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SurveyAnalysisAndResults / Equity
- Seche Environnement : Focus on integration, the Performance Plan and debt reduction by Oddo BHF
- ams OSRAM : Une trajectoire de FCF toujours peu claire, notamment dans un contexte d’année de transition by Oddo BHF
- Brunel : Near-term outlook likely to remain difficult by Oddo BHF
- JCDecaux : What does Mubadala's acquisition of Clear Channel mean for JCDecaux? by Oddo BHF
- BAWAG Group : FY 2026 outlook in line, FY 2027-28 leaves some upside, excess capital action to come by Oddo BHF
- Dassault Systemes : Q4 2025 earnings and 2026 guidance below expectations. -4% downside on css at 2026 operating profit level by Oddo BHF
- OMV : Model update post Q4 results leads to a 5% increase in the target price by Oddo BHF
- Schindler Holding Ltd : Postview T4 : la faiblesse des commandes reste un point d’attention by Oddo BHF
- Nokian Renkaat Oyj : Une ambition qui reste à démontrer by Oddo BHF
- Siemens Energy AG : Q1 opens the possibility of an upward revision to the FY 26 guidance (at least on FCF) by Oddo BHF
- Commerzbank : Solid Q4/ 2025 ... further strengthening of the group's credibility on the medium-term outlook by Oddo BHF
- UBS Group : US WM operations disappointed on its way to generate higher margins by Oddo BHF
- Michelin : Une meilleure dynamique à confirmer cette année, idéalement dès le S1 by Oddo BHF
- Deutsche Telekom : TMUS rassure sur ses perspectives avec 9% de croissance FCF par an by Oddo BHF
- Aker BP : Résultats T4 2025 légèrement inférieurs aux attentes mais Outlook rassurant dès 2027 by Oddo BHF
- Aker BP : Q4 results fall slightly short but reassuring outlook from 2027 by Oddo BHF
- Michelin : Improved momentum to be confirmed this year, ideally from the first half by Oddo BHF
- Dassault Systèmes : Des objectifs 2026 mitigés, malvenus dans le contexte de défiance actuel by Oddo BHF
- Kendrion : Preview 2025 results: all is well in Q4, outlook may be slightly more positive by Oddo BHF
- Econocom : Le profil n’est pas encore suffisamment attractif malgré un cours au plancher by Oddo BHF
- SGS : Exécution solide, discours conservateur pour 2026. Marge en avance mais le vrai catalyseur sera le CMD by Oddo BHF
- Flughafen Zürich : January: an undeniably robust start to the year by Oddo BHF
- Eramet : More drastic quota cuts than expected for Weda Bay by Oddo BHF
- KWS Saat SE & Co.KGaA : H1 EBITDA -€ 49m, in line with css. Reduced sales outlook for sugar beet/corn implies c. € 362m EBITDA mid-point, -4% cs. € 377m css by Oddo BHF
- Unibail-Rodamco-Westfield : Solid 2025 earnings that should support the share’s revaluation by Oddo BHF
- Gecina : Momentum still very robust in 2025 and dividend growth over 2025-2030 by Oddo BHF
- JCDecaux : Que change l’acquisition de Clear Channel par Mubadala pour JCDecaux ? by Oddo BHF
- ams OSRAM : FCF trajectory still unclear, particularly in a transition year by Oddo BHF
- Gerresheimer AG : Additional restatements needed, sale of Centor, 2026 guidance in line by Oddo BHF
- Dassault Systèmes : Q4 2025 earnings and 2026 guidance below expectations. -4% downside on css at 2026 operating profit level by Oddo BHF
- Salzgitter : Soft 2026 guidance does not derail improving trajectory by Oddo BHF
- Commerzbank : T4/FY 25 solide … crédibilité encore renforcée du groupe sur l’outlook MT by Oddo BHF
- Siemens Energy AG : Le T1 laisse entrevoir un relèvement de guidance FY26 (au moins sur FCF) by Oddo BHF
- Nokian Renkaat Oyj : Still to show it can achieve its ambitions by Oddo BHF
- Schindler Holding Ltd : Q4 postview: weak orders remain a concern by Oddo BHF
- R&S Group : Confirming our positive stance ahead of the trading update on 5 March by Oddo BHF
- Heineken N.V. : Yesterday’s excitement a bit overdone; Neutral maintained; TP € 80 by Oddo BHF
- EssilorLuxottica : Décollage impressionnant des lunettes AI, profitabilité revue en baisse mais perspective d’ensemble toujours favorable by Oddo BHF
- EssilorLuxottica : Impressive take-up of AI glasses, profitability revised downwards but overall outlook still favourable by Oddo BHF
- Deutsche Telekom : TMUS reassures on its prospects with 9% FCF growth per year by Oddo BHF
- TKMS : Momentum commercial, visibilité et amélioration des marges : un cocktail qui se reflète déjà dans la valorisation by Oddo BHF
- TKMS : Commercial momentum, visibility and improved margins: a cocktail already reflected in valuation by Oddo BHF
- Eramet : Baisses de quotas plus drastiques que prévu à Weda Bay by Oddo BHF
- Dassault Systemes : Mixed 2026 targets, unwelcome in the current climate of mistrust by Oddo BHF
- Econocom : Profile not yet attractive enough despite bargain-basement share price by Oddo BHF
- SGS : Solid execution, conservative stance on 2026. Margin ahead, but CMD set to be real catalyst by Oddo BHF
- Fraport : Good headline kick-off for 2026 (+4.9% passenger growth), but aided by easy comps by Oddo BHF
- Unibail-Rodamco-Westfield : Solide publication 2025 qui devrait soutenir la revalorisation du titre by Oddo BHF
- Swisscom : 2026 outlook as expected but still losing clients in Italy by Oddo BHF
- NN Group : Solvency well higher, OCG in line, € 100m extra cap return, non-life less by Oddo BHF