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SurveyAnalysisAndResults / Equity
- Dormakaba : Après un S1 en demi-teinte, le S2 va devoir accélérer pour valider la guidance by Oddo BHF
- Forvia : Un repositionnement stratégique bienvenu, qu’il reste à exécuter by Oddo BHF
- Edenred : Fondamentaux rassurants sur 2025, le process juridique au Brésil comme prochain catalyseur by Oddo BHF
- Eramet : Roadshow feedback: improvement in operational performance and balance sheet strengthening on the menu for 2026 by Oddo BHF
- Moncler : Grenoble take-off a success, but growth prospects for the Moncler brand open to debate by Oddo BHF
- ORLEN : Target price and recommendation maintained after Q4 model update. 2025e DPS increased by 12.5% by Oddo BHF
- Alcon AG : FY 2025 revenue in line, bottom line below estimates / 2026 guidance is slightly ahead of expectations by Oddo BHF
- Elmos Semiconductor SE : Une séquence résultats/CMD solide, crédibilisant les objectifs ambitieux du groupe, mais avec peu d’upside sur la valorisation actuelle selon nous by Oddo BHF
- Elmos Semiconductor SE : Solid earnings/CMD sequence, lending credibility to the group’s ambitious targets, but with little upside on the current valuation in our view by Oddo BHF
- Endesa : Une stratégie orientée croissance, dividendes et flexibilité financière by Oddo BHF
- Endesa : A strategy focused on growth, dividends and financial flexibility by Oddo BHF
- Heidelberg Materials : Une guidance qui pourrait décevoir by Oddo BHF
- OPmobility : Solid H2 beats on EBIT/FCF & FY 26 outlook points to further upgrades by Oddo BHF
- Heidelberg Materials : Guidance that may disappoint by Oddo BHF
- AENA : Stable Q4 with good opex trend, but likely seen as a one-off by Oddo BHF
- Laboratorios Rovi : Q4 earnings notably above. FY 26 guidance reiterated. by Oddo BHF
- Nestle : Simple and convincing strategic update. Momentum penalised by currencies despite reassuring guidance by Oddo BHF
- Iberdrola : Une trajectoire qui offre visibilité et croissance by Oddo BHF
- OPmobility : Une exécution qui continue de faire la différence by Oddo BHF
- EDP Renovaveis : Une trajectoire 2026 alignée sur le plan stratégique 2028 by Oddo BHF
- Michelin : 2026 has started much as 2025 ended, volume-wise by Oddo BHF
- OPmobility : Execution that keeps making the difference by Oddo BHF
- Grenergy renovables : Validation of the strategic pivot towards storage by Oddo BHF
- Laboratorios Rovi : Q4 conference call highlights by Oddo BHF
- ACS : Solid Q4 at ACS excluding Hochtief by Oddo BHF