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SurveyAnalysisAndResults / Equity
- Air France-KLM : Une rentabilité T4 proche des records historiques mais la dilution guette by Oddo BHF
- Schneider Electric : Feedback roadshow : pricing et volumes seront la clé pour 2022 by Oddo BHF
- Société Foncière Lyonnaise : Performance portée par une très forte dynamique locative dans Paris QCA by Oddo BHF
- Fraport : FY 2021 results likely above estimates but few good surprises expected for 2022 by Oddo BHF
- Anheuser-Busch InBev : Group EBITDA 2021 seen back at 90% of pre-COVID-19 (2019) levels by Oddo BHF
- FCC : Positive view maintained on the back of strong 2021 results by Oddo BHF
- ENI SpA : Résultats T4 solides et génération de cash record, il faudra attendre le CMD pour la hausse du retour de cash by Oddo BHF
- Air France-KLM : Q4 profitability close to historic highs but dilution looms by Oddo BHF
- Allianz : Solid underlying operational trends, provisions for litigation by Oddo BHF
- BE Semiconductor Industries : Still positive message on the cycle and on hybrid bonding by Oddo BHF
- EDP : Watch the water levels in 2022 by Oddo BHF
- Faurecia : Broadly in line with expectations, no more, no less by Oddo BHF
- EDF : Adjustments to our estimates for 2022 pending the capital increase by Oddo BHF
- Icade : 2021 figures slightly above forecasts, IPO on standby at the moment by Oddo BHF
- GALP : Résultats inférieurs aux attentes, hausse du retour de cash mais la génération de cash reste moins solide que ses concurrents by Oddo BHF
- Orange : Orange passe au courant continu by Oddo BHF
- Orange : Orange moves to continuous current by Oddo BHF
- Almirall SA : Good Q4 2021 results with 2022 guidance in line with consensus expectations. New chairman by Oddo BHF
- GALP : Results shy of forecasts, increase in cash returns but cash generation still not as solid as at competitors by Oddo BHF
- Plastic Omnium : Below on EBIT, in line on FCF and 2022 outlook (unsurprisingly) cautious by Oddo BHF
- Lagardere : Publication of Vivendi’s takeover bid by Oddo BHF
- NX Filtration : Delivering on strategic plans by Oddo BHF
- Fresenius Medical Care : Last quarter again hit by mortality, 2022 impacted by inflation by Oddo BHF
- Worldline : Bon T4, bonne guidance 2022 et un effort de transparence appréciable by Oddo BHF
- Plastic Omnium : Un cap tenu, en attendant l’éclaircie by Oddo BHF
- EDF : Ajustement de nos estimations sur 2022 en attendant l’AK by Oddo BHF
- Renault : Can it convert the try in 2022? by Oddo BHF
- ACS : Cash to be shown in the balance sheet finally, strategy update still pending and cautious view maintained by Oddo BHF
- Schneider Electric : Road show feedback: pricing and volumes will be key for 2022 by Oddo BHF
- HOCHTIEF : Main focus on cash, guidance and strategy after Cimic already reported by Oddo BHF
- ODDO : Monday valuation & performance recap – Luxury sector by Oddo BHF
- ODDO : Monday valuation & performance recap – Luxury sector by Oddo BHF
- ENI SpA : Solid earnings and record cash generation in Q4 2021 by Oddo BHF
- Hermès International : Croissance sous contrainte en fin d’année mais profitabilité record by Oddo BHF
- Hermes International : Pressure on growth at the year-end but record profitability by Oddo BHF
- Societe Fonciere Lyonnaise : Performance buoyed by a very strong rental trend in Paris CBD by Oddo BHF
- Faurecia : Broadly in line with expectations, no more, no less by Oddo BHF
- Icade : Chiffres annuels 2021 légèrement au-dessus et IPO en stand by à date by Oddo BHF
- Faurecia : La page 2021 tournée, une année 2022 plus favorable en vue by Oddo BHF
- Elmos Semiconductor SE : Feedback de roadshow CEO by Oddo BHF
- Randstad : Incremental conversion ratio should be viewed as an outcome, not a goal by Oddo BHF
- Faurecia : Page has been turned on 2021, a more favourable 2022 in sight by Oddo BHF
- Lagardère : Publication du projet d’OPA de Vivendi by Oddo BHF
- Plastic Omnium : Below on EBIT, in line on FCF and 2022 outlook (unsurprisingly) cautious by Oddo BHF
- Elmos Semiconductor SE : Feedback from the CEO road show by Oddo BHF
- Bayer : FY results due 1 March – Expected in-line/slightly above company guidance by Oddo BHF
- Fresenius SE & CO KGaA : Solid finish, conservative guidance, no immediate split-up by Oddo BHF
- Smith & Nephew : Ongoing pressure from Orthopaedics, unexpected change of CEO by Oddo BHF
- Volkswagen (pref) : Une IPO de Porsche AG bel et bien à l’étude by Oddo BHF
- Edenred : Un ticket pour la croissance en 2022 ! by Oddo BHF