The market environment remains fragile but small caps are showing encouraging signs, staging indeed a return to their old outperformance YTD in 2025. We expect this asset class to maintain the rebound initiated a few months ago, thanks to : 1/ discounted valuations, 2/ a growth premium, and 3/ the potential for a return of flows. After an outperformance of 9% in H1 (+2.8 points in vs MSCI small cap Europe), we are adjusting our H2 2025 Nextcap conviction list, which now includes : CM.com, Compag...
Le contexte de marché demeure encore fragile, mais les signaux sont encourageants sur les small caps qui affichent un retour à une surperformance YTD 2025. Nous pensons que cette classe d’actifs devrait continuer son rebond initié depuis quelques mois grâce à : 1/ des valorisations toujours décotées, 2/ une certaine prime de croissance et 3/ un potentiel retour des flux. Après une surperformance de 9% (+2.8 points vs MSCI small cap Europe) au S1, nous ajustons notre liste de convictions Nextcap ...
Feedback of the companies present at the ODDO BHF Nextcap Forum Company Country Market cap. (m) Company Country Market cap. (m) Accsys Technologies € 124 Hoffmann Green € 62 Afyren € 72 Hornbach € 1 451 Altri € 1 058 IDI € 537 AMG € 550 Implenia CHF 973 AmRest PLN 3 544 Jacquet Metals € 494 Arcure € 29 Kloeckner & Co € 653 Arverne 194 Knaustabbert € 144 Austriacard Holdings € 188 Lna Santé € 270 Bastide € 218 Medincell € 398 Befesa € 1 116 Nacon € 63 CAF € 1 649 N...
Our 14th edition of the ODDO BHF Nextcap Forum took place on 11 June in Paris, and on 12 June virtually. 96 companies and 170 investors were present for more than 700 meetings organized. Overall, we noted a still cautious tone from companies, with limited visibility on a solid rebound in a persistently uncertain market environment (geopolitical situation, US politics, etc.), even if there are some signs of recovery and certain sectors remain very well positioned (leisure, energy, defence). At th...
GENFIT : Résultats de l’Assemblée Générale Mixte du 17 juin 2025 L’ensemble des projets de résolutions recommandés par le Conseil d’Administration a été approuvé (quorum : 27,21%). Lille (France), Cambridge (Massachusetts, États-Unis), Zurich (Suisse), le 17 juin 2025 – GENFIT (Nasdaq et Euronext : GNFT), société biopharmaceutique engagée dans l’amélioration de la vie des patients atteints de maladies rares du foie pouvant engager le pronostic vital, annonce aujourd’hui les résultats de son Assemblée Générale Mixte convoquée le 17 juin 2025. Le quorum réuni sur première convocation s’est é...
GENFIT: June 17, 2025 Combined Shareholders Meeting Results All resolutions recommended by the Board of Directors approved (quorum: 27.21%). Lille (France), Cambridge (Massachusetts, United States), Zurich (Switzerland), June 17, 2025 - GENFIT (Nasdaq and Euronext: GNFT), a biopharmaceutical company dedicated to improving the lives of patients with rare and life-threatening liver diseases, today announced the results of the Combined Shareholders Meeting which took place on June 17, 2025. The quorum on first convening amounted to 27.21% and shareholders approved all of the resolutions, with...
QUADIENT SA: Availability of the share buyback program description Paris, June 17, 2025 Quadient (Euronext Paris: QDT) announces the availability of the description of its share buyback program, launched by the Board of Directors on June 13, 2025, following the authorization granted by the Ordinary General Meeting held on June 13, 2025 (17th resolution). This description has been prepared in compliance with the provisions of Articles 241-1 et seq. of the General Regulation of the Autorité des Marchés Financiers (AMF), Articles L. 22-10-62 et seq. of the French Commercial Code, as well as ...
QUADIENT SA: Mise à disposition du descriptif du programme de rachat d'actions Paris, le 17 juin 2025, Quadient (Euronext Paris : QDT) annonce mettre à disposition le descriptif du programme de rachat de ses propres actions lancé par le Conseil d’Administration du 13 juin 2025 suivant l’autorisation donnée par l'Assemblée Générale Ordinaire réunie le 13 juin 2025 (17ème résolution). Ce descriptif est établi dans le respect des dispositions des articles 241-1 et suivants du Règlement Général de l’Autorité des Marchés Financiers (AMF) et des articles L. 22-10-62 et suivants du Code de comme...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.