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SurveyAnalysisAndResults / Equity
- Coface : Bon RN attendu au T3, avec une sinistralité toujours faible by Oddo BHF
- Coface : Good net income anticipated in Q3, with persistently low claims by Oddo BHF
- Fielmann AG : Confirmation of difficult times but we are still hopeful by Oddo BHF
- ING Group : Stable Q3 result, small SBB, the NII rise is starting, updated 23/24/25 EPS by Oddo BHF
- Publicis : Very dynamic organic growth in Q3, further increase in the full-year guidance by Oddo BHF
- Esker : Un T3 dans la continuité, avec une (très) bonne surprise sur les bookings by Oddo BHF
- Edenred : Qu’attendre du CMD 2022 (le 25/10/2022) : vers un relèvement des objectifs moyen terme ? by Oddo BHF
- Amplifon : Q3 due out on 26 October – Slower growth due to the US and France by Oddo BHF
- Heineken N.V. : Positive tone expected at Q3 update; TP increased to € 105 by Oddo BHF
- Edenred : What to expect from the 2022 CMD (25 October): could the mid-term guidance be upgraded? by Oddo BHF
- Holcim : Un solde de tout compte pour le moins avantageux by Oddo BHF
- BMW : Feedback CMD Rolls-Royce : une marque historique à l'avenir prometteur by Oddo BHF
- Telecom Italia : Trois mois pour valider la thèse d’investissement by Oddo BHF
- Pernod Ricard : Sovereign Brand and Co´digo 1530: improving the operational footprint by Oddo BHF
- MotorK : Q3 sales weak leading to downward adjustment of 2022 guidance by Oddo BHF
- Telecom Italia : Three months to validate the investment case by Oddo BHF
- Esker : Continuity in Q3, with a (very) nice surprise in bookings by Oddo BHF
- ODDO : Italian banking association statistics (September 2022) by Oddo BHF
- Nestle : Negative volume/mix effect in Q3: risk of misunderstanding over comps. Sequential improvement vs Q2 by Oddo BHF
- BMW : Rolls-Royce CMD feedback: a storied brand with a promising future by Oddo BHF
- Prosus NV : Feedback de roadshow à Dublin by Oddo BHF
- Hensoldt AG : Un T3 solide… en attendant le CMD by Oddo BHF
- Voltalia : Un CA 9M 22 en ligne, guidance 2023 confirmées, mais l’enjeu n’est pas là by Oddo BHF
- ASOS : Adjusting the business model, improvement unlikely in the short term by Oddo BHF
- ASML : In periods of slower growth, superior positionings (like that of ASML) stand out much more clearly by Oddo BHF
- Fielmann AG : Les temps sont confirmés difficiles mais nous ne perdons pas espoir by Oddo BHF
- Ahold Delhaize N.V. : Merger of US peers potentially short-term positive, but strategically less so by Oddo BHF
- Siemens Healthineers : Q4/FY earnings due on 9 November – focus on FY 2022-23 guidance by Oddo BHF
- Publicis : Un T3 très dynamique en organique, nouveau relèvement de la guidance annuelle by Oddo BHF
- SCOR : Perte attendue au T3 qui sera pénalisé par l’ouragan Ian by Oddo BHF
- Pernod Ricard : Sovereign Brand et Co´digo 1530: amélioration de l’empreinte opérationnelle by Oddo BHF
- ODDO : Preview T3 2022 : un autre bon trimestre malgré un léger repli du pétrole, nous privilégions les valeurs exposées au gaz naturel by Oddo BHF
- KBC : Positive earnings revision 23/24/25, a stable Q3 result with rising NII by Oddo BHF
- Publicis : Le rythme reste soutenu mais devrait logiquement ralentir tout en restant positif by Oddo BHF
- Publicis : The pace remains strong but is set to slow while remaining positive by Oddo BHF
- SCOR : Loss anticipated in Q3, penalised by hurricane Ian by Oddo BHF
- ODDO : Q3 2022 preview: another good quarter despite a slight decline in the oil price, we prefer stocks with exposure to natural gas by Oddo BHF
- Holcim : A decidedly favourable settlement by Oddo BHF
- ODDO : Statistiques ABI (Sept 2022) by Oddo BHF
- Michelin : Sept. market data unlikely to surprise, FY expectations more than de-risked by Oddo BHF
- STRATEC SE : Preliminary results and reduced sales guidance, bottom line positive by Oddo BHF
- Michelin : Sept. market data unlikely to surprise, FY expectations more than de-risked by Oddo BHF
- Nestlé : Volume/mix négatif au T3 : risque de malentendu en raison des bases de comparaison. Amélioration séquentielle vs T2. by Oddo BHF
- SARTORIUS AG : Q3 weaker than estimated on Bioprocess Solutions by Oddo BHF
- ASML : C’est dans les périodes de ralentissement que les positionnements supérieurs (comme celui d’ASML) sont bien plus mis en évidence by Oddo BHF
- CIE Automotive : Un des rares acteurs à pouvoir profiter d’un environnement difficile by Oddo BHF
- Klépierre : Une plus grande visibilité sur la reprise de l’activité post-crise sanitaire by Oddo BHF
- Credit Suisse : Q3 2022e with continued burden from IB operations by Oddo BHF
- Fluidra : Profit warning on inventory destocking acceleration, not sufficient to capitulate by Oddo BHF
- Mediaset Espana : Tendance publicitaire encore difficile au S2 en Espagne by Oddo BHF