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SurveyAnalysisAndResults / Equity
- ODDO : Q2 preview: Robust growth, margin stability, US strength by Oddo BHF
- Stellantis : Greater visibility hoped for next week but no miracle in sight by Oddo BHF
- Aquila : Synergies taking root by Oddo BHF
- GALP : Q2 earnings well above expectations – guidance revised upwards by Oddo BHF
- SFS Group : H1 2025 review – still tricky end-markets in which SFS continues to outperform and has proactively started to look at its cost structure by Oddo BHF
- Sartorius Stedim Biotech : Q2 review – Bioprocessing positive, equipment muted, beat on expectations by Oddo BHF
- Lindt & Sprüngli : Organic growth guidance raised after H1 2025 at +11.2%. But the H1 operating margin and the guidance were disappointing by Oddo BHF
- TietoEVRY : Disappointing Q2 2025 earnings, below expectations at all levels. Full-year guidance reiterated but now looks challenging by Oddo BHF
- Vulcan Energy : Another step towards completing the financing stack and FID by Oddo BHF
- Dassault Aviation : Livraisons et droits de douane, un agenda très chargé pour le S2 - OC réduit à 325 € by Oddo BHF
- ASM International N.V : A big miss on orders, but the underlying trends linked to GAA remain unchanged by Oddo BHF
- SAP : Encore un très bon trimestre mais SAP se contente de réitérer ses guidances by Oddo BHF
- SAP : Another excellent quarter, but SAP merely confirmed its guidance by Oddo BHF
- Renault : June registrations figures confirm end-Q2 weakness by Oddo BHF
- Lonza : Strong set of H1 results and 2025 guidance upgraded by Oddo BHF
- Metrovacesa : H1 2025 – Full-year guidance confirmed supported by still favourable demand in Spanish housing by Oddo BHF
- TietoEVRY : La guidance 2025 est réitérée mais elle nous semble désormais challenging by Oddo BHF
- Atresmedia : Advertising trend should logically improve in H2, but the short term remains challenging by Oddo BHF
- ODDO : Weekly: renewed China optimism drives metals and steel prices higher, SSAB Q2 disappoints, Rio outperforms BHP on costs and capex by Oddo BHF
- Alstom : Q1 postview: in line with the group's targets for this year by Oddo BHF
- Unicredit : T2 2025 : relèvement des guidances vs M&A en mode ‘wait & see’… by Oddo BHF
- Equinor : Résultat opérationnel en ligne mais RN 4.8% inférieur aux attentes. Guidances confirmées by Oddo BHF
- CIE Automotive : T2 conforme et trajectoire 2025 confirmée, derating relatif injustifié by Oddo BHF
- SSAB : Horizon CT bouché par l’incertitude tarifaire mais potentiel LT intact by Oddo BHF
- Carmila : S1 2025 – Guidance relevée et nouvelles initiatives d’investissements by Oddo BHF