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SurveyAnalysisAndResults / Equity
- Inmobiliaria Colonial : Un portefeuille toujours aussi solide avec une guidance de BPA récurrent précisée à 0.23 € pour 2021 et inchangée à 0.27 € - 0.29 € pour 2022 by Oddo BHF
- Vallourec : Q3 in line, on track for a new industrial set-up by Oddo BHF
- ODDO : What to make of the quarrel between Amazon and Visa in the UK and its impact on European payment players? by Oddo BHF
- Compleo : Intégration d’ieMS : des challenges mais le jeu en vaut la chandelle by Oddo BHF
- Klépierre : Klépierre’s ESG road show – Performance in line with 2022 targets, two identified areas for improvement: ESG best-in-class opinion maintained by Oddo BHF
- Alstom : Nous ajustons nos prévisions et restons à Surperformance by Oddo BHF
- Aegon : Q3 results less by a one-off, Solvency better, VA according to plan by Oddo BHF
- Edenred : Un derating récent qui nous semble injustifié au vu des fondamentaux toujours très solides by Oddo BHF
- Covestro AG : RS feedback: CFO confirms comfort with € 2.7bn EBITDA 2022 consensus, implied € 1bn margin headwind 'conservative', pricing power lasts by Oddo BHF
- Alstom : We are adjusting our figures and maintaining our Outperform recommendation by Oddo BHF
- Worldline : Very reassuring Q&A session with CEO by Oddo BHF
- Unilever Nv : Le business de thé est enfin cédé (VE: 4.5 Md€) by Oddo BHF
- Unilever Nv : Tea business sold at last (EV: € 4.5bn) by Oddo BHF
- CAF : Ajustement de nos prévisions, recommandation ‘Neutre’ maintenue : un groupe qui doit encore prouver son potentiel by Oddo BHF
- Greenyard NV : TP raised and Outperform reiterated on consistent H1 2022 performance by Oddo BHF
- CAF : Adjustment to our forecasts, Neutral maintained: CAF has still to confirm its potential by Oddo BHF
- InPost : e-commerce market to slow, but operationally on track by Oddo BHF
- BBVA : Recent newsflow offers an opportunity on the stock! by Oddo BHF
- Zurich Insurance : Investor Day provided new elements on growth opportunities and on capital allocation by Oddo BHF
- ODDO : Monday valuation & performance recap – Luxury sector by Oddo BHF
- Fraport : Roadshow feedback: confident stance for 2021, uncertainties around 2022 by Oddo BHF
- Siemens Energy AG : Nous ajustons nos prévisions : la progression des résultats et la très faible valorisation de GP restent attractives by Oddo BHF
- Prosus NV : S1 sans grande surprise, poursuite du développement sur les principaux verticaux by Oddo BHF
- Siemens Energy AG : Adjustment to our forecasts: earnings growth and the very low valuation for GP remains attractive by Oddo BHF
- Prosus NV : No major surprises from H1, development continues on the main verticals by Oddo BHF