reports
Olfa Taamallah ... (+2)
- Olfa Taamallah
- Yan Derocles
RR.
ROLLS-ROYCE HOLDINGS PLC
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
BRBY BURBERRY GROUP PLC
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
AIXA AIXTRON SE
VASTB VASTNED RETAIL BELGIUM NV
ARG ARGAN SA
FACC FACC AG
LDO LEONARDO SPA
DUFN DUFRY AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
CAN CANAL+
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
BRBY BURBERRY GROUP PLC
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
AIXA AIXTRON SE
VASTB VASTNED RETAIL BELGIUM NV
ARG ARGAN SA
FACC FACC AG
LDO LEONARDO SPA
DUFN DUFRY AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
CAN CANAL+
Olfa Taamallah ... (+2)
- Olfa Taamallah
- Yan Derocles
RR.
ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
BNP BNP PARIBAS SA CLASS A
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
EL ESSILORLUXOTTICA SA
FII LISI SA
GOE GROUPE GORGE SA
G ASSICURAZIONI GENERALI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
SAF SAFRAN S.A.
AIR AIRBUS SE
01913 PRADA S.P.A.
BA. BAE SYSTEMS PLC
AMS AMADEUS IT GROUP SA CLASS A
FACC FACC AG
LDO LEONARDO SPA
SIE SIEMENS AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ENGI ENGIE SA.
BNP BNP PARIBAS SA CLASS A
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
EL ESSILORLUXOTTICA SA
FII LISI SA
GOE GROUPE GORGE SA
G ASSICURAZIONI GENERALI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
SAF SAFRAN S.A.
AIR AIRBUS SE
01913 PRADA S.P.A.
BA. BAE SYSTEMS PLC
AMS AMADEUS IT GROUP SA CLASS A
FACC FACC AG
LDO LEONARDO SPA
SIE SIEMENS AG
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
RR.
ROLLS-ROYCE HOLDINGS PLC
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
BRBY BURBERRY GROUP PLC
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
AIXA AIXTRON SE
VASTB VASTNED RETAIL BELGIUM NV
ARG ARGAN SA
FACC FACC AG
LDO LEONARDO SPA
DUFN DUFRY AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
CAN CANAL+
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
BRBY BURBERRY GROUP PLC
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
AIXA AIXTRON SE
VASTB VASTNED RETAIL BELGIUM NV
ARG ARGAN SA
FACC FACC AG
LDO LEONARDO SPA
DUFN DUFRY AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
CAN CANAL+
Olfa Taamallah ... (+2)
- Olfa Taamallah
- Yan Derocles
RR.
ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
BNP BNP PARIBAS SA CLASS A
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
EL ESSILORLUXOTTICA SA
FII LISI SA
GOE GROUPE GORGE SA
G ASSICURAZIONI GENERALI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
SAF SAFRAN S.A.
AIR AIRBUS SE
01913 PRADA S.P.A.
BA. BAE SYSTEMS PLC
AMS AMADEUS IT GROUP SA CLASS A
FACC FACC AG
LDO LEONARDO SPA
SIE SIEMENS AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ENGI ENGIE SA.
BNP BNP PARIBAS SA CLASS A
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
EL ESSILORLUXOTTICA SA
FII LISI SA
GOE GROUPE GORGE SA
G ASSICURAZIONI GENERALI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
SAF SAFRAN S.A.
AIR AIRBUS SE
01913 PRADA S.P.A.
BA. BAE SYSTEMS PLC
AMS AMADEUS IT GROUP SA CLASS A
FACC FACC AG
LDO LEONARDO SPA
SIE SIEMENS AG
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 : A reassuring message on the supply chain
At the Paris Air Show, in line with expectations, sales momentum turned in Airbus' favour (248 firm orders out of a total of 381), underlining once again the strength of demand. The consensus around greater resilience in the supply chain and a visible acceleration on the aftermarket were the good surprises of the show. In this context, the civil segment presents an attractive profile and we maintain our preference for Rolls-Royce (Outperform - target price at 1,000p) and Airbus (Outperform – tar...
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 : Un message rassurant sur la chaine fournisseurs
Au salon du Bourget, conformément aux attentes, la dynamique commerciale a tourné à l’avantage d’Airbus (248 commandes fermes sur un total de 381), soulignant encore une fois la vigueur de la demande. Le consensus autour d’une meilleure résilience de la chaine fournisseurs et une accélération visible de l’après-vente sont les bonnes surprises du salon. Dans ce contexte, le segment civil présente un profil attractif et nous maintenons ainsi notre préférence pour Rolls-Royce (Surperformance – OC à...
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 ... (+3)
- Olfa Taamallah
- Roy Külter
- Yan Derocles
VIE
VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
TKA THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
RXL REXEL SA
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
ANA ACCIONA SA
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COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
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MONT MONTEA SCA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
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FACC FACC AG
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ECONT ECONOCOM GROUP SE CLASS D
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AMAG AMAG AUSTRIA METALL AG
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AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
SHEL SHELL PLC
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
EDEN EDENRED SA
TKA THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
RXL REXEL SA
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
ANA ACCIONA SA
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
FACC FACC AG
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
SHEL SHELL PLC
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
Olfa Taamallah ... (+3)
- Olfa Taamallah
- Roy Külter
- Yan Derocles
TKA
THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
VLS VALNEVA SE
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
TRI TRIGANO SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
ANA ACCIONA SA
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
CSM CORBION NV
FACC FACC AG
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RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
VUL VULCAN ENERGY RESOURCES
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
VLS VALNEVA SE
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
TRI TRIGANO SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
ANA ACCIONA SA
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
CSM CORBION NV
FACC FACC AG
WLN WORLDLINE SA
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
VUL VULCAN ENERGY RESOURCES
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
Olfa Taamallah ... (+3)
- Olfa Taamallah
- Roy Külter
- Yan Derocles
VIE
VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
TKA THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
RXL REXEL SA
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
ANA ACCIONA SA
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
FACC FACC AG
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
SHEL SHELL PLC
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
EDEN EDENRED SA
TKA THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
RXL REXEL SA
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
ANA ACCIONA SA
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
FACC FACC AG
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
SHEL SHELL PLC
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
Olfa Taamallah ... (+3)
- Olfa Taamallah
- Roy Külter
- Yan Derocles
TKA
THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
VLS VALNEVA SE
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
TRI TRIGANO SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
CSM CORBION NV
FACC FACC AG
WLN WORLDLINE SA
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
VUL VULCAN ENERGY RESOURCES
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
VLS VALNEVA SE
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
TRI TRIGANO SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
CSM CORBION NV
FACC FACC AG
WLN WORLDLINE SA
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
VUL VULCAN ENERGY RESOURCES
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
Olfa Taamallah ... (+2)
- Olfa Taamallah
- Yan Derocles
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
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
Ahmed Ben Salem ... (+2)
- Ahmed Ben Salem
- Jeremy Garnier
FP
TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
BOSS HUGO BOSS AG
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
NDA AURUBIS AG
UCG UNICREDIT S.P.A.
AXS ACCSYS TECHNOLOGIES
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
DSC1 DUTCH STAR C SHAR
OVH OVH GROUPE
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
BOSS HUGO BOSS AG
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
NDA AURUBIS AG
UCG UNICREDIT S.P.A.
AXS ACCSYS TECHNOLOGIES
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
DSC1 DUTCH STAR C SHAR
OVH OVH GROUPE
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
Ahmed Ben Salem ... (+2)
- Ahmed Ben Salem
- Jeremy Garnier
FP
TOTAL SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
UCG UNICREDIT S.P.A.
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
UCG UNICREDIT S.P.A.
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
Ahmed Ben Salem ... (+2)
- Ahmed Ben Salem
- Jeremy Garnier
FP
TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
BOSS HUGO BOSS AG
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
NDA AURUBIS AG
UCG UNICREDIT S.P.A.
AXS ACCSYS TECHNOLOGIES
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
CLA CLARANOVA SE
DSC1 DUTCH STAR C SHAR
OVH OVH GROUPE
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
BOSS HUGO BOSS AG
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
NDA AURUBIS AG
UCG UNICREDIT S.P.A.
AXS ACCSYS TECHNOLOGIES
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
CLA CLARANOVA SE
DSC1 DUTCH STAR C SHAR
OVH OVH GROUPE
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
Ahmed Ben Salem ... (+2)
- Ahmed Ben Salem
- Jeremy Garnier
FP
TOTAL SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
UCG UNICREDIT S.P.A.
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
UCG UNICREDIT S.P.A.
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
Jeremy Garnier
- Jeremy Garnier
ODDO : Small caps poised for a big comeback?
The market environment remains fragile but small caps are showing encouraging signs, staging indeed a return to their old outperformance YTD in 2025. We expect this asset class to maintain the rebound initiated a few months ago, thanks to : 1/ discounted valuations, 2/ a growth premium, and 3/ the potential for a return of flows. After an outperformance of 9% in H1 (+2.8 points in vs MSCI small cap Europe), we are adjusting our H2 2025 Nextcap conviction list, which now includes : CM.com, Compag...
Jeremy Garnier
- Jeremy Garnier
ODDO : Le retour en fanfare des small caps ?
Le contexte de marché demeure encore fragile, mais les signaux sont encourageants sur les small caps qui affichent un retour à une surperformance YTD 2025. Nous pensons que cette classe d’actifs devrait continuer son rebond initié depuis quelques mois grâce à : 1/ des valorisations toujours décotées, 2/ une certaine prime de croissance et 3/ un potentiel retour des flux. Après une surperformance de 9% (+2.8 points vs MSCI small cap Europe) au S1, nous ajustons notre liste de convictions Nextcap ...
Emna Ben Bdira ... (+2)
- Emna Ben Bdira
- Maxime Kogge
LHN
HOLCIM AG
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
WTB WHITBREAD PLC
SZG SALZGITTER AG
TEP TELEPERFORMANCE SE
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AAL ANGLO AMERICAN PLC
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
WTB WHITBREAD PLC
SZG SALZGITTER AG
TEP TELEPERFORMANCE SE
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AAL ANGLO AMERICAN PLC
Emna Ben Bdira ... (+2)
- Emna Ben Bdira
- Maxime Kogge
LHN
HOLCIM AG
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
WTB WHITBREAD PLC
SZG SALZGITTER AG
TEP TELEPERFORMANCE SE
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AAL ANGLO AMERICAN PLC
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
WTB WHITBREAD PLC
SZG SALZGITTER AG
TEP TELEPERFORMANCE SE
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AAL ANGLO AMERICAN PLC
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