Back to the main directory
SurveyAnalysisAndResults / Equity
- Canal+ : Solid 2025 results and update on Multichoice's operational situation, which remains challenging in 2026 ex synergies by Oddo BHF
- Uniper : Une équation plus lisible, mais un point d’entrée toujours peu attractif by Oddo BHF
- Zurich Insurance : We lift estimates and our target price, driven by planned Beazley acquisition by Oddo BHF
- Porsche AG : A long and arduous road ahead by Oddo BHF
- Avolta : Good quality FY numbers, dividend growth and cash returns. Outperform rating confirmed, TP raised to CHF 56 by Oddo BHF
- Kering : Discours de la méthode by Oddo BHF
- Fagron N.V. : 2026 to be a year of integrations, as Fagron digests multiple acquisitions by Oddo BHF
- Lanson-BCC : Résultats 2025 en fort recul. 2026 axé sur la reprise des volumes tout en consolidant les résultats by Oddo BHF
- Canal+ : Is the medium-term guidance too cautious? by Oddo BHF
- K+S AG : Good finish. Good start. Q4 EBITDA +5% vs css; EBITDA outlook +3% vs css at € 650m mid-point, assuming $ 1.20 and 'no' price increase in specialties by Oddo BHF
- Inditex : Fast growth continues, Outperform maintained by Oddo BHF
- Henkel : Operating margin guidance dependent on oil prices by Oddo BHF
- Lanson-BCC : 2025 results down sharply. 2026 focused on volume recovery while consolidating results by Oddo BHF
- JCDecaux : Très bon FCF 2025 et une guidance T1 très solide à plus de 5% by Oddo BHF
- JCDecaux : Very good 2025 FCF and very solid Q1 guidance at over 5% by Oddo BHF
- Maurel et Prom : Le profil de croissance se renforce by Oddo BHF
- Fraport : Weak core trends at Frankfurt; Neutral reiterated with small TP uplift by Oddo BHF
- Geberit AG : Lower growth but higher margin assumptions by Oddo BHF
- JCDecaux : Solid growth supporting a significantly stronger FCF profile than in the past by Oddo BHF
- Daimler Truck : Un momentum favorable avec un potentiel de bonne surprise by Oddo BHF
- Generali : RN proche des attentes avec des dynamiques opérationnelles favorables by Oddo BHF
- Generali : Net result close to expectations with favourable operating momentum by Oddo BHF
- Sword Group : Sword reste confiant sur 2026, et plus globalement sur le virage autour de l’IA by Oddo BHF
- RWE : Une accélération pleinement assumée vers les États-Unis by Oddo BHF
- RTL Group : Pression publicitaire persistante à court terme, streaming et économies de coûts en soutien de 2026 by Oddo BHF
- Avolta : Une publication annuelle de bonne facture, hausse du dividende et retours de cash. Surperformance confirmée, OC relevé à 56 CHF by Oddo BHF
- Porsche AG : Un chemin encore long et semé d’embûches by Oddo BHF
- Uniper : A clearer equation, but still an unattractive entry point by Oddo BHF
- Andritz : Taking a breather after last twelve months’ strong share performance by Oddo BHF
- Henkel : Une guidance de marge opérationnelle tributaire des prix du pétrole by Oddo BHF
- Voltalia : Un opérationnel 2025 en ligne et une trajectoire 2026 ajustée en baisse by Oddo BHF
- Voltalia : 2025 operational performance in line, 2026 trajectory adjusted downwards by Oddo BHF
- Canal+ : Une guidance « moyen terme » trop prudente ? by Oddo BHF
- Tecan Group AG : Low valuation level reflects conservative market expectations for 2026 by Oddo BHF
- Accelleron : Strong results and a pretty solid guidance – share buyback announced by Oddo BHF
- Kering : Discourse on method by Oddo BHF
- Flughafen Zürich : Traffic flies high, but Noida, geopolitical tensions cap the upside by Oddo BHF
- Bachem Holding AG : 2025 results are solid, but not as strong as they appear at first glance by Oddo BHF
- Triodos bank : 2H25 recurring P&L items in line by Oddo BHF
- Vienna Insurance Group : Record high result in 2025 and guidance announced for 2026 by Oddo BHF
- Maurel et Prom : Growth profile strengthening by Oddo BHF
- JCDecaux : Une croissance solide qui soutient un profil de FCF nettement plus puissant que par le passé by Oddo BHF
- Acerinox : Feedback roadshow : potentiel inégalé de hausse de l’EBITDA grâce aux projets internes by Oddo BHF
- Acerinox : Roadshow feedback: unrivaled EBITDA uplift potential from ongoing capex programmes by Oddo BHF
- Daimler Truck : Favourable momentum with potential upside risk by Oddo BHF
- BMW : Meilleur que ses pairs, mais toujours sous pression by Oddo BHF
- BMW : Better than peers, but still facing challenges by Oddo BHF
- Sword Group : Sword still confident on 2026, and more generally on the shift to AI by Oddo BHF
- RWE : Concerted pivot towards US by Oddo BHF
- RTL Group : Persistent short-term advertising pressure, streaming and cost savings supporting 2026 by Oddo BHF