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MorningCall / Equity
- Morning Presentation by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/07/2018 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 07/23/2018 by Oddo BHF
- Focus: CME’s 2Q18 results below the market consensus, but in line with the company's guidance; Orange Polska signs agreement with T-Mobile on wholesale access to fibre network; KGHM’s June production and sales results by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/07/2018 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 07/24/2018 by Oddo BHF
- Bullish outlook mostly priced in by DnB Markets
- Focus: Turkey macro – central bank keeps rates on hold, but door still open for future rate hikes; BZ WBK’s 2Q18 – solid results, volume growth shines the most; Orange Polska – strong 2Q18 results, with a 5% beat on EBITDA; Lenta’s 2Q sales by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - 25/07/2018 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - Date1 by Oddo BHF
- Focus: Bank Millennium’s 2Q18 – solid results support our long-term positive outlook; Akbank’s 2Q18 review – 5% beat at the net income level, and 2Q18 conference call highlights; Turkcell’s 2Q18 results – 5% EBITDA beat and guidance upgrade by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/07/2018 by Oddo BHF
- Weak Q2, but guidance supportive by DnB Markets
- Focus: Russia-US relations after the Helsinki Summit – conversation with Dmitri Trenin; Garanti’s 2Q18 results – COR climbs, core revenues are robust; O2 CR’s solid 2Q18 earnings beat consensus by c.6%; PGE's disappointing preliminary 2Q18 by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - Date1 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - Date1 by Oddo BHF
- Morning Presentation by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/07/2018 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 07/30/2018 by Oddo BHF
- Northern Lights by DnB Markets
- Focus: EME Macro/Strategy – inflation, not Trump, is the biggest problem; mBank’s 2Q18 – small miss due to higher provisions, but core revenues solid; Erste Bank’s 2Q18 – beat on provisions, guidance unchanged by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - 31/07/2018 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 07/31/2018 by Oddo BHF
- Morning Presentation by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 01/08/2018 by Oddo BHF