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SurveyAnalysisAndResults / Equity
- AMG : Metal price surge explains upped estimates and TP raise to € 45 ps by Oddo BHF
- Ströer SE & Co. KGaA : This trend remains sound, with a focus on organic growth rather than divestments going forward by Oddo BHF
- Ipsen : Feedback road show: vents favorables sur ce 1er semestre – OC : 170 € vs 160 € by Oddo BHF
- Prysmian : Confirmed structural growth by Oddo BHF
- UMG : Une publication T4 solide et un message confiant tant sur 2026 que l’IA by Oddo BHF
- Ipsen : Road show feedback: tailwinds in the first half - Target price: € 170 vs € 160 by Oddo BHF
- Banijay Group : Résultats 2025 légèrement en dessous de nos attentes, ton positif pour 2026 by Oddo BHF
- Mobilezone : 2026 EBITDA guidance in line but cashflows guidance better by Oddo BHF
- Banijay Group : 2025 results slightly below our expectations, positive outlook for 2026 by Oddo BHF
- Atos : Mixed 2025 results, above expectations for operating margin but below at op. income level penalised by higher exceptional costs. 2026 Guidance in line by Oddo BHF
- DHL Group : Self-help still providing underpinning but clearly identified by the market by Oddo BHF
- Burckhardt Compression Holding AG : Model review ahead of the quiet period leads to a lower TP of CHF 590 by Oddo BHF
- Saint-Gobain : Le pire n’est jamais certain by Oddo BHF
- NKT : Un profil plus prudent pour 2026 by Oddo BHF
- ODDO : After a week of conflict, what are the first lessons to be learned? by Oddo BHF
- ODDO : Monday Luxury Review by Oddo BHF
- Comet : Réaction excessive selon nous, la reprise d’un puissant cycle étant une question de timing, alors que les perspectives de CA20 gagnent en crédibilité by Oddo BHF
- ODDO : Données NABCA janvier 2026 : -3.6% en valeur/ -2.1% en volume by Oddo BHF
- Bossard : Still waiting for the visible momentum upswing in times of a very strong CHF by Oddo BHF
- Cicor Technologies Ltd : A temporary dilutive effect on margins, but growth outlook remains intact by Oddo BHF
- Thales : Synchronised growth cycle by Oddo BHF
- ODDO : NABCA data for January 2026: -3.6% in value/ -2.1% in volume by Oddo BHF
- NKT : More cautious profile for 2026 by Oddo BHF
- TKH GROUP NV : HAL crosses 10% threshold by Oddo BHF
- Comet : An excessive reaction in our view, the resumption of a powerful cycle is a question of timing, while the outlook for CA20 is gaining credibility by Oddo BHF