Oddo BHF - ODDO BHF European Large Caps List: sortie d’adidas, Accor, CaixaBank, IAG, LVMH, Santander, SKF ; entrée d’Amadeus, Ahold Delhaize, ABinBev, Inditex

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Oddo BHF

Thomas Zlowodzki

ODDO BHF European Large Caps List: sortie d’adidas, Accor, CaixaBank, IAG, LVMH, Santander, SKF ; entrée d’Amadeus, Ahold Delhaize, ABinBev, Inditex

Nous prenons aujourd’hui nos profits sur deux des trois banques de notre liste : CaixaBank (+36% depuis son entrée) et Santander (+34%). Nous faisons également sortir adidas, Accor, IAG, LVMH et SKF. Nous continuons de sécuriser notre liste avec les entrées de Ahold Delhaize et AB InBev. Souhaitant toutefois conserver une exposition à la consommation, nous faisons entrer des profils de qualité : Inditex et Amadeus. Notre liste de valeurs recommandées Large Caps européennes affiche une performance de 13,6% depuis le 12 décembre 2024, ie. une surperformance de 7,2% vs son benchmarck, le Stoxx 600, qui n’a progressé que de 6,4% depuis cette date.

11/03/2025 1 FR

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

Thomas Zlowodzki

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ODDO BHF European Large Caps List: sortie d’adidas, Accor, CaixaBank, IAG, LVMH, Santander, SKF ; entrée d’Amadeus, Ahold Delhaize, ABinBev, Inditex

Crédit Agricole Assurances : Recommandation Achat sur le nouvel RT1

Crédit Agricole Assurances : Buy recommendation on the new RT1 bonds

Viridien : Viridien: Stairway to refinancing

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