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SurveyAnalysisAndResults / Equity
- SCOR : Nous prévoyons une perte de 82 M€ au T1 2022 by Oddo BHF
- Iberdrola : Une bonne stratégie est un bon rempart by Oddo BHF
- KONE : Un T1 inférieur aux attentes, et la reprise ne sera que (très) progressive by Oddo BHF
- BNP Paribas : Baisse attendue du RN au T1, mais le groupe reste très solide face à la crise by Oddo BHF
- Atos : Un T1 qui ne lève pas les doutes sur le potentiel de recovery by Oddo BHF
- WPP : T1 2022 supérieur aux attentes, message confiant sur le reste de l’année by Oddo BHF
- AENA : Conférence call T1 : de bonnes surprises… et des moins bonnes… by Oddo BHF
- Melexis : Des chiffres solides, un discours probablement trop prudent, qui générera de nouveaux relèvements de prévisions by Oddo BHF
- WPP : Q1 2022 beats forecasts, confident message on the rest of the year by Oddo BHF
- Siemens Healthineers : Q2 2021-22 due 4 May – Similar performance to Q1 expected by Oddo BHF
- Alan Allman Associates : Résultats conformes, T1 très solide. 1ère bougie de luxe, mais rating abaissé by Oddo BHF
- Santander : A good quality Q1 2022 and confirmation of the main points of the guidance by Oddo BHF
- Software AG : Résultats T1 supérieurs aux attentes mais grâce à un gros deal anticipé d’A&N. Guidances 2022 réitérées by Oddo BHF
- Assa Abloy : A very good start to the year, we are confident in the improvement in the EBIT margin in 2022e by Oddo BHF
- Iberdrola : A good strategy provides a good defence by Oddo BHF
- Straumann Holding AG : Q1 Very strong start to 2022, strong beat, guidance unchanged by Oddo BHF
- Worldline : A solid Q1 report, making the 2022 guidance all the more feasible (despite the Russia effect) by Oddo BHF
- SCOR : We forecast a loss of € 82m in Q1 2022 by Oddo BHF
- BNP Paribas : Net profit expected to fall in Q1, but BNP remains very solid amid the crisis by Oddo BHF
- Melexis : Solid figures, message probably too cautious, which should generate fresh upward revisions by Oddo BHF
- Pernod Ricard : CA T3 à +19.6% en lfl bien au-dessus des attentes. Guidance de ROC à +17% en lfl pour l’exercice en cours by Oddo BHF
- PayPal : Slowdown in growth potentially lasting beyond 2022 – 2022-2023e EPS lowered by 17%, Neutral recommendation maintained by Oddo BHF
- Atos : Q1 does not dispel doubts on the recovery potential by Oddo BHF
- Wacker Chemie AG : Q1 EBITDA 8% above cons, EBITDA now seen at upper end (€ 1.5bn, in-line with cons), revised segments point to € 1.6bn by Oddo BHF
- Software AG : Q1 2021 results beat estimates but thanks to a major anticipated A&N deal. 2022 guidance reiterated by Oddo BHF
- Solocal Group : CA T1 légèrement sous nos attentes, révision en baisse de nos estimations by Oddo BHF
- Assa Abloy : Un très bon début d’année, nous sommes confiants sur l’amélioration de marge d’EBIT en 2022e by Oddo BHF
- Nokian Renkaat Oyj : Un T1 meilleur qu’attendu mais une visibilité encore beaucoup trop faible by Oddo BHF
- STMicroelectronics N.V. : Une valorisation en absolu et en relatif au secteur qui intègre un scenario beaucoup trop pessimiste by Oddo BHF
- Dassault Systèmes : Rentabilité nettement supérieure aux attentes au T1. Guidance FY relevée by Oddo BHF
- Worldline : Une publication T1 solide, rendant la réalisation de la guidance 2022 d’autant plus crédible (malgré l’impact de la Russie) by Oddo BHF
- Unibail-Rodamco-Westfield : Reprise soutenue de l’activité qui offre davantage de visibilité sur la suite by Oddo BHF
- Vidrala : Dramatic margin compression on energy costs, confident tone in guidance by Oddo BHF
- Schneider Electric : Good start to the year, H1 margin set to be flat at best, 2022 guidance confirmed by Oddo BHF
- Unicaja Banco : A solid Q1 2022 while waiting for the next phase by Oddo BHF
- Nokian Renkaat Oyj : Q1 better than expected but visibility still much too low by Oddo BHF
- KONE : Q1 2022 results undershot expectations, and the recovery will only be (very) gradual by Oddo BHF
- Orange : Quels facteurs pour poursuivre le rallye ? by Oddo BHF
- Cellnex : Company’s performance remains strong, with results in line by Oddo BHF
- STMicroelectronics N.V. : Valuation in absolute terms and relative to the sector factors in much too pessimistic a scenario by Oddo BHF
- Ebro Foods : Model update after a publication of good numbers in Q1 2022 results by Oddo BHF
- Deutsche Borse : Positive revenue momentum might continue into 2023e by Oddo BHF
- Solocal Group : Q1 2022 revenues a little shy of our estimates, a downward revision to our forecasts by Oddo BHF
- Beter Bed Holding N.V. : Still on track towards forecast € 60-65m EBITDA in 2025 by Oddo BHF
- Unibail-Rodamco-Westfield : Sustained recovery offering improved visibility on the future by Oddo BHF
- Alan Allman Associates : Results in line, very solid Q1. Successful 1st birthday, but rating lowered by Oddo BHF
- AENA : Q1 conference call: some welcome surprises...some less so by Oddo BHF
- Orange : What factors to continue the rally? by Oddo BHF
- Pernod Ricard : Q3 sales at +19.6% l-f-l, well above estimates. Underlying operating profit guidance of +17% l-f-l for the current year by Oddo BHF
- Dassault Systemes : Profitability far higher than forecast in Q1. FY guidance raised by Oddo BHF