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SurveyAnalysisAndResults / Equity
- Renault : No major surprise on H1 detail, all eyes on H2 rebound by Oddo BHF
- Heidelberg Materials : In line, no guidance upgrade by Oddo BHF
- Merlin Properties : Growth accelerates in H1, including data centres by Oddo BHF
- Pernod Ricard : Sale of Imperial Blue Indian whisky to Tilaknagar industries by Oddo BHF
- JCDecaux : An organic trend that remains ‘sluggish’ offset by EBITDA that is significantly higher than expected by Oddo BHF
- Exosens : Postview S1 : poursuite d’un solide momentum grâce à une exposition défense très bien orientée. OC relevé à 47 € (vs 39 €) by Oddo BHF
- Nemetschek SE : Detailed Q2 2025 earnings showing no major surprise following last week’s strong prelim and guidance upgrade by Oddo BHF
- Planisware : Mixed H1 earnings (Q2 growth below but decent bottom line). FY guidance revised downward on top line, but upward on margin (limited EPS impact) by Oddo BHF
- Komercni Banka : Q2 beat on risk costs release despite weak revenues, FY 25 guidance tweak by Oddo BHF
- Fluidra : Increasing TP on improved visibility: volume growth, tariff risks and guidance update (adjusted to new FX scenario) by Oddo BHF
- Nexans : Visibility bolstered, target price raised to € 155 from € 136 by Oddo BHF
- Viscofan : Q2 EBITDA in line, NP a touch below on FX. Operating guidance reiterated. by Oddo BHF
- SES : Government growth offset video in Q2, raising TP on likely spectrum sale by Oddo BHF
- Iveco : Des résultats, mais surtout un projet d’OPA by Oddo BHF
- Unibail-Rodamco-Westfield : Well-orchestrated H1 2025 publication supporting the normalization case by Oddo BHF
- FCC : Solid operational delivery, fundamentals remain strong by Oddo BHF
- Legrand : Impressive H1 results allowing guidance to be raised by Oddo BHF
- Ceconomy : JD.com offers € 4.6, we recommend accepting the offer by Oddo BHF
- JCDecaux : A less volatile and more profitable model confirmed in H1 by Oddo BHF
- Accor : The anticipated deceleration in the H2 does not undermine our positive view on the stock by Oddo BHF
- ProSiebenSat.1 Media SE : La tendance publicitaire devrait s’améliorer sur le S2 mais juillet est pour le moment en baisse by Oddo BHF
- Millennium BCP : Performances solides au T2/S1 2025… perspectives CMT toujours favorables by Oddo BHF
- Holcim : Sky is not the limit by Oddo BHF
- Tenaris : CA et EBITDA attendus en repli sur le T3 2025 by Oddo BHF
- Veolia : Tout va bien… sauf le cours de Bourse ! by Oddo BHF