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SurveyAnalysisAndResults / Equity
- Unilever Nv : BPA à -1.5% au S1 vs consensus de -8.1%. Marge opérationnelle en moins forte baisse que prévu et ajustement rassurant de la guidance by Oddo BHF
- Publicis : Very good Q2 results prompt a slight upward revision to our expectations but scenario for the medium term unchanged by Oddo BHF
- Schindler Holding Ltd : After a good Q2, EBIT margin likely to be under pressure in H2 by Oddo BHF
- Solocal Group : Stabilisation de l’activité en T2 avant un probable retour à la croissance au S2 by Oddo BHF
- Stellantis : Dans une autre galaxie by Oddo BHF
- Fagron N.V. : Poor communication, but investment case intact by Oddo BHF
- Claranova : Claranova kills two birds with one stone with announcement of two strategic operations, at the cost of a financial arrangement that remains complex by Oddo BHF
- NORDEX SE : Confirmation of targets despite persistent uncertainty by Oddo BHF
- Encavis AG : Des résultats T2/S1 rassurants et plus de granularité sur le pipeline by Oddo BHF
- Coca-Cola Europacific Partners : Preview of H1 2021 results, due 2 September by Oddo BHF
- Stadler Rail AG : Nous ajustons un peu nos prévisions et restons clairement positifs by Oddo BHF
- Fluidra : Acquisition of SRS: positive strategic step, limited value accretion by Oddo BHF
- Hannover Re : Strong technical profitability but large claims start to add up in Q3 2021 by Oddo BHF
- Aperam : CMD feedback: convincing demonstration of profitable, agile and resilient growth strategy. Even more cash returns by Oddo BHF
- ASML : Une histoire de domination technologique toujours inégalée, qui justifie plus d’upside by Oddo BHF
- ASM International N.V : Un changement de dimension, qui va se poursuivre by Oddo BHF
- EasyJet : The deal is admittedly dilutive but the horizon is clearing by Oddo BHF
- Zooplus AG : Hellman & Friedmann raises its offer to € 460 by Oddo BHF
- Esker : Résultats S1 2021 solides à tous les niveaux, OC relevé à 345 € (vs 280 €) by Oddo BHF
- Danone : Antoine de Saint Affrique in post by Oddo BHF
- Elior : Davantage de visibilité à moyen terme mais des guidances 2024 relativement ambitieuses by Oddo BHF
- Adevinta : Un message court terme prudent sur le segment auto mais une baisse sévère au vu des fondamentaux, toujours aussi solides by Oddo BHF
- Schoeller Bleckmann : Une reprise qui se confirme by Oddo BHF
- E.ON : Feedback from road show with management. In tune with its market by Oddo BHF
- Schoeller Bleckmann : A recovery which is being confirmed by Oddo BHF