reports
Bruno Cavalier ... (+3)
- Bruno Cavalier
- Oliver Metzger
- Sinan Doganli
CON
CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
STF STEF
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
01913 PRADA S.P.A.
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
WAF SILTRONIC AG
B7E BLUE CAP
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
STF STEF
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
01913 PRADA S.P.A.
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
WAF SILTRONIC AG
B7E BLUE CAP
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
Bruno Cavalier ... (+3)
- Bruno Cavalier
- Oliver Metzger
- Sinan Doganli
CON
CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
01913 PRADA S.P.A.
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
NN NN GROUP N.V.
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
CVC CVC CAPITAL PARTNERS PLC
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
01913 PRADA S.P.A.
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
NN NN GROUP N.V.
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
CVC CVC CAPITAL PARTNERS PLC
Bruno Cavalier ... (+3)
- Bruno Cavalier
- Oliver Metzger
- Sinan Doganli
CON
CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
STF STEF
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
01913 PRADA S.P.A.
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
WAF SILTRONIC AG
B7E BLUE CAP
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
STF STEF
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
01913 PRADA S.P.A.
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
WAF SILTRONIC AG
B7E BLUE CAP
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
Bruno Cavalier ... (+3)
- Bruno Cavalier
- Oliver Metzger
- Sinan Doganli
CON
CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
01913 PRADA S.P.A.
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
NN NN GROUP N.V.
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
CVC CVC CAPITAL PARTNERS PLC
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
01913 PRADA S.P.A.
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
NN NN GROUP N.V.
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
CVC CVC CAPITAL PARTNERS PLC
Oliver Metzger ... (+2)
- Oliver Metzger
- Sinan Doganli
ODDO : Final Feedback. The German paradox: Strong index performance, b...
While the DAX year-to-date has clearly outperformed most of the large European and US indexes (except the IBEX), many corporates presenting at the 16th edition of our Corporate Conference, hosted jointly by ODDO BHF and Commerzbank, were still focused on the macroeconomic environment, geopolitical tensions and tariffs and the related impact on their sectors. Unsurprisingly, the clearly most positive sector was defence. For others, the picture was more mixed inside the sectors. Based on the feedb...
CON
CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
Oliver Metzger ... (+2)
- Oliver Metzger
- Sinan Doganli
ODDO : Feedback Day 1
ODDO BHF and Commerzbank are jointly hosting the 16th edition of the Corporate Conference on 3 and 4 of September 2025 in Frankfurt am Main. This year, we are welcoming 88 German small, mid and large cap companies. Among the companies which presented during the first day, we highlight, notably, positive feedback from Adesso, BASF, Befesa, Commerzbank, Fresenius Medical Care, Fresenius SE, Fuchs, Hannover RE, Hensoldt, Implenia, Sartorius, Schott Pharma, Tonies and Zalando ADESSO (+) - Positive ...
FME
FRESENIUS MEDICAL CARE AG
CBK COMMERZBANK AG
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
IMPN IMPLENIA AG
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
FNTN FREENET AG
DUE DURR AG
BFSA BEFESA SA
SANT S&T AG
AEIN ALLGEIER HOLDING AG
HAG HENSOLDT AG
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
SCHOTT PHARMA AG
CBK COMMERZBANK AG
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
IMPN IMPLENIA AG
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
FNTN FREENET AG
DUE DURR AG
BFSA BEFESA SA
SANT S&T AG
AEIN ALLGEIER HOLDING AG
HAG HENSOLDT AG
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
SCHOTT PHARMA AG
Jerôme Bodin ... (+3)
- Jerôme Bodin
- Oliver Metzger
- Sinan Doganli
FME
FRESENIUS MEDICAL CARE AG
CBK COMMERZBANK AG
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
FGA FIGEAC AERO SA
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
PSM PROSIEBENSAT.1 MEDIA SE
ELG ELMOS SEMICONDUCTOR SE
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
IMPN IMPLENIA AG
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
ZAG ZUMTOBEL GROUP AG
SMHN SUESS MICROTEC AG
VLTSA VOLTALIA
FNTN FREENET AG
DUE DURR AG
BFSA BEFESA SA
SANT S&T AG
AEIN ALLGEIER HOLDING AG
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
HAG HENSOLDT AG
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
SCHOTT PHARMA AG
CBK COMMERZBANK AG
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
FGA FIGEAC AERO SA
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
PSM PROSIEBENSAT.1 MEDIA SE
ELG ELMOS SEMICONDUCTOR SE
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
IMPN IMPLENIA AG
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
ZAG ZUMTOBEL GROUP AG
SMHN SUESS MICROTEC AG
VLTSA VOLTALIA
FNTN FREENET AG
DUE DURR AG
BFSA BEFESA SA
SANT S&T AG
AEIN ALLGEIER HOLDING AG
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
HAG HENSOLDT AG
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
SCHOTT PHARMA AG
Martin Marandon-Carlhian ... (+4)
- Martin Marandon-Carlhian
- Oliver Metzger
- Sinan Doganli
- Stephane Houri
IFX
INFINEON TECHNOLOGIES AG
FME FRESENIUS MEDICAL CARE AG
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
KPN ROYAL KPN NV
ROG ROCHE HOLDING LTD
CBK COMMERZBANK AG
NOVN NOVARTIS AG
EVT EVOTEC SE
EN BOUYGUES SA
HNR1 HANNOVER RUECK SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
SAN SANOFI
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
IMPN IMPLENIA AG
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
FNTN FREENET AG
AZN ASTRAZENECA PLC
BIM BIOMERIEUX SA
DUE DURR AG
BFSA BEFESA SA
SANT S&T AG
AEIN ALLGEIER HOLDING AG
HAG HENSOLDT AG
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
GSK GSK PLC
IOS IONOS GROUP SE
NOVO B NOVO NORDISK A/S
SCHOTT PHARMA AG
CVC CVC CAPITAL PARTNERS PLC
FME FRESENIUS MEDICAL CARE AG
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
KPN ROYAL KPN NV
ROG ROCHE HOLDING LTD
CBK COMMERZBANK AG
NOVN NOVARTIS AG
EVT EVOTEC SE
EN BOUYGUES SA
HNR1 HANNOVER RUECK SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
SAN SANOFI
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
IMPN IMPLENIA AG
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
FNTN FREENET AG
AZN ASTRAZENECA PLC
BIM BIOMERIEUX SA
DUE DURR AG
BFSA BEFESA SA
SANT S&T AG
AEIN ALLGEIER HOLDING AG
HAG HENSOLDT AG
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
GSK GSK PLC
IOS IONOS GROUP SE
NOVO B NOVO NORDISK A/S
SCHOTT PHARMA AG
CVC CVC CAPITAL PARTNERS PLC
Jerôme Bodin ... (+3)
- Jerôme Bodin
- Oliver Metzger
- Sinan Doganli
FME
FRESENIUS MEDICAL CARE AG
CBK COMMERZBANK AG
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
FGA FIGEAC AERO SA
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
PSM PROSIEBENSAT.1 MEDIA SE
ELG ELMOS SEMICONDUCTOR SE
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
IMPN IMPLENIA AG
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
ZAG ZUMTOBEL GROUP AG
SMHN SUESS MICROTEC AG
VLTSA VOLTALIA
FNTN FREENET AG
DUE DURR AG
BFSA BEFESA SA
SANT S&T AG
AEIN ALLGEIER HOLDING AG
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
HAG HENSOLDT AG
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
SCHOTT PHARMA AG
CBK COMMERZBANK AG
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
FGA FIGEAC AERO SA
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
PSM PROSIEBENSAT.1 MEDIA SE
ELG ELMOS SEMICONDUCTOR SE
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
IMPN IMPLENIA AG
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
ZAG ZUMTOBEL GROUP AG
SMHN SUESS MICROTEC AG
VLTSA VOLTALIA
FNTN FREENET AG
DUE DURR AG
BFSA BEFESA SA
SANT S&T AG
AEIN ALLGEIER HOLDING AG
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
HAG HENSOLDT AG
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
SCHOTT PHARMA AG
Martin Marandon-Carlhian ... (+4)
- Martin Marandon-Carlhian
- Oliver Metzger
- Sinan Doganli
- Stephane Houri
IFX
INFINEON TECHNOLOGIES AG
FME FRESENIUS MEDICAL CARE AG
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
KPN ROYAL KPN NV
ROG ROCHE HOLDING LTD
CBK COMMERZBANK AG
NOVN NOVARTIS AG
EVT EVOTEC SE
EN BOUYGUES SA
HNR1 HANNOVER RUECK SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
SAN SANOFI
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
IMPN IMPLENIA AG
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
FNTN FREENET AG
AZN ASTRAZENECA PLC
BIM BIOMERIEUX SA
DUE DURR AG
BFSA BEFESA SA
SANT S&T AG
AEIN ALLGEIER HOLDING AG
HAG HENSOLDT AG
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
GSK GSK PLC
IOS IONOS GROUP SE
NOVO B NOVO NORDISK A/S
SCHOTT PHARMA AG
FME FRESENIUS MEDICAL CARE AG
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
KPN ROYAL KPN NV
ROG ROCHE HOLDING LTD
CBK COMMERZBANK AG
NOVN NOVARTIS AG
EVT EVOTEC SE
EN BOUYGUES SA
HNR1 HANNOVER RUECK SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
SAN SANOFI
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
IMPN IMPLENIA AG
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
FNTN FREENET AG
AZN ASTRAZENECA PLC
BIM BIOMERIEUX SA
DUE DURR AG
BFSA BEFESA SA
SANT S&T AG
AEIN ALLGEIER HOLDING AG
HAG HENSOLDT AG
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
GSK GSK PLC
IOS IONOS GROUP SE
NOVO B NOVO NORDISK A/S
SCHOTT PHARMA AG
Jerôme Bodin
- Jerôme Bodin
SESGL
SES SA FDR (CLASS A)
CLN CLARIANT AG
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MF WENDEL SE
INF INFOTEL SA
DEC JCDECAUX SA
FAGR FAGRON SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
ELG ELMOS SEMICONDUCTOR SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ELIS ELIS SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
MELE MELEXIS NV
CSM CORBION NV
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TKO TIKEHAU CAPITAL SCA
DUFN DUFRY AG
ALD ALD SA
MEDCL MEDINCELL SA
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
ZEL PHARMA MAR SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
ALHRS HYDROGEN REFUELING SOLUTIONS
HGEA HGEARS AG
AZE AZELIS GROUP NV
IVG IVECO GROUP
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
ORP ORPEA
PLNW PLANISWARE
EXENS EXOSENS
LOCAL SOLOCAL GROUP
HBX HBX GROUP INTERNATIONAL PLC
CLN CLARIANT AG
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MF WENDEL SE
INF INFOTEL SA
DEC JCDECAUX SA
FAGR FAGRON SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
ELG ELMOS SEMICONDUCTOR SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ELIS ELIS SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
MELE MELEXIS NV
CSM CORBION NV
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TKO TIKEHAU CAPITAL SCA
DUFN DUFRY AG
ALD ALD SA
MEDCL MEDINCELL SA
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
ZEL PHARMA MAR SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
ALHRS HYDROGEN REFUELING SOLUTIONS
HGEA HGEARS AG
AZE AZELIS GROUP NV
IVG IVECO GROUP
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
ORP ORPEA
PLNW PLANISWARE
EXENS EXOSENS
LOCAL SOLOCAL GROUP
HBX HBX GROUP INTERNATIONAL PLC
Jerôme Bodin
- Jerôme Bodin
SESGL
SES SA FDR (CLASS A)
CLN CLARIANT AG
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MF WENDEL SE
INF INFOTEL SA
DEC JCDECAUX SA
FAGR FAGRON SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
ELG ELMOS SEMICONDUCTOR SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ELIS ELIS SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
MELE MELEXIS NV
CSM CORBION NV
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TKO TIKEHAU CAPITAL SCA
DUFN DUFRY AG
ALD ALD SA
MEDCL MEDINCELL SA
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
ZEL PHARMA MAR SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
ALHRS HYDROGEN REFUELING SOLUTIONS
HGEA HGEARS AG
AZE AZELIS GROUP NV
IVG IVECO GROUP
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
ORP ORPEA
PLNW PLANISWARE
EXENS EXOSENS
LOCAL SOLOCAL GROUP
HBX HBX GROUP INTERNATIONAL PLC
CLN CLARIANT AG
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MF WENDEL SE
INF INFOTEL SA
DEC JCDECAUX SA
FAGR FAGRON SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
ELG ELMOS SEMICONDUCTOR SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ELIS ELIS SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
MELE MELEXIS NV
CSM CORBION NV
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TKO TIKEHAU CAPITAL SCA
DUFN DUFRY AG
ALD ALD SA
MEDCL MEDINCELL SA
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
ZEL PHARMA MAR SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
ALHRS HYDROGEN REFUELING SOLUTIONS
HGEA HGEARS AG
AZE AZELIS GROUP NV
IVG IVECO GROUP
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
ORP ORPEA
PLNW PLANISWARE
EXENS EXOSENS
LOCAL SOLOCAL GROUP
HBX HBX GROUP INTERNATIONAL PLC
Olfa Taamallah ... (+2)
- Olfa Taamallah
- Yan Derocles
Olfa Taamallah ... (+2)
- Olfa Taamallah
- Yan Derocles
Charlotte Vaisse ... (+6)
- Charlotte Vaisse
- Marc Lavaud
- Oliver Metzger
- Thomas Zlowodzki
- Usama Tariq
- Wim Gille
HEIA
HEINEKEN NV
AI AIR LIQUIDE SA
RR. ROLLS-ROYCE HOLDINGS PLC
BVI BUREAU VERITAS SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
HO THALES SA
RXL REXEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
ALV ALLIANZ SE
EL ESSILORLUXOTTICA SA
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
GOE GROUPE GORGE SA
ELE ENDESA S.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
ANA ACCIONA SA
FACC FACC AG
SAN BANCO SANTANDER S.A.
LDO LEONARDO SPA
AZN ASTRAZENECA PLC
SIK SIKA AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AM DASSAULT AVIATION
SGSN SGS SA
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
AI AIR LIQUIDE SA
RR. ROLLS-ROYCE HOLDINGS PLC
BVI BUREAU VERITAS SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
HO THALES SA
RXL REXEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
ALV ALLIANZ SE
EL ESSILORLUXOTTICA SA
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
GOE GROUPE GORGE SA
ELE ENDESA S.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
ANA ACCIONA SA
FACC FACC AG
SAN BANCO SANTANDER S.A.
LDO LEONARDO SPA
AZN ASTRAZENECA PLC
SIK SIKA AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AM DASSAULT AVIATION
SGSN SGS SA
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
Charlotte Vaisse ... (+5)
- Charlotte Vaisse
- Marc Lavaud
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
NDX1
NORDEX SE
RR. ROLLS-ROYCE HOLDINGS PLC
MTX MTU AERO ENGINES AG
EO FAURECIA SA
VCT VICAT-CIMENTS VICAT SA
BFIT BASIC-FIT NV
HO THALES SA
TFI TELEVISION FRANCAISE 1 SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
ALDEL DELFINGEN INDUSTRY SA
EKI EKINOPS SA
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BIG BIGBEN INTERACTIVE SA
BA. BAE SYSTEMS PLC
MIL BANK MILLENNIUM SA
HEIJM HEIJMANS N.V. CERT
TPS
VASTB ORANGE POLSKA S.A.
CON VASTNED RETAIL BELGIUM NV
WAF CONZZETA AG
INSD SILTRONIC AG
FACC VERIMATRIX SA
LDO FACC AG
FTG111 LEONARDO SPA
SAE FLATEXDEGIRO AG
CASH SHOP APOTHEKE EUROPE NV
GEST PROSEGUR CASH SA
CAF GESTAMP AUTOMOCION S.A.
WAVE CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
TMV WAVESTONE SA
NACON TEAMVIEWER AG
HAG NACON SASU
AERO HENSOLDT AG
AM MONTANA AEROSPACE AG
ALLFG DASSAULT AVIATION
LAT ALLFUNDS (UK) LTD
R3NK LATECOERE
EXENS RENK GROUP AG
CAN EXOSENS
CANAL+
RR. ROLLS-ROYCE HOLDINGS PLC
MTX MTU AERO ENGINES AG
EO FAURECIA SA
VCT VICAT-CIMENTS VICAT SA
BFIT BASIC-FIT NV
HO THALES SA
TFI TELEVISION FRANCAISE 1 SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
ALDEL DELFINGEN INDUSTRY SA
EKI EKINOPS SA
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BIG BIGBEN INTERACTIVE SA
BA. BAE SYSTEMS PLC
MIL BANK MILLENNIUM SA
HEIJM HEIJMANS N.V. CERT
TPS
VASTB ORANGE POLSKA S.A.
CON VASTNED RETAIL BELGIUM NV
WAF CONZZETA AG
INSD SILTRONIC AG
FACC VERIMATRIX SA
LDO FACC AG
FTG111 LEONARDO SPA
SAE FLATEXDEGIRO AG
CASH SHOP APOTHEKE EUROPE NV
GEST PROSEGUR CASH SA
CAF GESTAMP AUTOMOCION S.A.
WAVE CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
TMV WAVESTONE SA
NACON TEAMVIEWER AG
HAG NACON SASU
AERO HENSOLDT AG
AM MONTANA AEROSPACE AG
ALLFG DASSAULT AVIATION
LAT ALLFUNDS (UK) LTD
R3NK LATECOERE
EXENS RENK GROUP AG
CAN EXOSENS
CANAL+
Charlotte Vaisse ... (+6)
- Charlotte Vaisse
- Marc Lavaud
- Oliver Metzger
- Thomas Zlowodzki
- Usama Tariq
- Wim Gille
HEIA
HEINEKEN NV
AI AIR LIQUIDE SA
RR. ROLLS-ROYCE HOLDINGS PLC
BVI BUREAU VERITAS SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
HO THALES SA
RXL REXEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
ALV ALLIANZ SE
EL ESSILORLUXOTTICA SA
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
GOE GROUPE GORGE SA
ELE ENDESA S.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
ANA ACCIONA SA
FACC FACC AG
SAN BANCO SANTANDER S.A.
LDO LEONARDO SPA
AZN ASTRAZENECA PLC
SIK SIKA AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AM DASSAULT AVIATION
SGSN SGS SA
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
AI AIR LIQUIDE SA
RR. ROLLS-ROYCE HOLDINGS PLC
BVI BUREAU VERITAS SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
HO THALES SA
RXL REXEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
ALV ALLIANZ SE
EL ESSILORLUXOTTICA SA
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
GOE GROUPE GORGE SA
ELE ENDESA S.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
ANA ACCIONA SA
FACC FACC AG
SAN BANCO SANTANDER S.A.
LDO LEONARDO SPA
AZN ASTRAZENECA PLC
SIK SIKA AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AM DASSAULT AVIATION
SGSN SGS SA
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
Charlotte Vaisse ... (+5)
- Charlotte Vaisse
- Marc Lavaud
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
NDX1
NORDEX SE
RR. ROLLS-ROYCE HOLDINGS PLC
MTX MTU AERO ENGINES AG
EO FAURECIA SA
VCT VICAT-CIMENTS VICAT SA
BFIT BASIC-FIT NV
HO THALES SA
TFI TELEVISION FRANCAISE 1 SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
ALDEL DELFINGEN INDUSTRY SA
EKI EKINOPS SA
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BIG BIGBEN INTERACTIVE SA
BA. BAE SYSTEMS PLC
HEIJM HEIJMANS N.V. CERT
TPS
VASTB ORANGE POLSKA S.A.
CON VASTNED RETAIL BELGIUM NV
WAF CONZZETA AG
SMHN SILTRONIC AG
INSD SUESS MICROTEC AG
FACC VERIMATRIX SA
LDO FACC AG
FTG111 LEONARDO SPA
SAE FLATEXDEGIRO AG
CASH SHOP APOTHEKE EUROPE NV
GEST PROSEGUR CASH SA
CAF GESTAMP AUTOMOCION S.A.
WAVE CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
TMV WAVESTONE SA
NACON TEAMVIEWER AG
HAG NACON SASU
AERO HENSOLDT AG
AM MONTANA AEROSPACE AG
ALLFG DASSAULT AVIATION
LAT ALLFUNDS (UK) LTD
R3NK LATECOERE
EXENS RENK GROUP AG
CAN EXOSENS
CANAL+
RR. ROLLS-ROYCE HOLDINGS PLC
MTX MTU AERO ENGINES AG
EO FAURECIA SA
VCT VICAT-CIMENTS VICAT SA
BFIT BASIC-FIT NV
HO THALES SA
TFI TELEVISION FRANCAISE 1 SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
ALDEL DELFINGEN INDUSTRY SA
EKI EKINOPS SA
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BIG BIGBEN INTERACTIVE SA
BA. BAE SYSTEMS PLC
HEIJM HEIJMANS N.V. CERT
TPS
VASTB ORANGE POLSKA S.A.
CON VASTNED RETAIL BELGIUM NV
WAF CONZZETA AG
SMHN SILTRONIC AG
INSD SUESS MICROTEC AG
FACC VERIMATRIX SA
LDO FACC AG
FTG111 LEONARDO SPA
SAE FLATEXDEGIRO AG
CASH SHOP APOTHEKE EUROPE NV
GEST PROSEGUR CASH SA
CAF GESTAMP AUTOMOCION S.A.
WAVE CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
TMV WAVESTONE SA
NACON TEAMVIEWER AG
HAG NACON SASU
AERO HENSOLDT AG
AM MONTANA AEROSPACE AG
ALLFG DASSAULT AVIATION
LAT ALLFUNDS (UK) LTD
R3NK LATECOERE
EXENS RENK GROUP AG
CAN EXOSENS
CANAL+
Olfa Taamallah ... (+2)
- Olfa Taamallah
- Yan Derocles
ODDO : Feedback from expert access: robust growth well beyond 2030
This report looks at the salient points of an ‘expert access’ event focusing on German defence and geopolitics. We anticipate a period of strong growth for European defence players ( TAM 2024-2030e CAGR of c32%), which should continue beyond this date thanks to NATO's capability ambitions. Pending an acceleration in order intake and given the re-rating of the defence segment, we nonetheless favour civil aerospace stocks in the short term, Airbus and Rolls-Royce. Expert access with Susanne Wiegan...
RR.
ROLLS-ROYCE HOLDINGS PLC
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
FACC FACC AG
LDO LEONARDO SPA
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
FACC FACC AG
LDO LEONARDO SPA
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
Olfa Taamallah ... (+2)
- Olfa Taamallah
- Yan Derocles
ODDO : Feedback expert access: une croissance soutenue au-delà de 2030
Cette étude reprend les points saillants d’un expert access centré sur la défense allemande et la géopolitique. Nous anticipons une période de forte croissance pour les acteurs européens de la défense (TMVA 24-30 du MAT de c32%) qui se poursuivra au-delà grâce aux ambitions capacitaires de l’OTAN. Dans l’attente de l’accélération des prises de commandes et compte tenu du rerating, nous privilégions néanmoins à CT les valeurs aéronautiques civiles, Airbus et Rolls-Royce.
RR.
ROLLS-ROYCE HOLDINGS PLC
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
FACC FACC AG
LDO LEONARDO SPA
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
FACC FACC AG
LDO LEONARDO SPA
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
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