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SurveyAnalysisAndResults / Equity
- Hidroelectrica : The downstream Danube hydro player by Oddo BHF
- Dassault Systemes : CMD 2025 preview: an update in a challenging environment, but still with strong medium-term ambitions by Oddo BHF
- Eramet : Gabon's ban on unprocessed manganese exports in 2029: an unrealistic measure but which increases risks by Oddo BHF
- Atos : Atos Group receives confirmatory offer from French State to acquire part of its former Advanced Computing business for € 410m by Oddo BHF
- NN Group : OCG 2028 target some better and conservative, S2 ratio a touch less, TP up by Oddo BHF
- Technip Energies : Robust fundamentals and positioned on textile recycling by Oddo BHF
- STRABAG SE : “Deep value argument” increasingly exhausted, but mid-term potential intact by Oddo BHF
- Nexans : Expansion in southern Europe with the acquisition of Cables RCT in Spain by Oddo BHF
- Kering : La conjoncture secteur milite pour des prévisions encore plus prudentes by Oddo BHF
- LVMH : 2025 set to be far more difficult than expected, but the now very marked discount means that we can look beyond by Oddo BHF
- Solaria : Plus de questions que de réponses, mais une optionnalité positive by Oddo BHF
- Bank Pekao SA : Taking the centre stage of major PZU’s reorganisation plan by Oddo BHF
- Heijmans : Taking a breather…for now by Oddo BHF
- Remy Cointreau : FY 2024-25 results in line with expectations; € 65m net tariff impact indicated for FY 2025-26e EBIT by Oddo BHF
- ORLEN : Still too much on the plate for ORLEN by Oddo BHF
- Cegedim : Pas d’inflexion visible … à ce stade by Oddo BHF
- Autoliv : Feedback CMD : un profil déjà parmi les plus qualitatifs et encore du potentiel by Oddo BHF
- Autoliv : CMD feedback: already best-in-class but still some clear upside by Oddo BHF
- Getlink : Heaven helps those who help themselves by Oddo BHF
- ODDO : Weekly: China sentiment deteriorates further, increased US steel tariffs by Oddo BHF
- Stabilus SE : From an ambition to concrete mid-term targets for 2030 – CMD feedback by Oddo BHF
- Brenntag : Site visit; CEO/CFO meeting: 'lower half, not low-end’ of € 1.1-1.3bn op. EBITA reiterated, May trends mirror April; Specialties recognition improved by Oddo BHF
- Hermès International : Résilient mais pas complètement by Oddo BHF
- Andritz : Valmet CMD – three positive cross-reads, no news on short-term market dynamics by Oddo BHF
- Dassault Systemes : Dassault Systèmes delays its ambition to double EPS by one year at the CMD by Oddo BHF