Safran (Defense, Reduce, EUR104bn mkt cap, 2% downside) Strong set of results in Q4 and FY25 ...

Nestle (Food, Add, CHF203bn mkt cap, 17% upside) Slighly better results – Outlook 25 and 27 maint...

Carrefour (Food retail, BUY, EUR9bn mkt cap, 60% upside) Takeover bid on Atacadao

Kering (Luxury, Reduce, EUR30bn, no upside) FY results roughly in line but key Gucci was a miss

BP (Oil, Reduce, GBP70bn mkt cap, 10% downside) Can Elliott wake up the sleeping beauty ?

L’Oreal (Cosmetics, Reduce, EUR189bn mkt cap, 7% upside) Slowing down momentum in Q4 is a c...