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SurveyAnalysisAndResults / Equity
- Renault : End-2025 broadly in line, reassuring views on 2026 and beyond by Oddo BHF
- Orange : 2026-2028 guidance 3-4% above expectations (and top 3 in the sector) by Oddo BHF
- Orange : 2026-2028 guidance 3-4% above expectations (and top 3 in the sector) by Oddo BHF
- PUIG : Reassuring messages about 2026, even though l-f-l guidance has not been specified at this time. EPS lowered due to Fi & Associates fees by Oddo BHF
- Carrefour : Postview CMD : la confiance se mérite… après un warning il faut délivrer by Oddo BHF
- Solocal Group : The group continues its repositioning while awaiting the expected recovery in growth in Q4 by Oddo BHF
- Accor : Momentum positif et des catalyseurs encore à venir by Oddo BHF
- FDJ United : Publication 2025 en ligne, la taxation au UK est désormais intégrée dans les objectifs by Oddo BHF
- Renault : Defying expectations, time and again by Oddo BHF
- Tenaris : Accélération en vue sur le S2 26 by Oddo BHF
- Repsol : Robust balance sheet, dividend up: Repsol largely reassuring on 2026 by Oddo BHF
- Imerys : Vous n’avez pas aimé 2025, alors vous allez adorer 2026 ! by Oddo BHF
- Tenaris : Ramp-up expected in H2 2026 by Oddo BHF
- Klépierre : Performance 2025 très solide mais avec les mêmes doutes sur Simon Prop. by Oddo BHF
- Coface : Détérioration et normalisation du ratio combiné au T4 by Oddo BHF
- TechnipFMC : Slight disappointment on order intake by Oddo BHF
- Airbus Group : A temporary blip, but potential intact - Outperform reiterated by Oddo BHF
- Nexans : A ‘de-risked’ 2026 guidance by Oddo BHF
- Imerys : You didn't like 2025, then you’ll love 2026 by Oddo BHF
- ISS A/S : 2025 results below expectations, decision on DTAG as next catalyst by Oddo BHF
- Louis Hachette Group : Continued strong momentum in profitability and FCF by Oddo BHF
- The Magnum Ice Cream Company : Despite a messy start of the adventure, Outperform and € 16 TP reiterated by Oddo BHF
- Capgemini : La décorrélation entre les perspectives du groupe et la perception du marché atteint des niveaux inédits by Oddo BHF
- Danone : T4 2025 supérieur aux attentes à 4.7% en lfl et BPA à +4.6% vs css à +3.6% by Oddo BHF
- Danone : Q4 2025 exceeds expectations at 4.7% l-f-l and EPS at +4.6% vs css at +3.6% by Oddo BHF
- Ferrovial : 407 ETR- Mixed quarter: Traffic strength and low penalties drive beat by Oddo BHF
- Scandic Hotels : Integration of the acquisition of the Dalata portfolio, target price raised to SEK 70 by Oddo BHF
- Aegon : US OCG/RBC higher by one offs, US sales higher, targets unchanged by Oddo BHF
- Carrefour : CMD postview: Trust must be earned... after a warning, results must follow by Oddo BHF
- Solocal Group : Le groupe poursuit son repositionnement en attendant la reprise de la croissance attendue au T4 by Oddo BHF
- Renault : Déjouer les pronostics, encore et toujours by Oddo BHF
- Knorr-Bremse AG : Un statut appelé à changer progressivement, vers une valeur de croissance by Oddo BHF
- Repsol : Bilan robuste, dividende en hausse : Repsol rassure largement sur 2026 by Oddo BHF
- Adidas : FY 2026 outlook due 4 March – We forecast 9% growth and 10% EBIT margin by Oddo BHF
- Knorr-Bremse AG : A status destined to change gradually, towards a growth stock by Oddo BHF
- Accor : Positive momentum and catalysts still to come by Oddo BHF
- Nexans : Une guidance 2026 « dérisquée » by Oddo BHF
- FDJ United : 2025 results release in line, UK taxation now included in guidance by Oddo BHF
- TechnipFMC : Légère déception du côté des prises de commandes by Oddo BHF
- Airbus Group : Un trou d’air transitoire, un potentiel intact – Surperformance réitérée by Oddo BHF
- Coface : Deterioration and normalisation of the combined ratio in Q4 by Oddo BHF
- Klépierre : A very solid 2025 performance, but with the same doubts about Simon Prop. by Oddo BHF
- ISS A/S : Résultats 2025 inférieurs aux attentes, décision sur DTAG comme prochain catalyseur by Oddo BHF
- HOCHTIEF : Good Q4; robust order momentum; 2026 guidance in line with consensus by Oddo BHF
- Louis Hachette Group : Une solide dynamique de profitabilité et de FCF qui se confirme by Oddo BHF
- Siegfried Holding AG : Strong profitability in H2 – FY2026 guidance is on the cautious side due to lack of visibility by Oddo BHF
- Capgemini : The disconnect between the group's outlook and market perception is reaching unprecedented levels by Oddo BHF
- Bigben Interactive : Suspension temporaire du cours by Oddo BHF
- Bigben Interactive : Trading in the share to be temporarily suspended by Oddo BHF
- Pernod Ricard : Tonalité inchangée dans un contexte de marché toujours défavorable by Oddo BHF