Propensions (en %)Hausse 62%Neutre 3%Baisse 35%

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
107	Lyx Stoxx Eurp. 600 Technology		84.60	+++++	+++++	+++++	+			IT Services
101	Lyx Stoxx Eurp. 600 Indus. Good & Serv.		91.90	+++++	++++	+++++	+	++		Electrical
100	SAP	SAP	145.7	+++++	++++	+++++	+			IT Services	34.1 X	1.6%	-	+	+++	Neutre	++	+	++++
100	SIE	Siemens	155.1	+++++	++++	+++++	+		*	Manufacturing	16.0 X	3.1%	+	+++	+++	Neutre	Neutre	+	- - -
100	IFX	Infineon Tech	36.10	+++++	+++	+++++	++	++	* * *	Semicond.	15.1 X	1.1%	++	++++	++++	++	+++	+++	++
99	Lyx Stoxx Eurp. 600 Utilities		64.60	+++++	+++++	+++++	+	+		Utilities
97	Amundi Epra Europe Real Estate		292.0	+++++	+++++	+++++	+			Real Estate
94	BBVA	BBVA	8.60	+++++	++++	+++++	Neutre		* * *	Banks	6.3 X	7.8%	++		+	Neutre		- - -
90	Lyx € Stoxx Banks DR		127.4	+++++	+++++	+++++	Neutre			Banks Fin'l DR
89	GOLD		80.90	+++++	+++++	+++++	Neutre
88	BNPP Easy Epr/Nareit Eurozone		6.20	+++++	+++++	++++	Neutre			Real Estate
87	ASML	ASML	633.8	+++++	+++	+++++	+	++	* *	Semicond.	39.1 X	0.9%	+++++	++++	- - -	+++++	+++++	+++++	+++
85	UBSG	UBS Group	24.80	+++++	++++	+++++	Neutre		* * *	Banks	8.3 X	3.2%	++++		+++	- -		- - -
85	ADS	Adidas	193.0	+++++	++++	+++++	+			Leisure	91.2 X	1.1%	- - - - -	- -	- - -	- - - -	- - - - -	- -	+++
85	Lyx Stoxx Europe 600 Chemicals		156.4	+++++	++++	++++	Neutre	++		Chemicals
83	VNA	Vonovia	25.50	+++++	++++	+++++	Neutre			Real Estate	7.2 X	9.7%	Neutre	- - -	Neutre	+	+++++	- - - -	- - - - -
83	Lyx Stoxx Eurp. 600 Basic Res.		89.00	+++++	+++++	++++	Neutre			Metal/Mine/Fab
82	ABI	Anheuser-B. Inbev	58.00	+++++	+++	+++++	+			Food/Bev/Tob	16.2 X	1.6%	- - -	Neutre	+	Neutre	+	- - -	- - - -
82	Lyx Msci Water ESG Filtered DR		57.00	+++++	++++	++++	Neutre	+		Water/Environ.
82	STLAM	Stellantis	19.90	+++++	++++	+++++	Neutre		* *	Autos+Parts	3.2 X	8.5%	-	+	++++	Neutre	- - -	+++	- -
81	ABBN	ABB	35.20	+++++	++	+++++	+	+	*	Machinery	18.6 X	3.0%	- - -	++++	Neutre	+	+	++++	+
80	REL	Relx	3?067.4	+++++	++++	+++++	Neutre		* *	Services BtoB	23.7 X	2.1%	+++	+++	+++++	++	++++	+++++	-
79	Lyx Stoxx Eurp. 600 Telecom		33.00	++++	++++	++++	Neutre	+		Telco-Internet
79	SAF	Safran	162.6	++++	+++	+++++	Neutre			Aero/Defense	29.1 X	1.3%	Neutre	+++	- - - -	- -	-	++	- -
78	ITX	Inditex	37.90	++++	+++	+++++	+		* *	Retail	19.4 X	4.7%	++	+	Neutre	-	++	++++	++++
77	SU	Schneider	169.7	++++	+++	+++++	+		*	Electrical	22.6 X	2.1%	+++	++++	++	+	Neutre	++	Neutre
74	BN	Danone	59.30	++++	+++	+++++	+			Food/Bev/Tob	20.4 X	3.5%	Neutre	Neutre	- -	- - - - -	- - -	- -	- - -
73	ISP	Intesa Sanpaolo	2.60	++++	+++	+++++	Neutre	+	* * *	Banks	8.0 X	9.0%	+++++		+	+++		- - - -
73	DG	Vinci	113.1	++++	+++	+++++	Neutre			Engine/Constr.	13.5 X	4.0%	Neutre	- -	Neutre	+++	- - -	Neutre	- -
72	DB1	Deutsche Boerse	175.6	++++	++	+++++	+		* *	Financials	18.9 X	2.3%	+++	+++	++++	++++	+++++	-	+
72	OR	L'Oréal	434.3	++++	+++	+++++	+		* *	Retail-Luxury	36.6 X	1.5%	++	++++	++	+++	+	+++	+++
71	NOVOB	Novo Nordisk	693.1	++++	+++	++++	Neutre	++	* * *	Pharma	37.5 X	1.3%	+++++	+++++	+++++	+++++	+++++	+++++	+++
71	RIO	Rio Tinto	5?536.6	++++	+++	+++++	Neutre		* * *	Metal/Mine/Fab	7.9 X	8.0%	Neutre	Neutre	++++	- -	++++	++++	+++
71	ENEL	Enel	6.50	++++	+++	+++++	+		*	Utilities	10.7 X	7.0%	+++	+	- - - -	-	- - -	Neutre	- - - -
71	Lyx Stoxx Eurp. 600 Insurance		54.70	++++	+++++	++++	Neutre			Insurance
70	Lyx Stoxx 600 Banks		24.80	++++	++++	++++	Neutre			Banks Fin'l
68	AI	Air Liquide	174.3	++++	+++	+++++	Neutre			Chemicals	26.9 X	1.8%	+++	++	Neutre	+	+	+	-
66	SAN	Banco Santander	3.80	++++	+++	+++++	Neutre		* *	Banks	6.0 X	4.1%	++		Neutre	+		- - - -
66	MUV2	Munich Re	393.4	++++	+++	+++++	Neutre		* *	Insurance	12.0 X	3.5%	+++++		- - - -	-	- -	-
64	AIR	Airbus	137.0	++++	+++	+++++	+		*	Aero/Defense	26.0 X	1.5%	Neutre	++	+++++	++++	- - -	+	+++++
63	LIN	Linde	380.3	++++	+++	+++++	Neutre		*	Chemicals	26.1 X	1.5%	++++	+++	- - -	+	+++	++	Neutre
59	Lyx Stoxx Eurp. 600 Auto + Parts		84.70	+++	++	+++	Neutre	++		Autos+Parts
58	CS	AXA	29.10	+++	++	+++++	Neutre	+		Insurance	8.5 X	6.5%	++		- - - - -	- - - - -	- - -	- - -	- -
57	IBE	Iberdrola	11.40	+++	+	+++++	+	++	*	Utilities	16.9 X	4.1%	++	+++	+	+	Neutre	- - -	- - - -
55	ORA	Orange	11.40	+++	+++	++++	Neutre			Telco-Internet	10.3 X	6.3%	-	- -	- - - -	- - -	- -	- - - -	- - - -
53	ALV	Allianz	232.0	+++	++	++++	Neutre	+	* *	Insurance	9.7 X	5.6%	++++		- - - -	-	- - -	-
52	DHL	Deutsche Post	43.20	+++	Neutre	++++	+	++	*	Transportation	11.7 X	4.4%	-	Neutre	++++	- -	- - -	++	- -
52	EL	EssilorLuxottica	177.2	+++	+	++++	Neutre	++		Health Prods	30.2 X	1.9%	++++	+++	- -	Neutre	Neutre	- - -	Neutre
49	ZURN	Zurich Insurance	440.9	+++	++	++++	Neutre		* *	Insurance	12.7 X	5.8%	++++		- - -	+	Neutre	Neutre
46		Taux = + 25%		+++	++
44	RMS	Hermès	1?913.8	+++	Neutre	++++	+	++	*	Retail-Luxury	50.7 X	0.8%	+++	++++	+++++	++++	++++	+++++	+++++
40		Taux = + 20%		+++	++
38	EPRA		56.60	++	+	+	Neutre	++		Real Estate
37	TTE	TotalEnergies	62.60	++	++	+++	Neutre	+	*	Oil & Gas	6.7 X	5.1%	++	- - -	+++	- - -	Neutre	+	+
35		Taux = + 15%		++	++
26	PRX	Prosus	30.00	++	-	+++	+	++		Media Comm.	12.9 X	0.2%	+++++	- - - -	++	+++++	+++++	- - -	++++
24	Lyx Stoxx Eurp. 600 Oil & Gas		55.20	+	Neutre	Neutre	Neutre	++		Oil & Gas
20		Taux = + 5%		+	+
18		Tx ESTER € j/j rate		+	+
13	SHELL	Shell Plc	30.40	+	Neutre	++	Neutre	++	*	Oil & Gas	5.8 X	3.9%	+	+	++++	- - -	Neutre	+	Neutre
12	ENI	ENI	15.20	+	Neutre	++	Neutre	++	*	Oil & Gas	4.3 X	6.7%	- -	Neutre	++++	- - -	Neutre	Neutre	Neutre
9	GSK	GSK	1?430.8	Neutre	-	++	Neutre	++		Pharma	9.6 X	4.2%	++	++	Neutre	- - - - -	++++	+++++	- -
6	Lyx Stoxx Eurp. 600 Pers.& House. Goods		132.7	Neutre	-	Neutre	Neutre	++		Conso & Services
0		Taux ZERO		Neutre	Neutre
-9	BNP	BNP Paribas	58.00	Neutre	- -	Neutre	Neutre	++		Banks	5.9 X	7.9%	++		Neutre	- - -	++++	- - - -
-20	BMW	BMW	96.20	-	- - -	-	Neutre	+		Autos+Parts	6.3 X	4.8%	Neutre	- - -	++	+	- -	Neutre	+++++
-20	Lyx Stoxx Eurp. 600 Healthcare		132.5	-	- -	- -	Neutre	+		Health Prods
-21	PHIA	Philips	18.80	-	- - -	Neutre	Neutre	++		Consumer	18.6 X	4.7%	- - - -	- - - - -	-	- - - - -	- - -	- - -	- - -
-24	CRG	CRH	50.30	-	- - -	- -	Neutre	+		Building Mat.	14.1 X	2.7%	++	+++	+++	- - -	Neutre	Neutre	+
-29	Lyx Stoxx Eurp. 600 Travel & Leisure		26.40	- -	- - -	- -	Neutre	+		Leisure
-30	HSBA	HSBC	601.6	- -	- - -	- -	Neutre	+		Banks	7.5 X	6.0%	++++		+++	++		- - -
-32	BP	BP	480.0	- -	- - -	-	-	++		Oil & Gas	4.7 X	4.4%	Neutre	+	- -	- - - - -	Neutre	+++	Neutre
-34	BATS	BAT	2?520.1	- -	- - - -	-	Neutre	+		Food/Bev/Tob	6.7 X	9.4%	++	++	+++	-	+++++	Neutre	- - - -
-35	Lyx Stoxx Eurp. 600 Food & Bev.		88.00	- -	- - -	- - -	Neutre	+		Food/Bev/Tob
-42	CFR	Cie. Fin. Richemont	110.3	- - -	- - - -	- -	+	+		Retail-Luxury	18.7 X	2.1%	+++	++++	++++	+	+++	++	+++
-43	VOW	Volkswagen	118.6	- - -	- - - -	- -	+	+		Autos+Parts	4.9 X	5.8%	Neutre	+	++	-	- -	- - -	+++++
-43	NOVN	Novartis AG	86.20	- - -	- - - -	- - -	Neutre	+		Pharma	15.2 X	3.6%	++	++	- - - -	- -	++++	+++	++
-48	MC	LVMH	695.7	- - -	- - - -	- - -	+	+		Retail-Luxury	22.2 X	1.9%	+	Neutre	++++	++++	+++	++++	+
-53	BAS	BASF	42.70	- - -	- - - -	- - -	Neutre	+		Chemicals	9.0 X	7.5%	- - -	Neutre	+	- - -	- -	- -	- - -
-61	MBG	Merceds Benz	59.60	- - - -	- - - - -	- - -	Neutre	+		Autos+Parts	6.1 X	6.9%	Neutre	+	+++	- - - - -	Neutre	+	+++++
-66	NESN	Nestlé	99.60	- - - -	- - - - -	- - - -	Neutre			Food/Bev/Tob	21.9 X	2.8%	++	++	- - -	-	++	++++	- -
-69		Taux = - 5%		- - - -	- - - - -
-69	PRU	Prudential	865.5	- - - -	- - - - -	- - - -	Neutre			Insurance	10.5 X	1.7%	- - - -		- - - -		-	-
-70	AZN	AstraZeneca	10?225.1	- - - -	- - - - -	- - - -	Neutre			Pharma	20.1 X	2.1%	+++++	+++++	+++++	++++	++++	++++	Neutre
-71	DTG	Daimler Truck	29.90	- - - -	- - - - -	- - - -	Neutre			Autos+Parts	8.3 X	4.7%	+	+++	+++++	Neutre	- - -	Neutre	-
-76	ROG	Roche	237.9	- - - -	- - - - -	- - - -	Neutre			Pharma	14.6 X	3.3%	Neutre	Neutre	+	- - - -	++++	+++++	++
-77	RKT	Reckitt Benck.	5?418.1	- - - -	- - - - -	- - - -	Neutre			Consumer	18.4 X	2.8%	Neutre	+	- - - -	- -	+++	++++	-
-77		Taux = - 10%		- - - -	- - - - -
-80	KER	Kering	394.0	- - - - -	- - - - -	- - - - -	Neutre			Retail-Luxury	15.6 X	3.2%	- - -	+	+++	+	++	+++	-
-81	SAN	Sanofi	86.10	- - - - -	- - - - -	- - - - -	Neutre			Pharma	14.1 X	4.2%	- -	+++	- -	Neutre	+++	Neutre	+++
-83		Taux = - 15%		- - - - -	- - - - -
-87	AD	Ahold Delhaize	26.60	- - - - -	- - - - -	- - - - -	Neutre			Food/Bev/Tob	12.0 X	3.6%	+	++	+++	Neutre	- - - -	+	- - -
-91		Taux = - 25%		- - - - -	- - - - -
-94	DGE	Diageo	2?773.6	- - - - -	- - - - -	- - - - -	Neutre			Food/Bev/Tob	18.3 X	2.5%	++	++++	+	-	++++	+++++	- -
-118	BAYN	Bayer	31.10	- - - - -	- - - - -	- - - - -	-			Pharma	6.7 X	4.4%	Neutre	+++	- -	- -	+++	+	- - -