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SurveyAnalysisAndResults / Equity
- ISS A/S : Une publication T3 rassurante, qui conduit au relèvement de la guidance de marge et de FCF en 2021 by Oddo BHF
- Aston Martin Lagonda : Still a lot of work to be done by Oddo BHF
- Pfeiffer Vacuum AG : Waiting for the February 2022 CMD by Oddo BHF
- Square : T3 2021 globalement en ligne, discours confiant sur les opportunités à l’international et les synergies potentielles de l’acquisition Afterpay by Oddo BHF
- Enel : 9M 2021 tough due to headwinds but growth is returning by Oddo BHF
- Uniper : Sans surprise, la nouvelle guidance est confirmée by Oddo BHF
- ODDO : Une bonne fin d’année en perspective mais la suite fait toujours débat, dans l’immédiat LVMH est à privilégier en relatif by Oddo BHF
- BBVA : Q3 2021 confirms improvement in fundamentals, but it is already priced in by Oddo BHF
- Leonardo : Un newsflow qui se décale by Oddo BHF
- Unibail-Rodamco-Westfield : Encouraging signs pointing to a normalisation as of 2023 by Oddo BHF
- ING : Q3 commission income better, SBB three months later, future EPS +3% by Oddo BHF
- Coloplast : Acquisition of Atos Medical to enter field of laryngectomy by Oddo BHF
- Unicaja Banco : Q3 2021: first publication pro forma for LBK and of decent quality by Oddo BHF
- Uniper : No surprise, the new guidance is confirmed by Oddo BHF
- ODDO : Equans: Bouygues takes the prize (but it is not cheap) by Oddo BHF
- Eramet : Eramet relance son projet de lithium et réduit son risque en y associant Tsingshan by Oddo BHF
- Worldline : A froid, nous pensons toujours que la punition est trop sévère by Oddo BHF
- eDreams ODIGEO : Preview CMD – Les yeux rivés sur ‘PRIME’ by Oddo BHF
- eDreams ODIGEO : CMD preview – All eyes on ‘PRIME’ by Oddo BHF
- Royal BAM Group : Issue Guidance versus claims issue could be repeated by Oddo BHF
- PayPal : Q3 2021 broadly in line, 2021 guidance and 2022 forecasts < estimates, Venmo/Amazon partnership – target price adjusted to $ 340 (vs $ 380) by Oddo BHF
- Bayer : Q3 a beat on CropScience, guidance raised by Oddo BHF
- Unibail-Rodamco-Westfield : Encouraging signs pointing to a normalisation as of 2023 by Oddo BHF
- NEOEN : CA 9M 2021 en ligne et décalage des 5GW en opération à 2023 vs 2022 by Oddo BHF
- Renault : Nissan with better Q2 again thanks to FS, FY outlook up despite lower sales by Oddo BHF
- AXA : € 1.7bn share buyback programme launched by Oddo BHF
- ASM International N.V : Lots of good reasons to remain exposed, despite an exceptional performance delivered in 2021 by Oddo BHF
- ISS A/S : Reassuring Q3 figures, prompting upgrade to 2021 margin and FCF guidance by Oddo BHF
- EDP : 9M 2021 performance penalised by various adverse factors by Oddo BHF
- Square : Q3 2021 broadly in line, confident stance on opportunities in international markets and potential synergies from Afterpay acquisition by Oddo BHF
- Unicaja Banco : T3 2021 : 1ère publication pro forma LBK et de qualité correcte by Oddo BHF
- BBVA : Le T3 2021 confirme une amélioration des fondamentaux déjà bien pricée by Oddo BHF
- Prosegur : No surprises in Q3 2021 results: improved organic growth but margins still low by Oddo BHF
- Logista : Q4 2021 results below our forecasts on l-f-l. New FY22 guidance slightly above by Oddo BHF
- Prosegur Cash SA : Q3 2021 results show some growth, in line with expectations by Oddo BHF
- Amadeus IT Group : Horizon de plus en plus dégagé et gains de parts de marché pour Amadeus by Oddo BHF
- ODDO : A good year-end in prospect but the jury still out beyond this, in the short term LVMH should be favoured in relative terms by Oddo BHF
- Covestro AG : Q3 in line; raised EBITDA guidance leaves 2% upside to cons at midpoint; lowered FCF outlook solely on higher NWC, cash-in 2022 by Oddo BHF
- ODDO : Equans : Bouygues remporte le gros (mais cher…) lot by Oddo BHF
- Amadeus IT Group : Increasingly clear skies ahead and market share gains for Amadeus by Oddo BHF
- Eramet : Eramet relaunches its lithium project and reduces its risk by partnering with Tsingshan by Oddo BHF
- B&S Group : Top line weak, but qualitative comments on profitability promising by Oddo BHF
- Altarea : Un repositionnement stratégique sur les particuliers dans la promotion by Oddo BHF
- PayPal : T3 21 globalement en ligne, guidance 2021 et anticipation 2022 < aux attentes, partenariat Venmo/Amazon – OC ajusté à 340 $ (vs 380 $) by Oddo BHF
- Worldline : In the cold light of day, we still think that the punishment is too severe by Oddo BHF
- Altarea : Strategic repositioning on individuals in development segment by Oddo BHF
- Unibail-Rodamco-Westfield : Des signes encourageants en vue d’une normalisation à partir de 2023 by Oddo BHF
- NORDEX SE : Ajustement de nos estimations suite au profit warning sur 2021 et 2022 by Oddo BHF
- Rothschild & Co : Des revenus records en conseil et fusion au T3 by Oddo BHF
- Renault : Nissan with better Q2 again thanks to FS, FY outlook up despite lower sales by Oddo BHF