reports
- Carole Braudeau
- Carole Braudeau
- Baptiste Salaville
- Bojan Djurickovic
- Oddo Sustainability Team
- Baptiste Salaville
- Bojan Djurickovic
- Oddo Sustainability Team
- Jean-François Granjon
- Bojan Djurickovic
- Research Team
WOOD Morning (5 December)
HEADLINES: • Baltic Classifieds Group: FY 1H26 financial results review and conference call takeaways NEUTRAL • Orange Polska: signs Social Agreement for 2026-27 with trade unions POSITIVE • Budimex: GDDKiA cancels selection for Starogard Gdański bypass NEGATIVE • CEZ: minority shareholders group suing State for WFT damages NEUTRAL • WOOD's Winter Wonderland EME Conference 2025: Postcards from Prague • CD Projekt • cyber_Folks/Shoper • Orange Polska • Text • Vercom • 4iG • Magyar Telekom • Titan
- Jean-François Granjon
- Nicolas Thorez
- Nicolas Thorez
- Rok Stibric
- Hela Zarrouk
- Johanna Jourdain
- Hela Zarrouk
- Johanna Jourdain
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Tobias Fahrenholz
ODDO : More Rack ‘n’ Roll ahead from 2026 onwards
We initiate coverage on two Swiss Industrials midcaps, Kardex (Outperform, target price CHF 330) and Interroll (Neutral, CHF 2,375). Both niche players should continue to benefit from steadily growing automation needs (low ~15-20% penetration) in the increasingly global intralogistics market where client activities indicate a gradual revival in growth of the e-commerce / project business (attractive payback times of only 12-36 months). Both high-quality names should see ongoing high growth inves...
- Anthony Dick
- Baptiste Salaville
- Michael Foundoukidis
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
VOLV B VOLVO AB CLASS B
EO FAURECIA SA
VAC PIERRE & VACANCES SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
BOSS HUGO BOSS AG
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
NDA AURUBIS AG
CIE CIE AUTOMOTIVE S.A.
CPINV CARE PROPERTY INVEST SA
ZAG ZUMTOBEL GROUP AG
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Anthony Dick
- Baptiste Salaville
- Michael Foundoukidis
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
VOLV B VOLVO AB CLASS B
EO FAURECIA SA
VAC PIERRE & VACANCES SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
BOSS HUGO BOSS AG
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
NDA AURUBIS AG
CIE CIE AUTOMOTIVE S.A.
CPINV CARE PROPERTY INVEST SA
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
ALVGO VOGO SA
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Hela Zarrouk
- Johanna Jourdain
- Hela Zarrouk
- Johanna Jourdain
- Elias New
- Philip Hettich
GBT GUERBET SA
CDA COMPAGNIE DES ALPES SA
BOSS HUGO BOSS AG
A1XA4J CARBIOS SA
QDT QUADIENT SA
CAI CA IMMOBILIEN ANLAGEN AG
UBS UBM DEVELOPMENT AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
COPN COSMO PHARMACEUTICALS NV
M MED LIFE
WAVE WAVESTONE SA
LOUP SOCIETE L.D.C.
SHA SCHAEFFLER AG
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