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Luis de Toledo Heras
  • Luis de Toledo Heras
Jeremy Garnier
  • Jeremy Garnier

ODDO : Make Small Caps Great Again

Amid persistently unfavourable market conditions (with few IPOs, meagre funds flowing in and high-risk aversion) and uncertainties over the macroeconomic environment, small caps are yet to rebound. In the meantime, some opportunities may arise. Our new European H1 2025 Nextcap list includes: Compagnie des Alpes, Deutz, Fastned, ID logistics, Lectra, Manitou, Planisware, Roche Bobois, SMCP, Stabilus and Tubacex.

Jeremy Garnier
  • Jeremy Garnier

ODDO : Make Small Caps Great Again

Dans un contexte de marché toujours peu porteur (peu d’IPO, absence de collecte des fonds, aversion au risque élevée) et un environnement macroéconomique source d’incertitudes le rebond des small caps se fait attendre mais quelques opportunités pourraient se présenter. Notre nouvelle European Nextcap liste S1 2025 intègre : Compagnie des Alpes, Deutz, Fastned, ID logistics, Lectra, Manitou, Planisware, Roche Bobois, SMCP, Stabilus et Tubacex.

Marc Hesselink ... (+3)
  • Marc Hesselink
  • CFA
  • Thymen Rundberg

Fastned/Liquidity needs a fast charge/HOLD

Fastned reported a disappointing 4Q24 trading update in our view. Our key takeaways were: (1) lower-than-expected charging volumes, (2) faster-than-expected increases in the cost-base and (3) a weaker looking balance sheet. In our view, the 2025 guidance downgrade across several key metrics highlights the slowdown in BEV penetration growth, as well as less attractive financials for Fastned. We maintain our HOLD rating and lower our target price to €19.50 (from €20.50).

Baptiste Salaville ... (+4)
  • Baptiste Salaville
  • Bruno Cavalier
  • Charlotte Vaisse
  • Jerôme Bodin
Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Bruno Cavalier
  • Jerôme Bodin
CON CONTINENTAL AKTIENGESELLSCHAFT
FME FRESENIUS MEDICAL CARE AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
1COV COVESTRO AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
ADS ADIDAS AG
G1A GEA GROUP AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
HO THALES SA
NOVN NOVARTIS AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
GBF BILFINGER SE
RHM RHEINMETALL AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
BOSS HUGO BOSS AG
SDF K+S AG
NOEJ NORMA GROUP SE
BAS BASF SE
SAN SANOFI
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
DEZ DEUTZ AG
AIXA AIXTRON SE
KRN KRONES AG
NEM NEMETSCHEK SE
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
JUN3 JUNGHEINRICH AG PREF
AZN ASTRAZENECA PLC
DUE DURR AG
JST JOST WERKE AG
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
FPE3 FUCHS PETROLUB SE
DTG DAIMLER TRUCK
GSK GSK PLC
STM STABILUS SE
TUI TUI AG
NOVO B NOVO NORDISK A/S
SCHOTT PHARMA AG
R3NK RENK GROUP AG
AGN AEGON N.V.
QGEN QIAGEN N.V.
CVC CVC CAPITAL PARTNERS PLC
SHA SCHAEFFLER AG
Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Bruno Cavalier
  • Jerôme Bodin
CON CONTINENTAL AKTIENGESELLSCHAFT
FME FRESENIUS MEDICAL CARE AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
1COV COVESTRO AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
ADS ADIDAS AG
G1A GEA GROUP AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
HO THALES SA
NOVN NOVARTIS AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
GBF BILFINGER SE
RHM RHEINMETALL AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
BOSS HUGO BOSS AG
SDF K+S AG
NOEJ NORMA GROUP SE
BAS BASF SE
SAN SANOFI
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
DEZ DEUTZ AG
AIXA AIXTRON SE
KRN KRONES AG
NEM NEMETSCHEK SE
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
JUN3 JUNGHEINRICH AG PREF
AZN ASTRAZENECA PLC
DUE DURR AG
JST JOST WERKE AG
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
FPE3 FUCHS PETROLUB SE
DTG DAIMLER TRUCK
GSK GSK PLC
STM STABILUS SE
TUI TUI AG
NOVO B NOVO NORDISK A/S
SCHOTT PHARMA AG
R3NK RENK GROUP AG
AGN AEGON N.V.
QGEN QIAGEN N.V.
CVC CVC CAPITAL PARTNERS PLC
SHA SCHAEFFLER AG
Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Charlotte Vaisse
  • Jerôme Bodin
 PRESS RELEASE

EQS-News: Stabilus SE: Invitation to a web conference on Q1 FY2025 res...

EQS-News: Stabilus SE / Key word(s): Quarter Results/Conference Stabilus SE: Invitation to a web conference on Q1 FY2025 results on January 27, 2025 17.01.2025 / 10:04 CET/CEST The issuer is solely responsible for the content of this announcement.   CORPORATE NEWS   Stabilus SE: Invitation to a web conference on Q1 FY2025 results on January 27, 2025   Koblenz, January 17, 2025 - Stabilus SE (WKN: STAB1L, ISIN: DE000STAB1L8) invites investors and analysts to a web conference on January 27, 2025, 10:30 a.m. CET, on the occasion of the publication of its Q1 FY2025 resul...

 PRESS RELEASE

EQS-News: Stabilus SE: Einladung zu einer Webkonferenz zu Q1-GJ2025-Er...

EQS-News: Stabilus SE / Schlagwort(e): Quartalsergebnis/Konferenz Stabilus SE: Einladung zu einer Webkonferenz zu Q1-GJ2025-Ergebnissen am 27. Januar 2025 17.01.2025 / 10:04 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich.   CORPORATE NEWS                                                       Stabilus SE: Einladung zu einer Webkonferenz zu Q1-GJ2025-Ergebnissen am 27. Januar 2025   Koblenz, 17. Januar 2025 - Die Stabilus SE (WKN: STAB1L, ISIN: DE000STAB1L8) lädt Investoren und Analysten anlässlich der Veröffentlichung ihrer Ergeb...

Thijs Berkelder
  • Thijs Berkelder
Julian Dobrovolschi
  • Julian Dobrovolschi
V1S ARKEMA
NDX1 NORDEX SE
IFX INFINEON TECHNOLOGIES AG
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
AC ACCOR SA
ENX EURONEXT NV
GET GETLINK SE
VIE VEOLIA ENVIRONNEMENT SA
FRA FRAPORT AG
EDEN EDENRED SA
IPN IPSEN SA
EQNR EQUINOR ASA
ELIOR ELIOR GROUP SA
DG VINCI SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
DB1 DEUTSCHE BOERSE AG
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
LI KLEPIERRE SA
COV COVIVIO SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
EO FAURECIA SA
VCT VICAT-CIMENTS VICAT SA
VAC PIERRE & VACANCES SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
FGR EIFFAGE SA
DAI DAIMLER AG
SBMO SBM OFFSHORE NV
MF WENDEL SE
EN BOUYGUES SA
CEN GROUPE CRIT SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
SDG SYNERGIE SA
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
KORI KORIAN SA
STF STEF
INF INFOTEL SA
AFX CARL ZEISS MEDITEC AG
SCR SCOR SE
RHM RHEINMETALL AG
DEC JCDECAUX SA
ITP INTERPARFUMS
ASY ASSYSTEM SA
BEN BENETEAU SA
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
SWP SWORD GROUP SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
ITRK INTERTEK GROUP PLC
AUB AUBAY SA
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
FII LISI SA
LSS LECTRA SA
LNA LNA SANTE SA
KOF KAUFMAN & BROAD SA
JCQ JACQUET METALS SA
GOE GROUPE GORGE SA
GLO GL EVENTS SA
RF EURAZEO SA
CDA COMPAGNIE DES ALPES SA
HOT HOCHTIEF AG
ALTA ALTAREA SCA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
RAND RANDSTAD NV
SDF K+S AG
ACX ACERINOX SA
EBRO EBRO FOODS SA
ZAL ZALANDO SE
TRI TRIGANO SA
A1XA4J CARBIOS SA
ENI ENI S.P.A.
BB SOCIETE BIC SA
ELE ENDESA S.A.
RWE RWE AG
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
NEX NEXANS SA
ERA ERAMET SA
HEN3 HENKEL AG & CO. KGAA PREF
EZJ EASYJET PLC
QDT QUADIENT SA
ELIS ELIS SA
ICAD ICADE SA
IMPN IMPLENIA AG
REP REPSOL SA
FIE FIELMANN AG
DEZ DEUTZ AG
SOI SOITEC SA
COR CORTICEIRA AMORIM SGPS SA
SIX2 SIXT SE
AIXA AIXTRON SE
NDA AURUBIS AG
KRN KRONES AG
NEM NEMETSCHEK SE
ACKB ACKERMANS & VAN HAAREN NV
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
RAA RATIONAL AG
DOKA DORMAKABA HOLDING AG
DLG DE'LONGHI S.P.A.
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
EDR EDREAMS ODIGEO SA
ONTEX ONTEX GROUP N.V.
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
NVG NAVIGATOR COMPANY SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
COFA COFACE SA
VLTSA VOLTALIA
SPIE SPIE SA
HBH HORNBACH HOLDING AG & CO. KGAA
MEL MELIA HOTELS INTERNATIONAL S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
AD KONINKLIJKE AHOLD DELHAIZE N.V.
FTG111 FLATEXDEGIRO AG
XFAB X-FAB SILICON FOUNDRIES SE
RUI RUBIS SCA
BP. BP P.L.C.
BIM BIOMERIEUX SA
DUE DURR AG
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RBO ROCHE BOBOIS INTERNATIONAL SAS
JEN JENOPTIK AG
WAVE WAVESTONE SA
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
VRLA VERALLIA SAS
FDJ LA FRANCAISE DES JEUX SA
8TRA TRATON SE
HAG HENSOLDT AG
VK VALLOUREC SA
ALG ALLEGRO.EU SA
SFQ SAF-HOLLAND SE
BAR BARCO NV
FAST FASTNED
INPST INPOST S.A.
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
ALAFY AFYREN
AM DASSAULT AVIATION
OVH OVH GROUPE
ALLFG ALLFUNDS (UK) LTD
WAGA WAGA ENERGY SA
SPAC 468 SPAC I SE
CTPNV CTP NV
SHEL SHELL PLC
EAPI EUROAPI
DEME DEME GROUP NV
LHYFE LHYFE S.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SHUR SHURGARD SELF STORAGE LIMITED
DSFIR KONINKLIJKE DSM N.V.
AF AIR FRANCE - KLM
SCHOTT PHARMA AG
R3NK RENK GROUP AG
SYENS SYENSQO
PLX PLUXEE NV
ORP ORPEA
PLNW PLANISWARE
EXENS EXOSENS
VIRI VIRIDIEN
SHA SCHAEFFLER AG
CAN CANAL+
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