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SurveyAnalysisAndResults / Equity
- Veolia : Production of heat, cold, steam and electricity: the magic square by Oddo BHF
- Bekaert : No reason to become positive by Oddo BHF
- Compass Group : Solid 2025 release, confident tone for 2026 by Oddo BHF
- TietoEVRY : Ambitious 2028 targets that need credibility by Oddo BHF
- Compagnie des Alpes : DSP La Plagne : feu vert pour 25 années supplémentaires by Oddo BHF
- HBX Group : Mixed Q4/FY 2025 results with lower top line but resilient margins. Encouraging comments regarding Q1 2026 and decent guidance by Oddo BHF
- Xior Student Housing : Dutch student beds vanish, Xior fills the void by Oddo BHF
- ODDO : Résumé du T3 2025: moins de croissance, plus d’espoirs by Oddo BHF
- Hugo Boss : CMD preview – Low growth to limit margin upside, M&A more likely by Oddo BHF
- Infineon Technologies AG : Le Power AI est bien devenu le principal vecteur de croissance du groupe by Oddo BHF
- Siemens Healthineers : Roadshow confirms positive fundamental case, but overhang remains by Oddo BHF
- ODDO : Summary of Q3 2025: less growth, more hope by Oddo BHF
- Doosan Skoda Power : Slower backlog-to-revenue conversion prompts a mid-term earnings downgrade and a 17% reduction in our target price by Oddo BHF
- LDC : Résultats S1 2025/26 en deçà de nos attentes en raison d’une moindre rentabilité du pôle Amont. Guidance annuelle réitérée by Oddo BHF
- Colonial SFL : Les CEO optimistes pour continuer à créer de la valeur sur le long terme by Oddo BHF
- Gecina : Tour T1 : Gecina se montre confiant sur les atouts de sa tour à La Défense by Oddo BHF
- Allfunds Group Plc : Deutsche Boerse bid compelling, we don’t expect a material sweetener by Oddo BHF
- Gecina : Tour T1: Gecina confident on the strengths of its tower at La Défense by Oddo BHF
- Grenergy renovables : Enhanced visibility and assertive investment discipline by Oddo BHF
- Casino : Negotiations: first proposal from Daniel Kretinsky, Casino’s expectations below our forecast, part of the 2028 debt unexplained by Oddo BHF
- Alstom : Roadshow feedback: H2 expected to be good quality by Oddo BHF
- Vivendi : La Cour de cassation prolonge encore un peu l’incertitude autour d’une éventuelle offre obligatoire de Bolloré by Oddo BHF
- Vivendi : The Court of Cassation extends the uncertainty surrounding Bolloré's potential mandatory bid a little further by Oddo BHF
- ODDO : Monday Luxury Review by Oddo BHF
- ASML : Visite de site et meeting CFO positif, opinion Surperformance maintenue, OC relevé à 1 100 € by Oddo BHF