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SurveyAnalysisAndResults / Equity
- Capgemini : Q3 cc growth above expectations. FY 2025 guidance raised, even excluding WNS. Positive for the share by Oddo BHF
- Gecina : L’acquisition de Bloom devrait alimenter la croissance du BPA récurrent en 2026 by Oddo BHF
- Symrise : Poor Q3 organic sales growth of 1.4% (css 1.9%) on pressure in Aroma Molecules (S&C), organic sales outlook 2025 cut to 2.3-3.3% (css 3.6%) by Oddo BHF
- NORMA Group SE : Q3 2025 results will be burdened by a ~€ 50m non-cash goodwill impairment by Oddo BHF
- Nokian Renkaat Oyj : Q2 progress confirmed again in Q3 by Oddo BHF
- Danone : Un T3 fort avec un déséquilibre qui devrait se résorber by Oddo BHF
- Ayvens : T3 d’Arval (BNPP) : comparaison avec nos attentes pour Ayvens (ce jeudi) by Oddo BHF
- ASM International N.V : Manifestement le point bas des commandes, avec la possibilité d’une croissance en 2026 by Oddo BHF
- BNP Paribas : RN légèrement inférieur aux attentes au T3, mais guidances réitérées by Oddo BHF
- BNP Paribas : Net income slightly below expectations in Q3, but guidance reiterated by Oddo BHF
- Amundi : RN meilleur que prévu au T3, mais interrogations sur le partenariat UniCredit by Oddo BHF
- Capgemini : Vers une croissance T4 dans la lignée d’un T3 nettement supérieur aux attentes. De quoi alimenter le re-rating relatif du titre by Oddo BHF
- Unibail-Rodamco-Westfield : Feedback Roadshow T3 – continuer à délivrer sera la meilleure carte de visite by Oddo BHF
- Siltronic AG : Recovery to depend on speed of stock reduction in industry by Oddo BHF
- Philips : We assume another storm in a teacup by Oddo BHF
- Moncler : Un T3 confirmé terne, octobre semble plus encourageant mais le ton reste prudent pour la suite by Oddo BHF
- M6 : Q3 2025 online, the trend set to remain tough going in Q4 by Oddo BHF
- Temenos : Guidance 2025 de nouveau revue à la hausse grâce à des résultats T3 25 très au-dessus des attentes by Oddo BHF
- Sopra Steria Group : Q3 org. growth at -2.9% below expectations but FY 2025 guidance reiterated with a positive org growth in Q4. by Oddo BHF
- Temenos : Guidance for 2025 revised up again thanks to a Q3 2025 publication well above expectations by Oddo BHF
- STMicroelectronics N.V. : 2026: high single-digit top-line growth is possible, with margin improvement back-end loaded in 2026 by Oddo BHF
- Adyen NV : Q3 net revenue growth better than expected at +23% cc by Oddo BHF
- Iberdrola : Toujours portée par la qualité de sa stratégie et ses choix managériaux by Oddo BHF
- SUSS MicroTec SE : Des questions sur la marge, mais nous gardons l’idée d’un point d’inflexion des commandes pour l’HBM sur les prochains trimestres by Oddo BHF
- Brunel : We see another difficult quarter and cut our forecasts by Oddo BHF
- Capgemini : Q3 cc growth above expectations. FY 2025 guidance raised, even excluding WNS. Positive for the share by Oddo BHF
- Gecina : Acquisition of Bloom expected to drive recurring EPS growth in 2026 by Oddo BHF
- Van Lanschot Kempen : Private banking net inflow NL light and inflow Belgium good, Q3 profit good by Oddo BHF
- Nokian Renkaat Oyj : Les progrès du T2 à nouveau confirmés au T3 by Oddo BHF
- Symrise : Weak Q3 leaves question mark also on return to 5-7% growth target for 2026 by Oddo BHF
- Danone : A strong Q3 with an imbalance that should be reabsorbed by Oddo BHF
- Ayvens : Arval (BNPP) Q3: comparison with our forecasts for Ayvens (this Thursday) by Oddo BHF
- Royal BAM Group : Preview Q3 update : no changes to guidance expected by Oddo BHF
- ASM International N.V : Clearly the low point for orders, with the possibility of growth in 2026 by Oddo BHF
- Ferrovial : Solid operational performance in Q3 but a slight miss vs consensus; Downgrade to Neutral (strong fundamentals but stretched valuation) by Oddo BHF
- Amundi : Q3 net income better than expected, but questions on the UniCredit partnership by Oddo BHF
- STMicroelectronics N.V. : 2026 : une croissance high single digit de la topline est possible, l’amélioration de la marge sera back end-loaded en 2026 by Oddo BHF
- Siltronic AG : La reprise dépend de la rapidité de réduction des stocks dans l’industrie by Oddo BHF
- Unibail-Rodamco-Westfield : Feedback from Q3 roadshow– continuing to deliver is the best calling card by Oddo BHF
- Straumann Holding AG : Q3 review – Improvement in North America by Oddo BHF
- M6 : T3 2025 en ligne, la tendance devrait logiquement rester difficile au T4 by Oddo BHF
- Sopra Steria Group : Q3 org. growth at -2.9% below expectations but FY 2025 guidance reiterated with a positive org growth in Q4. by Oddo BHF
- Capgemini : Set for Q4 growth in line with a Q3 well ahead of expectations. This should drive the stock’s relative re-rating by Oddo BHF
- Moncler : Lacklustre Q3 confirmed, October looking more encouraging but tone still cautious going forward by Oddo BHF
- Santander Bank Polska : Good cost discipline ahead of the takeover closing by Erste Group by Oddo BHF
- BASF : Q3 EBITDA 3% above css on strong Surface Tech; FY outlook technically adjusted for disposal to € 6.7-7.1bn; starts €1.5bn (c. 4%) SBB already in Nov. by Oddo BHF
- AENA : Results steady, showing no surprises; regulatory outlook still the key driver by Oddo BHF
- Iberdrola : Still driven by the quality of its strategy and management choices by Oddo BHF
- SUSS MicroTec SE : Questions on margins, but we still expect orders for HBM to recover over the next few quarters by Oddo BHF
- KONE : Feedback roadshow : les étoiles s’alignent, sauf en Chine by Oddo BHF