Propensions (en %)Hausse 11%Neutre 17%Baisse 72%

Rang Tech.	Trackers	Euro & Europe STOXX	Cours	Synthèse Technique	Momentums		Accé- léra- tion	Tac- tique	ROBO Analyse	Secteurs	PER (X)	Rendt (%)	Croiss. BPA	Croiss. CFA	Croiss. BKV	Croiss. Ventes	Marge Nette	Rentab. Cap.Inv	Dettes ebitda
					Absolu	Relatif
34	MUV2	Munich Re	246.6	++	Neutre	+++++	Neutre		* *	Insurance	11.0 X	4.5%	+++		- - -	+	- - -	- - - -
26		Taux = + 25%		++	+	+++++
23	DGE	Diageo	3 825	+	Neutre	+++++	Neutre		* *	Food/Bev/Tob	24.2 X	2.1%	++++	++++	- - -	++++	++++	+++	- -
21		Taux = + 15%		+	Neutre	+++++
18	CS	AXA	23.70	+	Neutre	+++++	Neutre		*	Insurance	8.2 X	6.6%	+++		- - - -	- -	- -	- - - -
18	DB1	Deutsche Boerse	165.2	+	Neutre	+++++	Neutre		* *	Financials	22.0 X	2.1%	+++	+++	++++	+++	+++++	- - - -	+
16		Taux = + 10%		+	Neutre	+++++
16	AD	Ahold Delhaize	26.70	+	Neutre	+++++	Neutre		*	Food/Bev/Tob	11.9 X	3.8%	+	+	++	++	- - - -	Neutre	- - -
11	BBVA	BBVA	4.70	+	Neutre	+++++	Neutre		* *	Banks	5.8 X	7.6%	+++		Neutre	- - - -		- - - -
11	BP	BP	426.7	+	Neutre	++++	+		* *	Oil & Gas	4.0 X	4.5%	Neutre	+++	-	- - - -	+	+++	Neutre
10		Taux = + 5%		+	Neutre	+++++
9	Lyx Stoxx 600 Banks		17.90	Neutre	-	++++	Neutre	+		Banks Fin'l
9	Lyx € Stoxx Banks DR		85.10	Neutre	Neutre	+++++	Neutre	+		Banks Fin'l DR
6	RMS	Hermès	1 190	Neutre	-	+++	+		* *	Retail-Luxury	43.1 X	0.8%	++++	++++	+++++	++++	+++++	+++++	+++++
6	MC	LVMH	616.0	Neutre	-	+++	Neutre		* *	Retail-Luxury	23.2 X	1.8%	+++++	+++++	+++++	++++	+++	++++	+++
5	ISP	Intesa Sanpaolo	1.80	Neutre	-	+++	Neutre			Banks	9.1 X	7.9%	Neutre		Neutre	- -		- - - - -
3	BNP	BNP Paribas	46.50	Neutre	- -	++	+			Banks	6.2 X	7.7%	+		++	-		- - - - -
2	Lyx Stoxx Eurp. 600 Insurance		43.50	Neutre	-	+++	Neutre			Insurance
1	IBE	Iberdrola	10.00	Neutre	- -	++	Neutre			Utilities	16.5 X	4.4%	+++	+++	++	+++	Neutre	- - -	- - - -
1	Spdr Msci Eur'p Fin'l		54.50	Neutre	-	+++	Neutre	+		Banks Fin'l
0		Taux ZERO		Neutre	Neutre	++++
0		Taux EONIA		Neutre	Neutre	++++
-1	VOW	Volkswagen	189.1	Neutre	Neutre	++++	Neutre		* * *	Autos+Parts	5.8 X	4.4%	++	++	+++	+	- -	Neutre	+++++
-1	STLA	Stellantis	12.60	Neutre	- -	++	+			Autos+Parts	2.8 X	8.9%	++	Neutre	Neutre	+++	Neutre	+++	+++++
-1	Lyx Msci Water ESG Filtered DR		50.10	Neutre	- -	++	Neutre			Water/Environ.
-2		Taux = - 5%		Neutre	Neutre	++++
-4	BATS	BAT	3 380	Neutre	-	+++	Neutre		* *	Food/Bev/Tob	9.5 X	6.8%	+++	+++	+	+	+++++	Neutre	- - -
-5	LIN	Linde	275.4	Neutre	- -	++	Neutre			Chemicals	23.8 X	1.7%	+++	+++	- -	+	+++	++	Neutre
-6		Taux = - 10%		Neutre	-	+++
-6	SHELL	Shell Plc	24.30	Neutre	- -	+	+			Oil & Gas	5.0 X	3.8%	+++	++	+++++	+++	Neutre	+++	Neutre
-8	Spdr Msci Europe Energy		156.1	Neutre	- -	+	+
-9	OR	L'Oréal	330.1	Neutre	- -	++	Neutre			Retail-Luxury	30.9 X	1.7%	++++	++++	- -	+++	+++	++++	+++
-11		Taux = - 15%		-	-	++
-12	RKT	Reckitt Benck.	6 060	-	- -	+	Neutre			Consumer	18.7 X	2.8%	Neutre	+	- - - - -	- -	+++	+++	-
-13	SAN	Santander	2.50	-	- -	+	Neutre			Banks	5.2 X	4.3%	++		-	Neutre		- - - - -
-13	HSBA	HSBC	506.1	-	-	++	Neutre			Banks	8.0 X	4.7%	++		Neutre	++		- - - - -
-16	REL	Relx	2 199	-	- -	+	Neutre			Services BtoB	22.4 X	2.4%	+++	+++	+++++	+	++++	++++	-
-18	MBG	Merceds Benz	54.30	-	- - -	Neutre	+			Autos+Parts	4.8 X	8.2%	Neutre	+	+++	- - - - -	Neutre	-	+++++
-18		Taux = - 20%		-	- -	+
-19	Lyx Stoxx Eurp. 600 Pers.& House. Goods		116.3	-	- -	Neutre	Neutre			Conso & Services
-21	Lyx Stoxx Eurp. 600 Oil & Gas		47.40	-	- - -	Neutre	+			Oil & Gas
-23	Lyx Stoxx Eurp. 600 Auto + Parts		66.60	-	- - -	Neutre	Neutre			Autos+Parts
-25		Taux = - 25%		- -	- -	Neutre
-27	SIE	Siemens	98.60	- -	- - -	-	Neutre			Manufacturing	16.2 X	4.2%	+	++	-	- - - - -	- -	- - -	- - - -
-27	ROG	Roche	307.4	- -	- -	Neutre	Neutre			Pharma	15.5 X	2.9%	+	++	- -	- -	++++	+++++	++
-27	ZURN	Zurich Insurance	402.0	- -	- - -	-	Neutre			Insurance	13.1 X	5.5%	++++		- - - -	Neutre	Neutre	- - - -
-28	TTE	TotalEnergies	46.50	- -	- - -	-	Neutre			Oil & Gas	3.7 X	5.9%	+	++	+++++	-	+	++++	++
-29	IFX	Infineon Tech	23.20	- -	- - -	-	+			Semicond.	12.6 X	1.3%	++	+++	+++++	++++	+++	+++	++
-30	AZN	AstraZeneca	10 064	- -	- -	Neutre	Neutre			Pharma	17.7 X	2.6%	+++++	++++	Neutre	++++	++++	Neutre	-
-30	RIO	Rio Tinto	4 634	- -	- - -	-	Neutre			Metal/Mine/Fab	5.4 X	11.7%	- - -	- - -	+	- - - -	+++++	+++++	+++
-30	Lyx Stoxx Eurp. 600 Food & Bev.		91.00	- -	- - -	-	Neutre			Food/Bev/Tob
-31	KER	Kering	480.4	- -	- - -	-	Neutre			Retail-Luxury	15.3 X	2.9%	++++	++++	++++	++++	+++	++++	+++
-31	BMW	BMW	72.10	- -	- -	Neutre	Neutre			Autos+Parts	3.5 X	10.1%	- -	+	++++	++++	+	+	- - -
-33	NOVOB	Novo Nordisk	743.0	- -	- -	Neutre	-			Pharma	31.2 X	1.6%	++++	++++	++++	++++	+++++	+++++	+++
-34	UBSG	UBS Group	14.70	- -	- - -	-	Neutre			Banks	7.5 X	3.4%	+		++	- - -		- - - -
-36	ITX	Inditex	21.30	- -	- -	Neutre	-			Retail	17.0 X	5.4%	++	+	+	Neutre	++	++++	+++++
-36	SAF	Safran	92.80	- -	- - -	-	Neutre			Aero/Defense	27.5 X	1.5%	- - - -	- - -	++	- - - -	-	- -	+++
-39	PRU	Prudential	924.7	- -	- - -	-	-			Insurance	9.4 X	1.9%	- - - -		- - - - -		-	- - - -
-39	EL	EssilorLuxottica	140.3	- -	- - -	- -	Neutre			Health Prods	23.4 X	2.2%	++++	+++++	Neutre	++++	+	-	+
-40	SU	Schneider	114.1	- - -	- - -	- -	Neutre			Electrical	16.7 X	2.6%	++++	+++	++++	+++	+	+	Neutre
-41	CFR	Richemont	96.60	- - -	- - -	- -	Neutre			Retail-Luxury	17.2 X	2.6%	+++	++	+++	+	+++	+++	+
-42	ENI	ENI	10.70	- - -	- - - -	- -	+			Oil & Gas	3.2 X	7.9%	-	+++	+++	- - -	+	+++	Neutre
-42	NESN	Nestlé	106.8	- - -	- - -	- -	Neutre			Food/Bev/Tob	22.8 X	2.7%	++	+	- - - -	-	++	+++	-
-43	BAS	BASF	40.10	- - -	- - -	- -	Neutre			Chemicals	6.6 X	8.3%	- - -	- -	+++	-	- -	+	- -
-43	EPRA		61.20	- - -	- - -	- -	Neutre			Real Estate
-43	Lyx Stoxx Eurp. 600 Travel & Leisure		20.40	- - -	- - - -	- -	+			Leisure
-44	ASML	ASML	453.4	- - -	- - - -	- -	+			Semicond.	34.7 X	1.2%	+++	++++	- - - -	+++	++++	+++++	+++
-46	Lyx Stoxx Eurp. 600 Utilities		55.00	- - -	- - -	- -	Neutre			Utilities
-47	Spdr Msci Europe Cons. Discret.		127.4	- - -	- - -	- -	Neutre			Consumer
-47	ALV	Allianz	166.5	- - -	- - -	- -	Neutre			Insurance	10.1 X	6.5%	-		- - -	Neutre	- - -	- - - - -
-49	PRX	Prosus	54.60	- - -	- - -	- -	-			Media Comm.	16.9 X	0.2%	++++	- - -	+	++++	+++++	+++++	++++
-50	ORA	Orange	9.60	- - -	- - -	- - -	Neutre			Telco-Internet	9.2 X	7.0%	+	Neutre	Neutre	- -	- -	- - -	- - -
-50	Lyx Stoxx Eurp. 600 Basic Res.		77.00	- - -	- - - -	- - -	+			Metal/Mine/Fab
-50	BN	Danone	48.90	- - -	- - -	- - -	Neutre			Food/Bev/Tob	15.0 X	4.0%	- -	Neutre	Neutre	+	-	-	- - -
-50	DG	Vinci	82.50	- - -	- - - -	- - -	Neutre			Engine/Constr.	13.4 X	3.9%	+++	++++	+++	+++	- -	-	- -
-51	CRH	CRH	32.60	- - -	- - - -	- - -	Neutre			Building Mat.	10.7 X	3.6%	+++	+++	++++	+	-	+	Neutre
-51	ABBN	ABB	25.10	- - -	- - - -	- - -	Neutre			Machinery	18.0 X	3.2%	+++	- -	-	- - -	Neutre	++	++
-52	ABI	Anheuser-B. Inbev	47.60	- - -	- - -	- - -	Neutre			Food/Bev/Tob	16.2 X	1.2%	- - -	Neutre	-	Neutre	Neutre	- - -	- - - -
-53	Lyx Stoxx Europe 600 Chemicals		130.4	- - -	- - - -	- - -	Neutre			Chemicals
-54	SAP	SAP	83.10	- - -	- - -	- - -	Neutre			IT Services	16.7 X	2.4%	- -	Neutre	+++	+	+++	++	++
-55	AIR	Airbus	92.10	- - -	- - - -	- - -	Neutre			Aero/Defense	18.8 X	1.8%	-	+++	++	- - - - -	- -	- -	+++++
-56	Spdr Msci Europe Health Care		172.7	- - -	- - -	- - -	Neutre			Health Prods
-57	Lyx Stoxx Eurp. 600 Technology		59.90	- - -	- - - -	- - -	Neutre			IT Services
-62	NOVN	Novartis AG	74.20	- - - -	- - - -	- - -	Neutre			Pharma	13.1 X	4.1%	+	Neutre	- - - -	- -	++++	++	++
-62	ENEL	Enel	4.60	- - - -	- - - -	- - -	Neutre			Utilities	8.8 X	8.1%	++	+	- - - -	+	- - -	- - -	- - - -
-63	Lyx Stoxx Eurp. 600 Indus. Good & Serv.		69.60	- - - -	- - - -	- - -	Neutre			Electrical
-64	Lyx Stoxx Eurp. 600 Healthcare		116.3	- - - -	- - - -	- - -	Neutre			Health Prods
-73	AI	Air Liquide	118.1	- - - -	- - - -	- - - -	Neutre			Chemicals	20.8 X	2.4%	+++	++	++	+++	+	+	-
-74	BAYN	Bayer	49.10	- - - -	- - - -	- - - -	Neutre			Pharma	6.9 X	4.2%	+	- -	- - -	Neutre	+++	- -	- - - -
-75	Lyx Stoxx Eurp. 600 Telecom		31.60	- - - -	- - - -	- - - -	Neutre			Telco-Internet
-76	GSK	GSK	1 332	- - - -	- - - -	- - - -	-			Pharma	10.5 X	4.9%	++	-	- - -	- - - - -	+++	++	- -
-76	SAN	Sanofi	78.10	- - - -	- - - -	- - - -	Neutre			Pharma	10.2 X	4.3%	+++	++++	+++	+	++++	+	++
-77	Spdr S&P € Dvd. Aristocrats		17.80	- - - -	- - - -	- - - -	Neutre
-78	PHIA	Philips	16.30	- - - -	- - - -	- - - -	Neutre			Consumer	12.9 X	4.7%	- - -	- - - -	++	- - - - -	- - -	- - -	- -
-91	DPW	Deutsche Post	29.90	- - - - -	- - - - -	- - - - -	Neutre			Transportation	8.0 X	5.6%	-	Neutre	+++++	Neutre	- - -	+++	- -
-93	ADS	Adidas	131.4	- - - - -	- - - - -	- - - - -	Neutre			Leisure	20.0 X	2.2%	- - -	Neutre	- - -	Neutre	- - -	+	+++
-94	BNPP Easy Epr/Nareit Eurozone		5.80	- - - - -	- - - - -	- - - - -	Neutre			Real Estate
-95	Amundi Epra Europe Real Estate		262.5	- - - - -	- - - - -	- - - - -	Neutre			Real Estate
-97	VNA	Vonovia	21.80	- - - - -	- - - - -	- - - - -	Neutre			Real Estate	9.5 X	7.4%	Neutre	- -	+	++	+++++	- - - -	- - - - -