reports
Cedric Rossi ... (+3)
- Cedric Rossi
- Clement Genelot
- Loic Morvan
Suspension of Coverage
From 2nd of June we are suspending coverage of companies below due to a reallocation of resources. Our prior estimates should no longer be used as an indicator for the company moving forward.ADIDASBEIERSDORFCARREFOURDELIVERY HEROESSILORLUXOTTICAHELLOFRESHHermès InternationalHUGO BOSSINTERPARFUMSJUS
CA
CARREFOUR SA
ADS ADIDAS AG
RMS HERMES INTERNATIONAL SCA
ITP INTERPARFUMS
OR L'OREAL SA
KER KERING SA
ZAL ZALANDO SE
SFL SAFILO GROUP S.P.A.
MONC MONCLER SPA
SFER SALVATORE FERRAGAMO S.P.A.
TKWY JUST EAT TAKEAWAY.COM N.V.
CFR RICHEMONT
BEI BEIERSDORF
BOSS HUGO BOSS
DHER DELIVERY HERO
HFG HELLOFRESH SE
RBO ROCHE BOBOIS INTERNATIONAL SAS
EF ESSILORLUXOTTICA
UHR THE SWATCH GROUP
MC LVMH
ADS ADIDAS AG
RMS HERMES INTERNATIONAL SCA
ITP INTERPARFUMS
OR L'OREAL SA
KER KERING SA
ZAL ZALANDO SE
SFL SAFILO GROUP S.P.A.
MONC MONCLER SPA
SFER SALVATORE FERRAGAMO S.P.A.
TKWY JUST EAT TAKEAWAY.COM N.V.
CFR RICHEMONT
BEI BEIERSDORF
BOSS HUGO BOSS
DHER DELIVERY HERO
HFG HELLOFRESH SE
RBO ROCHE BOBOIS INTERNATIONAL SAS
EF ESSILORLUXOTTICA
UHR THE SWATCH GROUP
MC LVMH
Clement Genelot
- Clement Genelot
Roche Bobois: Q1 affected by delivery delays
Q1 disappointed because of delayed deliveries in the US (customs slowdowns) and at Cuir Center (dockworker strikes), only pointing to a catch-up in coming months. Price adjustments have already been implemented to cope with tariffs and FX and we expect quantified EBITDA guidance alongside the H1 pu
Jean-François Granjon
- Jean-François Granjon
NDX1
NORDEX SE
SCHP SECHE ENVIRONNEMENT
VAC PIERRE & VACANCES SA
NXI NEXITY SA CLASS A
MF WENDEL SE
TNG TRANSGENE SA
BIO BB BIOTECH AG
KORI KORIAN SA
STF STEF
ITP INTERPARFUMS
SWP SWORD GROUP SE
CGM CEGEDIM SA
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
FII LISI SA
LSS LECTRA SA
GBT GUERBET SA
CDA COMPAGNIE DES ALPES SA
ATE ALTEN SA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
HEIJM HEIJMANS N.V. CERT
MBWS
PAL MARIE BRIZARD WINE & SPIRITS SA
GNFT PALFINGER AG
SEFER GENFIT SA
LIGHT SERGEFERRARI GROUP SA
11B SIGNIFY NV
INSD 11 BIT STUDIOS S.A.
ALR VERIMATRIX SA
SPIE ALIOR BANK SA
LFDE SPIE SA
TEC LA FRANCAISE DE L'ENERGIE SA
FTG111 TECHNIPFMC PLC
TKO FLATEXDEGIRO AG
VOS TIKEHAU CAPITAL SCA
AGR VOSSLOH AG
RBO AGRANA BETEILIGUNGS-AG
ZEL ROCHE BOBOIS INTERNATIONAL SAS
WDP PHARMA MAR SA
FUR WAREHOUSES DE PAUW SCA
FUGRO NV
SCHP SECHE ENVIRONNEMENT
VAC PIERRE & VACANCES SA
NXI NEXITY SA CLASS A
MF WENDEL SE
TNG TRANSGENE SA
BIO BB BIOTECH AG
KORI KORIAN SA
STF STEF
ITP INTERPARFUMS
SWP SWORD GROUP SE
CGM CEGEDIM SA
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
FII LISI SA
LSS LECTRA SA
GBT GUERBET SA
CDA COMPAGNIE DES ALPES SA
ATE ALTEN SA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
HEIJM HEIJMANS N.V. CERT
MBWS
PAL MARIE BRIZARD WINE & SPIRITS SA
GNFT PALFINGER AG
SEFER GENFIT SA
LIGHT SERGEFERRARI GROUP SA
11B SIGNIFY NV
INSD 11 BIT STUDIOS S.A.
ALR VERIMATRIX SA
SPIE ALIOR BANK SA
LFDE SPIE SA
TEC LA FRANCAISE DE L'ENERGIE SA
FTG111 TECHNIPFMC PLC
TKO FLATEXDEGIRO AG
VOS TIKEHAU CAPITAL SCA
AGR VOSSLOH AG
RBO AGRANA BETEILIGUNGS-AG
ZEL ROCHE BOBOIS INTERNATIONAL SAS
WDP PHARMA MAR SA
FUR WAREHOUSES DE PAUW SCA
FUGRO NV
Jeremy Garnier
- Jeremy Garnier
Jean-François Granjon
- Jean-François Granjon
NDX1
NORDEX SE
SCHP SECHE ENVIRONNEMENT
VAC PIERRE & VACANCES SA
NXI NEXITY SA CLASS A
MF WENDEL SE
TNG TRANSGENE SA
BIO BB BIOTECH AG
KORI KORIAN SA
STF STEF
ITP INTERPARFUMS
SWP SWORD GROUP SE
CGM CEGEDIM SA
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
FII LISI SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
ATE ALTEN SA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
HEIJM HEIJMANS N.V. CERT
MBWS
PAL MARIE BRIZARD WINE & SPIRITS SA
GNFT PALFINGER AG
SEFER GENFIT SA
LIGHT SERGEFERRARI GROUP SA
11B SIGNIFY NV
INSD 11 BIT STUDIOS S.A.
ALR VERIMATRIX SA
SPIE ALIOR BANK SA
LFDE SPIE SA
TEC LA FRANCAISE DE L'ENERGIE SA
FTG111 TECHNIPFMC PLC
TKO FLATEXDEGIRO AG
VOS TIKEHAU CAPITAL SCA
AGR VOSSLOH AG
RBO AGRANA BETEILIGUNGS-AG
ZEL ROCHE BOBOIS INTERNATIONAL SAS
WDP PHARMA MAR SA
FUR WAREHOUSES DE PAUW SCA
FUGRO NV
SCHP SECHE ENVIRONNEMENT
VAC PIERRE & VACANCES SA
NXI NEXITY SA CLASS A
MF WENDEL SE
TNG TRANSGENE SA
BIO BB BIOTECH AG
KORI KORIAN SA
STF STEF
ITP INTERPARFUMS
SWP SWORD GROUP SE
CGM CEGEDIM SA
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
FII LISI SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
ATE ALTEN SA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
HEIJM HEIJMANS N.V. CERT
MBWS
PAL MARIE BRIZARD WINE & SPIRITS SA
GNFT PALFINGER AG
SEFER GENFIT SA
LIGHT SERGEFERRARI GROUP SA
11B SIGNIFY NV
INSD 11 BIT STUDIOS S.A.
ALR VERIMATRIX SA
SPIE ALIOR BANK SA
LFDE SPIE SA
TEC LA FRANCAISE DE L'ENERGIE SA
FTG111 TECHNIPFMC PLC
TKO FLATEXDEGIRO AG
VOS TIKEHAU CAPITAL SCA
AGR VOSSLOH AG
RBO AGRANA BETEILIGUNGS-AG
ZEL ROCHE BOBOIS INTERNATIONAL SAS
WDP PHARMA MAR SA
FUR WAREHOUSES DE PAUW SCA
FUGRO NV
Jeremy Garnier
- Jeremy Garnier
Clement Genelot
- Clement Genelot
Roche Bobois: 2025 a year of recovery
Post-FY 2024, we have cut our estimates by 2% and our PT from EUR47 to EUR46. We see 2025 as a year of recovery for both revenues (set to rise >5%) and EBITDA (up 17% YoY) with consensus slightly conservative. The investment case remains untouched with MSD% sales CAGR, a margin accretive focus o
Jerôme Bodin ... (+2)
- Jerôme Bodin
- Thomas Zlowodzki
CON
CONTINENTAL AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
OSE OSE IMMUNOTHERAPEUTICS SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
HCO HIGHCO SA
PSM PROSIEBENSAT.1 MEDIA SE
IPH INNATE PHARMA SA CLASS A
NTG NETGEM SA
LNA LNA SANTE SA
GBT GUERBET SA
VOE VOESTALPINE AG
ALCAR CARMAT SA
ACX ACERINOX SA
TRI TRIGANO SA
FR VALEO SE
G24 SCOUT24 AG
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
QDT QUADIENT SA
POS PORR AG
NDA AURUBIS AG
CAI CA IMMOBILIEN ANLAGEN AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
SLIGR SLIGRO FOOD GROUP N.V.
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SEFER SERGEFERRARI GROUP SA
ALBFR SIDETRADE SA
FYB FORMYCON AG
SMHN SUESS MICROTEC AG
FACC FACC AG
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
JST JOST WERKE AG
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
UMI UMICORE
GEST GESTAMP AUTOMOCION S.A.
2CRSI 2CRSI SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
ALCUR ARCURE SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FAST FASTNED
ALAFY AFYREN
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
LHYFE LHYFE S.A.
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
IOS IONOS GROUP SE
TUI TUI AG
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
ARVEN ARVERNE GROUP SA
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
OSE OSE IMMUNOTHERAPEUTICS SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
HCO HIGHCO SA
PSM PROSIEBENSAT.1 MEDIA SE
IPH INNATE PHARMA SA CLASS A
NTG NETGEM SA
LNA LNA SANTE SA
GBT GUERBET SA
VOE VOESTALPINE AG
ALCAR CARMAT SA
ACX ACERINOX SA
TRI TRIGANO SA
FR VALEO SE
G24 SCOUT24 AG
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
QDT QUADIENT SA
POS PORR AG
NDA AURUBIS AG
CAI CA IMMOBILIEN ANLAGEN AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
SLIGR SLIGRO FOOD GROUP N.V.
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SEFER SERGEFERRARI GROUP SA
ALBFR SIDETRADE SA
FYB FORMYCON AG
SMHN SUESS MICROTEC AG
FACC FACC AG
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
JST JOST WERKE AG
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
UMI UMICORE
GEST GESTAMP AUTOMOCION S.A.
2CRSI 2CRSI SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
ALCUR ARCURE SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FAST FASTNED
ALAFY AFYREN
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
LHYFE LHYFE S.A.
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
IOS IONOS GROUP SE
TUI TUI AG
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
ARVEN ARVERNE GROUP SA
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
Jerôme Bodin ... (+2)
- Jerôme Bodin
- Thomas Zlowodzki
CON
CONTINENTAL AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
OSE OSE IMMUNOTHERAPEUTICS SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
HCO HIGHCO SA
PSM PROSIEBENSAT.1 MEDIA SE
IPH INNATE PHARMA SA CLASS A
NTG NETGEM SA
LNA LNA SANTE SA
GBT GUERBET SA
VOE VOESTALPINE AG
ALCAR CARMAT SA
ACX ACERINOX SA
TRI TRIGANO SA
FR VALEO SE
G24 SCOUT24 AG
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
QDT QUADIENT SA
POS PORR AG
NDA AURUBIS AG
CAI CA IMMOBILIEN ANLAGEN AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
SLIGR SLIGRO FOOD GROUP N.V.
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SEFER SERGEFERRARI GROUP SA
ALBFR SIDETRADE SA
FYB FORMYCON AG
SMHN SUESS MICROTEC AG
FACC FACC AG
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
JST JOST WERKE AG
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
UMI UMICORE
GEST GESTAMP AUTOMOCION S.A.
2CRSI 2CRSI SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
ALCUR ARCURE SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FAST FASTNED
ALAFY AFYREN
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
LHYFE LHYFE S.A.
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
IOS IONOS GROUP SE
TUI TUI AG
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
ARVEN ARVERNE GROUP SA
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
OSE OSE IMMUNOTHERAPEUTICS SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
HCO HIGHCO SA
PSM PROSIEBENSAT.1 MEDIA SE
IPH INNATE PHARMA SA CLASS A
NTG NETGEM SA
LNA LNA SANTE SA
GBT GUERBET SA
VOE VOESTALPINE AG
ALCAR CARMAT SA
ACX ACERINOX SA
TRI TRIGANO SA
FR VALEO SE
G24 SCOUT24 AG
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
QDT QUADIENT SA
POS PORR AG
NDA AURUBIS AG
CAI CA IMMOBILIEN ANLAGEN AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
SLIGR SLIGRO FOOD GROUP N.V.
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SEFER SERGEFERRARI GROUP SA
ALBFR SIDETRADE SA
FYB FORMYCON AG
SMHN SUESS MICROTEC AG
FACC FACC AG
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
JST JOST WERKE AG
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
UMI UMICORE
GEST GESTAMP AUTOMOCION S.A.
2CRSI 2CRSI SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
ALCUR ARCURE SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FAST FASTNED
ALAFY AFYREN
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
LHYFE LHYFE S.A.
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
IOS IONOS GROUP SE
TUI TUI AG
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
ARVEN ARVERNE GROUP SA
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
Jeremy Garnier
- Jeremy Garnier
Jeremy Garnier
- Jeremy Garnier
Jean-François Granjon ... (+4)
- Jean-François Granjon
- Louis Boujard
- CFA
- Thomas Zlowodzki
RCO
REMY COINTREAU SA
CGM CEGEDIM SA
VETO VETOQUINOL SA
KOF KAUFMAN & BROAD SA
ALLAN LANSON-BCC
ALCAR CARMAT SA
BAMNB KONINKLIJKE BAM GROEP NV
ELIS ELIS SA
GNFT GENFIT SA
SEFER SERGEFERRARI GROUP SA
SSO SCATEC ASA
RBO ROCHE BOBOIS INTERNATIONAL SAS
WAVE WAVESTONE SA
SFQ SAF-HOLLAND SE
ALHRS HYDROGEN REFUELING SOLUTIONS
LHYFE LHYFE S.A.
CGM CEGEDIM SA
VETO VETOQUINOL SA
KOF KAUFMAN & BROAD SA
ALLAN LANSON-BCC
ALCAR CARMAT SA
BAMNB KONINKLIJKE BAM GROEP NV
ELIS ELIS SA
GNFT GENFIT SA
SEFER SERGEFERRARI GROUP SA
SSO SCATEC ASA
RBO ROCHE BOBOIS INTERNATIONAL SAS
WAVE WAVESTONE SA
SFQ SAF-HOLLAND SE
ALHRS HYDROGEN REFUELING SOLUTIONS
LHYFE LHYFE S.A.
Andreas Riemann ... (+3)
- Andreas Riemann
- Jean Danjou
- Thomas Zlowodzki
RCO
REMY COINTREAU SA
CGM CEGEDIM SA
VETO VETOQUINOL SA
KOF KAUFMAN & BROAD SA
ALLAN LANSON-BCC
ALCAR CARMAT SA
BAMNB KONINKLIJKE BAM GROEP NV
ELIS ELIS SA
GNFT GENFIT SA
SEFER SERGEFERRARI GROUP SA
SSO SCATEC ASA
RBO ROCHE BOBOIS INTERNATIONAL SAS
WAVE WAVESTONE SA
SFQ SAF-HOLLAND SE
ALHRS HYDROGEN REFUELING SOLUTIONS
MRX MISTER SPEX SE
LHYFE LHYFE S.A.
CGM CEGEDIM SA
VETO VETOQUINOL SA
KOF KAUFMAN & BROAD SA
ALLAN LANSON-BCC
ALCAR CARMAT SA
BAMNB KONINKLIJKE BAM GROEP NV
ELIS ELIS SA
GNFT GENFIT SA
SEFER SERGEFERRARI GROUP SA
SSO SCATEC ASA
RBO ROCHE BOBOIS INTERNATIONAL SAS
WAVE WAVESTONE SA
SFQ SAF-HOLLAND SE
ALHRS HYDROGEN REFUELING SOLUTIONS
MRX MISTER SPEX SE
LHYFE LHYFE S.A.
Jeremy Garnier
- Jeremy Garnier
Jeremy Garnier
- Jeremy Garnier
Jeremy Garnier ... (+3)
- Jeremy Garnier
- Marc Lavaud
- Youssef Besbes
TKA
THYSSENKRUPP AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
IDL ID LOGISTICS GROUP
SZG SALZGITTER AG
KBC KBC GROUP N.V.
MTU MANITOU BF SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
VOE VOESTALPINE AG
ACX ACERINOX SA
G ASSICURAZIONI GENERALI S.P.A.
ALO ALSTOM SA
ISP INTESA SANPAOLO S.P.A.
ORSTED ORSTED
AIR AIRBUS SE
ERA ERAMET SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
NDA AURUBIS AG
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
UCG UNICREDIT S.P.A.
RIO RIO TINTO PLC
LDO LEONARDO SPA
BHP BHP GROUP LTD
SMCP SMCP SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
FAST FASTNED
STM STABILUS SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
PLNW PLANISWARE
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
IDL ID LOGISTICS GROUP
SZG SALZGITTER AG
KBC KBC GROUP N.V.
MTU MANITOU BF SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
VOE VOESTALPINE AG
ACX ACERINOX SA
G ASSICURAZIONI GENERALI S.P.A.
ALO ALSTOM SA
ISP INTESA SANPAOLO S.P.A.
ORSTED ORSTED
AIR AIRBUS SE
ERA ERAMET SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
NDA AURUBIS AG
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
UCG UNICREDIT S.P.A.
RIO RIO TINTO PLC
LDO LEONARDO SPA
BHP BHP GROUP LTD
SMCP SMCP SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
FAST FASTNED
STM STABILUS SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
PLNW PLANISWARE
Fehmi Ben Naamane ... (+4)
- Fehmi Ben Naamane
- Jeremy Garnier
- Marc Lavaud
- Youssef Besbes
AC
ACCOR SA
TKA THYSSENKRUPP AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
SZG SALZGITTER AG
MTU MANITOU BF SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
ERA ERAMET SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
NDA AURUBIS AG
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ALBFR SIDETRADE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
RIO RIO TINTO PLC
LDO LEONARDO SPA
SAE SHOP APOTHEKE EUROPE NV
BHP BHP GROUP LTD
SMCP SMCP SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
IHG INTERCONTINENTAL HOTELS GROUP PLC
FAST FASTNED
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLNW PLANISWARE
SHA SCHAEFFLER AG
TKA THYSSENKRUPP AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
SZG SALZGITTER AG
MTU MANITOU BF SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
ERA ERAMET SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
NDA AURUBIS AG
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ALBFR SIDETRADE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
RIO RIO TINTO PLC
LDO LEONARDO SPA
SAE SHOP APOTHEKE EUROPE NV
BHP BHP GROUP LTD
SMCP SMCP SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
IHG INTERCONTINENTAL HOTELS GROUP PLC
FAST FASTNED
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLNW PLANISWARE
SHA SCHAEFFLER AG
Jeremy Garnier ... (+3)
- Jeremy Garnier
- Marc Lavaud
- Youssef Besbes
TKA
THYSSENKRUPP AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
IDL ID LOGISTICS GROUP
SZG SALZGITTER AG
KBC KBC GROUP N.V.
MTU MANITOU BF SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
VOE VOESTALPINE AG
ACX ACERINOX SA
G ASSICURAZIONI GENERALI S.P.A.
ALO ALSTOM SA
ISP INTESA SANPAOLO S.P.A.
ORSTED ORSTED
AIR AIRBUS SE
ERA ERAMET SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
NDA AURUBIS AG
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
UCG UNICREDIT S.P.A.
RIO RIO TINTO PLC
LDO LEONARDO SPA
BHP BHP GROUP LTD
SMCP SMCP SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
FAST FASTNED
STM STABILUS SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
PLNW PLANISWARE
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
IDL ID LOGISTICS GROUP
SZG SALZGITTER AG
KBC KBC GROUP N.V.
MTU MANITOU BF SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
VOE VOESTALPINE AG
ACX ACERINOX SA
G ASSICURAZIONI GENERALI S.P.A.
ALO ALSTOM SA
ISP INTESA SANPAOLO S.P.A.
ORSTED ORSTED
AIR AIRBUS SE
ERA ERAMET SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
NDA AURUBIS AG
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
UCG UNICREDIT S.P.A.
RIO RIO TINTO PLC
LDO LEONARDO SPA
BHP BHP GROUP LTD
SMCP SMCP SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
FAST FASTNED
STM STABILUS SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
PLNW PLANISWARE
Fehmi Ben Naamane ... (+4)
- Fehmi Ben Naamane
- Jeremy Garnier
- Marc Lavaud
- Youssef Besbes
AC
ACCOR SA
TKA THYSSENKRUPP AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
SZG SALZGITTER AG
MTU MANITOU BF SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
ERA ERAMET SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
NDA AURUBIS AG
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ALBFR SIDETRADE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
RIO RIO TINTO PLC
LDO LEONARDO SPA
SAE SHOP APOTHEKE EUROPE NV
BHP BHP GROUP LTD
SMCP SMCP SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
IHG INTERCONTINENTAL HOTELS GROUP PLC
FAST FASTNED
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLNW PLANISWARE
TKA THYSSENKRUPP AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
SZG SALZGITTER AG
MTU MANITOU BF SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
ERA ERAMET SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
NDA AURUBIS AG
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ALBFR SIDETRADE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
RIO RIO TINTO PLC
LDO LEONARDO SPA
SAE SHOP APOTHEKE EUROPE NV
BHP BHP GROUP LTD
SMCP SMCP SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
IHG INTERCONTINENTAL HOTELS GROUP PLC
FAST FASTNED
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLNW PLANISWARE
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.
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