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SurveyAnalysisAndResults / Equity
- Salzgitter : Vers de nouveaux contrats dans la défense en Allemagne ? by Oddo BHF
- Jeronimo Martins : Q2 2025 preview: first quarterly margin expansion in three years by Oddo BHF
- ODDO : H1 previews: momentum maintained despite the current uncertainty by Oddo BHF
- Diageo : No major change to estimates for either Q4 2024-25 or FY 2024-25 by Oddo BHF
- ODDO : Cognac exports down sharply in May 2025: correction in orders as a prevention against tariffs in the US and weak demand in Asia by Oddo BHF
- Anheuser-Busch InBev : On-trend EBITDA growth expected in Q2 2025; guidance seen reiterated by Oddo BHF
- Flow Traders : Q2 2025 results de-risked somewhat, but consensus still toppish by Oddo BHF
- Orange : Consensus is less focused on France and upbeat for Africa by Oddo BHF
- AEDAS Homes : Offer price reduced by € 3.15 per share, being set at € 21.335 per share, payable in cash as previously expected by Oddo BHF
- Vallourec : Les récents contrats sont un gage de confiance pour un S2 25 > S1 25 by Oddo BHF
- Vallourec : Recent contracts are a sign of confidence for a H2 2025 > H1 2025 by Oddo BHF
- Fielmann AG : Major expansion in the US planned over 2025-2030 by Oddo BHF
- Vopak : Strategic infrastructure not yet valued at its merits by Oddo BHF
- Brunello Cucinelli : Croissance résiliente, potentiel d’expansion intact by Oddo BHF
- ING Group : Good 2Q25 profit, stable QoQ result, unknowns are tariffs and M&A by Oddo BHF
- ProSiebenSat.1 Media SE : Preview T2 2025 : un marché publicitaire allemand toujours difficile by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- Sulzer : Preview Q2/H1 2025: Order postponements, but no cancellations by Oddo BHF
- AMG : Quarterly metal update + preview Q2 2025: not a bad quarter at all by Oddo BHF
- ProSiebenSat.1 Media SE : Q2 preview: the German advertising market remains challenging by Oddo BHF
- SAP : Q2 2025 preview: still very solid, but guidance upgrade could wait by Oddo BHF
- ODDO : Weekly: rush to the US sends copper above $10,000, Acerinox/Outokumpu preview, Vulcan coverage initiation by Oddo BHF
- AXA : Momentum expected to remain good in P&C insurance in H1 by Oddo BHF
- ODDO : Focus on best-in-class by Oddo BHF
- RENK : Roadshow feedback - Operations in place to accelerate growth by Oddo BHF