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SurveyAnalysisAndResults / Equity
- Bouygues : Confident message for 2022. Neutral recommendation confirmed by Oddo BHF
- AXA : 2021 underlying earnings slightly higher than expected, solid balance sheet by Oddo BHF
- Volkswagen (pref) : To officially start review of Porsche AG IPO by Oddo BHF
- Munich Re : FY 2021 results in line with expectations; robust outlook for 2022 by Oddo BHF
- Saint-Gobain : Do not lose sight of fundamentals… by Oddo BHF
- Aixtron SE : Sounding extremely bullish about its various opportunities in 2022 (SiC, GaN, MicroLED, etc.) by Oddo BHF
- Patrizia AG : Ability to increase AuM seems to become even stronger by Oddo BHF
- Adevinta : Improved visibility and areas of uncertainty that should decline with each quarter – Outperform recommendation maintained by Oddo BHF
- Block : Q4 2021 beat, positive message on the outlook and synergies with Afterpay – Outperform recommendation reiterated by Oddo BHF
- ISS A/S : Heading towards a new model but not much visibility in the short term by Oddo BHF
- Moncler : Robust growth restored, the future remains promising by Oddo BHF
- BASF : Q4 EBIT bsi 9% below consensus on energy, outlook 3% below consensus at mid-point with disappointing downstream segment outlook, DIV as expected by Oddo BHF
- Cellnex : Positive guidance with in-line operating results by Oddo BHF
- Holcim : Always better than expected, second nature by Oddo BHF
- Atresmedia : 2021 results beat forecasts, good start to 2022 with a stabilisation of costs by Oddo BHF
- Eramet : 2022: picking up where 2021 left off by Oddo BHF
- Valeo : Move up… …mais pas tout de suite by Oddo BHF
- SCOR : Forte croissance en dommages au T4 by Oddo BHF
- TechnipFMC : Grande confiance sur la dynamique à venir by Oddo BHF
- Amadeus IT Group : La forte reprise des bookings dès février renforce notre opinion sur la valeur by Oddo BHF
- eDreams ODIGEO : Impacts Omicron anticipés au T4 mais reprise forte attendue au S1 2023 by Oddo BHF
- Van Lanschot Kempen : H2 results better by high revenues, higher excess cap at 27% of market cap by Oddo BHF
- ASR : 2H21 figures marginally better, outlook 2022 and 2023 improved by Oddo BHF
- Rightmove : Solide publication 2021 mais une valorisation peu attractive by Oddo BHF
- Valeo : Move up… but not straight away by Oddo BHF