Oddo BHF - ODDO BHF European Large Caps List : sortie de Ryanair

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Oddo BHF

Thomas Zlowodzki

ODDO BHF European Large Caps List : sortie de Ryanair

Nous sortons ce soir Ryanair de notre liste de convictions ODDO BHF European Large Caps 2026, à la suite de sa dégradation à Neutre par nos analystes. Depuis sa création (le 8 décembre dernier), notre liste de convictions ODDO BHF European Large Caps 2026 réalise une performance de 4,7% (dividendes inclus), ce qui correspond à une sous-performance de 2,2% versus le Stoxx 600 (+6,9% dividendes inclus).

05/02/2026 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 : Long legacy carriers vs short LCC: the choice for 2026

For 2026, we think that the trend will be more favourable to the European legacy carriers in terms of both RASK (more modest growth in capacity and a more positive trend on the long-haul network, particularly transatlantic) and CASK excluding fuel, aided by positive base effects. We have upgraded Air France-KLM and Lufthansa to Outperform, downgraded Ryanair to Neutral and Wizz Air to Underperform. A more favourable trend expected in 2026 for legacy carriers

1h / 42m 1h / 42m 1 EN

Thomas Zlowodzki

Thomas Zlowodzki

ODDO BHF European Large Caps List: Ryanair removed

This evening we are removing Ryanair from our ODDO BHF European Large Caps 2026 Convictions List, following its downgrade to Neutral by our analysts. Since it was created (on 8 December 2025), our European Large Caps list 2026 has chalked up a performance of 4.7% (including dividends), which corresponds to an underperformance of 2.2% vs the Stoxx 600 (+6.9% including dividends).

1h / 42m 1h / 42m 1 EN

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ODDO BHF European Large Caps List : sortie de Ryanair

ODDO : Long legacy carriers vs short LCC: the choice for 2026

ODDO BHF European Large Caps List: Ryanair removed

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