Oddo BHF - DASSAULT SYSTEMES SA (DSY) Dassault Systèmes : Une séquence de croissance plus favorable pour 2025 puis 2026, qui n’est que partiellement prise en compte par le marché

Report

Oddo BHF

Nicolas David

Dassault Systèmes : Une séquence de croissance plus favorable pour 2025 puis 2026, qui n’est que partiellement prise en compte par le marché

24/02/2025 1 FR

Underlying

DASSAULT SYSTEMES SA

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FR0014003TT8 Euronext Paris France

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

Nicolas David

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Assa Abloy : Cybersécurité : une directive européenne en soutien de la croissance

La directive européenne NIS2 (sur la cybersécurité), en cours d’implémentation, va être un soutien pour le segment commercial en Europe d’Assa Abloy. Ceci associé à une reprise dans les pays nordiques en résidentiel et un segment commercial US toujours solide devraient aider progressivement à retrouver une meilleure dynamique de la topline (retour vers les 4-5%) et compenser le sentiment négatif associé aux perspectives décevantes du résidentiel US. Opinion Surperformance confirmée, OC relevé à 363 SEK.

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Assa Abloy : Cyber security: a European directive as a support for growth

The European NIS2 directive (on cyber security), currently being implemented, should provide support for Assa Abloy's commercial segment in Europe. This, combined with a recovery in the residential segment in Nordic countries and a still solid US commercial segment, should gradually help to improve top line momentum (return towards 4-5%) and offset the negative sentiment associated with the disappointing outlook for the US residential market. Outperform rating confirmed – target price raised to SEK363.

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Dassault Systèmes : Une séquence de croissance plus favorable pour 2025 puis 2026, qui n’est que partiellement prise en compte par le marché

INVEST SECURITIES - DASSAULT SYSTEMES : T2 25 à priori sans surprise - ACHAT, OC 47€

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 10/06/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 06/10/2025

Assa Abloy : Cybersécurité : une directive européenne en soutien de la croissance

Assa Abloy : Cyber security: a European directive as a support for growth

Carmat : Filing for insolvency, the end of a French scientific story

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