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SurveyAnalysisAndResults / Equity
- ODDO : Q3 2019 earnings preview: resilience despite a mixed sector environment by Oddo BHF
- Icade : Un bon S1 2019 en ligne avec l’exécution du Plan Stratégique 2019-2022 by Oddo BHF
- Julius Baer : Résultats S1 2019 – Plan d’économies confirmé by Oddo BHF
- Julius Baer : H1 2019 earnings – savings plan confirmed by Oddo BHF
- Danone : H1 2019 preview: Q2 should be the last quarter of lacklustre growth and a pleasant surprise cannot be ruled out at the operating margin level by Oddo BHF
- NORMA Group SE : We are upgrading to Neutral post 2019 guidance cut, new target price of € 28 (vs € 30 previously) by Oddo BHF
- Deutsche Börse : Q2 2019 EPS growth should hold up in challenging market conditions by Oddo BHF
- Santander : Un T2 2019 qui valide l’essentiel ! by Oddo BHF
- UBS Group : Rachats d’actions : signal de confiance face aux incertitudes by Oddo BHF
- HOCHTIEF : Un T2 2019 solide malgré CIMIC et un message de confiance pour le S2 by Oddo BHF
- AMS AG : Excellent momentum in fundamentals, strong upward revisions, valuation attractive again, gets the “benefit of the doubt†on OSRAM… by Oddo BHF
- Schaeffler AG : Q2 2019e: estimates trimmed, but the valuation is attractive – We are maintaining our Buy rating by Oddo BHF
- ASM International N.V : Excellent trimestre, la surperformance continue – OC relevé à 80 € (vs 65 €) by Oddo BHF
- HOCHTIEF : A solid Q2 2019 despite CIMIC and a confident message for H2 by Oddo BHF
- Gecina : Pressure on rents in the short term and total return strategy in the medium term are two growth drivers by Oddo BHF
- ASM International N.V : Excellent quarter, the outperformance continues – target price increased to € 80 (vs € 65) by Oddo BHF
- Telefonica Deutschland Holding AG : An encouraging Q2 2019 but uncertainty remains stifling by Oddo BHF
- Iberdrola : S1 2019 en ligne, mais guidance annuelle relevée by Oddo BHF
- EDP Renovaveis : S1 2019 en ligne, toujours sur la trajectoire stratégique 2022 by Oddo BHF
- Suez : Agbar, porqué té vas? by Oddo BHF
- GlaxoSmithKline : Le vaccin et le consumer de nouveau en haut de l’affiche by Oddo BHF
- Alten : Excellent T2 2019, mais nette déception sur les recrutements by Oddo BHF
- Metro AG : Daniel Kretinsky’s offer of € 16 fair in our view - Risk of correction in the event of failure by Oddo BHF
- Naturgy : A stronger Q2 for a H1 in line, but the regulatory risk remains by Oddo BHF
- Rheinmetall AG : Q2 2019e preview: we still think that group will fail to achieve 2019 guidance at its auto division by Oddo BHF
- Icade : A good H1 2019 in line with the execution of the 2019-2022 strategic plan by Oddo BHF
- Philips : Après un T2 2019 en ligne, le CFO fournit un discours optimiste pour le S2 by Oddo BHF
- Philips : After a Q2 in line, the CFO takes an upbeat stance on H2 by Oddo BHF
- Danone : Preview S1 : le T2 devrait être le dernier trimestre de faible croissance et une bonne surprise est possible sur la marge opérationnelle by Oddo BHF
- Lindt & Sprüngli : S1 2019: très belle croissance organique avec un net rebond des USA. Mais EBIT et BPA 2% & 6%< aux attentes by Oddo BHF
- Lindt & Sprüngli : H1 2019: very robust organic growth with a marked rebound in the US. But EBIT and EPS 2% and 6% below forecasts by Oddo BHF
- AMS AG : Excellente dynamique sur les fondamentaux, des fortes révisions en hausse, une valorisation de nouveau attractive, le ‘bénéfice du doute’ sur OSRAM… by Oddo BHF
- CNP Assurances : Légère progression du RBE et du RN attendue au S1 2019 by Oddo BHF
- Faurecia : Une publication très solide, un engouement qui l’est peut-être moins by Oddo BHF
- Randstad : Resilient margin and solid FCF generation despite lacklustre growth by Oddo BHF
- CNP Assurances : Slight growth in EBIT and net profit expected in H1 2019 by Oddo BHF
- UBS Group : Share buybacks: sign of confidence in the face of uncertainties by Oddo BHF
- Getlink : Buy confirmed after a lacklustre H1 2019 by Oddo BHF
- Santander : Good Q2 2019 figures where it counts! by Oddo BHF
- Covivio : Operating performance in line with expectations against an uncertain backdrop for the German residential segment by Oddo BHF
- Telefonica Deutschland Holding AG : Un T2 2019 encourageant mais l’incertitude reste étouffante by Oddo BHF
- AXA : Une publication qui sera marquée par la déconsolidation des US et par la contribution d’AXA XL by Oddo BHF
- Repsol : Résultat T2 2019 4% supérieurs aux attentes – Lancement d’un programme de rachat d’actions de 1 Md€ by Oddo BHF
- Naturgy : Un T2 2019 meilleur pour un S1 en ligne, mais le risque réglementaire demeure by Oddo BHF
- Dassault Systèmes : Dassault Systèmes fait plus que rassurer au T2 2019 by Oddo BHF
- TF1 : Bons résultats S1 2019, notamment sur les coûts et estimations 2019 globalement inchangées by Oddo BHF
- Iberdrola : H1 2019 in line, but 2019 guidance revised up by Oddo BHF
- Allianz : Quarterly operating profit should exceed € 3bn for the first time in Q2 2019e by Oddo BHF
- Repsol : Q2 2019 earnings 4% higher than expected – Launch of a € 1bn share buyback programme by Oddo BHF
- EDP Renovaveis : H1 2019 in line, still on the 2022 strategic trajectory by Oddo BHF