reports
Andreas Riemann ... (+2)
- Andreas Riemann
- Oliver Metzger
ODDO : Feedback Day 2
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 85 German small, mid and large cap companies. Here are the first messages compiled by our analysts from day 2. We would highlight, notably, a positive tone from Bilfinger, Deutz, GEA, Indus, Jungheinrich, KION Group, Nordex, Stabilus, Thyssenkrupp, TUI and Vonovia Neutral tone from Continental, Dermapharm, DHL Group, E.ON, Frapor...
DHL
DHL GROUP
CON CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
GBF BILFINGER SE
LXS LANXESS AG
GXI GERRESHEIMER AG
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
HEN3 HENKEL AG & CO. KGAA PREF
DEZ DEUTZ AG
INH INDUS HOLDING AG
KRN KRONES AG
WIE WIENERBERGER AG
KGX KION GROUP AG
HBH HORNBACH HOLDING AG & CO. KGAA
JUN3 JUNGHEINRICH AG PREF
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
SFQ SAF-HOLLAND SE
STM STABILUS SE
TUI TUI AG
CON CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
GBF BILFINGER SE
LXS LANXESS AG
GXI GERRESHEIMER AG
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
HEN3 HENKEL AG & CO. KGAA PREF
DEZ DEUTZ AG
INH INDUS HOLDING AG
KRN KRONES AG
WIE WIENERBERGER AG
KGX KION GROUP AG
HBH HORNBACH HOLDING AG & CO. KGAA
JUN3 JUNGHEINRICH AG PREF
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
SFQ SAF-HOLLAND SE
STM STABILUS SE
TUI TUI AG
Andreas Riemann ... (+2)
- Andreas Riemann
- Oliver Metzger
DHL
DHL GROUP
CON CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FRA FRAPORT AG
TEMN TEMENOS AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
GBF BILFINGER SE
STF STEF
LXS LANXESS AG
GXI GERRESHEIMER AG
BLC BASTIDE LE CONFORT MEDICAL SA
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
HEN3 HENKEL AG & CO. KGAA PREF
DEZ DEUTZ AG
INH INDUS HOLDING AG
KRN KRONES AG
WIE WIENERBERGER AG
GREEN GREENYARD NV
KGX KION GROUP AG
TWEKA TKH GROUP N.V. CERT
VLTSA VOLTALIA
HBH HORNBACH HOLDING AG & CO. KGAA
JUN3 JUNGHEINRICH AG PREF
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
JEN JENOPTIK AG
EAT AMREST HOLDINGS SE
KBX KNORR-BREMSE AG
SFQ SAF-HOLLAND SE
STM STABILUS SE
TUI TUI AG
CON CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FRA FRAPORT AG
TEMN TEMENOS AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
GBF BILFINGER SE
STF STEF
LXS LANXESS AG
GXI GERRESHEIMER AG
BLC BASTIDE LE CONFORT MEDICAL SA
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
HEN3 HENKEL AG & CO. KGAA PREF
DEZ DEUTZ AG
INH INDUS HOLDING AG
KRN KRONES AG
WIE WIENERBERGER AG
GREEN GREENYARD NV
KGX KION GROUP AG
TWEKA TKH GROUP N.V. CERT
VLTSA VOLTALIA
HBH HORNBACH HOLDING AG & CO. KGAA
JUN3 JUNGHEINRICH AG PREF
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
JEN JENOPTIK AG
EAT AMREST HOLDINGS SE
KBX KNORR-BREMSE AG
SFQ SAF-HOLLAND SE
STM STABILUS SE
TUI TUI AG
Andreas Riemann ... (+2)
- Andreas Riemann
- Oliver Metzger
DHL
DHL GROUP
CON CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
GBF BILFINGER SE
LXS LANXESS AG
GXI GERRESHEIMER AG
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
HEN3 HENKEL AG & CO. KGAA PREF
DEZ DEUTZ AG
INH INDUS HOLDING AG
KRN KRONES AG
WIE WIENERBERGER AG
KGX KION GROUP AG
HBH HORNBACH HOLDING AG & CO. KGAA
JUN3 JUNGHEINRICH AG PREF
BIM BIOMERIEUX SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
SFQ SAF-HOLLAND SE
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
STM STABILUS SE
TUI TUI AG
CON CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
GBF BILFINGER SE
LXS LANXESS AG
GXI GERRESHEIMER AG
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
HEN3 HENKEL AG & CO. KGAA PREF
DEZ DEUTZ AG
INH INDUS HOLDING AG
KRN KRONES AG
WIE WIENERBERGER AG
KGX KION GROUP AG
HBH HORNBACH HOLDING AG & CO. KGAA
JUN3 JUNGHEINRICH AG PREF
BIM BIOMERIEUX SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
SFQ SAF-HOLLAND SE
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
STM STABILUS SE
TUI TUI AG
Andreas Riemann ... (+2)
- Andreas Riemann
- Oliver Metzger
DHL
DHL GROUP
CON CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
GBF BILFINGER SE
LXS LANXESS AG
GXI GERRESHEIMER AG
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
HEN3 HENKEL AG & CO. KGAA PREF
DEZ DEUTZ AG
INH INDUS HOLDING AG
KRN KRONES AG
WIE WIENERBERGER AG
KGX KION GROUP AG
HBH HORNBACH HOLDING AG & CO. KGAA
JUN3 JUNGHEINRICH AG PREF
BIM BIOMERIEUX SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
SFQ SAF-HOLLAND SE
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
STM STABILUS SE
TUI TUI AG
CON CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
GBF BILFINGER SE
LXS LANXESS AG
GXI GERRESHEIMER AG
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
HEN3 HENKEL AG & CO. KGAA PREF
DEZ DEUTZ AG
INH INDUS HOLDING AG
KRN KRONES AG
WIE WIENERBERGER AG
KGX KION GROUP AG
HBH HORNBACH HOLDING AG & CO. KGAA
JUN3 JUNGHEINRICH AG PREF
BIM BIOMERIEUX SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
SFQ SAF-HOLLAND SE
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
STM STABILUS SE
TUI TUI AG
Andreas Riemann ... (+2)
- Andreas Riemann
- Oliver Metzger
DHL
DHL GROUP
CON CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FRA FRAPORT AG
TEMN TEMENOS AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
GBF BILFINGER SE
STF STEF
LXS LANXESS AG
GXI GERRESHEIMER AG
BLC BASTIDE LE CONFORT MEDICAL SA
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
HEN3 HENKEL AG & CO. KGAA PREF
DEZ DEUTZ AG
INH INDUS HOLDING AG
KRN KRONES AG
WIE WIENERBERGER AG
GREEN GREENYARD NV
KGX KION GROUP AG
TWEKA TKH GROUP N.V. CERT
VLTSA VOLTALIA
HBH HORNBACH HOLDING AG & CO. KGAA
JUN3 JUNGHEINRICH AG PREF
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
JEN JENOPTIK AG
EAT AMREST HOLDINGS SE
KBX KNORR-BREMSE AG
SFQ SAF-HOLLAND SE
STM STABILUS SE
TUI TUI AG
CON CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FRA FRAPORT AG
TEMN TEMENOS AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
GBF BILFINGER SE
STF STEF
LXS LANXESS AG
GXI GERRESHEIMER AG
BLC BASTIDE LE CONFORT MEDICAL SA
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
HEN3 HENKEL AG & CO. KGAA PREF
DEZ DEUTZ AG
INH INDUS HOLDING AG
KRN KRONES AG
WIE WIENERBERGER AG
GREEN GREENYARD NV
KGX KION GROUP AG
TWEKA TKH GROUP N.V. CERT
VLTSA VOLTALIA
HBH HORNBACH HOLDING AG & CO. KGAA
JUN3 JUNGHEINRICH AG PREF
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
JEN JENOPTIK AG
EAT AMREST HOLDINGS SE
KBX KNORR-BREMSE AG
SFQ SAF-HOLLAND SE
STM STABILUS SE
TUI TUI AG
Carole Braudeau
- Carole Braudeau
Carole Braudeau
- Carole Braudeau
Jean-François Granjon
- Jean-François Granjon
Jean-François Granjon
- Jean-François Granjon
Lynn Hautekeete
- Lynn Hautekeete
Carole Braudeau
- Carole Braudeau
ACA
CREDIT AGRICOLE SA
CON CONTINENTAL AKTIENGESELLSCHAFT
CEC CECONOMY AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
MT ARCELORMITTAL SA
RXL REXEL SA
DBG DERICHEBOURG SA
SCR SCOR SE
BAYN BAYER AG
ERA ERAMET SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
CON CONTINENTAL AKTIENGESELLSCHAFT
CEC CECONOMY AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
MT ARCELORMITTAL SA
RXL REXEL SA
DBG DERICHEBOURG SA
SCR SCOR SE
BAYN BAYER AG
ERA ERAMET SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
Carole Braudeau
- Carole Braudeau
ACA
CREDIT AGRICOLE SA
CON CONTINENTAL AKTIENGESELLSCHAFT
CEC CECONOMY AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
MT ARCELORMITTAL SA
RXL REXEL SA
DBG DERICHEBOURG SA
SCR SCOR SE
BAYN BAYER AG
ERA ERAMET SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
CON CONTINENTAL AKTIENGESELLSCHAFT
CEC CECONOMY AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
MT ARCELORMITTAL SA
RXL REXEL SA
DBG DERICHEBOURG SA
SCR SCOR SE
BAYN BAYER AG
ERA ERAMET SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
Maissa Keskes ... (+3)
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
Maissa Keskes ... (+3)
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
Maissa Keskes ... (+2)
- Maissa Keskes
- Stephane Houri
Jerôme Bodin
- Jerôme Bodin
Jerôme Bodin
- Jerôme Bodin
Emmanuel Matot
- Emmanuel Matot
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