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SurveyAnalysisAndResults / Equity
- Schneider Electric : Despite a very good Q3, the group is targeting the low end of its guidance for adjusted EBITA by Oddo BHF
- Fresenius Medical Care : Q3 due 1 November – Headwinds to continue by Oddo BHF
- Saipem : More exposed to offshore activities by Oddo BHF
- Total Energies : Q3 results slightly higher than expected – Reassuring performances and outlook – TP upgraded from € 60 to € 66 by Oddo BHF
- Ferrovial : Good results, better than they might look by Oddo BHF
- INWIT : No surprises in the P&L, higher dividend on the cards and organic growth as the main focus by Oddo BHF
- KONE : No big surprises in Q3, but the message points to an improvement by Oddo BHF
- Rexel : Un très bon T3, marqué par l’accélération des volumes, et de la confiance au-delà by Oddo BHF
- Deutsche Telekom : T-Mobile toujours en forme au T3 2022 by Oddo BHF
- EDP : 9M 2022 in line, with no break in trend by Oddo BHF
- STMicroelectronics N.V. : Malgré le coup de semonce d’hier, nous restons positifs, consensus prudent pour 2023 et valorisation très attractive by Oddo BHF
- Nemetschek SE : Une publication solide, mal appréciée par le marché by Oddo BHF
- Metrovacesa : Episode majeur de monétisation en vue de l’atteinte du rythme de croisière by Oddo BHF
- UMG : Q3 a little more lacklustre than expected but Q4 should be better with support from price hikes by Oddo BHF
- TietoEVRY : Du mieux au S2 mais les problèmes structurels ne sont pas résolus by Oddo BHF
- CompuGroup Medical SE : Profit warning announced yesterday evening. Downgrade to Neutral and TP revised to € 40 (vs € 64) by Oddo BHF
- CompuGroup Medical SE : Profit warning announced yesterday evening. Downgrade to Neutral and TP revised to € 40 (vs € 64) by Oddo BHF
- Marie Brizard Wine & Spirits : Un T3 bien plus dynamique que prévu. Message de vigilance réitéré pour les prochains mois by Oddo BHF
- Danone : Un bon trimestre avec des 1ers signaux encourageants by Oddo BHF
- TietoEVRY : Better in H2, but structural problems not resolved by Oddo BHF
- Fuchs Petrolub SE (pref.) : Q3 EBIT 6% above consensus on better Americas/APAC, EBIT outlook confirmed but looks conservative to us. FCF still weak on NWC by Oddo BHF
- Holcim : Still solid results and a share buyback programme by Oddo BHF
- Saint-Gobain : A solid quarter by Oddo BHF
- Aixtron SE : Buy opportunity after yesterday’s drop in share price by Oddo BHF
- Banco Sabadell : A Q3 2022 of good quality & 2022 guidance upgraded again by Oddo BHF