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SurveyAnalysisAndResults / Equity
- Total Energies : Road show feedback – focus on the US and better returns to shareholders by Oddo BHF
- ProSiebenSat.1 Media SE : Une tendance difficile au T3 et la visibilité reste faible by Oddo BHF
- Air France-KLM : Preview T3 – Accélération du yield et préservation du cash by Oddo BHF
- Ahold Delhaize N.V. : US looks relatively robust, but Europe still in doldrums in Q3 2022 by Oddo BHF
- Renewi : Recession priced in, but earnings estimates still need to correct… by Oddo BHF
- BASF : Preliminary EBIT bsi 3% better, outlook confirmed, € 500m annual cost savings targeted from 2024, more structural review ahead as Europe suffers by Oddo BHF
- Telenet : A different time horizon by Oddo BHF
- Wavestone : Fears that are yet to materialise in the commercial activity, the Sword of Damocles hangs over the group? by Oddo BHF
- Airbus Group : Q3 preview - A quarter that largely de-risks the FY 2022 consensus by Oddo BHF
- Ferrovial : 407 407 ETR: stronger results thanks to faster traffic recovery by Oddo BHF
- Accor : RevPAR France : la très bonne tendance se maintient en septembre by Oddo BHF
- Munich Re : Q3 2022 burdened by Nat Cat activity and financial markets volatility by Oddo BHF
- Henkel : Degré de confiance encore trop faible. OC ajusté à 59 €. Neutre maintenu by Oddo BHF
- Engie : Une décote criante avec un rendement implicite de 10% by Oddo BHF
- ODDO : Une demande revue en baisse et des risques sur l’offre qui se multiplient by Oddo BHF
- ODDO : Demand revised down and supply risks mounting up by Oddo BHF
- Renault : Confirmation de l’avance sur les pairs dans l’économie circulaire avec la création de « The Future Is NEUTRAL » by Oddo BHF
- Assa Abloy : Assa Abloy va céder Yale, August et Emtek pour tenter de remporter HHI, contre l’avis du DOJ by Oddo BHF
- ODDO : Une évolution des changes bénéfique pour Sanofi, GSK et Novo Nordisk by Oddo BHF
- Fagron N.V. : Unnecessary disappointment but too cheap to ignore by Oddo BHF
- Assa Abloy : Assa Abloy to sell Yale, August and Emtek to try to obtain HHI, against DOJ ruling by Oddo BHF
- ODDO : Monday valuation & performance recap – Luxury sector by Oddo BHF
- Straumann Holding AG : Resilience cannot be proved before Q1 by Oddo BHF
- ODDO : Santé Midcap France: preview T3 2022 by Oddo BHF
- ODDO : Higher prices invigorating aftermarket by Oddo BHF