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ODDO BHF Large Caps list: KPN in
Having removed Orange from our European Large Caps list yesterday, we are now adding KPN, to maintain exposure to the Telecoms sector (Strategy rating : Neutral). KPN is a solid name that will stabilize our list in the event of a stress in the European equity market during Q4. The flash recalls the investment case, short-term catalysts and valuation of the stock according to our analyst Konrad Zomer. Our list of recommended European large caps has seen a performance of 22.3% since 12 December 2024, i.e. an outperformance of 11.8% vs its benchmark, the Stoxx 600, which has only risen 10.5% since then.
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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.
Thomas Zlowodzki
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