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SurveyAnalysisAndResults / Equity
- STRABAG SE : Setting the bar higher by Oddo BHF
- Anheuser-Busch InBev : TP increased to € 74 from € 69 and Outperform reiterated by Oddo BHF
- UMG : Finalisation imminente de l’acquisition de Downtown, qu’apporte cette opération à UMG ? by Oddo BHF
- Deutsche PfandbriefBank AG : Low-quality FY 2025 preliminary results and negative 2026 guidance! by Oddo BHF
- Capgemini : La fin d’année laisse augurer un bon exercice 2026 alors que la valorisation est à un niveau historiquement attractif (11% de FCF yield) by Oddo BHF
- Safran : Forte génération de cash mais révisions BPA limitées by Oddo BHF
- Outokumpu : Un peu plus d’optimisme après un T4 moins mauvais que prévu by Oddo BHF
- EFG International : Dynamique commerciale soutenue en 2025 by Oddo BHF
- UMG : Acquisition of Downtown nears completion, what does it bring to UMG? by Oddo BHF
- ODDO : Statistiques ABI (Janvier 2026) : tendances positives maintenues by Oddo BHF
- Cellnex : Q4 2025 steady, mid-term more cautious by Oddo BHF
- Banca Transilvania : Strengthened mid-term outlook and undemanding relative valuation by Oddo BHF
- Aurubis : A plein régime by Oddo BHF
- Aurubis : Full steam ahead by Oddo BHF
- Kontron : If you want to sneak in somewhere, would you knock on the door? by Oddo BHF
- Bystronic : No inflexion in sight on the top line, although cost-cutting and the integration of Rofin should enable the achievement of breakeven in 2026 by Oddo BHF
- Flughafen Zürich : New airport charges agreed with airport users – Larger tariff cut, slightly lower WACC but improved visibility by Oddo BHF
- Aeroports de Paris : January in line with year-end momentum, driven by a strong Orly (+3.5% passenger growth) by Oddo BHF
- ODDO : ABI data (January 2026): positive trends maintained by Oddo BHF
- Carrefour : Qu’attendre des résultats annuels et du CMD by Oddo BHF
- Carrefour : What to expect from full-year annual results and CMD by Oddo BHF
- Heijmans : Best in class at every level, but not yet best in sector multiples by Oddo BHF
- KBC : Better 4Q25 result & outlook, good growth, relatively well positioned for AI by Oddo BHF
- RELX Group PLC : Lower TP to reflect AI volatility by Oddo BHF
- Allianz : Résultat solide attendu au T4 by Oddo BHF