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SurveyAnalysisAndResults / Equity
- Société Foncière Lyonnaise : Finalisation comme attendu de la fusion avec Colonial prévue pour le 1er octobre 2025 by Oddo BHF
- Societe Fonciere Lyonnaise : Merger with Colonial to be completed as planned on 1 October 2025 by Oddo BHF
- Sava Re : Robust performance likely to lead to guidance upgrade with the next earnings by Oddo BHF
- Hermès International : Toujours surperformant mais pas encore vraiment bon marché by Oddo BHF
- Montana Aerospace : Set to become a pure player in Aerostructures by Oddo BHF
- BE Semiconductor Industries : Recovery largely anticipated in Q3, but potentially underestimated for 2026 by Oddo BHF
- Ørsted : Welcome relief by Oddo BHF
- TUI AG : Promising start to the winter season by Oddo BHF
- ASM International N.V : H2 2025 outlook cut, 2030 targets showing double-digit growth (but falling slightly short of expectations) by Oddo BHF
- SAP : Recent de-rating despite solid momentum and agentic AI opportunity offers a good entry point by Oddo BHF
- Heineken N.V. : Building further in Central America; EPS estimates raised 2-3% by Oddo BHF
- TotalEnergies : Preview Investor Day - Fundamentals still solid, but caution on the share buyback by Oddo BHF
- ODDO : HBAN merger: could the Swiss non-life insurance market spoil the party? by Oddo BHF
- Geberit AG : Sell-side analyst dinner confirmed our view that innovation power is one (material) source of Geberit’s outperformance by Oddo BHF
- Lanxess : Showing the money … in six months. Envalior monetization ahead with improved visibility, estimate c. € 14/Lanxess share incl. shareholder loan by Oddo BHF
- Planisware : An attractive entry point after a de-rating that seems far too harsh by Oddo BHF
- Accsys Technologies plc : A solid start to 2025-2026 by Oddo BHF
- Moncler : Trou d’air confirmé sur 2025, perspective de croissance incertaine au-delà by Oddo BHF
- ODDO : Copper up on Grasberg shutdown, BHP coal mine idled, Salzgitter decarb deferred, SSAB preview by Oddo BHF
- ODDO : Copper up on Grasberg shutdown, BHP coal mine idled, Salzgitter decarb deferred, SSAB preview by Oddo BHF
- Henkel : Summary of our Q3 forecasts: top line guidance at risk by Oddo BHF
- MFE B shares : Poursuite de la bonne tendance publicitaire mais toujours difficile en Espagne (et bientôt en Allemagne) by Oddo BHF
- TKH GROUP NV : CMD outcome: Automation to be core, Electrification to be divested by Oddo BHF
- Vallourec : L’horloge tourne du côté des BSA by Oddo BHF
- LDC : Qu’attendre du CA T2 2025/26 by Oddo BHF