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SurveyAnalysisAndResults / Equity
- Symrise : Far weaker Q2 org. sales growth at 2%, FY 2025 org. growth outlook cut to 3-5%, target for the EBITDA margin raised to c.21.5% (c.21%) by Oddo BHF
- AENA : Headline results in line with mixed segments dynamics by Oddo BHF
- Hermès International : Vraiment résilient mais toujours cher by Oddo BHF
- Intesa Sanpaolo : Confirmation du momentum d’earnings solide au S1 2025 by Oddo BHF
- BAE Systems : Une solide croissance… déjà reflétée dans la valorisation by Oddo BHF
- Rio Tinto Plc : Bons résultats S1 et perspectives réhaussées grâce au cuivre by Oddo BHF
- Nexans : Une visibilité confortée – Nouvel OC de 155 € (vs 136 €) by Oddo BHF
- Solocal Group : Baisse toujours marquée du CA mais bonne surprise sur l’EBITDA by Oddo BHF
- Diageo : Un visage déjà connu prend la direction financière du groupe pour la période de transition managériale by Oddo BHF
- Mercedes-Benz AG : Des signes inquiétants by Oddo BHF
- Aeroports de Paris : Slight miss on results at Paris (1-2% below); Guidance reiterated with dividend floor reintroduced by Oddo BHF
- Leonardo : Acquisition d’Iveco Defence encore un peu floue et partenariat Aerostructures repoussé by Oddo BHF
- CompuGroup Medical SE : Discontinuation of coverage of CompuGroup by Oddo BHF
- FDJ United : Q2 earnings a touch below. Positive H2 outlook, FY25 guidance reiterated by Oddo BHF
- Porsche AG : Pas de nouvelle détérioration sous-jacente, mais toujours des défis importants by Oddo BHF
- hGears : Preview Q2 2025: another soft quarter by Oddo BHF
- Melexis : Low point now behind us, guidance likely to remain conservative and attractive valuation amid recovery by Oddo BHF
- Siemens Healthineers : Strong performance driven by Imaging, investment case intact by Oddo BHF
- Porsche AG : No further underlying deterioration, but still major challenges by Oddo BHF
- mBank : Strong Q2 on key P&L items, drop in capital ratios reflects volume momentum by Oddo BHF
- Airbus Group : Delivery targets dependent on engine manufacturers, but supply chain recovering by Oddo BHF
- HBX Group : A very severe market reaction, leading to an attractive valuation. Outperform rating maintained by Oddo BHF
- Holcim : Continued solid momentum by Oddo BHF
- Prada SpA : Slower momentum, but still worthy of a stronger valuation by Oddo BHF
- Santander : Solid Q2/H1 2025 results, supporting the FY 2025 guidance by Oddo BHF