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SurveyAnalysisAndResults / Equity
- Cegedim : Fuite de données chez Cegedim Santé : un nouvel épisode de pression sur la crédibilité du groupe by Oddo BHF
- Wereldhave : Wereldhave roadshow: Operational tailwinds + M&A optionality = Further upside by Oddo BHF
- Amadeus IT Group : Stance on AI and NDC and 2026-28 guidance broadly reassuring by Oddo BHF
- Saint-Gobain : Not every cloud gives rise to a storm by Oddo BHF
- Cegedim : Data leak at Cegedim Santé: a new episode puts pressure on the group's credibility by Oddo BHF
- Aryzta : H2 25 EBITDA a touch ahead. Hybrid repayment and capital return policy update expected for FY 26 by Oddo BHF
- Exosens : Exosens secures first US Army contract by Oddo BHF
- Smith & Nephew : Q4 review – Solid finish, guidance as expected by Oddo BHF
- Amadeus IT Group : Solid set of Q4 results, above expectations at almost all levels. FY 2026 guidance in line. New midterm ambition above expectations by Oddo BHF
- Generali : La dynamique opérationnelle devrait rester solide by Oddo BHF
- Airbus Group : Feedback road show – Rebased expectations and renewed margin expansion as of FY 2027 by Oddo BHF
- GALP : Results beat expectations, guidance and growth profile reassuring by Oddo BHF
- Ypsomed Holding AG : Exaggerated concerns due to CagriSema are weighing on the share price and offer an attractive opportunity for a SBB by Oddo BHF
- ODDO : Conflict in Iran: some defensive features, especially among miners by Oddo BHF
- ASR : Quite some excess capital, looking for acquisitions, capital returns, buyouts by Oddo BHF
- ODDO : March 2026 – YTD performance normalising, but multiples still discounted by Oddo BHF
- Aryzta : H2 2025 roadshow highlights by Oddo BHF
- KBC : Relatively well positioned with relatively high excess capital, PE only 10x by Oddo BHF
- Solaria : Foot on the accelerator, despite an unfavourable stock market environment by Oddo BHF
- Arcadis : CFO fireside chat feedback + updated estimates and TP by Oddo BHF
- Beiersdorf : 2026 guidance that revises medium/long-term outlook? by Oddo BHF
- Kuehne + Nagel : Des éléments encourageants mais reflétés dans la valorisation by Oddo BHF
- ASM International N.V : The reacceleration is confirmed with advanced logic and memory driven by AI, and now even in China by Oddo BHF
- VAT Group AG : Orders looking good, signalling accelerating momentum, but at relatively unattractive multiples by Oddo BHF
- Banijay Group : Rapprochement avec All3Media et renforcement du leadership mondial dans la production, mais avec une complexité accrue by Oddo BHF