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SurveyAnalysisAndResults / Equity
- Carnival : Q3 2021: another tough quarter, recovery expected in 2022 by Oddo BHF
- Saint-Gobain : CMD: a well mapped-out path to weather the passage of time by Oddo BHF
- Plastic Omnium : A significant but unsurprising warning, pending the improvement by Oddo BHF
- Scout24 : Une baisse exagérée et une valorisation attractive par rapport à Rightmove by Oddo BHF
- Adevinta : Une opportunité d’achat avant le CMD – Opinion Surperformance réitérée by Oddo BHF
- Scout24 : An exaggerated decline and an attractive valuation vs Rightmove by Oddo BHF
- Bureau Veritas : Preview: no deterioration in fundamentals in Q3, long-term drivers still intact, limited impact from cyclical elements in the short term by Oddo BHF
- KONE : Feedback roadshow : le S2 se complique, de la confiance au-delà by Oddo BHF
- Ferguson : Vers un marché du logement US plus calme en 2022 by Oddo BHF
- ASM International N.V : Une solide feuille de route jusqu’à 2025, tirée par le Gate All Around – OC relevé à 480 € (vs 450 €) by Oddo BHF
- ASM International N.V : A solid roadmap out to 2025, driven by Gate All Around – target price raised to € 480 (vs € 450) by Oddo BHF
- Covestro AG : CMD – Mid-cycle EBITDA raised by 25%, suggesting € 1.2bn base-case FCF; tight MDI lasts; capex>D&A only 2024-2026 on potential new MDI plant by Oddo BHF
- ODDO : Is a public offering by Bolloré on Vivendi probable? by Oddo BHF
- BMW : Feedback from CMD: reassuring on the short term, finally accelerating on full-electrification by Oddo BHF
- ODDO : Une offre publique de Bolloré sur Vivendi est-elle probable ? by Oddo BHF
- Mercialys : Vers une baisse de la vacance d’ici fin 2021 et une normalisation en 2022 by Oddo BHF
- SMCP : D-day for the exchangeable bond redemption: we will know by this evening by Oddo BHF
- Ontex : Fierce promotional activity in highly inflationary environment by Oddo BHF
- HeidelbergCement : Investissement financier (non stratégique) dans le software by Oddo BHF
- ODDO : Not such a bad Q3 in prospect but the risks are still there - we have lowered our target prices by Oddo BHF
- Mercialys : Headed for a decline in the vacancy rate out to end-2021 and a normalisation in 2022 by Oddo BHF
- ASML : Surprising on the upside was going to be tough, but the structural profile is confirmed, and the forecasts are built on conservative assumptions… by Oddo BHF
- ENGIE : Conséquence des décisions sur les prix du gaz en France. by Oddo BHF
- AMG Adv.Metallurgical Group : Quarterly me Quarterly metal price update – positive impact lithium by Oddo BHF
- Nexi S.p.A : Feedback from ‘fireside chat’ with CEO/CFO: recent correction seems unwarranted to us given positive message by Oddo BHF