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SurveyAnalysisAndResults / Equity
- Square : Un T1 très supérieur aux attentes, tiré par les aides gouvernementales – OC relevé à 260 $ (vs 245 $) by Oddo BHF
- ArcelorMittal : Un EBITDA >16 Md$, une dette nette évaporée, du cash à gogo, …à 2x en VE/EBITDA 2022e « normalisé » … vous plaisantez ? by Oddo BHF
- Thales : Permeating growth – target price raised from € 95 to € 97 by Oddo BHF
- Brembo : Good performance, but not enough to justify best-in-class valuation by Oddo BHF
- E.ON : Un momentum positif qui s’inscrit dans la durée by Oddo BHF
- Altarea : Good Q1 driven by residential at an all-time high! by Oddo BHF
- Fortum : Contribution d’Uniper en hausse à court terme mais l’avenir reste à écrire by Oddo BHF
- Iberdrola : Q1 2021 in line, profitable growth is the watchword by Oddo BHF
- Tecnicas Reunidas : A good Q1 pending an acceleration in orders by Oddo BHF
- EDP : An atypical Q1, 2021 trajectory confirmed, movements expected in Brazil by Oddo BHF
- B&S Group : Target price raised to € 11.5 on increased 2021-2023 estimates by Oddo BHF
- JCDecaux : T1 2021 un peu meilleur grâce à l’Asie et guidance T2 conforme aux attentes by Oddo BHF
- Acerinox : A good start to 2021 and encouraging prospects by Oddo BHF
- BAE Systems : Solid start to the year – ES segment among the growth drivers by Oddo BHF
- Citycon : While Covid-19 impact is limited, overall investment case stays unchanged by Oddo BHF
- Elior : Visibility still limited in the short term by Oddo BHF
- Tikehau Capital : Plans to simplify and standardise structure: more alignment with shareholders, the group becomes more appealing, € 32 vs € 29 by Oddo BHF
- Lucas Bols : Preview of FY 2020/21 results due 27 May by Oddo BHF
- Assa Abloy : Feedback from CMD: annual EBIT growth of 13% targeted by 2026 by Oddo BHF
- TUI AG : Cessions de 49% des murs de 21 hôtels RUI, pour 540 M€ d’impact cash by Oddo BHF
- Bigben Interactive : Robust results driven by Nacon – 2022-23 guidance achieved as early as this year – 2022-23 guidance upgrade – target price of € 28 vs € 24.6 by Oddo BHF
- Saint-Gobain : Mutares closes deal with Lapeyre by Oddo BHF
- ASM International N.V : Tous les voyants restent au vert, OC relevé à 320 € by Oddo BHF
- Auto Trader : 2020-21 results topped expectations, slight upgrade to our 2021-22 estimates, Neutral recommendation reiterated by Oddo BHF
- Lufthansa : Credible savings on the horizon but capital increase in prospect by Oddo BHF