Oddo BHF - ODDO BHF Large Cap List : sortie de Holcim, ST Microelectronics et Unilever

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Oddo BHF

Thomas Zlowodzki

ODDO BHF Large Cap List : sortie de Holcim, ST Microelectronics et Unilever

Nous faisons sortir de notre liste Large Caps européennes ST Microelectronics et Unilever ; leur performance boursière est mitigée et nous ne voyons pas de catalyseur pour un rebond à court terme. Nous faisons également sortir Holcim après une performance stellaire, pour prendre nos profits. Notre liste Large Caps européennes 2025 enregistre 28% de progression depuis son lancement, i.e. une surperformance de 14% vs le Stoxx 600 TR (dividendes inclus).

17/11/2025 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 Large Cap List : sortie de Holcim, ST Microelectronics et Unilever

UNIQA : A niche player in a growing CEE market with some residual upside potential

Credit Morning 11/17/2025

Hidroelectrica : Lower electricity production, combined with the increasing share of the supply business, put pressure on margins in Q3 2025

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