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SurveyAnalysisAndResults / Equity
- GN Store Nord : Divestment of GN Hearing by Oddo BHF
- Lindt & Sprüngli : About-face on volumes. In the meantime, volumes should continue to fall in H1 and prices continue to rise by Oddo BHF
- Fraport : Headline results in line with our numbers (above css), but with some divisional imbalances by Oddo BHF
- Basic-Fit N.V. : Finally, the long-awaited FCF liftoff; TP up to € 38, Outperform reiterated by Oddo BHF
- Sartorius Stedim Biotech : Focus to drive efficiency at customers by Oddo BHF
- Aumovio : Robust Q4 performance & outlook, especially on the cash side by Oddo BHF
- Bolloré : Un dividende exceptionnel de 4,2 Md€ mais qui permet à Bolloré de conserver une importante capacité d’investissement by Oddo BHF
- Bollore : An exceptional dividend of € 4.2bn, but which will enable Bolloré to retain significant investment capacity by Oddo BHF
- TX GROUP : 2026 sera soutenu par la poursuite de la progression de la marge opérationnelle dans un contexte de marché toujours difficile by Oddo BHF
- DHL Group : Feedback de roadshow (Paris - IR) : Objectifs 2026 prudents, soutenus par le self-help by Oddo BHF
- DHL Group : Roadshow feedback (Paris - IR): Cautious 2026 targets, supported by self-help by Oddo BHF
- TX GROUP : 2026 set to be supported by further operating margin improvement amid still challenging market conditions by Oddo BHF
- Hugo Boss : Roadshow feedback – Greater focus on like-for-like and gross margin in 2026 by Oddo BHF
- Verbund : Une équation toujours fragilisée par l’incertitude réglementaire by Oddo BHF
- Brembo : Du potentiel d’amélioration, mais toujours meilleur ailleurs by Oddo BHF
- Verbund : Still under pressure due to regulatory uncertainty by Oddo BHF
- Jeronimo Martins : Q4 EBITDA a touch above, net income below on extraordinaries by Oddo BHF
- Lanxess : Q4 EBITDA € 102m in line with css, 2026 outlook of € 450-550m, -3% at mid-point vs css € 516m. Q1 2026 flat q-o-q by Oddo BHF
- ODDO : Q4 2025: IONOS target AI growth, 1&1 starts recovery mode by Oddo BHF
- ODDO : Swiss watch exports February: a visible catch-up but Middle East to tarnish data for the coming months by Oddo BHF
- Hermès International : Démarrage 2026 sous contrainte by Oddo BHF
- ENI SpA : Feedback CMD - Montée en puissance de l’E&P et discipline financière — Objectif relevé à 23 € by Oddo BHF
- SBO : La tension au Moyen-Orient pourrait bénéficier à d’autres zones by Oddo BHF
- Hermes International : Facing headwinds at the start of 2026 by Oddo BHF
- Springer Nature : Undervalued asset base with confidence about 2026 by Oddo BHF
- LDC : Robust organic growth expected in Q4, with continued strong momentum in poultry by Oddo BHF
- Jost-Werke SE : The diversified business model shall show its strength in volatile markets by Oddo BHF
- GEA Group AG : Resilience and quality in times of uncertainty - TP up 4% to € 72 from € 69 by Oddo BHF
- SARTORIUS AG : Focus to drive efficiency at customers by Oddo BHF
- Siegfried Holding AG : We see room for adjusting the guidance during the course of 2026 by Oddo BHF
- Aumovio : Robust Q4 performance & outlook, especially on the cash side by Oddo BHF
- Bollore : An exceptional dividend of € 4.2bn, but which will enable Bolloré to retain significant investment capacity by Oddo BHF
- Raiffeisen Bank International : So far so good … by Oddo BHF
- Stadler Rail AG : Opinion relevée à Surperformance, un risk/reward désormais plus favorable by Oddo BHF
- Aumovio : Un profil singulier et robuste, particulièrement dans l’environnement actuel by Oddo BHF
- Stadler Rail AG : Upgrade to Outperform, risk/reward now more favourable by Oddo BHF
- Raiffeisen Bank International : So far so good … by Oddo BHF
- Aumovio : A distinctive and robust profile, particularly in the current environment by Oddo BHF
- Exail Technologies : Le newsflow sur les drones maritimes (déminage, surface) devrait continuer de conforter une trajectoire de croissance forte à moyen terme by Oddo BHF
- Brembo : Scope for improvement, but still better elsewhere by Oddo BHF
- Hannover Re : Strong year-end finish with additional build-up of resiliency reserves by Oddo BHF
- Swissquote : 2025 results in line, outlook for 2026-2028 looks solid by Oddo BHF
- Exail Technologies : Newsflow on maritime drones (mine clearance, surface drones) should continue to underpin a strong medium-term growth trajectory by Oddo BHF
- ODDO : Q4 2025: IONOS target AI growth, 1&1 starts recovery mode by Oddo BHF
- ODDO : Swiss watch exports February: a visible catch-up but Middle East to tarnish data for the coming months by Oddo BHF
- Mersen : Dans une optique moyen terme by Oddo BHF
- Moncler : Le cas d’investissement devient plus attractif au sein du secteur luxe by Oddo BHF
- Moncler : Investment case becoming more attractive within the luxury goods sector by Oddo BHF
- Jeronimo Martins : Q4 conference call highlights by Oddo BHF
- ENI SpA : CMD feedback – Ramp-up of E&P and financial discipline - TP lifted to € 23 by Oddo BHF