Oddo BHF - Allegro.eu SA (ALG) Allegro : Strong quarter but warning about soft Q4 trading so far

Report

Oddo BHF

Jakub Krawczyk ...

Stefano Toffano

Allegro : Strong quarter but warning about soft Q4 trading so far

20/11/2025 1 EN

Underlying

Allegro.eu SA

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LU2237380790 Warsaw Stock Exchange Poland

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

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Analysts

Jakub Krawczyk

Stefano Toffano

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WOOD Daily: HTO GA; PZU PW; ALE PW; CPS PW; GPP PW; PKN PW; DOM PW; TPE PW; 11B PW; WPL PW; MTELEKOM HB; MOH GA; PPC GA; EXAE GA; GEV CP

HEADLINES: • OTE: multiple tailwinds supporting the equity story (stays BUY) • PZU: very strong 3Q25 bottom line, strong beat vs. expectations, but slower revenue growth raises questions for the future POSITIVE • Allegro: 3Q25 above expectations; FY25E guidance trimmed due to slower November NEUTRAL • Cyfrowy Polsat: 3Q25 results review – adjusted EBITDA down 12% yoy, in line with the consensus NEUTRAL • Grupa Pracuj: 3Q25 results – adjusted EBITDA up 3% yoy, 2% above our forecast and 11% above the consensus POSITIVE • Orlen: 3Q25 results – reported EBITDA hit by impairments NEUTRAL • Dom Deve...

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Interparfums : Feedback CMD: vers un exercice 2026 de consolidation. OC abaissé à 27 € vs 34 €. Probablement pas de momentum avant 6-9 mois

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Christophe-Raphaël Ganet

Interparfums : CMD feedback: headed for consolidation in 2026. TP lowered to € 27 vs € 34. Probably no momentum for 6-9 months

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Jean Danjou

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ODDO : Swiss watch exports October: moderate positive growth outside the US

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Allegro : Strong quarter but warning about soft Q4 trading so far

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/20/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 20/11/2025

WOOD Daily: HTO GA; PZU PW; ALE PW; CPS PW; GPP PW; PKN PW; DOM PW; TPE PW; 11B PW; WPL PW; MTELEKOM HB; MOH GA; PPC GA; EXAE GA; GEV CP

Interparfums : Feedback CMD: vers un exercice 2026 de consolidation. OC abaissé à 27 € vs 34 €. Probablement pas de momentum avant 6-9 mois

Interparfums : CMD feedback: headed for consolidation in 2026. TP lowered to € 27 vs € 34. Probably no momentum for 6-9 months

ODDO : Swiss watch exports October: moderate positive growth outside the US

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