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SurveyAnalysisAndResults / Equity
- Autoliv : Un trimestre difficile qui ne remet pas en cause le profil de qualité du groupe by Oddo BHF
- ODDO : The rise in oil prices complicates the recovery by Oddo BHF
- Continental : The warning was expected in Automotive, less so in Rubber by Oddo BHF
- Allianz : Solid operating result despite natural catastrophes by Oddo BHF
- Icade : Une dynamique solide en ligne avec le S1 2021 et les attentes by Oddo BHF
- Volkswagen (pref) : Lamborghini CMD feedback: a hidden jewel soon to see the light of day? by Oddo BHF
- Zooplus AG : H&F and EQT now with a joint bid, and we recommend accepting by Oddo BHF
- Icade : A solid trend in line with H1 2021 and forecasts by Oddo BHF
- Schlumberger : Des perspectives porteuses by Oddo BHF
- Eramet : Relèvement d’EBITDA 2021-2022e, forte génération de FCF…. mais « risk/reward » moins attractif. Neutre vs Surperformance by Oddo BHF
- Coloplast : FY 2020-21 results due 1 November – Strong finish and good year ahead by Oddo BHF
- Bechtle AG : Fantastic Q3 margin, but only smaller beat on revenues by Oddo BHF
- Brunel : Q3 2021 earnings preview – positive trends look to have continued by Oddo BHF
- Schlumberger : Bright prospects by Oddo BHF
- Faurecia : A tough quarter as expected, FY outlook fully confirmed by Oddo BHF
- Michelin : Q3 backs Michelin’s robust profile in current inflationary context by Oddo BHF
- Eramet : 2021-2022e EBITDA estimates raised, strong FCF generation...but a less appealing risk/reward profile. Neutral vs Outperform by Oddo BHF
- Symrise : Organic sales growth of 8.3% in Q3 in line, on the back of strong F&N, estimates for sales growth raised to 9% in line with the consensus by Oddo BHF
- Faurecia : Une fin d’année difficile, mais pas plus que prévu by Oddo BHF
- Siltronic AG : L’échec de l’offre de GW ne peut plus être exclu, mais pas de drame, depuis cette offre les BPA ont été révisés en hausse de 45%... by Oddo BHF
- BE Semiconductor Industries : Niveau de confiance augmenté sur l’Hybrid Bonding by Oddo BHF
- K+S AG : Another raise lifts operating (!) EBITDA guidance to 'c. € 630m', 10/5% above ODDO/cons € 571/€ 603m; beware of blurred headline consensus by Oddo BHF
- Siltronic AG : A failure of the GW bid cannot be ruled out, but no drama, since the bid EPS estimates have been revised up by 45%... by Oddo BHF
- Petrofac : An unexpected capital increase by Oddo BHF
- ASM International N.V : Another fine set of results. Target price increased to € 490 by Oddo BHF