaucoup mieux les qualités du titre by Oddo BHF
- Grupo Catalana Occidente S.A. : Résultat solide au T1 2025 … OPA d’INOC en toile de fond by Oddo BHF
- Veolia : Bon T1 25 sur la trajectoire de la guidance et rachat relutif de minoritaire by Oddo BHF
- Ørsted : Un vrai manque de visibilité qui persiste by Oddo BHF
- ODDO : Metals hold steady amid de-escalating trade war, new Chinese stimulus plan by Oddo BHF
- Grupo Catalana Occidente S.A. : Robust Q1 2025 results … against the backdrop of the INOC takeover bid by Oddo BHF
- Corticeira : Q1 2025 slightly above our estimates, recovery hopes intact by Oddo BHF
- Arcadis : Modest changes to estimates, H2 still to show improvement by Oddo BHF
- CIE Automotive : T1 solide et supérieur aux attentes, guidance 2025 confirmée by Oddo BHF
- Jeronimo Martins : Q1 operating results a touch above. Flat EBITDA margin evolution by Oddo BHF
- Veolia : Good Q1 2025 in line with guidance, accretive buy of a minority stake by Oddo BHF
- Telecom Italia : Q1 2025: Poste Italiane contract coming in by Oddo BHF
- SCOR : Very good profitability in Q1 beating expectations by Oddo BHF
- Arm Holdings plc : Vers un exercice 2026 un peu moins brillant par manque de visibilité, mais nous restons confiants sur l’histoire de croissance structurelle liée à l’IA by Oddo BHF
- Qiagen : Full results confirm prel. figures – improved guidance for 2025 reiterated by Oddo BHF
- Royal BAM Group : Positive trading update, cautious 2025 EBITDA margin guidance unchanged by Oddo BHF
- Lanxess : Q1 EBITDA in line; EBITDA outlook reiterated, leaving css -2% vs mid-point, Envalior improved. Solid by Oddo BHF
- Mister Spex SE : Des progrès en matière de profitabilité mais on est encore loin du compte by Oddo BHF
- Siemens Energy AG : Postview T2 : la demande reste bien orientée, les tarifs pèseront assez peu by Oddo BHF
- Knorr-Bremse AG : Un bon début d’année, la guidance 2025 est confirmée (modulo le FX) by Oddo BHF