reports
ABGSC Capital Goods Research ... (+3)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
KNEBV
KONE OYJ CLASS B
VOLV B VOLVO AB CLASS B
WRT1V WARTSILA OYJ ABP
ABB ABB LTD.
SAND SANDVIK AB
TREL B TRELLEBORG AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
HPOL B HEXPOL AB CLASS B
ALFA ALFA LAVAL AB
MTRS B MUNTERS GROUP
8TRA TRATON SE
HEXA B HEXAGON AB
EPI A EPIROC AB
NIBE B NIBE INDUSTRIER AB
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
VOLV B VOLVO AB CLASS B
WRT1V WARTSILA OYJ ABP
ABB ABB LTD.
SAND SANDVIK AB
TREL B TRELLEBORG AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
HPOL B HEXPOL AB CLASS B
ALFA ALFA LAVAL AB
MTRS B MUNTERS GROUP
8TRA TRATON SE
HEXA B HEXAGON AB
EPI A EPIROC AB
NIBE B NIBE INDUSTRIER AB
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
Bruno Cavalier ... (+2)
- Bruno Cavalier
- Jean Danjou
DG
VINCI SA
MT ARCELORMITTAL SA
DGE DIAGEO PLC
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
GLE SOCIETE GENERALE S.A. CLASS A
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
01913 PRADA S.P.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAB BANCO DE SABADELL SA
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
STLA STELLANTIS N.V.
INPST INPOST S.A.
ZGN ERMENEGILDO ZEGNA NV
DSFIR KONINKLIJKE DSM N.V.
TEN TENARIS S.A.
MT ARCELORMITTAL SA
DGE DIAGEO PLC
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
GLE SOCIETE GENERALE S.A. CLASS A
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
01913 PRADA S.P.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAB BANCO DE SABADELL SA
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
STLA STELLANTIS N.V.
INPST INPOST S.A.
ZGN ERMENEGILDO ZEGNA NV
DSFIR KONINKLIJKE DSM N.V.
TEN TENARIS S.A.
Bruno Cavalier ... (+2)
- Bruno Cavalier
- Jean Danjou
DG
VINCI SA
MT ARCELORMITTAL SA
DGE DIAGEO PLC
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
GLE SOCIETE GENERALE S.A. CLASS A
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
01913 PRADA S.P.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAB BANCO DE SABADELL SA
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
STLA STELLANTIS N.V.
INPST INPOST S.A.
ZGN ERMENEGILDO ZEGNA NV
DSFIR KONINKLIJKE DSM N.V.
TEN TENARIS S.A.
MT ARCELORMITTAL SA
DGE DIAGEO PLC
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
GLE SOCIETE GENERALE S.A. CLASS A
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
01913 PRADA S.P.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAB BANCO DE SABADELL SA
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
STLA STELLANTIS N.V.
INPST INPOST S.A.
ZGN ERMENEGILDO ZEGNA NV
DSFIR KONINKLIJKE DSM N.V.
TEN TENARIS S.A.
Bruno Cavalier ... (+2)
- Bruno Cavalier
- Jean Danjou
DG
VINCI SA
MT ARCELORMITTAL SA
DGE DIAGEO PLC
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
GLE SOCIETE GENERALE S.A. CLASS A
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
01913 PRADA S.P.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAB BANCO DE SABADELL SA
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
STLA STELLANTIS N.V.
INPST INPOST S.A.
ZGN ERMENEGILDO ZEGNA NV
DSFIR KONINKLIJKE DSM N.V.
TEN TENARIS S.A.
MT ARCELORMITTAL SA
DGE DIAGEO PLC
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
GLE SOCIETE GENERALE S.A. CLASS A
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
01913 PRADA S.P.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAB BANCO DE SABADELL SA
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
STLA STELLANTIS N.V.
INPST INPOST S.A.
ZGN ERMENEGILDO ZEGNA NV
DSFIR KONINKLIJKE DSM N.V.
TEN TENARIS S.A.
Delphine Brault ... (+2)
- Delphine Brault
- Nathan Mietlicki
ABGSC Capital Goods Research ... (+3)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
Delphine Brault ... (+2)
- Delphine Brault
- Nathan Mietlicki
Konrad Zomer ... (+2)
- Konrad Zomer
- Thomas Zlowodzki
LUFTHANSA
DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
REL RELX PLC
DG VINCI SA
BNP BNP PARIBAS SA CLASS A
KNEBV KONE OYJ CLASS B
SK SEB SA
HNR1 HANNOVER RUECK SE
MMK MAYR-MELNHOF KARTON AG
CPG COMPASS GROUP PLC
KOMB KOMERCNI BANKA A.S.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
WIZZ WIZZ AIR HOLDINGS PLC
ORSTED ORSTED
EZJ EASYJET PLC
ENEL ENEL SPA
RY4C RYANAIR HOLDINGS PLC
ASSA B ASSA ABLOY AB CLASS B
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
EMSN EMS-CHEMIE HOLDING AG
ANDR ANDRITZ AG
COLO B COLOPLAST A/S CLASS B
RIO RIO TINTO PLC
SNP PETROM S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
LIN LINDE PUBLIC LIMITED COMPANY
AF AIR FRANCE - KLM
REL RELX PLC
DG VINCI SA
BNP BNP PARIBAS SA CLASS A
KNEBV KONE OYJ CLASS B
SK SEB SA
HNR1 HANNOVER RUECK SE
MMK MAYR-MELNHOF KARTON AG
CPG COMPASS GROUP PLC
KOMB KOMERCNI BANKA A.S.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
WIZZ WIZZ AIR HOLDINGS PLC
ORSTED ORSTED
EZJ EASYJET PLC
ENEL ENEL SPA
RY4C RYANAIR HOLDINGS PLC
ASSA B ASSA ABLOY AB CLASS B
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
EMSN EMS-CHEMIE HOLDING AG
ANDR ANDRITZ AG
COLO B COLOPLAST A/S CLASS B
RIO RIO TINTO PLC
SNP PETROM S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
LIN LINDE PUBLIC LIMITED COMPANY
AF AIR FRANCE - KLM
Konrad Zomer ... (+2)
- Konrad Zomer
- Thomas Zlowodzki
LUFTHANSA
DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
REL RELX PLC
DG VINCI SA
BNP BNP PARIBAS SA CLASS A
KNEBV KONE OYJ CLASS B
SK SEB SA
HNR1 HANNOVER RUECK SE
MMK MAYR-MELNHOF KARTON AG
CPG COMPASS GROUP PLC
KOMB KOMERCNI BANKA A.S.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
WIZZ WIZZ AIR HOLDINGS PLC
ORSTED ORSTED
EZJ EASYJET PLC
ENEL ENEL SPA
RY4C RYANAIR HOLDINGS PLC
ASSA B ASSA ABLOY AB CLASS B
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
EMSN EMS-CHEMIE HOLDING AG
COLO B COLOPLAST A/S CLASS B
RIO RIO TINTO PLC
SNP PETROM S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
LIN LINDE PUBLIC LIMITED COMPANY
AF AIR FRANCE - KLM
REL RELX PLC
DG VINCI SA
BNP BNP PARIBAS SA CLASS A
KNEBV KONE OYJ CLASS B
SK SEB SA
HNR1 HANNOVER RUECK SE
MMK MAYR-MELNHOF KARTON AG
CPG COMPASS GROUP PLC
KOMB KOMERCNI BANKA A.S.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
WIZZ WIZZ AIR HOLDINGS PLC
ORSTED ORSTED
EZJ EASYJET PLC
ENEL ENEL SPA
RY4C RYANAIR HOLDINGS PLC
ASSA B ASSA ABLOY AB CLASS B
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
EMSN EMS-CHEMIE HOLDING AG
COLO B COLOPLAST A/S CLASS B
RIO RIO TINTO PLC
SNP PETROM S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
LIN LINDE PUBLIC LIMITED COMPANY
AF AIR FRANCE - KLM
Delphine Brault ... (+2)
- Delphine Brault
- Nathan Mietlicki
Delphine Brault ... (+2)
- Delphine Brault
- Nathan Mietlicki
ABGSC Capital Goods Research ... (+3)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
ABGSC Consumer Goods Research ... (+3)
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
ABGSC Capital Goods Research ... (+3)
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
ABGSC Capital Goods Research ... (+3)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
Stefano Toffano
- Stefano Toffano
LR
LEGRAND
ENGI ENGIE SA.
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
GIVN GIVAUDAN SA
SAND SANDVIK AB
RXL REXEL SA
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
EZJ EASYJET PLC
01913 PRADA S.P.A.
NEM NEMETSCHEK SE
HM B H&M HENNES & MAURITZ AB CLASS B
DOKA DORMAKABA HOLDING AG
LPP LPP S.A.
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
LDO BANCO SANTANDER S.A.
SAP LEONARDO SPA
SIE SAP SE
ASML SIEMENS AG
STM ASML HOLDING NV
VOS STMICROELECTRONICS NV
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
ENR STADLER RAIL AG
ERF SIEMENS ENERGY AG
EPI A EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ZGN EPIROC AB
ATCO A ERMENEGILDO ZEGNA NV
ATLAS COPCO AB
ENGI ENGIE SA.
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
GIVN GIVAUDAN SA
SAND SANDVIK AB
RXL REXEL SA
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
EZJ EASYJET PLC
01913 PRADA S.P.A.
NEM NEMETSCHEK SE
HM B H&M HENNES & MAURITZ AB CLASS B
DOKA DORMAKABA HOLDING AG
LPP LPP S.A.
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
LDO BANCO SANTANDER S.A.
SAP LEONARDO SPA
SIE SAP SE
ASML SIEMENS AG
STM ASML HOLDING NV
VOS STMICROELECTRONICS NV
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
ENR STADLER RAIL AG
ERF SIEMENS ENERGY AG
EPI A EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ZGN EPIROC AB
ATCO A ERMENEGILDO ZEGNA NV
ATLAS COPCO AB
Stefano Toffano
- Stefano Toffano
LR
LEGRAND
ENGI ENGIE SA.
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
GIVN GIVAUDAN SA
SAND SANDVIK AB
RXL REXEL SA
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
EZJ EASYJET PLC
01913 PRADA S.P.A.
NEM NEMETSCHEK SE
HM B H&M HENNES & MAURITZ AB CLASS B
DOKA DORMAKABA HOLDING AG
LPP LPP S.A.
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
LDO BANCO SANTANDER S.A.
SAP LEONARDO SPA
SIE SAP SE
ASML SIEMENS AG
STM ASML HOLDING NV
VOS STMICROELECTRONICS NV
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
ENR STADLER RAIL AG
ERF SIEMENS ENERGY AG
EPI A EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ZGN EPIROC AB
ATCO A ERMENEGILDO ZEGNA NV
ATLAS COPCO AB
ENGI ENGIE SA.
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
GIVN GIVAUDAN SA
SAND SANDVIK AB
RXL REXEL SA
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
EZJ EASYJET PLC
01913 PRADA S.P.A.
NEM NEMETSCHEK SE
HM B H&M HENNES & MAURITZ AB CLASS B
DOKA DORMAKABA HOLDING AG
LPP LPP S.A.
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
LDO BANCO SANTANDER S.A.
SAP LEONARDO SPA
SIE SAP SE
ASML SIEMENS AG
STM ASML HOLDING NV
VOS STMICROELECTRONICS NV
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
ENR STADLER RAIL AG
ERF SIEMENS ENERGY AG
EPI A EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ZGN EPIROC AB
ATCO A ERMENEGILDO ZEGNA NV
ATLAS COPCO AB
Ahmed Ben Salem ... (+2)
- Ahmed Ben Salem
- Baptiste Lebacq
LR
LEGRAND
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
RCO REMY COINTREAU SA
SAND SANDVIK AB
RXL REXEL SA
CEN GROUPE CRIT SA
SDG SYNERGIE SA
INF INFOTEL SA
HCO HIGHCO SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
AUB AUBAY SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
KOF KAUFMAN & BROAD SA
GOE GROUPE GORGE SA
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
01913 PRADA S.P.A.
HEIJM HEIJMANS N.V. CERT
INRN
DOKA INTERROLL HOLDING AG
DLG DORMAKABA HOLDING AG
EMMN DE'LONGHI S.P.A.
CCC EMMI AG
MOCORP CCC SA
MONC METSO OUTOTEC OYJ
ASSA B MONCLER SPA
BC ASSA ABLOY AB CLASS B
CFR BRUNELLO CUCINELLI S.P.A.
VLTSA COMPAGNIE FINANCIERE RICHEMONT SA
MAU VOLTALIA
SIE ETABLISSEMENTS MAUREL & PROM SA
VOS SIEMENS AG
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
GRP STADLER RAIL AG
ZEL GREENCOAT RENEWABLES
ENR PHARMA MAR SA
AG1 SIEMENS ENERGY AG
EPI A AUTO1 GROUP
FORSE EPIROC AB
ZGN FORSEE POWER SA
ATCO A ERMENEGILDO ZEGNA NV
HAVAS ATLAS COPCO AB
HBX HAVAS N.V
HBX GROUP INTERNATIONAL PLC
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
RCO REMY COINTREAU SA
SAND SANDVIK AB
RXL REXEL SA
CEN GROUPE CRIT SA
SDG SYNERGIE SA
INF INFOTEL SA
HCO HIGHCO SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
AUB AUBAY SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
KOF KAUFMAN & BROAD SA
GOE GROUPE GORGE SA
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
01913 PRADA S.P.A.
HEIJM HEIJMANS N.V. CERT
INRN
DOKA INTERROLL HOLDING AG
DLG DORMAKABA HOLDING AG
EMMN DE'LONGHI S.P.A.
CCC EMMI AG
MOCORP CCC SA
MONC METSO OUTOTEC OYJ
ASSA B MONCLER SPA
BC ASSA ABLOY AB CLASS B
CFR BRUNELLO CUCINELLI S.P.A.
VLTSA COMPAGNIE FINANCIERE RICHEMONT SA
MAU VOLTALIA
SIE ETABLISSEMENTS MAUREL & PROM SA
VOS SIEMENS AG
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
GRP STADLER RAIL AG
ZEL GREENCOAT RENEWABLES
ENR PHARMA MAR SA
AG1 SIEMENS ENERGY AG
EPI A AUTO1 GROUP
FORSE EPIROC AB
ZGN FORSEE POWER SA
ATCO A ERMENEGILDO ZEGNA NV
HAVAS ATLAS COPCO AB
HBX HAVAS N.V
HBX GROUP INTERNATIONAL PLC
Ahmed Ben Salem ... (+2)
- Ahmed Ben Salem
- Baptiste Lebacq
LR
LEGRAND
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
RCO REMY COINTREAU SA
SAND SANDVIK AB
RXL REXEL SA
CEN GROUPE CRIT SA
SDG SYNERGIE SA
INF INFOTEL SA
HCO HIGHCO SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
AUB AUBAY SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
KOF KAUFMAN & BROAD SA
GOE GROUPE GORGE SA
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
01913 PRADA S.P.A.
HEIJM HEIJMANS N.V. CERT
INRN
DOKA INTERROLL HOLDING AG
DLG DORMAKABA HOLDING AG
EMMN DE'LONGHI S.P.A.
CCC EMMI AG
MOCORP CCC SA
MONC METSO OUTOTEC OYJ
ASSA B MONCLER SPA
BC ASSA ABLOY AB CLASS B
CFR BRUNELLO CUCINELLI S.P.A.
VLTSA COMPAGNIE FINANCIERE RICHEMONT SA
MAU VOLTALIA
SIE ETABLISSEMENTS MAUREL & PROM SA
VOS SIEMENS AG
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
GRP STADLER RAIL AG
ZEL GREENCOAT RENEWABLES
ENR PHARMA MAR SA
AG1 SIEMENS ENERGY AG
EPI A AUTO1 GROUP
FORSE EPIROC AB
ZGN FORSEE POWER SA
ATCO A ERMENEGILDO ZEGNA NV
HAVAS ATLAS COPCO AB
HBX HAVAS N.V
HBX GROUP INTERNATIONAL PLC
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
RCO REMY COINTREAU SA
SAND SANDVIK AB
RXL REXEL SA
CEN GROUPE CRIT SA
SDG SYNERGIE SA
INF INFOTEL SA
HCO HIGHCO SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
AUB AUBAY SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
KOF KAUFMAN & BROAD SA
GOE GROUPE GORGE SA
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
01913 PRADA S.P.A.
HEIJM HEIJMANS N.V. CERT
INRN
DOKA INTERROLL HOLDING AG
DLG DORMAKABA HOLDING AG
EMMN DE'LONGHI S.P.A.
CCC EMMI AG
MOCORP CCC SA
MONC METSO OUTOTEC OYJ
ASSA B MONCLER SPA
BC ASSA ABLOY AB CLASS B
CFR BRUNELLO CUCINELLI S.P.A.
VLTSA COMPAGNIE FINANCIERE RICHEMONT SA
MAU VOLTALIA
SIE ETABLISSEMENTS MAUREL & PROM SA
VOS SIEMENS AG
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
GRP STADLER RAIL AG
ZEL GREENCOAT RENEWABLES
ENR PHARMA MAR SA
AG1 SIEMENS ENERGY AG
EPI A AUTO1 GROUP
FORSE EPIROC AB
ZGN FORSEE POWER SA
ATCO A ERMENEGILDO ZEGNA NV
HAVAS ATLAS COPCO AB
HBX HAVAS N.V
HBX GROUP INTERNATIONAL PLC
Delphine Brault ... (+2)
- Delphine Brault
- Nathan Mietlicki
ODDO : 2026 : toujours une histoire de momentum
L’année 2026 verra, selon nous, une poursuite de la thématique momentum, aux dépens des styles value et qualité. Nous anticipons une accélération de l’amélioration de la marge (71 pb vs 36 pb en 2025e), tirée par le levier opérationnel, le pricing et la poursuite ou l’intensification des restructurations, ceci dans un environnement de croissance du CA toujours soutenue (5.1%e vs ~4.9% en 2025e). Si quelques dynamiques devraient rester fortes (datacenters, grid, rail, etc), d’autres émergeront (r...
LR
LEGRAND
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
Loading...
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.