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SurveyAnalysisAndResults / Equity
- Atos : Le message du management reste résolument positif mais il faut désormais apporter des preuves de l’amélioration du momentum commercial by Oddo BHF
- ODDO : Conférence Numeum : pas de scoop mais retour à la croissance confirmé pour l’IT & Engineering Services en France sur 2026 by Oddo BHF
- ODDO : Numeum conference: no scoop, but a return to growth confirmed for IT & Engineering Services in France in 2026 by Oddo BHF
- Atos : Management's message remains resolutely positive, but evidence of the improvement in sales momentum now required by Oddo BHF
- AENA : Small UK acquisition consistent with strategy by Oddo BHF
- Publicis : What to expect from Q4 and the 2026 guidance? by Oddo BHF
- Moncler : Message toujours encourageant sur le T4 mais plutôt prudent au-delà, léger ajustement en baisse de nos estimations au-delà de 2026 by Oddo BHF
- Sartorius Stedim Biotech : Bioprocessing continues to be strong, equipment with gradual recovery by Oddo BHF
- Accenture : Solid start to the year, confirming slight demand recovery by Oddo BHF
- OC Oerlikon Corp AG : All regulatory clearances received for the Barmag divestment to Rieter by Oddo BHF
- Getlink : Il faut bien que genèse se passe by Oddo BHF
- Eutelsat : Un groupe enfin recapitalisé by Oddo BHF
- Getlink : Genesis must happen by Oddo BHF
- Triodos bank : Material loan loss, no final dividend, TP reduced and Neutral maintained by Oddo BHF
- ODDO : Pourquoi la ‘Chip Neutrality’ est un concept qui va rendre de l’importance et comment la jouer ? by Oddo BHF
- ODDO : Monday Luxury Review by Oddo BHF
- ODDO : Why is 'Chip Neutrality' a concept that will become increasingly important, and how can it be played? by Oddo BHF
- Michelin : Two acquisition projects announced, aimed at reinforcing the polymer composite solutions business by Oddo BHF
- Ageas : Rational and value neutral buy out of Belgian AG unit, updated SOTP by Oddo BHF
- Bollore : Hydraulic anatomy of the Bolloré loop: what analysis of dividend flows tells us about the group's future by Oddo BHF
- Argan SA : CA 2025 – stabilité de la valeur des actifs au-delà de la croissance des revenus locatifs de 7% by Oddo BHF
- Equasens : Acquisition of 80% of the capital of Erevo in e-learning for healthcare (c.3% of group sales) by Oddo BHF
- Aperam : Still subdued trends point to risk on Q1 consensus by Oddo BHF
- ODDO : AI: an exaggerated threat to the TIC sector? by Oddo BHF
- ODDO : January 2026: after a weak 2025, we believe the sector will bounce back in 2026 by Oddo BHF