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SurveyAnalysisAndResults / Equity
- Reply Spa : No improvement in growth in H2 but excellent profitability by Oddo BHF
- INDUS Holding AG : Upgrade to Outperform on improved visibility and earnings by Oddo BHF
- Enel : 2025 well signposted, but the share performance limits upside by Oddo BHF
- Generali : Poursuite d’une bonne dynamique opérationnelle aux 9M 2025 by Oddo BHF
- ACS : Steady Q3 execution with a positive but largely expected guidance upgrade by Oddo BHF
- Grenke : Grenke Q3 2025 results ahead of estimates despite disappointing loss rate by Oddo BHF
- Merlin Properties : 9M 2025 – Solide performance opérationnelle et datacenters en ligne by Oddo BHF
- Banco Sabadell : T3 2025 décevant mais confirmation des guidances FY 2025 & (nouvelle) amélioration du retour à l’actionnaire by Oddo BHF
- Banco Sabadell : Disappointing Q3 2025 but confirmation of FY 2025 guidance & (further) improvement in shareholder returns by Oddo BHF
- Nokia : Un CMD attendu, compte tenu de la performance récente, dopée par l’investissement de NVIDIA by Oddo BHF
- Allianz : Forte croissance du RO au T3, guidance annuelle relevée by Oddo BHF
- Siemens Energy AG : Les objectifs 2028 sont ajustés désormais, validant une dynamique de marché rarement égalée by Oddo BHF
- Acerinox : Feedback roadshow : momentum CT soutenu par les US, upside LT en Europe by Oddo BHF
- Romgaz : A higher target price, resulting from the inclusion of Neptun Deep earnings in our relative valuation, but it does not justify a re-rating by Oddo BHF
- Rosenbauer : With little surprise potential remaining for Q4, eyes should turn to 2026 by Oddo BHF
- ODDO : Monday Luxury Review by Oddo BHF
- Richemont : Forte demande confirmée pour les marques de joaillerie du groupe, toujours du vent dans les voiles by Oddo BHF
- ERG : Clearer guidance and an outlook with positive options by Oddo BHF
- Vallourec : Solid results and share buybacks to limit dilution related to share warrants by Oddo BHF
- Merlin Properties : 9M 2025 conference call: momentum in data centres remains strong despite two delays linked to phase 2 by Oddo BHF
- WPP : Havas, KKR and Apollo are reportedly considering a bid for WPP by Oddo BHF
- Jungheinrich AG : Target price up by 3% after a better underlying margin performance in Q3 by Oddo BHF
- Acciona Energia : Extreme volatility by Oddo BHF
- ACS : ACS outlines strategy, investment plan and DC growth ambitions by Oddo BHF
- SAP : SAP makes concessions to avoid fine from European Commission by Oddo BHF
- Colonial SFL : 9M 2025 – Pricing power toujours élevé, de la confiance mais pas de surprise by Oddo BHF
- Colonial SFL : 9M 2025 – Pricing power remains high, confidence but no surprises by Oddo BHF
- Siemens AG : Si les perspectives 2026 nous semblent finalement ambitieuses, celles de MT le sont moins by Oddo BHF
- Generali : Continuation of good operating momentum in 9M 2025 by Oddo BHF
- Acciona : Mixed set of news: ANE operating EBITDA guidance down, while ‘stub’ up by Oddo BHF
- GEA Group AG : Growth acceleration and higher margins yet to be reflected in valuation by Oddo BHF
- Sonova Holding AG : H1 review – Strong organic growth, but miss on bottom line by Oddo BHF
- Merlin Properties : 9M 2025 – Solid operating performance and data centres in line by Oddo BHF
- SAP : SAP fait des concessions pour éviter une amende de la commission européenne by Oddo BHF
- ERG : Une guidance clarifiée et des perspectives avec des optionalités positives by Oddo BHF
- Siemens Energy AG : The 2028 targets have now been adjusted, confirming a market momentum that is rarely matched by Oddo BHF
- Acerinox : Roadshow feedback: ST momentum buttressed by US, LT upside in Europe by Oddo BHF
- Vallourec : Résultats solides et des rachats de titres pour limiter la dilution liée aux BSA by Oddo BHF
- DÜRR AG : Cost savings alone are not sufficient for us to become more constructive by Oddo BHF
- Merlin Properties : Conf-call 9M 2025 : la dynamique dans les DC reste forte malgré deux retards liés à la phase 2 by Oddo BHF
- ODDO : Monday Luxury Review by Oddo BHF
- Richemont : Strong demand confirmed for the group's jewellery brands, still riding high by Oddo BHF
- WPP : Havas, KKR et Apollo réfléchiraient à une offre sur WPP by Oddo BHF
- Allianz : Strong operating profit growth in Q3, FY guidance upgraded by Oddo BHF
- Nagarro SE : (Encore) une publication qui va clairement dans la bonne direction. Surperformance vs Neutre by Oddo BHF
- Acciona Energia : Volatilité extrême by Oddo BHF
- Nagarro SE : (Another) publication clearly heading in the right direction. Outperform vs Neutral by Oddo BHF
- SIG Goup : New CEO appointed with comprehensive restructuring and refocusing experience by Oddo BHF
- tonies SE : Turning up the volume in Q4: Tonies to shine this holiday season by Oddo BHF
- Instone Real Estate Group SE : Instone roadshow in Paris – potential brighter prospects but still sluggish institutional business by Oddo BHF