reports
Carole Braudeau
- Carole Braudeau
Carole Braudeau
- Carole Braudeau
Chris Hoare
- Chris Hoare
Carole Braudeau
- Carole Braudeau
IPS
IPSOS
REL RELX PLC
PUB PUBLICIS GROUPE SA
UBI UBISOFT ENTERTAINMENT SA
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
MMB LAGARDERE SCA
DEC JCDECAUX SA
NOKIA NOKIA OYJ
TNET TELENET GROUP HOLDING NV
VIV VIVENDI SE
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
WPP WPP PLC
SOI SOITEC SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
WLN WORLDLINE SA
IDR INDRA SISTEMAS S.A. CLASS A
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
TEF TELEFONICA SA
HFG HELLOFRESH SE
NEXI NEXI S.P.A.
OVH OVH GROUPE
FORSE FORSEE POWER SA
VIRI VIRIDIEN
LOCAL SOLOCAL GROUP
REL RELX PLC
PUB PUBLICIS GROUPE SA
UBI UBISOFT ENTERTAINMENT SA
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
MMB LAGARDERE SCA
DEC JCDECAUX SA
NOKIA NOKIA OYJ
TNET TELENET GROUP HOLDING NV
VIV VIVENDI SE
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
WPP WPP PLC
SOI SOITEC SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
WLN WORLDLINE SA
IDR INDRA SISTEMAS S.A. CLASS A
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
TEF TELEFONICA SA
HFG HELLOFRESH SE
NEXI NEXI S.P.A.
OVH OVH GROUPE
FORSE FORSEE POWER SA
VIRI VIRIDIEN
LOCAL SOLOCAL GROUP
Jerôme Bodin ... (+2)
- Jerôme Bodin
- Stephane Houri
ODDO : Feedback from 9th ODDO BHF TMT Forum
Our two-day 9th virtual TMT Forum was attended by 32 listed companies and 292 investors. The trends in media seem to point to a correct start to the year. Telecom players are optimistic on the regulatory front (intra-market consolidation). Software & IT services and semis continue to see mixed trends, apart from in AI and some hopes that a few companies will benefit from the rise of defence spending. In terms of companies, the main positive messages came from Auto1, CMCOM, Indra, Infineon, Telec...
IFX
INFINEON TECHNOLOGIES AG
IPS IPSOS
TFI TELEVISION FRANCAISE 1 SA
GAMA GAMMA COMMUNICATIONS
ELG ELMOS SEMICONDUCTOR SE
WPP WPP PLC
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
EXENS EXOSENS
AMS AMS-OSRAM AG
IPS IPSOS
TFI TELEVISION FRANCAISE 1 SA
GAMA GAMMA COMMUNICATIONS
ELG ELMOS SEMICONDUCTOR SE
WPP WPP PLC
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
EXENS EXOSENS
AMS AMS-OSRAM AG
Bruno Cavalier ... (+4)
- Bruno Cavalier
- Jerôme Bodin
- Stephane Houri
- Thomas Zlowodzki
IFX
INFINEON TECHNOLOGIES AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
HEI HEIDELBERGCEMENT AG
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SPIE SPIE SA
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
HEI HEIDELBERGCEMENT AG
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SPIE SPIE SA
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
Ahmed Ben Salem ... (+4)
- Ahmed Ben Salem
- Baptiste Lebacq
- Jerôme Bodin
- Thomas Zlowodzki
IFX
INFINEON TECHNOLOGIES AG
ETL EUTELSAT COMMUNICATIONS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ALTA ALTAREA SCA
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
MAU ETABLISSEMENTS MAUREL & PROM SA
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
ETL EUTELSAT COMMUNICATIONS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ALTA ALTAREA SCA
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
MAU ETABLISSEMENTS MAUREL & PROM SA
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
Ahmed Ben Salem ... (+4)
- Ahmed Ben Salem
- Baptiste Lebacq
- Jerôme Bodin
- Thomas Zlowodzki
IFX
INFINEON TECHNOLOGIES AG
ETL EUTELSAT COMMUNICATIONS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ALTA ALTAREA SCA
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
MAU ETABLISSEMENTS MAUREL & PROM SA
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
ETL EUTELSAT COMMUNICATIONS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ALTA ALTAREA SCA
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
MAU ETABLISSEMENTS MAUREL & PROM SA
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
Bruno Cavalier ... (+4)
- Bruno Cavalier
- Jerôme Bodin
- Stephane Houri
- Thomas Zlowodzki
IFX
INFINEON TECHNOLOGIES AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
HEI HEIDELBERGCEMENT AG
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SPIE SPIE SA
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
HEI HEIDELBERGCEMENT AG
WPP WPP PLC
01913 PRADA S.P.A.
SOI SOITEC SA
AIXA AIXTRON SE
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LPP LPP S.A.
SESL SES-IMAGOTAG SA
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SPIE SPIE SA
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
PLNW PLANISWARE
AMS AMS-OSRAM AG
Emira Sagaama ... (+4)
- Emira Sagaama
- Margaux van Oerle
- Stephane Houri
- Thomas Zlowodzki
DHL
DHL GROUP
CON CONTINENTAL AKTIENGESELLSCHAFT
IPS IPSOS
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
GET GETLINK SE
RNO RENAULT SA
KPN ROYAL KPN NV
ORA ORANGE SA
EO FAURECIA SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
GAMA GAMMA COMMUNICATIONS
LSS LECTRA SA
HAL HAL TRUST
G ASSICURAZIONI GENERALI S.P.A.
FR VALEO SE
GEBN GEBERIT AG
VOW3 VOLKSWAGEN AG PREF
WPP WPP PLC
AMP AMPLIFON S.P.A.
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ELI ELIA GROUP SA/NV
CIE CIE AUTOMOTIVE S.A.
KGX KION GROUP AG
OTP OTP BANK NYRT
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
POST OSTERREICHISCHE POST AG
RACE FERRARI NV
IDR INDRA SISTEMAS S.A. CLASS A
BIM BIOMERIEUX SA
PIRC PIRELLI & C. S.P.A.
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
GEST GESTAMP AUTOMOCION S.A.
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
FDJ LA FRANCAISE DES JEUX SA
DSC1 DUTCH STAR C SHAR
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
AG1 AUTO1 GROUP
NA9 NAGARRO
UMG UNIVERSAL MUSIC GROUP NV
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ARM ARM HOLDINGS PLC
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
EXENS EXOSENS
AMS AMS-OSRAM AG
CON CONTINENTAL AKTIENGESELLSCHAFT
IPS IPSOS
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
GET GETLINK SE
RNO RENAULT SA
KPN ROYAL KPN NV
ORA ORANGE SA
EO FAURECIA SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
GAMA GAMMA COMMUNICATIONS
LSS LECTRA SA
HAL HAL TRUST
G ASSICURAZIONI GENERALI S.P.A.
FR VALEO SE
GEBN GEBERIT AG
VOW3 VOLKSWAGEN AG PREF
WPP WPP PLC
AMP AMPLIFON S.P.A.
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ELI ELIA GROUP SA/NV
CIE CIE AUTOMOTIVE S.A.
KGX KION GROUP AG
OTP OTP BANK NYRT
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
POST OSTERREICHISCHE POST AG
RACE FERRARI NV
IDR INDRA SISTEMAS S.A. CLASS A
BIM BIOMERIEUX SA
PIRC PIRELLI & C. S.P.A.
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
GEST GESTAMP AUTOMOCION S.A.
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
FDJ LA FRANCAISE DES JEUX SA
DSC1 DUTCH STAR C SHAR
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
AG1 AUTO1 GROUP
NA9 NAGARRO
UMG UNIVERSAL MUSIC GROUP NV
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ARM ARM HOLDINGS PLC
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
EXENS EXOSENS
AMS AMS-OSRAM AG
Jerôme Bodin ... (+2)
- Jerôme Bodin
- Stephane Houri
ODDO : 9th ODDO BHF TMT Forum – Feedback Day 1
We are hosting our 9th ODDO BHF TMT Forum virtually on 6 and 7 March 2025. In total, 34 companies will be presenting during the forum. In the following note, we provide some initial feedback from companies on day 1. Out of the 21 feedbacks collected during the first day, 4 were clearly positive, and only 2 were negative. Among the positive names, we would particularly highlight Auto1, CMCOM, INDRA, KPN and Telecom Italia. Among the negative names, we would highlight Gamma and AT&S.
IPS
IPSOS
KPN ROYAL KPN NV
GAMA GAMMA COMMUNICATIONS
LSS LECTRA SA
WPP WPP PLC
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
EXENS EXOSENS
AMS AMS-OSRAM AG
KPN ROYAL KPN NV
GAMA GAMMA COMMUNICATIONS
LSS LECTRA SA
WPP WPP PLC
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
IDR INDRA SISTEMAS S.A. CLASS A
REY REPLY S.P.A.
VOD VODAFONE GROUP PLC
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ARM ARM HOLDINGS PLC
EXENS EXOSENS
AMS AMS-OSRAM AG
Chris Hoare
- Chris Hoare
Jean Danjou ... (+3)
- Jean Danjou
- Oliver Metzger
- Stephane Houri
FP
TOTAL SE
O2D TELEFONICA DEUTSCHLAND HOLDING AG
RR. ROLLS-ROYCE HOLDINGS PLC
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
KPN ROYAL KPN NV
MTX MTU AERO ENGINES AG
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
HO THALES SA
SBMO SBM OFFSHORE NV
EN BOUYGUES SA
GBF BILFINGER SE
ARYN ARYZTA AG
FGA FIGEAC AERO SA
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
GAMA GAMMA COMMUNICATIONS
FII LISI SA
GOE GROUPE GORGE SA
ENI ENI S.P.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
BA. BAE SYSTEMS PLC
FIE FIELMANN AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
TWEKA TKH GROUP N.V. CERT
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
LDO LEONARDO SPA
BP. BP P.L.C.
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
CLA CLARANOVA SE
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
ALLFG ALLFUNDS (UK) LTD
SHEL SHELL PLC
EAPI EUROAPI
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
O2D TELEFONICA DEUTSCHLAND HOLDING AG
RR. ROLLS-ROYCE HOLDINGS PLC
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
KPN ROYAL KPN NV
MTX MTU AERO ENGINES AG
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
HO THALES SA
SBMO SBM OFFSHORE NV
EN BOUYGUES SA
GBF BILFINGER SE
ARYN ARYZTA AG
FGA FIGEAC AERO SA
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
GAMA GAMMA COMMUNICATIONS
FII LISI SA
GOE GROUPE GORGE SA
ENI ENI S.P.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
BA. BAE SYSTEMS PLC
FIE FIELMANN AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
TWEKA TKH GROUP N.V. CERT
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
LDO LEONARDO SPA
BP. BP P.L.C.
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
CLA CLARANOVA SE
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
ALLFG ALLFUNDS (UK) LTD
SHEL SHELL PLC
EAPI EUROAPI
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
Jean Danjou ... (+3)
- Jean Danjou
- Oliver Metzger
- Stephane Houri
FP
TOTAL SE
O2D TELEFONICA DEUTSCHLAND HOLDING AG
RR. ROLLS-ROYCE HOLDINGS PLC
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
KPN ROYAL KPN NV
MTX MTU AERO ENGINES AG
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
HO THALES SA
SBMO SBM OFFSHORE NV
EN BOUYGUES SA
GBF BILFINGER SE
ARYN ARYZTA AG
FGA FIGEAC AERO SA
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
GAMA GAMMA COMMUNICATIONS
FII LISI SA
GOE GROUPE GORGE SA
ENI ENI S.P.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
BA. BAE SYSTEMS PLC
FIE FIELMANN AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
TWEKA TKH GROUP N.V. CERT
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
LDO LEONARDO SPA
BP. BP P.L.C.
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
CLA CLARANOVA SE
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
ALLFG ALLFUNDS (UK) LTD
SHEL SHELL PLC
EAPI EUROAPI
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
O2D TELEFONICA DEUTSCHLAND HOLDING AG
RR. ROLLS-ROYCE HOLDINGS PLC
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
KPN ROYAL KPN NV
MTX MTU AERO ENGINES AG
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
HO THALES SA
SBMO SBM OFFSHORE NV
EN BOUYGUES SA
GBF BILFINGER SE
ARYN ARYZTA AG
FGA FIGEAC AERO SA
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
GAMA GAMMA COMMUNICATIONS
FII LISI SA
GOE GROUPE GORGE SA
ENI ENI S.P.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
BA. BAE SYSTEMS PLC
FIE FIELMANN AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
TWEKA TKH GROUP N.V. CERT
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
LDO LEONARDO SPA
BP. BP P.L.C.
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
CLA CLARANOVA SE
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
ALLFG ALLFUNDS (UK) LTD
SHEL SHELL PLC
EAPI EUROAPI
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
Olfa Taamallah ... (+2)
- Olfa Taamallah
- Yan Derocles
CON
CONTINENTAL AKTIENGESELLSCHAFT
FP TOTAL SE
O2D TELEFONICA DEUTSCHLAND HOLDING AG
RR. ROLLS-ROYCE HOLDINGS PLC
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
KPN ROYAL KPN NV
MTX MTU AERO ENGINES AG
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
HO THALES SA
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
EN BOUYGUES SA
FGA FIGEAC AERO SA
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
OMV OMV AG
GAMA GAMMA COMMUNICATIONS
ITRK INTERTEK GROUP PLC
FII LISI SA
GOE GROUPE GORGE SA
ENI ENI S.P.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
BA. BAE SYSTEMS PLC
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VACN VAT GROUP AG
LDO LEONARDO SPA
BP. BP P.L.C.
BG BAWAG GROUP AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
SHEL SHELL PLC
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
FP TOTAL SE
O2D TELEFONICA DEUTSCHLAND HOLDING AG
RR. ROLLS-ROYCE HOLDINGS PLC
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
KPN ROYAL KPN NV
MTX MTU AERO ENGINES AG
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
HO THALES SA
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
EN BOUYGUES SA
FGA FIGEAC AERO SA
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
OMV OMV AG
GAMA GAMMA COMMUNICATIONS
ITRK INTERTEK GROUP PLC
FII LISI SA
GOE GROUPE GORGE SA
ENI ENI S.P.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
BA. BAE SYSTEMS PLC
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VACN VAT GROUP AG
LDO LEONARDO SPA
BP. BP P.L.C.
BG BAWAG GROUP AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
SHEL SHELL PLC
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
Olfa Taamallah ... (+2)
- Olfa Taamallah
- Yan Derocles
CON
CONTINENTAL AKTIENGESELLSCHAFT
FP TOTAL SE
O2D TELEFONICA DEUTSCHLAND HOLDING AG
RR. ROLLS-ROYCE HOLDINGS PLC
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
KPN ROYAL KPN NV
MTX MTU AERO ENGINES AG
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
HO THALES SA
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
EN BOUYGUES SA
FGA FIGEAC AERO SA
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
OMV OMV AG
GAMA GAMMA COMMUNICATIONS
ITRK INTERTEK GROUP PLC
FII LISI SA
GOE GROUPE GORGE SA
ENI ENI S.P.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
BA. BAE SYSTEMS PLC
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VACN VAT GROUP AG
LDO LEONARDO SPA
BP. BP P.L.C.
BG BAWAG GROUP AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
SHEL SHELL PLC
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
FP TOTAL SE
O2D TELEFONICA DEUTSCHLAND HOLDING AG
RR. ROLLS-ROYCE HOLDINGS PLC
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
KPN ROYAL KPN NV
MTX MTU AERO ENGINES AG
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
HO THALES SA
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
EN BOUYGUES SA
FGA FIGEAC AERO SA
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
OMV OMV AG
GAMA GAMMA COMMUNICATIONS
ITRK INTERTEK GROUP PLC
FII LISI SA
GOE GROUPE GORGE SA
ENI ENI S.P.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
BA. BAE SYSTEMS PLC
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VACN VAT GROUP AG
LDO LEONARDO SPA
BP. BP P.L.C.
BG BAWAG GROUP AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
SHEL SHELL PLC
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
Konrad Zomer ... (+3)
- Konrad Zomer
- Stephane Beyazian
- Stephane Houri
O2D
TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
Konrad Zomer ... (+3)
- Konrad Zomer
- Stephane Beyazian
- Stephane Houri
O2D
TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
Chris Hoare
- Chris Hoare
Global EM Telcos & Towers NSR GEM Top-10 March ‘25 Update: February a...
February was another good month for our top EM Telcos, now up 15% YTD on average. This note also includes key news & other thoughts in order to help investors generate alpha within the EM Telco space. With performance strong so far, we make no changes to our picks.
Chris Hoare
- Chris Hoare
Vodacom (Buy, TP: ZAR150, +25%) Investor Day 2025; bullish mid-term E...
Vodacom hosted its Investor Day and outlined a bullish medium term guidance. The company endeavours to grow revenue and EBITDA at a CAGR of at least 6% and double digits respectively from FY25 through FY30. The topline trajectory is in-line with us and consensus while EBITDA guidance was well ahead. Compared to our current OpFCF forecasts, the numbers suggest at least 13%-18% upside. We share our brief thoughts and what this implies for Vodafone Group below. Vodacom remains as one of our GEM Top...
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