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SurveyAnalysisAndResults / Equity
- KONE : Toshiba souhaite se désengager de l’activité Elevator, KONE candidat naturel by Oddo BHF
- Allianz : Un RO 2021 attendu au-dessus de la guidance, possible provision sur les litiges by Oddo BHF
- Faurecia : Day One presentation: focus now turns to execution by Oddo BHF
- Uniper : Market conditions that change the economic balance by Oddo BHF
- NX Filtration : FY21 earnings preview: No major surprises expected by Oddo BHF
- Demant A/S : Solid finish – Outlook implies slight upside risk on top line by Oddo BHF
- Unicaja Banco : Un T4 2021 de nature à conforter les guidances du plan stratégique by Oddo BHF
- Nokian Renkaat Oyj : Un positionnement qui peine à convaincre by Oddo BHF
- BNP Paribas : Les objectifs de hausse du RN et du RoTE sont supérieurs aux attentes by Oddo BHF
- BP : Résultats T4 légèrement supérieurs aux attentes, cap sur la transition by Oddo BHF
- Gestamp Automocion : Volvo passe au mega-casting, disruption en vue pour Gestamp ? by Oddo BHF
- Assa Abloy : Feedback from road show with the CEO: very brisk demand and persistence of headwinds (inflation, Covid, supply chain) by Oddo BHF
- Nokian Renkaat Oyj : Positioning not fully convincing by Oddo BHF
- BNP Paribas : Net income and RoTE growth guidance ahead of expectations by Oddo BHF
- Gestamp Automocion : Volvo turns to megacasting, potential disruption for Gestamp? by Oddo BHF
- Adyen NV : Results better than expected, again, growth as good in H2 as it was in H1 by Oddo BHF
- Melia : Les signaux convergent vers une reprise forte de la demande Loisir sur l’été, read across positif sur Melia (Surperformance ; OC relevé à 8.0 €) by Oddo BHF
- AEDAS Homes : Des objectifs à CT-MT maintenus dans un marché aujourd’hui porteur by Oddo BHF
- Vivendi : Acquisition de l’offre de TV payante de Telefónica ? Poursuite de la création d’un acteur mondial by Oddo BHF
- Vicat : Après les US, un nouvel investissement au Sénégal by Oddo BHF
- L'Oréal : T4 supérieur aux attentes. Marge qui progresse un peu moins fortement by Oddo BHF
- K+S AG : Beat & raise … and there may be more to come. Turning net cash and trading 50% below closest peer. Raising TP to € 25 (€ 23). Outperform by Oddo BHF
- AkzoNobel : Painting the town red by 2Q22? by Oddo BHF
- Carl Zeiss Meditec : Q1 due 11 Feb - A solid quarter expected by Oddo BHF
- Melia : Signals converge towards a marked upturn in leisure demand for the summer, positive read-across for Melia (Outperform, target price up to € 8.0) by Oddo BHF
- Dassault Systemes : Dassault Systèmes confirms its best-in-class status and should outperform by Oddo BHF
- Qiagen : Q4 due today post Nasdaq closing - Expecting strong year-end finish, focus on 2022 guidance by Oddo BHF
- Logista : No big surprises in Q1 2022 results, with adjusted figures in line with our estimates by Oddo BHF
- KONE : Toshiba looking to exit the elevator business, KONE is a natural candidate by Oddo BHF
- Allianz : 2021 operating profit expected to beat guidance, possible provision for litigation by Oddo BHF
- K+S AG : The special one. Accelerated specialty fertilizers add to MOP-strength; strong FY prelims set the tone. TP raised to € 23. Outperform reiterated by Oddo BHF
- Assa Abloy : Feedback roadshow CEO : une demande très dynamique et la persistance de vents contraires (inflation, COVID, supply chain) by Oddo BHF
- TUI AG : Confiance affichée sur la saison estivale, mais le processus de désendettement ‘organique’ nous parait très compliqué à ce stade by Oddo BHF
- Randstad : Growth and value – no need to choose by Oddo BHF
- Adecco : Self-inflicted weak operational momentum to turn around through the year by Oddo BHF
- Merck KGaA : Q4 due 3 March – Estimating strong finish on Life Science, Electronics by Oddo BHF
- TUI AG : Confident stance on the summer season, but the organic deleveraging process looks very complicated at this stage; Underperform rating confirmed, target price adjusted to € 2.3 by Oddo BHF
- Unicaja Banco : Q4 2021 results likely to bolster the strategic plan guidance by Oddo BHF
- BP : Q4 results a shade higher than forecast, focus on transition by Oddo BHF
- Aegon : Earnings better, solvency marginally less, remittance better but target not up by Oddo BHF
- Qiagen : Excellent finish to the year, first 2022 guidance a good floor by Oddo BHF
- Equinor : Résultats T4 et FCF record, hausse du retour de cash et des objectifs de neutralité carbone by Oddo BHF
- Amundi : Forte collecte nette et les perspectives de croissance favorables by Oddo BHF
- ERG : Enel rachète la centrale thermique sicilienne, la boucle est bouclée by Oddo BHF
- SFC Energy AG : SFC Energy receives € 20.9m order - largest in company history by Oddo BHF
- Valeo : Une prise de contrôle de la JV, pour le meilleur et pour le pire ? by Oddo BHF
- DIC Asset AG : FY 2021 figures and 2022e guidance in line with expectations – we raise our recommendation to Outperform from Neutral after updating our model by Oddo BHF
- Unibail-Rodamco-Westfield : Des perspectives rassurantes pour 2022 et 2023 by Oddo BHF
- Equinor : Record Q4 results and FCF, stronger cash returns and net zero carbon targets by Oddo BHF
- Valeo : Valeo buys out the Valeo Siemens JV, for better and for worse? by Oddo BHF