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SurveyAnalysisAndResults / Equity
- EDF : Encouraging outlook in the short term despite the non-application of the reform by Oddo BHF
- Allianz : Favourable operating trends in Q2 in all activities by Oddo BHF
- E.ON : H1 2021 performance encouraging ahead of the CMD in November by Oddo BHF
- Ageas : Q2 results marginally less, flooding and China VIR reducing 2H21 net profit by Oddo BHF
- RWE : Une bonne performance conforme aux attentes by Oddo BHF
- NORDEX SE : Confirmation des objectifs malgré la persistance des incertitudes by Oddo BHF
- TUI AG : Pace of recovery weaker than expected, marginal adjustment to our 2021 estimates Underperform rating maintained by Oddo BHF
- Glanbia : Upbeat on the outlook by Oddo BHF
- Ageas : Q2 results and S2 ratio marginally less, SBB higher, flooding cost higher by Oddo BHF
- Phoenix group : Résultat solide au S1, mais baisse des affaires nouvelles au S1 by Oddo BHF
- Uniper : Résultats en demi-teinte dans l’attente des grandes manœuvres de Fortum by Oddo BHF
- Phoenix Group : Solid result in H1, but decline in new business over the period by Oddo BHF
- Uniper : Disappointing interim results pending Fortum’s major manoeuvres by Oddo BHF
- SMA Solar Technology AG : Fourchette de guidance confirmée mais le point bas semble plus probable by Oddo BHF
- RWE : A good performance in line with expectations by Oddo BHF
- Ørsted : Un résultat supérieur aux attentes ne fait pas tout by Oddo BHF
- Aegon : 2Q21 earnings good, solvency good, and risk reduction good by Oddo BHF
- Faurecia : Le prix d’une transformation accélérée by Oddo BHF
- Encavis AG : Reassuring Q2/H1 results and greater granularity on the pipeline by Oddo BHF
- NN Group : Selling price NN asset management in line, NN model adjusted for this by Oddo BHF
- Adyen NV : 1H21 earnings and revenue 5 to 9% better, no short term outlook, LT good by Oddo BHF
- Ströer SE & Co. KGaA : Rebond logique au T2 et dynamique positive maintenue pour le S2 by Oddo BHF
- Adyen NV : 1H21 results better than expected on all lines revenue, profit and EBITDA by Oddo BHF
- AMG Adv.Metallurgical Group : Rumours about sale of lithium activities plus small acquisition by Oddo BHF
- Geberit AG : Après un excellent T2, les perspectives se normalisent by Oddo BHF
- Knaus Tabbert AG : Registration data signals strong Q2 2021 by Oddo BHF
- ING : NII pressure continuing, some extra future costs, 8% cash return in 4Q21 by Oddo BHF
- Ahold Delhaize : Guidance raised for the second consecutive quarter. TP raised to € 31 by Oddo BHF
- NN Group : Earnings, OCG and cash were all well better, only S2 ratio marginally less by Oddo BHF
- TUI AG : Rythme de reprise plus faible qu’anticipé, ajustement à la marge de nos estimations 2021e. Sous-performance maintenue by Oddo BHF
- Glanbia : Confiance affichée sur les perspectives by Oddo BHF
- SMA Solar Technology AG : Guidance range confirmed but low point looks more likely by Oddo BHF
- Dufry AG : L’activité peine à reprendre franchement mais le self help est là pour sauver la mise by Oddo BHF
- Corbion : Input cost visibility low. 2021-2022 prospects not that dramatic after all by Oddo BHF
- Claranova : Claranova fait d’une pierre deux coups avec l’annonce de 2 opérations stratégiques, au prix d’un montage financier qui demeure complexe by Oddo BHF
- Knaus Tabbert AG : Reducing single supplier dependency by Oddo BHF
- Aegon : Earnings and Solvency better, US interest rate hedging in progress by Oddo BHF
- E.ON : Une bonne performance encourageante avant le CMD de novembre by Oddo BHF
- Ørsted : Earnings ahead of expectations is not everything by Oddo BHF
- NN Group : Good 1H21 earnings, OCG and group cash, only S2 ratio marginally less by Oddo BHF
- Faurecia : Accelerated transformation comes at a price by Oddo BHF
- Forfarmers : Intensified competition most likely here to stay by Oddo BHF
- TKH GROUP NV : Preview 1H 2021: Full year guidance focal point by Oddo BHF
- Royal BAM Group : Preview 1H21: A robust recovery in margins by Oddo BHF
- Cherry AG : Solid H1 2021 boosted by double-digit growth in all business areas by Oddo BHF
- Fortum : Full consolidation of Uniper continues to come together by Oddo BHF
- Ströer SE & Co. KGaA : Logical recovery in Q2 and positive momentum continuing in H2 by Oddo BHF
- NN Group : Selling price NN asset management in line, NN model adjusted for this by Oddo BHF
- Accsys Technologies plc : Hull plant delayed to July 2022 – revised FY 2022 and FY 2023 estimates by Oddo BHF
- Assa Abloy : Feedback roadshow : un discours plus prudent, lié principalement à une moindre visibilité by Oddo BHF