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Joan Sehim
  • Joan Sehim

OPmobility : Vers un S1 maitrisé

OPmobility publiera ses résultats S1 2025 le 24 juillet prochain (avant bourse). Les indications récentes du management et les révisions à la hausse des prévisions de production par S&P laissent présager de bons résultats. Pour la suite, les perspectives pour l'industrie automobile restent négatives. Toutefois, nous continuons de penser qu’OPM se distingue des autres équipementiers grâce à son positionnement, une moindre vulnérabilité aux droits de douane et un FCF de qualité.

Joan Sehim
  • Joan Sehim

OPmobility : Towards a steady H1

OPmobility will publish its H1 2025 results on 24 July (before market opening). Recent indications from management and upward revisions to production forecasts by S&P point to good results. Looking ahead, the outlook for the automotive industry remains negative. However, we continue to believe that OPM stands out from other equipment manufacturers thanks to its positioning, lower vulnerability to tariffs and high-quality FCF.

Wim Gille
  • Wim Gille

ODDO : Feedback Benelux Conference 2025

On Wednesday 21 May we hosted our 30th ABN AMRO – ODDO BHF Benelux Forum at ABN AMRO’s headquarters. The forum was attended by 21 listed companies (almost all C-level attendance) and around 70 investors. We hosted roughly 300 meetings overall.

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