Report
Roy Külter ...
  • Steven Boumans

CTP NV : Structural winners don’t always outperform. 2026 looks like one of those years

FY2025 disappointed, 2026 looks soft, and we see a risk that negative news flow will persist. While the long-term growth case remains intact, timing is key. We therefore downgrade to Neutral and await clearer signs of a demand inflection.
Underlying
Provider
Oddo BHF
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.

Analysts
Roy Külter

Steven Boumans

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