ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 09/04/2025

Benelux Morning Notes

Avantium: Expanded rights. CVC Capital Partners: 1H25 results. D'Ieteren: 1H25 5% miss, guidance reiterated on confidence for a much better 2H25. Kinepolis: August 2025 box office revenue/ attendance in US/Canada, France down >20%

ODDO : Feedback Day 2

ODDO BHF and Commerzbank are jointly hosting the 16th edition of the Corporate Conference on 3 and 4 of September 2025 in Frankfurt am Main. This year, we are welcoming 85 German small, mid and large cap companies. Here are the first messages compiled by our analysts from day 2. We would highlight, notably, a positive tone from Bilfinger, Deutz, GEA, Indus, Jungheinrich, KION Group, Nordex, Stabilus, Thyssenkrupp, TUI and Vonovia Neutral tone from Continental, Dermapharm, DHL Group, E.ON, Fraport, Gerresheimer, Henkel, Hornbach Holding, Hugo Boss, Jost Werke, Knorr-Bremse, Krones, LANXESS, MTU...

Oddo’s 2 Weeks Ahead_Friday 05 September 2025

ODDO : Feedback Day 1

ODDO BHF and Commerzbank are jointly hosting the 16th edition of the Corporate Conference on 3 and 4 of September 2025 in Frankfurt am Main. This year, we are welcoming 88 German small, mid and large cap companies. Among the companies which presented during the first day, we highlight, notably, positive feedback from Adesso, BASF, Befesa, Commerzbank, Fresenius Medical Care, Fresenius SE, Fuchs, Hannover RE, Hensoldt, Implenia, Sartorius, Schott Pharma, Tonies and Zalando ADESSO (+) - Positive outlook for H2 vs H1; Guidance should be achieved comfortably AIXTRON (=) - Still challenging enviro...