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SurveyAnalysisAndResults / Equity
- Aurubis : Roadshow feedback: raising to Outperform as Aurubis reaches inflection point by Oddo BHF
- ODDO : ABI statistics (May 2025): no trend inflection by Oddo BHF
- Campari : A lacklustre Q2 2025 and uncertainties about the recovery path in H2 by Oddo BHF
- Saint-Gobain : Feedback from lunch with management by Oddo BHF
- Prosus NV : 2025 results slightly above expectations, profitability continuing to recover by Oddo BHF
- Elia Group : 20+% EBITDA growth again reflected in 20+% premium valuation by Oddo BHF
- Continental : The hardest part starts now... by Oddo BHF
- Ferrari : Vers un T2 séquentiellement stable, mais toujours hors norme by Oddo BHF
- Ferrari : Towards a sequentially stable, but still far from ordinary Q2 by Oddo BHF
- Holcim : Update after Amrize spin-off: Make Europe Great Again (sic) by Oddo BHF
- Purcari Wineries : Target price adjusted to reflect the voluntary takeover bid by Maspex by Oddo BHF
- Brunello Cucinelli : Le haut du panier tient toujours la corde by Oddo BHF
- ODDO : Weekly: risk-on sentiment sends metals higher, Aurubis upgrade, ArcelorMittal’s Calvert deal by Oddo BHF
- ODDO : Weekly: risk-on sentiment sends metals higher, Aurubis upgrade, ArcelorMittal’s Calvert deal by Oddo BHF
- Prosus NV : CMD, a far more pragmatic strategy but more limited upside (Neutral vs Outperform) by Oddo BHF
- ODDO : Numeum revoit à la baisse ses prévisions pour le secteur en France afin d’intégrer les incertitudes récentes et l’absence de rebond probable au S2 by Oddo BHF
- ODDO : Sommet OTAN: pas de surprise et quelques déceptions by Oddo BHF
- ODDO : Numeum lowers its forecasts for the sector in France to take account of recent uncertainties and the likely absence of a rebound in H2 by Oddo BHF
- ODDO : Provada’s Dutch delight: Real Estate resilience amidst global uncertainty by Oddo BHF
- Schindler Holding Ltd : Roadshow feedback and Q2 preview: China continues to weigh heavily, but the group continues its transformation by Oddo BHF
- EssilorLuxottica : Margins under pressure but upside potential still intact by Oddo BHF
- Aixtron SE : Roadshow feedback: reassuring tone on 2025, cautious on 2026 and very confident on 2027 - We see an inflection point around H1 2026 by Oddo BHF
- Burberry : Performance court terme modérément impactée par une conjoncture plus difficile by Oddo BHF
- Prada SpA : More difficult environment for the Prada brand, but share price still too low by Oddo BHF
- Munich Re : Management meeting points to growth appetite in non-cyclical business by Oddo BHF