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SurveyAnalysisAndResults / Equity
- Elior : Q3 better than expected but little visibility for the short term by Oddo BHF
- AENA : Neutral maintained after H1 2022 results by Oddo BHF
- Airbus Group : Profile for the increase in production rates clarified – Strong FCF generation by Oddo BHF
- Saint-Gobain : No storms in July, should be a good year by Oddo BHF
- Moncler : A very strong Q2 and a recovering China. The stock remains attractive despite the macro climate by Oddo BHF
- UMG : Results a shade above expectations, trend still solid by Oddo BHF
- Carrefour : S1 parfaitement en ligne sur le ROI – Résilience de la dynamique commerciale face à l’inflation, guidance (FCF > 1.0 Md€) maintenue by Oddo BHF
- TF1 : EBIT S1 nettement supérieur aux attentes grâce aux coûts by Oddo BHF
- HeidelbergCement : EBITDA supérieur aux attentes mais guidance abaissée by Oddo BHF
- Volkswagen (pref) : Q2 release slightly above expectations, outlook confirmed by Oddo BHF
- DWS : Q2 2022 reflects solid performance in a challenging market environment by Oddo BHF
- Unibail-Rodamco-Westfield : Publication encourageante mais la réduction de l’exposition aux USA reste un point d’attention by Oddo BHF
- Fresenius Medical Care : The next negative surprise – guidance cut on labour constraints and inflation by Oddo BHF
- JCDecaux : Solid organic growth in Q2 but H1 EBITDA and Q3 guidance slightly lower than we expected by Oddo BHF
- CS Group : OPA de Sopra Steria sur CS Group à 11.5 € par action, une prime de 80% by Oddo BHF
- Carrefour : H1 perfectly in line on ROI – Resilience of commercial momentum to inflation, guidance (FCF > € 1.0bn) maintained by Oddo BHF
- Cellnex : Results in line – guidance reiterated ‘trending to the upper end of the range’ by Oddo BHF
- CS Group : Sopra Steria launches takeover bid for CS Group at € 11.5 per share, 80% premium by Oddo BHF
- Smith & Nephew : Softer quarter as expected by Oddo BHF
- Wacker Chemie AG : ‘All-in' outlook raised strongly to € 2.05bn mid-point, 11% above cons, incl. € 200-250m prudent provision for gas curtailment scenarios by Oddo BHF
- Orange : Q2 conference call – what’s wrong? by Oddo BHF
- Airbus Group : Profil de montée des cadences clarifié – Solidité de la génération de FCF by Oddo BHF
- NEOEN : Un bon S1 22, mais une valorisation qui tangente le plafond de verre by Oddo BHF
- Inmobiliaria Colonial : Publication très solide (total return +12% sur 1 an) et guidance 2022 jugée conservatrice by Oddo BHF
- Coface : Encore un excellent résultat trimestriel by Oddo BHF