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SurveyAnalysisAndResults / Equity
- Crédit Agricole : RN au T4 impacté par Banco BPM mais le potentiel à MT est sous-valorisé by Oddo BHF
- Société Générale : RoTE attendu à 9.6% en année pleine 2025, puis à 10.1% en 2026 by Oddo BHF
- Societe Generale : RoTE expected to be 9.6% for full year 2025, then 10.1% in 2026 by Oddo BHF
- OMV : Lowering mid-term estimates, but maintaining Outperform rating on compelling valuation by Oddo BHF
- Atlas Copco : Forex effects are more than just undermining the acceleration in orders for Vacuum Technique by Oddo BHF
- LVMH : En bon ordre de marche mais la perspective 2026 reste encore incertaine by Oddo BHF
- Argan SA : La volonté de réaccélérer les développements post-refinancement by Oddo BHF
- Sage Group : Malgré un très bon trading update la valorisation retrouve les niveaux pre-transition Cloud…quand la croissance était de 6% by Oddo BHF
- LVMH : In good shape, but 2026 outlook still uncertain by Oddo BHF
- Logitech : FY26 Q3 results above expectations thanks to solid margins, FY26 Q4 guidance in line, reassuring tone on memory impact by Oddo BHF
- Bekaert : RR acquires captive Bridgestone plants in China and Thailand by Oddo BHF
- Lonza : Strong 2025 results support our positive stance on Lonza by Oddo BHF
- ODDO : Accord UE-Inde : neutre à court terme, favorable à long terme. Quelques rappels fondamentaux sur le marché indien by Oddo BHF
- Leonardo : Des optionnalités à concrétiser – OC revu à 61 € by Oddo BHF
- ASML : Confirmation de l’amélioration significative de la visibilité sur 2026 et 2027 by Oddo BHF
- Santander : Le T4 devrait parachever un exercice 2025 solide, le nouveau BP MT comme catalyseur du re-rating ! by Oddo BHF
- Engie : Preview FY 2025. Une tendance qui s’affirme sur 2026-28 by Oddo BHF
- Volvo AB : An improvement in absolute, but not necessarily relative terms by Oddo BHF
- Havas : Havas est-il trop petit dans la « data » ? by Oddo BHF
- Voltalia : Des guidances 2025 et 2027 reconfirmées et un plan Spring en marche by Oddo BHF
- SAP : Solid Q4 with a 3% beat at op. profit level but CCB growth slightly below exp. FY 2026 guidance cautious on top line, strong on bottom line. New € 10bn SBB by Oddo BHF
- LPP : Adjusting our forecasts for improved operating profitability by Oddo BHF
- Engie : 2025 earnings preview. Trend set to strengthen over 2026-2028 by Oddo BHF
- HBX Group : The strategy implemented to regain market share is bearing fruit by Oddo BHF
- Exail Technologies : 2025 guidance beaten, confirming solid industrial execution by Oddo BHF
- Credit Agricole : Q4 net income impacted by Banco BPM but medium-term potential undervalued by Oddo BHF
- Ahold Delhaize N.V. : TP cut to € 39 from € 41 ahead of 2025 results; Outperform reiterated by Oddo BHF
- Grenke : Ongoing macro headwind might slow down earnings recovery by Oddo BHF
- Atlas Copco : Les effets de change font plus qu’obérer l’accélération des commandes de Vacuum Technique by Oddo BHF
- Arcadis : Preview Q4: Organic growth and action plan to take center stage by Oddo BHF
- Sandvik : Activités à cycle court dynamiques, mais le forex va continuer de peser by Oddo BHF
- Redcare Pharmacy : Gematik’s PoPP draft supports frictionless e-Rx redemption at Redcare by Oddo BHF
- Logitech : Résultats T3 FY26 > aux attentes grâce à des marges solides, guidance T4 FY26 en ligne, ton rassurant sur l’impact de la mémoire by Oddo BHF
- Argan SA : The desire to speed up post-refinancing development by Oddo BHF
- Sandvik : Dynamic short-cycle activities, but forex should continue to weigh by Oddo BHF
- Sage Group : Despite a very good trading update, the valuation has returned to pre-Cloud transition levels... when growth was 6% by Oddo BHF
- Wacker Chemie AG : Preliminary Q4 EBITDA € 185m, 13% below css of € 212m largely on 'others'; decent -€ 5m FCF 2025, € 695m one-off charges; outlook due 11 March by Oddo BHF
- ODDO : EU-India agreement: neutral in the short term, favourable in the long term. A few basic facts about the Indian market by Oddo BHF
- Leonardo : Optionalities in the making – target price raised to € 61 by Oddo BHF
- AUTO1 : Structural Red Flags at Carvana do not apply to AUTO1 by Oddo BHF
- ASML : Confirmation of significant improvement in visibility for 2026 and 2027 by Oddo BHF
- Volvo AB : Une amélioration en absolu, mais pas forcément en relatif by Oddo BHF
- HBX Group : La stratégie mise en place pour regagner des parts de marché porte ses fruits by Oddo BHF
- havas : Is Havas too small when it comes to data? by Oddo BHF
- SAP : Solid Q4 with a 3% beat at op. profit level but CCB growth slightly below exp. FY 2026 guidance cautious on top line, strong on bottom line. New € 10bn SBB by Oddo BHF
- De'Longhi : CA T4 en hausse de 8.2% tcc - Guidance d’EBITDA 2025 maintenue - CA 2026 attendu en progression mid-single digit (+5%e) by Oddo BHF
- Pharma Mar : Q4 preview : $ 50m Jazz milestone by Oddo BHF
- Santander : Q4 should round off a solid FY 2025, with the new medium-term business plan acting as a catalyst for the re-rating! by Oddo BHF
- Voltalia : 2025 and 2027 guidance reconfirmed and Spring plan underway by Oddo BHF
- ING Group : 4Q25 earnings just marginally higher, outlook 26/27 has no EPS change by Oddo BHF