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SurveyAnalysisAndResults / Equity
- Brenntag : Flat not good enough. Q1 op. EBITA 7% below css on flat specialties, lower essentials; now sees 'lower end of €1.1-1.3bn op. 2025 EBITA -3% vs css by Oddo BHF
- HBX Group : Solid H1 2025 earnings, in line with expectations. FY 2025 revenue guidance revised down -1% at midpoint. EBITDA guidance in line by Oddo BHF
- HBX Group : Solid H1 2025 earnings, in line with expectations. FY 2025 revenue guidance revised down -1% at midpoint. EBITDA guidance in line by Oddo BHF
- INDUS Holding AG : Some non-operating adjustments, but no change in view momentarily by Oddo BHF
- Tecnicas Reunidas : Les résultats T1 25 confirment la transformation vers un groupe mieux margé by Oddo BHF
- Tecnicas Reunidas : Earnings confirm the transformation towards a group with a better margin by Oddo BHF
- Bouygues : Transformer ce trimestre en une habitude by Oddo BHF
- Deutsche PfandbriefBank AG : Redressement confirmé au T1 25 mais cibles MT toujours trop ambitieuses by Oddo BHF
- Daimler Truck : Se projeter au-delà de la volatilité à court terme by Oddo BHF
- Scout24 : Strong momentum expected to continue through 2025e and beyond by Oddo BHF
- PVA Tepla : La métrologie est un pilier de croissance clé pour le groupe by Oddo BHF
- Burberry : Stabilisation well underway, the expected rebound still a subject of debate by Oddo BHF
- Bouygues : Turning this quarter into a habit by Oddo BHF
- DÜRR AG : Value to come from sale of environmental business– underlying operating business developments not yet sufficiently convincing by Oddo BHF
- HBX Group : H1 2025 results, a good first milestone by Oddo BHF
- Pirelli : Good start to year, as expected by Oddo BHF
- Acciona : Positive qualitative message at the ‘stub’; EBITDA guidance reiterated but capex slightly trimmed by Oddo BHF
- Deutsche Telekom : German fixed competition hurting in Q1 2025 by Oddo BHF
- Atos : A strategic plan that is aggressive, but leaves no short-term catalysts in sight by Oddo BHF
- TUI AG : Outperform maintained despite a slight hiccup (to be put in perspective) on summer booking volumes by Oddo BHF
- Dermapharm Holding SE : A solid start to 2025s by Oddo BHF
- Euronext : Nicely delivering on a high-stakes quarter by Oddo BHF
- KBC : 1Q result touch better, positive on acquisition, cap return more M&A focus by Oddo BHF
- Bekaert : 2025 guidance at risk, Neutral maintained by Oddo BHF
- Vallourec : A clear (and readable) road map out to the end of the year by Oddo BHF