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SurveyAnalysisAndResults / Equity
- EDP Renovaveis : 2026 trajectory in line with the 2028 strategic plan by Oddo BHF
- Freenet AG : 2026 guidance 6-7% below expectations by Oddo BHF
- Eiffage : Poursuite de la progression en 2026 après une année 2025 conforme by Oddo BHF
- Eiffage : Further growth in 2026 after 2025 was in line by Oddo BHF
- Heidelberg Materials : Staying the course by Oddo BHF
- Ebro Foods : Q4 EBITDA in line. Downgrading to Neutral on limited s/t earnings visibility. by Oddo BHF
- Aston Martin Lagonda : A tough 2025; 2026 expected better, but still loss-making and cash-burning by Oddo BHF
- Alten : A valuation that fails to reflect the group’s recovery potential by Oddo BHF
- Glanbia : Anticipated increase in the EBITDA margin for PN despite the continuing rise in whey prices. Rating confirmed with target price raised to € 20.5 by Oddo BHF
- NFON AG : Not yet in recovery mode by Oddo BHF
- NFON AG : Not yet in recovery mode by Oddo BHF
- Indra Sistemas : Q4 results and FY 2026 guidance significantly above expectations by Oddo BHF
- WPP : Résultats 2025 et guidance 2026 en ligne, plan de simplification à horizon 2028 by Oddo BHF
- Sopra Steria Group : Good set of Q4/FY 2025 results with a rebound in Q4 org growth and strong FCF. FY 2026 guidance in line at topline and Op. profit level by Oddo BHF
- Van Lanschot Kempen : 2H25 commission income, NII, and NII outlook better, good PC net inflow by Oddo BHF
- Wendel : NAV 2025 en baisse à 163.3 € vs 181.5 €, dividende 5.1 €, l’AM prend forme avec des FRE pro-forma de 159 M€ by Oddo BHF
- Stellantis : H2 regional perf underscores the scale of the turnaround required in 2026 by Oddo BHF
- Wendel : NAV down to € 163.3 vs €181.5, € 5.1 Div; AM strategy taking shape with pro-forma FRE of €159m. by Oddo BHF
- Diageo : A conference call that confirms, reassures and announces change? by Oddo BHF
- Schneider Electric : Bonne surprise sur la croissance organique T4 2025 qui rend confiant pour 2026 by Oddo BHF
- ENI SpA : Un bon T4 porté par l’upstream - Capex et endettement en baisse by Oddo BHF
- Bystronic : Postview FY : retour vers le breakeven en vue mais des catalyseurs limités, à ce stade by Oddo BHF
- Santander : CMD 2026 : croissance rentable/soutenable et retour à l’actionnaire élevé ! by Oddo BHF
- Iberdrola : Confiance dans la délivrance des objectifs 2028 by Oddo BHF
- AXA : Les perspectives de rentabilité restent favorables en dommages by Oddo BHF