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SurveyAnalysisAndResults / Equity
- Mercialys : Guidance 2025 relevée sur la base d’une performance S1 bien orientée by Oddo BHF
- Vossloh AG : Un T2 solide hormis le FCF, le S2 sera meilleur sur ce plan by Oddo BHF
- Nemetschek SE : Prépublication T2 2025 impressionnante, qui mène à une révision à la hausse logique (mais bienvenue) de la guidance 2025 by Oddo BHF
- BE Semiconductor Industries : Vers une montée en puissance du momentum au S2, tirée par l’accélération de l’hybrid bonding, le TCB et la reprise du mainstream by Oddo BHF
- Michelin : Guidance confirmation to reassure by Oddo BHF
- BE Semiconductor Industries : Towards stronger momentum in H2, driven by the acceleration of hybrid bonding, TCB and the recovery of the mainstream market by Oddo BHF
- Sulzer : Higher confidence in FY 2025 guidance after better than feared H1 2025 by Oddo BHF
- Marie Brizard Wine & Spirits : Fort repli des ventes au T2. Visibilité commerciale réduite pour les prochains mois by Oddo BHF
- Nemetschek SE : Impressive preliminary Q2 2025 results, prompting a logical (but welcome) upward revision to the 2025 guidance by Oddo BHF
- Marie Brizard Wine & Spirits : Sharp decline in sales in Q2. Reduced commercial visibility for coming months by Oddo BHF
- Louis Hachette Group : H1 2025 results in line and solid momentum in prospect in H2 by Oddo BHF
- Nokia : Towards an improvement in H2, pending the CMD in November by Oddo BHF
- Repsol : Positive surprise in Q2 results - The group reassures once again on share buybacks by Oddo BHF
- Volkswagen (pref) : Q2 broadly in line and FY outlook cut as expected, mostly on tariffs by Oddo BHF
- BT Group : Gap between BT bubble and mediocre results no longer sustainable by Oddo BHF
- Almirall SA : Q2 operating results in line. FY 25 guidance reiterated by Oddo BHF
- Sopra Steria Group : Solid Q2/H1 2025 results with Q2 org growth in line and Good Op. Margin but lower FCF. FY 2025 guidance confirmed by Oddo BHF
- Covivio : Le management optimiste sur sa capacité à délivrer de la croissance by Oddo BHF
- Rightmove : Résultats S1 solides mais la croissance devrait ralentir sur le S2 à cause des effets de base by Oddo BHF
- Vontobel : La baisse des revenus au S1 a fortement impacté le RN by Oddo BHF
- Vallourec : Le Vallourec de 2025 n’est plus Valenciennes, Louvroil et Recquignies by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- Sopra Steria Group : La prudence structurelle de la société sur le FCF ne doit pas prendre le pas sur la recovery en cours de la croissance by Oddo BHF
- Banco Sabadell : Q2/H1 2025 solid overall & convincing medium-term strategy update ex TSB by Oddo BHF
- Vallourec : The Vallourec of 2025 will no longer be Valenciennes, Louvroil and Recquignies by Oddo BHF