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SurveyAnalysisAndResults / Equity
- Fortum : Hopes of rapid growth fade by Oddo BHF
- AALBERTS : Recovery continues, upped 2026-2027 estimates and TP by Oddo BHF
- SARTORIUS AG : Bioprocessing on track, LPS turnaround, factor in higher forex headwind by Oddo BHF
- NKT : Leading player in the HV sector, but fully valued by Oddo BHF
- Michelin : New acquisition to further strengthen the Polymer activity (RS4) by Oddo BHF
- Nexans : Des guidances confirmées by Oddo BHF
- Equinor : Equinor finit par couper ses Capex et son SBB sans pour autant limiter la hausse de l’endettement by Oddo BHF
- Santander : T4/FY 25 solide & acquisition aux USA… un bon point de départ en vue du nouveau BP fin février ! by Oddo BHF
- SCOR : Scor a réussi à limiter la détérioration de la rentabilité des affaires renouvelées en janvier by Oddo BHF
- Randstad : Inflection point remains elusive by Oddo BHF
- Infineon Technologies AG : La Power AI procure un nouvel upside, tant sur le CA que sur les marges by Oddo BHF
- Henkel : Agreement to acquire Stahl by Oddo BHF
- DSV : Discours encourageant sur le potentiel opérationnel (IA, synergies) by Oddo BHF
- Infineon Technologies AG : Power AI provides fresh upside potential for both sales and margins by Oddo BHF
- UMG : Qu’attendre du T4 2025 ? by Oddo BHF
- Rheinmetall AG : Group PCC: FY25 & FY26 broadly in line with consensus, but FCF offers upside by Oddo BHF
- DSV : Encouraging message on operational potential (AI, synergies) by Oddo BHF
- Deutsche Telekom : Consensus stabilised, Germany outlook expected to improve by Oddo BHF
- Equinor : Equinor ends up cutting capex and buybacks but without limiting debt rise by Oddo BHF
- Siemens Healthineers : Q1 review – Imaging and Varian to offset higher Diagnostics headwind by Oddo BHF
- SCOR : Scor managed to limit the deterioration in the profitability of its renewed business in January by Oddo BHF
- Melexis : Recovery clearly slower than expected, but attractive valuation profile if order trajectory normalises by Oddo BHF
- Arm Holdings plc : Q3 results and Q4 guidance better than expected, which does not justify the US after-market reaction (-8%) by Oddo BHF
- GN Store Nord : Q4 review - Weak finish below expectations by Oddo BHF
- Vodafone : Normalisation in Q3 2026 trends after the strong Q2 by Oddo BHF