# Le portefeuille "BFM-Responsable" : "Siemens sur un plus haut, porte la performance globale" – 06/07 Page: https://stenobird.com/podcast/bfm-bourse-6005543/le-portefeuille-bfm-responsable-siemens-sur-un-plus-haut-porte-la-performance-globale-06-07 Text version: https://stenobird.com/podcast/bfm-bourse-6005543/le-portefeuille-bfm-responsable-siemens-sur-un-plus-haut-porte-la-performance-globale-06-07.md Podcast: [BFM Bourse](https://stenobird.com/podcast/bfm-bourse-6005543) Published: 2026-07-06T14:48:00+00:00 Episode link: https://bfmbusiness.bfmtv.com/mediaplayer/podcast/bfm-bourse/ Audio file: https://altice.simplecastaudio.com/0b04dddb-f962-4716-b77e-4d3c588b47f5/episodes/7bd45abe-4cad-4089-bbea-860ec30da813/audio/128/default.mp3?aid=rss_feed&awCollectionId=0b04dddb-f962-4716-b77e-4d3c588b47f5&awEpisodeId=7bd45abe-4cad-4089-bbea-860ec30da813&category=Business%2CNews&episode_published_at=2026-07-06T14%3A48%3A00&episode_title=Le+portefeuille+%22BFM-Responsable%22+%3A+%22Siemens+sur+un+plus+haut%2C+porte+la+performance+globale%22+%E2%80%93+06%2F07&feed=dCzX0hyl&network=291091218710&podcast_title=BFM+Bourse Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/bfm-bourse-6005543/episodes/le-portefeuille-bfm-responsable-siemens-sur-un-plus-haut-porte-la-performance-globale-06-07 Duration seconds: 470 ## Resource Ce lundi 6 juillet, Stanislas De Bailliencourt, gérant chez Sycomore Asset Management, s'est penché sur la performance du portefeuille BFM Responsable, le potentiel de Safran, et l'avenir de Siemens Energy dans le portefeuille, dans l'émission BFM Bourse présentée par Guillaume Sommerer. BFM Bourse est à voir ou écouter du lundi au vendredi sur BFM Business. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/bfm-bourse-6005543/episodes/le-portefeuille-bfm-responsable-siemens-sur-un-plus-haut-porte-la-performance-globale-06-07/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/bfm-bourse-6005543/le-portefeuille-bfm-responsable-siemens-sur-un-plus-haut-porte-la-performance-globale-06-07.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.