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SurveyAnalysisAndResults / Equity
- Faes Farma : Q2 2022 results in line with expectations but with a better cash flow generation by Oddo BHF
- Leonardo : Le plan de marche sur le FCF est respecté – B787 et MBDA en focus by Oddo BHF
- Stellantis : Une publication dans la tradition de Stellantis, pour le meilleur et pour le pire by Oddo BHF
- Grifols A : H1 2022 results confirm the pathway towards plasma normalisation but high debt levels remain by Oddo BHF
- Edenred : Feedback de roadshow (Paris) : ton très confiant sur les perspectives de croissance, dans un environnement porteur by Oddo BHF
- SCOR : Net loss deeper than expected in Q2 due to the P&C activity by Oddo BHF
- Credit Suisse : Disappointing Q2 2022 triggers further reshaping of the business model by Oddo BHF
- Ferrovial : US motorways drive a slight but solid outperformance by Oddo BHF
- MAREL HF : Marel calls the bottom, but we believe it is too soon for bottom fishing by Oddo BHF
- Anheuser-Busch InBev S.A. / N.V. : An overwhelming quarter would have been nice for a change by Oddo BHF
- NEOEN : A good H1 2022, but a valuation that is close to the glass ceiling by Oddo BHF
- Acciona Energia : More bark than bite by Oddo BHF
- Total Energies : Résultats T2 2022 en ligne – FCF yield à 25% qui favorise le retour de cash aux actionnaires by Oddo BHF
- Inmobiliaria Colonial : Very solid release (total return +12% over one year) and 2022 guidance considered conservative by Oddo BHF
- HeidelbergCement : Le passé nous apprend, l’avenir nous récompense by Oddo BHF
- Stellantis : A release in line with the Stellantis tradition, for better and for worse by Oddo BHF
- Schneider Electric : 2022 guidance raised thanks to an excellent H1 and the recovery in China by Oddo BHF
- INWIT : Ability to capture inflation leads to increased guidance by Oddo BHF
- CGG : Acceleration in Q2 2022 to be confirmed going forward by Oddo BHF
- Rexel : Confident about its 2022 guidance and prepared in the event of a slowdown by Oddo BHF
- CGG : Une accélération au T2 22 à confirmer par la suite by Oddo BHF
- Sopra Steria Group : Another good performance in H1, which deserves a better valuation by Oddo BHF
- Safran : Prices, FX, share buyback… good news not yet priced in by Oddo BHF
- Subsea 7 : The backlog has returned to the peak levels of 2014 by Oddo BHF
- Hapag-Lloyd : Very high-quality H1 indicators, full-year guidance raised - target price increased to € 320 by Oddo BHF