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SurveyAnalysisAndResults / Equity
- MorphoSys AG : Q2 topped estimates, meaningful upside remains, need for equity in 2023 by Oddo BHF
- ING Group : Earnings in line and quality marginally less, no SBB yet, NII rise gradually by Oddo BHF
- Puma : Roadshow feedback – Focus to be more on absolute growth by Oddo BHF
- RTL Group : Advertising situation a little tougher, full-year guidance adjusted by Oddo BHF
- Allianz : RO solide au T2, avec des performances contrastées by Oddo BHF
- Veolia : Vite fait et très bien fait ! by Oddo BHF
- Fraport : Sous-performance confirmée après le S1 by Oddo BHF
- Dufry AG : Group benefiting from upturn in air traffic but conservative vision on the post-summer season by Oddo BHF
- Evonik Industries AG : Good Q2 with EBITDA 4% above consensus, FY EBITDA outlook lifted to € 2.6bn ('well underpinned', in line). FCF outlook down by € 200m on NWC by Oddo BHF
- GEA Group AG : Strong set of Q2 results & good prospects ahead, new € 48 TP - Outperform by Oddo BHF
- Accor : Feedback de roadshow (US) : Accélération attendue au S2 et des monétisations importantes d’actifs à venir by Oddo BHF
- TUI AG : Encore des risques sur le titre malgré l’amélioration opérationnelle ; sous-performance, OC abaissé à 2.10 € by Oddo BHF
- LEG Immobilien : Portfolio expansion stopped and aiming to be a net seller in FY 2022e by Oddo BHF
- Covestro AG : Not cheap enough anymore as recalibration continues on European energy & China – downgrade to Neutral (Outperform) by Oddo BHF
- Ahold Delhaize N.V. : TP raised to € 32 on solid Q2 2022; guidance increased for 2022 by Oddo BHF
- TUI AG : The risks remain on the stock despite the operating improvement; Underperform, target price lowered to € 2.10 by Oddo BHF
- E.ON : More visibility for a stock that remains under pressure by Oddo BHF
- Accor : Feedback from the US road show: a ramp-up expected in H2 and significant asset monetisation to come by Oddo BHF
- Deutsche Telekom : Acceleration in Germany, 2022 FCF beat still on track by Oddo BHF
- Aegon : Operating earnings and solvency better, targets up, IFRS profit less by Oddo BHF
- K+S AG : Q2 EBITDA 6% ahead of consensus, outlook reiterated despite conservative Q4 burden baked in; strong gross CF, € 650m NWC headwind in H1 to turn by Oddo BHF
- Naturgy : S1 22 au-dessus des attentes, mais toujours un silence radio sur 2022 by Oddo BHF
- Deutsche Telekom : Chances élevées de bonne surprise sur les dividendes by Oddo BHF
- Daimler Truck : Bon T2, guidance confirmée mais prudente selon nous by Oddo BHF
- Ströer SE & Co. KGaA : S1 légèrement supérieurs à nos attentes, pas de changement de nos estimations by Oddo BHF