reports
- Ahmed Ben Salem
- Bruno Cavalier
FP TOTAL SE
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
TLX TALANX AG
01913 PRADA S.P.A.
LPP LPP S.A.
MONC MONCLER SPA
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
DSY DASSAULT SYSTEMES SA
CVC CVC CAPITAL PARTNERS PLC
- Ahmed Ben Salem
- Bruno Cavalier
FP TOTAL SE
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
TLX TALANX AG
01913 PRADA S.P.A.
LPP LPP S.A.
MONC MONCLER SPA
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
DSY DASSAULT SYSTEMES SA
CVC CVC CAPITAL PARTNERS PLC
- Nicolas David
- Nicolas David
- Aurelien Deside
Dassault Systèmes: reacceleration underway
Half a year ago, we upgraded Dassault from Neutral to Buy, arguing that the market was overly pessimistic and short-term focused. We argued that this created a great opportunity to get on board a high-quality company with a great risk/reward profile at an attractive valuation. With the stock price
ICON Becomes the First Large Clinical Research Organization to Fully I...
NEW YORK--(BUSINESS WIRE)-- , a Dassault Systèmes brand and leading provider of clinical trial solutions to the life sciences industry, today announced that , (NASDAQ: ICLR) a world-leading clinical research organization (CRO) powered by healthcare intelligence, will immediately begin utilizing on its studies, differentiating ICON as the first large CRO to fully infuse this technology into its clinical workflows. The integration of Clinical Data Studio into ICON’s service offerings helps unlock the full potential of the , merging information from both Medidata and non-Medidata sources, fast-...
- Aurelien Deside
Dassault Systèmes: investment in Click Therapeutics
This morning, Dassault Systèmes announced an investment in Click Therapeutics, a leader in prescription digital therapeutics (PDT) and software- enhanced drug therapies. The transaction should help the vendor strengthen the position of its life sciences division (20% of software revenues in 2024),
Dassault Systèmes Intensifies the MEDIDATA Commitment to Patient Exper...
VELIZY-VILLACOUBLAY, France--(BUSINESS WIRE)-- (Euronext Paris: FR0014003TT8, DSY.PA) today announced its investment in , a leader in prescription digital therapeutics and software-enhanced drug therapies. The transaction advances Dassault Systèmes’ transformation of the patient experience in life sciences and healthcare through end-to-end technology solutions used across the healthcare ecosystem. The transaction strengthens the existing relationship between Dassault Systèmes’ MEDIDATA brand and Click Therapeutics, helping to improve patient engagement - post-trial through commercialization ...
New AR Experience from Dassault Systèmes Transforms Parisian Monuments...
VELIZY-VILLACOUBLAY, France--(BUSINESS WIRE)-- (Euronext Paris: FR0014003TT8, DSY.PA) today announced “Energy Experience,” its immersive augmented reality experience that transforms Parisian monuments by showcasing sustainable energy solutions created with virtual twins to shape the future of clean energy. The unique experience merges the virtual and the real worlds to bring disruptive innovations impacting energy consumption, reinventing greener mobility and optimizing food production to life at iconic landmarks, transforming the Arc de Triomphe, Place de la Concorde, the Champs-Elysées and...
Dassault Systèmes and RWTH Aachen University Partner to Shape the Syst...
VELIZY-VILLACOUBLAY, France--(BUSINESS WIRE)-- (Euronext Paris: FR0014003TT8, DSY.PA) today announced its 10-year collaboration with the Chair and Institute for Machine Elements & Systems Engineering (MSE) at the RWTH Aachen University, one of Europe’s best engineering universities, to boost the engineering and industrial product development skills of Germany’s future workforce. MSE will integrate Dassault Systèmes’ 3DEXPERIENCE platform on the cloud into RWTH Aachen University’s mechanical engineering curricula for up to 13,000 mechanical engineering students, making the 3DEXPERIENCE platfo...
- 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...
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
- Jerôme Bodin
- Stephane Houri
- Thomas Zlowodzki
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
- Baptiste Lebacq
- Jerôme Bodin
- Thomas Zlowodzki
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
- Baptiste Lebacq
- Jerôme Bodin
- Thomas Zlowodzki
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
- Jerôme Bodin
- Stephane Houri
- Thomas Zlowodzki
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
- Margaux van Oerle
- Stephane Houri
- Thomas Zlowodzki
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
- 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.
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
- Aaron Brodjanac
- Baptiste Salaville
- Chaima Ferrandon
- Charlotte Vaisse
- Marc Lavaud
- Sven Edelfelt
- Thomas Zlowodzki
1COV COVESTRO AG
VIE VEOLIA ENVIRONNEMENT SA
PEO BANK POLSKA KASA OPIEKI SA
TKA THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
SLB.N SCHLUMBERGER NV
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SK SEB SA
GTT GAZTRANSPORT & TECHNIGAZ SA
SSAB A SSAB AB CLASS A
FGR EIFFAGE SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
AGS AGEAS SA/NV
SZG SALZGITTER AG
BEI BEIERSDORF AG
VOE VOESTALPINE AG
EOAN E.ON SE
ACX ACERINOX SA
ENI ENI S.P.A.
GRF GRIFOLS S.A. CLASS A
GEBN GEBERIT AG
ERA ERAMET SA
UCB UCB S.A.
DTE DEUTSCHE TELEKOM AG
P2F PETROFAC LIMITED
CRG CRH PLC
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
NDA AURUBIS AG
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
KGX KION GROUP AG
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
PRY PRYSMIAN S.P.A.
RACE FERRARI NV
TRE TECNICAS REUNIDAS SA
GRF.P GRIFOLS S.A. PREF CLASS B
RIO RIO TINTO PLC
TEC TECHNIPFMC PLC
BHP BHP GROUP LTD
BP. BP P.L.C.
PIRC PIRELLI & C. S.P.A.
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
AKZA AKZO NOBEL N.V.
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
STLA STELLANTIS N.V.
TE TECHNIP ENERGIES NV
CTPNV CTP NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
SYENS SYENSQO
VIRI VIRIDIEN
- Aaron Brodjanac
- Baptiste Salaville
- Chaima Ferrandon
- Charlotte Vaisse
- Marc Lavaud
- Sven Edelfelt
- Thomas Zlowodzki
1COV COVESTRO AG
VIE VEOLIA ENVIRONNEMENT SA
PEO BANK POLSKA KASA OPIEKI SA
TKA THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
SLB.N SCHLUMBERGER NV
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SK SEB SA
GTT GAZTRANSPORT & TECHNIGAZ SA
SSAB A SSAB AB CLASS A
FGR EIFFAGE SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
AGS AGEAS SA/NV
SZG SALZGITTER AG
BEI BEIERSDORF AG
VOE VOESTALPINE AG
EOAN E.ON SE
ACX ACERINOX SA
ENI ENI S.P.A.
GRF GRIFOLS S.A. CLASS A
GEBN GEBERIT AG
ERA ERAMET SA
UCB UCB S.A.
DTE DEUTSCHE TELEKOM AG
P2F PETROFAC LIMITED
CRG CRH PLC
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
NDA AURUBIS AG
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
PRY PRYSMIAN S.P.A.
RACE FERRARI NV
TRE TECNICAS REUNIDAS SA
GRF.P GRIFOLS S.A. PREF CLASS B
RIO RIO TINTO PLC
TEC TECHNIPFMC PLC
BHP BHP GROUP LTD
BP. BP P.L.C.
PIRC PIRELLI & C. S.P.A.
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
AKZA AKZO NOBEL N.V.
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
STLA STELLANTIS N.V.
TE TECHNIP ENERGIES NV
CTPNV CTP NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
SYENS SYENSQO
VIRI VIRIDIEN
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