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SurveyAnalysisAndResults / Equity
- INDUS Holding AG : Execution makes progress – We expect >€ 30m structural EBIT relief from FY 2023 onwards, while FY 2022 is burdened by one-offs due to S.M.A. by Oddo BHF
- Imerys : Unprecedented momentum with optionality in Cornwall by Oddo BHF
- Plastic Omnium : Q3 in line, FY guidance adjusted for M&A by Oddo BHF
- Covestro AG : Q3 EBITDA 6% below cons; narrowed guidance (€ 1.7-1.8bn, cons €1.83bn) still 'a stretch'; M2M (Sep) suggests € 900m for 2023 (cons € 1.6bn) by Oddo BHF
- Orange : Un T3 2022 moins performant mais un solide T4 confirmé by Oddo BHF
- SAP : Better Q3 results thanks to forex. In line at cc and weak FCF. FY 2022 FCF guidance adjusted down by Oddo BHF
- SAP : Better Q3 results thanks to forex. In line at cc and weak FCF. FY 2022 FCF guidance adjusted down by Oddo BHF
- ASM International N.V : Bonne publication, mais un ajustement sur 2023 est nécessaire du fait de la nouvelle réglementation américaine sur la Chine by Oddo BHF
- Edenred : Nouveau plan stratégique illustrant le fort potentiel de croissance, avec des objectifs financiers crédibles by Oddo BHF
- ADVA Optical Networking SE : Preview Q3: preliminary results from ADTRAN holdings are encouraging by Oddo BHF
- Indra Sistemas : An extraordinary general meeting on 28 October to see the light at the end of the tunnel? by Oddo BHF
- SAP : SAP navigue correctement dans un environnement plus difficile by Oddo BHF
- Worldline : Very solid Q3 and 2022 guidance now extremely conservative by Oddo BHF
- Mercedes-Benz AG : The beat goes on (for now) by Oddo BHF
- Edenred : News strategic plan that illustrates strong potential, with credible financial targets by Oddo BHF
- Symrise : Strong Q3 : 13.6% (cons 10.9%) org sales growth; sales growth outlook raised to '>10%' (>7%) vs 9.4% cons, suggests 4% cons upside at EBITDA by Oddo BHF
- Unicredit : Bon T3 2022, guidances 2022 améliorées … OK mais après ? by Oddo BHF
- Aker BP : Résultats T3 en ligne, la hausse des taxes risque d’affecter les investissements by Oddo BHF
- Société Générale : Baisse attendue du RN au T3 vs une base de comparaison très élevée by Oddo BHF
- PGS : Redressement visible by Oddo BHF
- Solocal Group : Q3 revenues slightly lower but the group has confirmed its 2022 guidance by Oddo BHF
- Sodexo : Bonne publication 2022, l’amélioration de la rétention est très encourageante by Oddo BHF
- Societe Generale : Decline in net income anticipated in Q3 on a very high comparison base by Oddo BHF
- AENA : Neutre maintenu. En attendant le 16 novembre… by Oddo BHF
- Dassault Systèmes : DSY n’est pas insensible à la macro mais l’impact reste limité à ce stade by Oddo BHF