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SurveyAnalysisAndResults / Equity
- Palfinger : Model update after placement of treasury shares by Oddo BHF
- Amundi : Pressure on margins impacted by the trend in the product mix by Oddo BHF
- TF1 : An advertising trend that is improving on linear channels and remains very solid on TF1+ by Oddo BHF
- Air Liquide : Profitable growth even in turbulent times by Oddo BHF
- CVC Capital Partners : H1 2025 preview – fx, higher opex, and taxes to weigh on the numbers by Oddo BHF
- Stellantis : Des leviers bien identifiés mais qui nécessiteront du temps by Oddo BHF
- Havas : Résultats S1 solides avec une accélération organique qui devrait se poursuivre by Oddo BHF
- Siltronic AG : Le timing de la reprise est toujours incertain by Oddo BHF
- INWIT : Trends remained consistent with previous quarters, leading to no surprises in the results by Oddo BHF
- Acciona Energia : S1 en ligne, guidances confirmées et valorisation qui intègre le plan 2026+ by Oddo BHF
- Kering : Impression générale toujours mitigée by Oddo BHF
- Endesa : H1 in line, but the challenge remains the distribution parameters by Oddo BHF
- Amplifon : Q2 review – Very weak quarter and guidance cut by Oddo BHF
- Acciona Energia : H1 in line, guidance confirmed and valuation reflecting the 2026+ plan by Oddo BHF
- Kering : Overall impression still mixed by Oddo BHF
- Imerys : To hope too much is to set yourself up for disappointment by Oddo BHF
- Sika : Everything could be better, but everything could be worse by Oddo BHF
- Grifols B : Q2 EBITDA in line, guidance reiterated, € 0.15 interim dividend confirmed. by Oddo BHF
- Grifols A : Q2 EBITDA in line, guidance reiterated, € 0.15 interim dividend confirmed. by Oddo BHF
- Siemens Healthineers : Q3 review – The next strong quarter driven by Imaging by Oddo BHF
- Rémy Cointreau : Un T1 25/26 qui redonne du baume au cœur, mais ne nous emballons pas by Oddo BHF
- Remy Cointreau : Q1 2025-26 should lift the spirits, but let's not get carried away by Oddo BHF
- Telefonica : Q2 2025: better in Spain but lower in Germany (1&1 loss) by Oddo BHF
- Capgemini : Decent H1 results. FY 2025 topline guidance narrowed with midpoint unchanged. € 2bn SBB program by Oddo BHF
- Altarea : Réservations S1 en hausse et davantage de confiance dans les perspectives by Oddo BHF
- Amundi : Pression sur les marges impactées par l’évolution du mix-produits by Oddo BHF
- TF1 : La tendance publicitaire s’améliore sur le linéaire et reste très solide sur TF1+ by Oddo BHF
- Air Liquide : Une croissance profitable même en période de turbulences by Oddo BHF
- Basic-Fit N.V. : Despite management kicking the can forward to H2, we stick to Outperform by Oddo BHF
- Prosegur : Q2 2025 operating results broadly in line, bottom line above by Oddo BHF
- Brembo : T2 décevant, guidance 2025 confirmée mais ambitieuse ? by Oddo BHF
- Endesa : Un S1 en ligne, mais l’enjeu demeure les paramètres de la distribution by Oddo BHF
- Sika : Tout pourrait être mieux, mais tout pourrait être plus mal by Oddo BHF
- Imerys : Trop espérer, c’est se préparer à des déceptions by Oddo BHF
- L'Oréal : T2 en légère amélioration par rapport au T1 mais peu convaincant by Oddo BHF
- Brembo : Disappointing Q2, 2025 guidance confirmed but ambitious? by Oddo BHF
- Stellantis : Levers clearly identified, but the turnaround will take time by Oddo BHF
- TKH GROUP NV : Preview H1 2025 : okay earnings and a cautious 2025 guidance expected by Oddo BHF
- Zumtobel : More pain ahead in 2025-26e by Oddo BHF
- M6 : Un T2 en ligne, amélioration au T3 pour la publicité comme ses pairs by Oddo BHF
- Ferrovial : Soft construction results drive earnings miss while motorways remain solid by Oddo BHF
- L'Oreal : Q2 slightly better than Q1 but unconvincing by Oddo BHF
- Siltronic AG : Timing of the recovery still uncertain by Oddo BHF
- M6 : Q2 in line, improvement in Q3 for advertising, as for its peers by Oddo BHF
- Canal+ : Nos attentes d’EBITA sont inchangées mais ajustées pour le FCF (en hausse en 2025) by Oddo BHF
- havas : Solid H1 earnings with organic ramp-up set to continue by Oddo BHF
- Canal+ : Our EBITA expectations are unchanged but are adjusted for FCF (up in 2025) by Oddo BHF
- Telefonica : Q2 2025: better in Spain but lower in Germany (1&1 loss) by Oddo BHF
- Capgemini : Decent H1 results. FY 2025 topline guidance narrowed with midpoint unchanged. € 2bn SBB program by Oddo BHF
- Altarea : H1 reservations up and greater confidence in the outlook by Oddo BHF