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SurveyAnalysisAndResults / Equity
- RWE : Une période faste qui s’inscrit dans la durée by Oddo BHF
- SMA Solar Technology AG : The best is yet to come...although we think this is already priced in! by Oddo BHF
- Straumann Holding AG : H1 results due 16 August – Soft start, strong finish by Oddo BHF
- Siemens AG : Russia and Siemens Energy weighed on the group in Q3 by Oddo BHF
- Daimler Truck : Good Q2, guidance confirmed but conservative in our view by Oddo BHF
- Ørsted : Yet another unconvincing quarter by Oddo BHF
- Coloplast : Q3 2021-22 results due on 17 August – in line with previous quarters by Oddo BHF
- Naturgy : H1 2022 beats estimates but still radio silence on 2022 by Oddo BHF
- Nagarro SE : Excellents résultats T2. Guidance 2022 réitérée mais désormais prudente by Oddo BHF
- GN Store Nord : Q2 due 18 August – Recovery of GN Audio, but what happens with guidance by Oddo BHF
- KBC : Q2 results better, higher future EPS guidance, small delay Ireland SBB by Oddo BHF
- Nagarro SE : Excellent Q2 results. 2022e guidance reiterated but now cautious by Oddo BHF
- NN Group : Results higher, Solvency less, and an OCG target increase in November by Oddo BHF
- Sonova Holding AG : Guidance cut on slower growth and higher input costs by Oddo BHF
- Aegon : Better than expected Solvency, increased cash flow guidance, waiting for VA by Oddo BHF
- Siemens Energy AG : Persistent uncertainty despite the good performance from Gas & Power by Oddo BHF
- E.ON : FB roadshow. La gestion du pouvoir d’achat occupe une place centrale by Oddo BHF
- Glanbia : Le momentum reste favorable en dépit des inflations de prix by Oddo BHF
- E.ON : Feedback road show. Management of affordability takes centre stage by Oddo BHF
- NFON AG : Slowdown of customer intake in Q2 2022 by Oddo BHF
- Glanbia : Momentum remains favourable despite price inflation by Oddo BHF
- Geberit AG : Après une activité T2 toujours élevée, la tendance est au ralentissement by Oddo BHF
- Adyen NV : Revenue marginally less, earnings less, growth still +37% and ECB benefit by Oddo BHF
- Telecom Italia : The Italian right wants NetCo by Oddo BHF
- Dermapharm Holding SE : Q2 prelims due 23 Aug – Forecasting a weaker quarter by Oddo BHF