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SurveyAnalysisAndResults / Equity
- BHP Group Plc : Production and cost guidance maintained which will require a flawless performance in Q4. Adjustment of capex will be for 2021 by Oddo BHF
- Randstad : Un court terme peu réjouissant mais intégré dans les estimations et un re-rating encore modéré, nous passons à l’Achat by Oddo BHF
- Voltalia : Q1 2020 sales driven by services by Oddo BHF
- Alstria Office REIT-AG : Upside of c. 22% – we upgrade alstria to Buy from Neutral by Oddo BHF
- Accor : Point bas attendu au T2, la solidité du bilan devrait permettre de passer la crise by Oddo BHF
- Amundi : An inevitably difficult start to the year but competitive advantages intact by Oddo BHF
- Accor : Low expected in Q2, balance sheet strength to help navigate the crisis by Oddo BHF
- Covivio : A great deal of resilience and continuity despite impact on hotels by Oddo BHF
- Randstad : Short-term set to be lacklustre but factored into estimates, moderate re-rating so far, we upgrade to Buy by Oddo BHF
- Pernod Ricard : Q3 sales better than forecast, despite sharp decline in China and travel retail by Oddo BHF
- Bureau Veritas : T1 résilient, le T2 le sera beaucoup moins by Oddo BHF
- Hermès International : Le T2 sera très mauvais mais de solides arguments à faire valoir dans la reprise by Oddo BHF
- Renault : Pas de mauvaise surprise mais un pari toujours difficile à jouer aujourd’hui by Oddo BHF
- TechnipFMC : Un coup de frein plus prononcé chez TechnipFMC que Technip Energies by Oddo BHF
- AngloAmerican Plc : Le management est proactif dans sa gestion de la pandémie. Opinion Achat réitérée by Oddo BHF
- Rexel : Croissance révisée en baisse en 2020 et en hausse en 2021 by Oddo BHF
- SCOR : Un résultat trimestriel qui devrait être peu affecté par la crise by Oddo BHF
- Valeo : Des doutes pas encore levés malgré une solide surperformance au T1 by Oddo BHF
- Saipem : Adjustment yet to be defined by Oddo BHF
- Aeroports de Paris : Recovery, regulations: so many areas of uncertainty by Oddo BHF
- Hermes International : Q2 set to be very poor but a strong case to make in a recovery by Oddo BHF
- Vinci : Chiffre d’affaires T1 supérieur aux attentes, un groupe bien positionné pour la reprise by Oddo BHF
- SCOR : Quarterly results not likely to be greatly affected by the crisis by Oddo BHF
- Bureau Veritas : Resilient Q1, Q2 not likely to hold up as well by Oddo BHF
- AngloAmerican Plc : Management is proactive in dealing with the crisis. Buy rating maintained by Oddo BHF