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SurveyAnalysisAndResults / Equity
- ODDO : Biome, la transaction qui illustre l’attractivité du portefeuille de SFL / Colonial dans le contexte actuel by Oddo BHF
- Uniper : Une solution plus facile à mettre en œuvre mais moins protectrice pointe le nez by Oddo BHF
- Vinci : Plan de décarbonation des autoroutes : et si c’était quand même possible ? by Oddo BHF
- Elior : CA T3 le 27/07 : Trop tôt pour se remettre à table ! by Oddo BHF
- Brunel : Ongoing positive momentum in Q2 despite fewer working days by Oddo BHF
- Hermes International : Still in good shape, not to be underestimated by Oddo BHF
- Vinci : Decarbonisation plan for motorways: and what if it was really possible? by Oddo BHF
- ODDO : Monday valuation & performance recap – Luxury sector by Oddo BHF
- ODDO : Q2 preview: On engine makers, we play Safran on long and MTU on short by Oddo BHF
- AXA : Résilience du business model au S1 by Oddo BHF
- Wavestone : Jusqu’ici tout va bien, mais risk/reward moins évident. Downgrade à Neutre by Oddo BHF
- AXA : Business model resilience in H1 by Oddo BHF
- Wavestone : So far so good, but risk/reward profile less obvious. Downgrade to Neutral by Oddo BHF
- NN Group : Results good in 1H22 and Solvency down by Oddo BHF
- ING Group : Stable result for Q2 expected, uncertain on loan losses, possible small SBB by Oddo BHF
- Airbus Group : Preview – Solide génération de FCF by Oddo BHF
- Carrefour : Preview S1 2022 : inflation pas impactantee sur les volumes, mais déjà un peu sur le mix. Vers une résilience de la marge. OC 21.0 € vs 23.5 € by Oddo BHF
- Esker : T2 solide - Tel un Phénix : il est temps de renaître de ses cendres by Oddo BHF
- Enagas : Reliable strategy for a decarbonised future by Oddo BHF
- Van Lanschot Kempen : Some revenue pressure from lower stock market in 1H22, TP reduced by Oddo BHF
- ODDO : Rapport AIE: encore trop d’incertitudes sur la demande mais aussi sur l’offre by Oddo BHF
- Swatch Group : Résultats semestriels plutôt honorables mais nous ne partageons pas l’optimisme de la société pour le reste de 2022 by Oddo BHF
- Swatch Group : Fairly respectable interim results but we do not share the group's optimism on the rest of 2022 by Oddo BHF
- Sligro Food Group N.V. : Attractively valued, despite modelled-in likely recession in Netherlands by Oddo BHF
- CFE : Back to core and ready to grow again by Oddo BHF
- ODDO : Biome: a transaction that illustrates the appeal of SFL / Colonial’s portfolio in the current context by Oddo BHF
- Hermès International : Toujours en bonne forme, à ne pas sous-estimer by Oddo BHF
- ODDO : Preview T2 : Sur les motoristes, nous jouons Safran en long et MTU en short by Oddo BHF
- Prosegur : Road show feedback by Oddo BHF
- Elior : Q3 sales on 27 July: Too soon to return to the stock! by Oddo BHF
- ODDO : Monday valuation & performance recap – Luxury sector by Oddo BHF
- Getlink : Eleclink : un soutien aux résultats T2… et aux suivants (preview) by Oddo BHF
- Getlink : Eleclink: underpinning results in Q2 … and going forward (preview) by Oddo BHF
- SARTORIUS AG : A wondrous market + a leading global player = double-digit sales growth by Oddo BHF
- Aegon : Stable Q2 operating earnings, Solvency 2 lower by markets by Oddo BHF
- JCDecaux : Un T2 impacté par la Chine mais tiré par la reprise du trafic en Europe by Oddo BHF
- JCDecaux : Q2 impacted by China but underpinned by traffic recovery in Europe by Oddo BHF
- BASF : Prelim Q2 EBIT bsi 12% above consensus, outlook left unchanged 'for the time being' as elephants (gas/macro/China lockdown) remain in the room by Oddo BHF
- NN Group : Results good in 1H22, cash at holding good, and Solvency down by Oddo BHF
- KPN : Good second quarter, but probably not as good as the first by Oddo BHF
- Airbus Group : Preview - Solid FCF generation by Oddo BHF
- Esker : Solid Q2 - Like a phoenix: time to rise from its ashes by Oddo BHF
- Gerresheimer AG : Strong Q2, FY 2022 guidance reiterated – a positive set of results by Oddo BHF
- Carrefour : H1 2022 preview: inflation not impacting volumes, but already affecting the mix slightly. Set for margin resilience. Target price € 21.0 vs € 23.5 by Oddo BHF
- Qiagen : Q2 numbers due 27 July at 22:05 CET – Expecting a positive surprise by Oddo BHF
- ODDO : IEA report: still too much uncertainty on demand and also on supply by Oddo BHF
- Accor : RevPAR France : encore un bon mois en juin by Oddo BHF
- Ahold Delhaize N.V. : Currency tailwind, but tough quarter likely for Europe in Q2 2022 by Oddo BHF
- JDE Peet's N.V. : Price-driven sales growth of 18% forecast, but EBIT seen down in H1 2022 by Oddo BHF
- Stabilus S.A : Q3 due 1 August – Strong top line growth, but lagging margin recovery by Oddo BHF