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SurveyAnalysisAndResults / Equity
- BAWAG Group : Medium-term story intact by Oddo BHF
- Vontobel : Lower revenues in H1 had a significant impact on net income by Oddo BHF
- ENI SpA : Résultat opérationnel 5% supérieur au consensus, guidance de CFFO relevée by Oddo BHF
- ENI SpA : Operating profit 5% above the consensus, CFFO’s guidance raised by Oddo BHF
- Covivio : Management optimistic about its capacity to deliver growth by Oddo BHF
- Forvia : Encouraging start to the year, to be confirmed in H2 by Oddo BHF
- Prosegur Cash SA : Q2 EBITDA a touch below, earnings above by Oddo BHF
- Forvia : A step in the right direction by Oddo BHF
- FlatexDEGIRO : Management expects H2 trading normalisation, but upside risk remains by Oddo BHF
- Vicat : Le revers de la médaille by Oddo BHF
- LISI : Un OC historique de 52 € (vs 44 €) pour des résultats historiques by Oddo BHF
- Allianz : Forte croissance attendue du RO au T2 tirée par l’assurance dommages by Oddo BHF
- Heijmans : Best in class EBITDA margin with low multiples explain upgrade to Outperform by Oddo BHF
- NORDEX SE : La forte génération de FCF soulève des questions sur l’excédent de cash by Oddo BHF
- NORDEX SE : Strong FCF generation raises questions about use of excess cash by Oddo BHF
- Vicat : Other side of the coin by Oddo BHF
- Canal+ : Résultats S1 en ligne, dynamique toujours positive et nouvelle guidance de FCF by Oddo BHF
- TF1 : Q2 slightly better than expected and further acceleration in TF1+'s performance by Oddo BHF
- Stellantis : A confirmation, if needed, of the arduous task ahead for the new CEO by Oddo BHF
- Canal+ : H1 results in line, momentum remains positive and new FCF guidance issued by Oddo BHF
- Orange : Q2 2025: slower revenue growth but stronger for EBITDAaL (Africa, France) by Oddo BHF
- Bureau Veritas : Solid fundamentals and decent visibility despite the uncertainties by Oddo BHF
- ODDO : Weekly: China Politburo, EU-US trade deal leaves steel tariffs at 50%, French-led initiative to curb EU steel imports, Acerinox results by Oddo BHF
- Unicaja Banco : Performances solides au T2/S1 2025 … déjà bien pricées by Oddo BHF
- Puma : More pain to come, lowering estimates and TP after the warning by Oddo BHF
- Ageas : 1H25 IFRS profit on track, Solvency and Cash temporary up for acquisitions by Oddo BHF
- TRATON : Focus on recovery signals by Oddo BHF
- Rightmove : Solid H1 results, but growth set to slow in H2 due to base effects by Oddo BHF
- Sopra Steria Group : Group's structural caution on FCF should not overshadow the ongoing recovery in growth by Oddo BHF
- Reply Spa : The group's operating outperformance is no longer reflected in its valuation following the recent de-rating. Outperform vs Neutral by Oddo BHF
- Forvia : Encouraging start to the year, to be confirmed in H2 by Oddo BHF
- Forvia : Un pas dans la bonne direction by Oddo BHF
- Heineken N.V. : Solid H1 2025 overshadowed by implied cautious outlook H2 2025; TP cut by Oddo BHF
- Gestamp Automocion : T2 solide et supérieur aux attentes, bien positionné pour les objectifs 2025 by Oddo BHF
- EssilorLuxottica : Des signaux favorables confirment le potentiel de l’histoire by Oddo BHF
- LISI : An all-time high target price of € 52 (vs € 44) for all-time high results by Oddo BHF
- Allianz : Sharp increase in operating income anticipated in Q2 driven by P&C insurance by Oddo BHF
- EssilorLuxottica : Positive signs confirm the story's potential by Oddo BHF
- Gestamp Automocion : Solid and better-than-expected Q2, well positioned for 2025 guidance by Oddo BHF
- Acciona : Execution on track; guidance reiterated; valuation leaves little room by Oddo BHF
- TF1 : T2 un peu meilleur qu’attendu et nouvelle accélération de la performance de TF1+ by Oddo BHF
- Bystronic : Du mieux dans l’opérationnel (stabilisation des commandes, baisse marquée des coûts) même si 2025 restera une année de transition by Oddo BHF
- Bureau Veritas : Fondamentaux solides et visibilité correcte malgré les incertitudes by Oddo BHF
- Stellantis : A confirmation, if needed, of the arduous task ahead for the new CEO by Oddo BHF
- Bystronic : Improvement on the operating front (stabilisation of orders, sharp drop in costs) even though 2025 will remain a year of transition by Oddo BHF
- Bank Millennium : Extraordinary items affecting Q2 by Oddo BHF
- Orange : Q2 2025: slower revenue growth but stronger for EBITDAaL (Africa, France) by Oddo BHF
- ODDO : Weekly: China Politburo, EU-US trade deal leaves steel tariffs at 50%, French-led initiative to curb EU steel imports, Acerinox results by Oddo BHF
- Unicaja Banco : Solid performance in Q2/H1 2025 … but already largely priced in by Oddo BHF
- Ebro Foods : Q2 2025 earnings in line by Oddo BHF