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SurveyAnalysisAndResults / Equity
- ODDO : Weekly: most metals pursue uptrend, underwhelming Chinese plenary session, BHP and Rio’s production updates, SSAB’s Q3 by Oddo BHF
- ODDO : ‘Substitution of the Guarantor’ clause partially approved by bondholders by Oddo BHF
- Richemont : Des marges sous pression mais une activité attendue toujours très dynamique by Oddo BHF
- Santander : Le T3 2025 entérine la solidité opérationnelle/bilancielle du groupe by Oddo BHF
- Edenred : Qu’attendre du CMD 2025 ? (04/11) by Oddo BHF
- Equinor : Results below expectations, MMP guidance revised downwards by Oddo BHF
- Endesa : 9M 25 en ligne, guidances confirmées, reste les paramètres de la distribution by Oddo BHF
- Signify : The 3Q release mainly confirmed our July downgrade was spot on by Oddo BHF
- Jeronimo Martins : Q3 EBITDA a touch above, 0.3pp margin expansion. by Oddo BHF
- DWS : DWS benefitted in Q3 2025 from AuM growth and cost control by Oddo BHF
- Bossard : Feedback from Strategy Day in Biel by Oddo BHF
- TRATON : Un T3 solide, et des perspectives de reprise by Oddo BHF
- Melexis : Un profil plus résilient dans un contexte de reprise (lente) du segment auto by Oddo BHF
- Mercedes-Benz AG : Better-than-forecast Q3, but still questions on quality and sustainability by Oddo BHF
- Edenred : What to expect from the 2025 CMD? (4 November) by Oddo BHF
- TRATON : A solid Q3 and potential for 2026 recovery by Oddo BHF
- Santander : Q3 2025 confirms group's operational and Balance Sheet strength by Oddo BHF
- Komercni Banka : Repeated picture from previous quarters by Oddo BHF
- Volkswagen (pref) : Q3 2025 broadly in line (better on FCF) by Oddo BHF
- Airbus Group : Le solide T3 offre un upside sur les guidances FY 2025 by Oddo BHF
- Clariant : Q3 adj. EBITDA +8% vs css also drives good 17.9% margin; confirmed outlook suggests CHF 700m adj. EBITDA mid-point, css (CHF 687m) by Oddo BHF
- Airbus Group : Strong Q3 offers upside on FY 2025 guidance by Oddo BHF
- KION GROUP AG : Better margins in Q3 - main outlook KPIs basically confirmed at mid-point by Oddo BHF
- Wacker Chemie AG : Q3 EBITDA € 112m +13% vs css also on 'other', EBITDA 2025 now seen 'lower half' of € 500-700m, leaving mid-point 7% below € 591m css by Oddo BHF
- Indra Sistemas : Q3 2025 earnings below expectations. FY 2025 guidance reiterated by Oddo BHF
- ODDO : Weekly: most metals pursue uptrend, underwhelming Chinese plenary session, BHP and Rio’s production updates, SSAB’s Q3 by Oddo BHF
- KONE : Roadshow feedback: the stars align, except in China by Oddo BHF
- Richemont : Margins under pressure but sales set to remain very robust by Oddo BHF
- Sopra Steria Group : T3 en demi-teinte mais confiance sur une reprise de croissance au T4 by Oddo BHF
- Equinor : Résultats inférieurs aux attentes, guidance MMP revue en baisse by Oddo BHF
- AMG : Preview Q3: On track to achieve 2025 EBITDA guidance by Oddo BHF
- Endesa : 9M 2025 in line, guidance confirmed, uncertainty on distribution parameters by Oddo BHF
- Adidas : adidas brand remains in good shape, share down 10% is too harsh by Oddo BHF
- Mercedes-Benz AG : Un T3 meilleur que prévu, mais des questions sur la qualité et la soutenabilité by Oddo BHF
- Galenica : Investor day highlights: Switzerland’s Everything Healthcare Shop by Oddo BHF
- Naturgy : 9M 25 en ligne, guidance 2025 et trajectoire 2027 maintenues by Oddo BHF
- Ebro Foods : Q3 EBITDA in line, net income above. FY 2025 guidance in line with estimates by Oddo BHF
- Melexis : A more resilient profile in a context of (slow) recovery in the automotive segment by Oddo BHF
- Adyen NV : Q3 revenue growth and FY26 outlook supports the >20% growth path by Oddo BHF
- mBank : Q3 is a mixed bag, but no risk to our long-term view at first sight by Oddo BHF
- Sopra Steria Group : Mixed Q3 results but confidence in a return to growth in Q4 by Oddo BHF
- Naturgy : 9M 25 in line, 2025 guidance and 2027 trajectory maintained by Oddo BHF
- Campari : T3 inférieur aux attentes sur la croissance organique du CA. Très bonne surprise sur le ROC. Relèvement de guidance de marges en lfl. by Oddo BHF
- Volkswagen (pref) : Q3 2025 broadly in line (better on FCF) by Oddo BHF
- SIG Goup : CMD headlines : EBIT instead of EBITDA as KPI, lowered mid-term growth target to 3% to 5%, chilled carton to be disposed – dividend for 2026 by Oddo BHF
- Campari : Q3 below expectations on organic sales growth. Very welcome surprise on underlying operating profit. Guidance for l-f-l margins raised. by Oddo BHF
- Stellantis : Q3 revenues in line, H2 outlook confirmed but still vague by Oddo BHF
- Stellantis : Q3 revenues in line, H2 outlook confirmed but still vague by Oddo BHF
- ING Group : Q3 Recurring P&L items in line, CET1 in line, cap return in line by Oddo BHF
- Amplifon : Q3 review – Slow momentum continues by Oddo BHF