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Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis

ODDO : Une nouvelle année à valeur de test pour le secteur, une de plu...

La saison de résultats ne devrait pas apporter de mauvaises surprises concernant la fin 2025 (cf. messages rassurants lors de nos conférences et des pre-close calls) mais les perspectives 2026 devraient rester prudentes face au manque de visibilité. Face à cela, les managements vont à nouveau concentrer leurs efforts sur les leviers internes et l’agilité mais le sentiment sur le secteur pourrait rester fragile à court terme, nous conduisant à maintenir nos estimations prudentes et une approche o...

Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis

ODDO : Yet another testing year for the sector

Earnings season is unlikely to bring any negative surprises for the end of 2025 (cf. the reassuring messages shared during our conferences and pre-close calls). However, the outlook for 2026 is likely to remain cautious given the limited visibility. As a result, management teams are expected to once again concentrate on internal levers and operational agility. Still, sector sentiment should remain fragile in the near term, leading us to maintain our cautious estimates and a stock-picking stance....

Carole Braudeau
  • Carole Braudeau

Credit Morning 11/05/2025

Altice France has reportedly launched the sale of Netco (L’Informé)|Ban on thermal vehicles in Europe after 2035: the debate is reignited|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 05/11/2025

Altice France aurait lancé la vente de Netco (L’Informé)|Interdiction du thermique en Europe après 2035 : le débat est relancé|

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