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SurveyAnalysisAndResults / Equity
- Kering : Shock announcement of a new CEO, but this change is expected to be a continuation of the current strategy by Oddo BHF
- Sopra Steria Group : Stock retains appeal in the short and medium term by Oddo BHF
- ODDO : Cognac exports up in April 2025: no improvement in the underlying market, but favourable technical effects in US and China by Oddo BHF
- Redeia : Spanish government blackout report shares blames between power generators and the system operator by Oddo BHF
- LPP : Profitability over top line expansion by Oddo BHF
- Interparfums : Feedback London Conference : pas de hard landing by Oddo BHF
- Eutelsat Group : Un contrat idéal pour lancer une opération. Opinion Neutre (vs Sous-performance) by Oddo BHF
- Azelis Group NV : Cautious into Q2 25 results by Oddo BHF
- Airbus Group : CMD feedback – Taking back control of the supply chain and pricing by Oddo BHF
- HBX Group : Feedback conférence de Londres : du mieux au mois de mai, à confirmer by Oddo BHF
- ODDO : Weekly: geopolitical tensions and China pessimism weigh, SSAB Q2 preview, Outokumpu CMD by Oddo BHF
- HBX Group : Feedback from the London conference: better trends in May, to be confirmed by Oddo BHF
- ODDO : Weekly: geopolitical tensions and China pessimism weigh, SSAB Q2 preview, Outokumpu CMD by Oddo BHF
- HighCo : Proposed acquisition of the subsidiaries Sogec & BudgetBox from SMP. Neutral rating (vs Underperform) by Oddo BHF
- Colruyt Group N.V. : No mean reversion of valuation imminent; € 43 TP and Neutral maintained by Oddo BHF
- Swatch Group : Not time for a recovery yet by Oddo BHF
- Moderna : A packed H2 to show the scope of the platform by Oddo BHF
- Eutelsat Group : Comprendre le big bang by Oddo BHF
- Eutelsat Group : Understanding the big bang by Oddo BHF
- Publicis : Le T2 devrait rester solide (+4,9% attendu) by Oddo BHF
- Accenture : FY 2025 slightly raised thanks to a strong Q3, with limited impact from DOGE. Announcement of an unexpected reorganisation plan by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- Accenture : FY 2025 légèrement relevée grâce à un bon T3, avec un impact limité du DOGE. Annonce d’un plan de réorganisation inattendu by Oddo BHF
- Kering : Difficult times, but the gap relative to the sector seems to be stabilising by Oddo BHF
- Campari : Le T2 25 peu engageant et des incertitudes sur la trajectoire de reprise au S2 by Oddo BHF