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Stephane Houri
  • Stephane Houri

ODDO : 29th ODDO BHF Forum – Feedback Day 1

We are hosting our 29th ODDO BHF Forum in Lyon on 8 and 9 January 2026. In total, 220 companies will be presenting over the two days. In the following note, we provide some initial feedback from the companies on day 1.

CON CONTINENTAL AKTIENGESELLSCHAFT
IFX INFINEON TECHNOLOGIES AG
FME FRESENIUS MEDICAL CARE AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
AC ACCOR SA
ENX EURONEXT NV
GET GETLINK SE
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
IPN IPSEN SA
DG VINCI SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
NK IMERYS SA
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
LI KLEPIERRE SA
MTX MTU AERO ENGINES AG
EO FAURECIA SA
VCT VICAT-CIMENTS VICAT SA
SK SEB SA
GFC GECINA SA
GTT GAZTRANSPORT & TECHNIGAZ SA
MF WENDEL SE
EN BOUYGUES SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
TFI TELEVISION FRANCAISE 1 SA
KORI KORIAN SA
POM PLASTIC OMNIUM SE
AFX CARL ZEISS MEDITEC AG
SCR SCOR SE
MMK MAYR-MELNHOF KARTON AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
ASY ASSYSTEM SA
GXI GERRESHEIMER AG
PHA PHARMAGEST INTERACTIVE SA
AMUN AMUNDI SA
SWP SWORD GROUP SE
AUB AUBAY SA
RBT ROBERTET SA
FII LISI SA
LSS LECTRA SA
GOE GROUPE GORGE SA
FNAC FNAC DARTY SA
GLO GL EVENTS SA
ALTA ALTAREA SCA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ALO ALSTOM SA
A1XA4J CARBIOS SA
FR VALEO SE
ELE ENDESA S.A.
XIOR XIOR STUDENT HOUSING N.V.
RWE RWE AG
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
POS PORR AG
FIE FIELMANN AG
DEZ DEUTZ AG
SOI SOITEC SA
COR CORTICEIRA AMORIM SGPS SA
SIX2 SIXT SE
AIXA AIXTRON SE
NDA AURUBIS AG
DOC DO & CO AKTIENGESELLSCHAFT
KRN KRONES AG
RAA RATIONAL AG
DOKA DORMAKABA HOLDING AG
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
EDR EDREAMS ODIGEO SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
WBD WEBUILD S.P.A.
ALBFR SIDETRADE SA
ANDR ANDRITZ AG
ARG ARGAN SA
IBE IBERDROLA SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
SMHN SUESS MICROTEC AG
FACC FACC AG
COFA COFACE SA
VLTSA VOLTALIA
CLNX CELLNEX TELECOM S.A.
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
FTG111 FLATEXDEGIRO AG
XFAB X-FAB SILICON FOUNDRIES SE
RUI RUBIS SCA
DHER DELIVERY HERO SE
NKT NKT A/S
PIRC PIRELLI & C. S.P.A.
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
DNP DINO POLSKA S.A.
JST JOST WERKE AG
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
SANT S&T AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
JEN JENOPTIK AG
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
THEP THERMADOR HOLDING SA
FQT FREQUENTIS AG WIENER
HAG HENSOLDT AG
ALG ALLEGRO.EU SA
TE TECHNIP ENERGIES NV
AG1 AUTO1 GROUP
AERO MONTANA AEROSPACE AG
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
SPM SAIPEM S.P.A.
STM STABILUS SE
ACLN ACCELLERON INDUSTRIES LTD
PLX PLUXEE NV
PLNW PLANISWARE
EXENS EXOSENS
4X0 STEYR MOTORS AG
HAVAS HAVAS N.V
PFSE PFISTERER HOLDING SE
ATO ATOS SE
SHA SCHAEFFLER AG
 PRESS RELEASE

Ubisoft appoints Valentine Piedelievre-Eman as Chief Communications Of...

Ubisoft appoints Valentine Piedelievre-Eman as Chief Communications Officer     PRESS RELEASE    UBISOFT APPOINTS VALENTINE PIEDELIEVRE-EMAN AS CHIEF COMMUNICATIONS OFFICER PARIS — January 8, 2026 — Today, Ubisoft announced the appointment of Valentine Piedelievre-Eman as Chief Communications Officer. Piedelievre-Eman will start on February 2. As CCO, Piedelievre-Eman will lead development and implementation of Ubisoft’s global communications and corporate brand strategy, ensuring it reflects the company’s creative vision, priorities, and long-term goals, while fostering meaningful eng...

 PRESS RELEASE

Ubisoft nomme Valentine Piedelievre-Eman Chief Communications Officer

Ubisoft nomme Valentine Piedelievre-Eman Chief Communications Officer .     COMMUNIQUE DE PRESSE      UBISOFT NOMME VALENTINE PIEDELIEVRE-EMANCHIEF COMMUNICATIONS OFFICER PARIS – Jeudi 8 janvier 2026 – Ubisoft annonce aujourd’hui la nomination de Valentine Piedelievre-Eman au poste de Chief Communications Officer. Elle prendra ses fonctions le 2 février. Valentine Piedelievre-Eman dirigera le développement et la mise en œuvre de la stratégie globale de communication et de marque d'Ubisoft, afin qu’elle reflète la vision créative, les priorités et les objectifs de long terme du Groupe, tout...

Carole Braudeau
  • Carole Braudeau

Credit Morning 01/08/2026

CAA: tender offer on two Tier 2 2048/28 bonds and new Tier 2 2036 issue|BNP : New legal stage in the Sudanese case|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 08/01/2026

Offre de rachat sur deux Tier 2 2048/28 et nouvelle émission Tier 2 2036|Nouvelle étape judiciaire dans l’affaire soudanaise|

 PRESS RELEASE

Fnac Darty: December 2025 - Half-yearly report on liquidity contract

Fnac Darty: December 2025 - Half-yearly report on liquidity contract Ivry-sur Seine – France, January 7, 2026 Regulated information HALF YEARLY REPORT ON FNAC DARTY LIQUIDITY CONTRACT Pursuant to the liquidity mandate granted by Fnac Darty to BNP Paribas signed on 1st February 2024, the following assets appeared on the liquidity account as of December 31, 2025: 39,484 shares€745,697 During the second half of 2025, a total of: 253,841 shares bought, for €7,526,996 (1,667 transactions)261,086 shares sold, for a total of €7,741,440 (1,466 transactions)         Please note that: 1.  At ...

 PRESS RELEASE

Fnac Darty : Bilan semestriel du contrat de liquidité Fnac Darty - Déc...

Fnac Darty : Bilan semestriel du contrat de liquidité Fnac Darty - Décembre 2025 Ivry-sur-Seine, le 7 janvier 2026 Information réglementée BILAN SEMESTRIEL DU CONTRAT DE LIQUIDITÉ DE LA SOCIÉTÉ FNAC DARTY Au titre du contrat de liquidité confié par la société Fnac Darty () à BNP Paribas signé le 1er février 2024, les moyens suivants figuraient au compte de liquidité à la date du 31 décembre 2025 : 39 484 titres745 697 € Au cours du 2nd semestre 2025, il a été négocié un total de : À l'achat, 253 841 titres, pour un montant de 7 526 996 € (1667 transactions).À la vente, 261 086 titres,...

 PRESS RELEASE

Fnac Darty: Number of shares and voting rights as of December, 31 2025

Fnac Darty: Number of shares and voting rights as of December, 31 2025 Ivry-sur-Seine – France, January 5, 2026 Regulated information INFORMATION ON THE TOTAL NUMBER OF SHARES AND VOTING RIGHTS Statement in compliance with article L. 233-8 II of the French commercial code and article 223- 16 of the General Regulation of the French Financial Markets Authority (AMF – Autorité des marchés financiers) Stock MarketEuronext ParisISIN CodeFR0011476928Date Total number of shares composing the share capital of the companyTotal number of gross voting rights Total number of net voting rights (*)De...

 PRESS RELEASE

Fnac Darty : Nombre d'actions et droits de vote au 31 décembre 2025

Fnac Darty : Nombre d'actions et droits de vote au 31 décembre 2025 Ivry-sur-Seine, le 5 janvier 2026 Information réglementée PUBLICATION DU NOMBRE TOTAL D’ACTIONSET DE DROITS DE VOTE COMPOSANT LE CAPITAL Publication prévue par l’article L. 233-8 II du code de commerce et l’article 223-16 du règlement général de l’Autorité des marchés financiers Place de cotationEuronext ParisCode ISINFR0011476928 Date d’arrêt desInformations Nombre total d’actionsComposant le capital Nombre total de droits de vote brut Nombre total de droits de vote net (*)31/12/202529 682 14629 682 14629 102 696 (*) Ne...

Carole Braudeau
  • Carole Braudeau

Credit Morning 12/31/2025

SoftBank Group finalizes an additional investment of $ 22.5bn in OpenAI|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 31/12/2025

SoftBank Group finalise un investissement additionnel de 22,5 mds USD dans OpenAI|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 30/12/2025

Takko Q3 26 results: Adj. EBITDA improvement on the back of lower cost of materials|

Carole Braudeau
  • Carole Braudeau

Credit Morning 12/30/2025

Takko Q3 26 results: Adj. EBITDA improvement on the back of lower cost of materials|

Carole Braudeau
  • Carole Braudeau

Credit Morning 12/22/2025

Paris prosecutor's office launches probe into Uranium theft from Somaïr in Niger|Maxeda: weak Q3 results and announcement of restructuring process|Coty appoints Markus Strobel as new chairman and interim CEO|Golden Goose: HSG acquires majority stake|The Belgian government is considering increasing its stake in Ageas according to the Belgian newspaper de Tijd|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 22/12/2025

Enquête du parquet de Paris sur le vol d’Uranium de la Somaïr au Niger|Maxeda : faibles résultats T3 et annonce du processus de restructuration|Coty nomme Markus Stroble comme nouveau Chairman et CEO par interim|Golden Goose : HSG acquiert une part majoritaire au capital|Le gouvernement belge envisageait d'augmenter sa participation dans Ageas selon le journal belge De Tijd|

Carole Braudeau
  • Carole Braudeau

Credit Morning 12/17/2025

Fresh speculation about Rexel's capital (La Lettre)|Grifols : S&P upgrades the corporate rating to BB-/stable from B+/stable|

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