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SurveyAnalysisAndResults / Equity
- Rothschild & Co : Excellent level of revenues in Q3 2022 by Oddo BHF
- Lanxess : Q3 EBITDA in line, EBITDA 2022 outlook narrowed; still weak OCF; expect CMD tomorrow to show improvement measures for FCF by Oddo BHF
- Brenntag : Q3 op. EBITDA in line, outlook at 'upper end of confirmed range' in-line with cons, expect CMD tomorrow to also address reversal fears by Oddo BHF
- Ageas : Earnings and solvency in line by Oddo BHF
- Siemens Healthineers : A better Q4, FY 2022-23 guidance in the expected range, providing downside to consensus by Oddo BHF
- NRJ Group : Q3 in line but a strong increase in costs in 2023 for Towercast by Oddo BHF
- Commerzbank : T3 2022 impacté par la Pologne mais solide / évolution des guidances CMT by Oddo BHF
- SCOR : Renforcement des provisions dommages au T3 by Oddo BHF
- Vodafone : La transaction Vantage Towers reste positive même si plus complexe que prévu by Oddo BHF
- Commerzbank : Q3 2022 impacted by Poland but robust / trend in short- to medium-term guidance by Oddo BHF
- KBC : Earnings marginally better, no higher NII update yet, EPS24 to be increased by Oddo BHF
- Iberdrola : Une trajectoire 2023/2025 dédiée au bilan by Oddo BHF
- Iberdrola : 2023-2025 trajectory devoted to the balance sheet by Oddo BHF
- IMCD GROUP : 3Q results – continued strong momentum by Oddo BHF
- SCOR : Strengthening of provisions for P&C in Q3 by Oddo BHF
- Iveco : On second glance… by Oddo BHF
- Merck KGaA : Q3 review – strong performance in healthcare, electronics weaker by Oddo BHF
- Brembo : Still a mixed bag by Oddo BHF
- ODDO : Highlights from DTE, TIT, 1&1 and UTDI Q3 2022 earnings by Oddo BHF
- INDUS Holding AG : Q3 2022 hit by restructuring in the automotive segment (as expected), first signs of structural relief (heading into 2023) by Oddo BHF
- K+S AG : Q3 EBITDA 11% below cons on lower Ag volumes on logistics, also affecting EBITDA 22 seen at €2.4bn (-7% vs. cons) but lifted FCF guidance to 'a good €1bn' (€770-970m) excl. €230m 1-off vs. €950m cons and strong Q3 pushing into net cash of €152m by Oddo BHF
- Wienerberger AG : Une belle année 2022, mais 2023 sera une autre paire de manches by Oddo BHF
- Grupo Catalana Occidente S.A. : Une bonne capacité de résistance face à un contexte plus challenging by Oddo BHF
- Continental : Un T3 en progrès mais encore fragile (hors exceptionnels) by Oddo BHF
- Allianz : RO solide au T3 et lancement d’un programme de rachat d’actions de 1 Md€ by Oddo BHF