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SurveyAnalysisAndResults / Equity
- ODDO : Monday valuation & performance recap – Luxury sector by Oddo BHF
- B&S Group S.A. : TP cut to € 8 but Outperform maintained on valuation grounds by Oddo BHF
- Deutsche Telekom : Point sur l’impact dollar et le succès de l’offre 5G by Oddo BHF
- ASR : Capital generation and profit better, Solvency in line by Oddo BHF
- Schneider Electric : Offre potentielle sur Aveva : compréhensible mais pas forcément enthousiasmant by Oddo BHF
- Savencia SA : On track for robust H1 activity driven by price effects but margin likely to come under pressure by Oddo BHF
- ASR : Capital generation at a higher level, operational results good, TP up by Oddo BHF
- Richemont : Sortie de YNAP en deux temps finalisée avec Farfetch, enfin ! by Oddo BHF
- Fortum : La prudence reste de mise car tout n’est pas encore sous contrôle by Oddo BHF
- Fielmann AG : H1 results contained no surprises, persistently challenging environment but group maintains its targets by Oddo BHF
- Deutsche Telekom : Accord TMUS-Starlink by Oddo BHF
- Vivendi : Retour sur la possible acquisition d’une participation de Starz, quels risques et quelles synergies ? by Oddo BHF
- ODDO : Monday valuation & performance recap – Luxury sector by Oddo BHF
- ODDO : Bilan de l’été 2022: léger effet momentum, surperformance d’ensemble by Oddo BHF
- Phoenix group : Une génération de CF qui reste élevée by Oddo BHF
- Phoenix Group : Cash flow generation remains strong by Oddo BHF
- Adevinta : A defensive and undervalued profile - Outperform recommendation reiterated by Oddo BHF
- Van Lanschot Kempen : 1H22 commission and cost in line, NII less, € 1.50/share extra cap return by Oddo BHF
- EuroCommercial : Strong H1 2022 results and comments lead to positive EPS adjustments. However, expected rising yields keeps the NAV flattish by Oddo BHF
- Dormakaba : Guidance for H1 2022-23 implies a significant revision to estimates by Oddo BHF
- Eiffage : Résultats S1 2022 supérieurs aux attentes by Oddo BHF
- ACS : First significant reinvestment goes into US motorways by Oddo BHF
- Pernod Ricard : Result above forecasts and of good quality at first glance by Oddo BHF
- NX Filtration : Good execution during challenging circumstances by Oddo BHF
- Aalberts : Feedback Aalberts Strategy in Action day – More uncertainty in near term by Oddo BHF