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SurveyAnalysisAndResults / Equity
- Auto Trader : EBIT S1 2023 légèrement inférieur à nos attentes et S2 tiré par les ventes d’occasions by Oddo BHF
- Jenoptik AG : La bonne dynamique devrait se poursuivre jusqu’au S1 2023 tirée par les équipementiers semiconducteurs by Oddo BHF
- Fielmann AG : Allemagne très difficile sur la fin d’année, prudence de mise à court terme by Oddo BHF
- hGears : One swallow does not make a summer by Oddo BHF
- Knaus Tabbert AG : Top line performance comforting while we remain cautious on FY22 EBITDA by Oddo BHF
- Ahold Delhaize N.V. : Solid US results and market-driven European concerns; TP raised to € 33 by Oddo BHF
- Almirall SA : Q3 EBITDA below yet broadly aligned with consensus. NP notably on impairments. FY 2022 guidance reiterated by Oddo BHF
- AMG : Still materially undervalued, even with more safety built-in by Oddo BHF
- Fielmann AG : Germany very challenging at year-end, caution called for short term by Oddo BHF
- ACS : EBITDA a touch below but deviations in FY still likely to be limited by Oddo BHF
- Brenntag : CMD feedback: raised growth/profitability targets until 2026 incl. another efficiency programme; strong balance sheet leaves multiple options incl SBB by Oddo BHF
- Knorr-Bremse AG : Q3 2022 results in line, marking a welcome sequential improvement by Oddo BHF
- ASML : New targets for 2025 and 2030 are clearly above expectations, Outperform confirmed and TP upgraded to € 700 (vs € 600) by Oddo BHF
- Jenoptik AG : Good momentum to continue until H1 2023 thanks to semiconductor equipment makers by Oddo BHF
- Nexi S.p.A : Solide publication, guidance conservatrice et une valorisation toujours faible by Oddo BHF
- Engie : Encore une révision en hausse des objectifs sur un titre fortement décoté. by Oddo BHF
- Allianz : Solid operating profit in Q3 and € 1bn share buyback programme launched by Oddo BHF
- Nexi S.p.A : A solid release, conservative guidance and a still undemanding valuation by Oddo BHF
- ERG : La croissance demeure, malgré l’ingérence politique by Oddo BHF
- Richemont : Croissance dynamique retrouvée, la profitabilité impressionne aussi favorablement by Oddo BHF
- Merlin Properties : Forte dynamique opérationnelle sur l’ensemble des segments by Oddo BHF
- Daimler Truck : Excellent trimestre à tous les niveaux by Oddo BHF
- ODDO : Monday valuation & performance recap – Luxury sector by Oddo BHF
- Ageas : Q3 results in line, Asia life headwinds remains by Oddo BHF
- Credit Agricole : No outperformance in terms of revenues by Oddo BHF
- Fortum : Une bonne performance stand-alone malgré un environnement volatil by Oddo BHF
- SMA Solar Technology AG : Relèvement de nos estimations suite à l’amélioration du taux d’utilisation by Oddo BHF
- Siemens Gamesa : Publication inférieure aux attentes et offre de Siemens Energy en cours by Oddo BHF
- Siemens Gamesa : Publication shy of expectations and bid from Siemens Energy launched by Oddo BHF
- Wienerberger AG : 2022 is a fine year, but 2023 will be another matter by Oddo BHF
- Ströer SE & Co. KGaA : Q3 in line with our expectations, slight downward revision to our 2022 and 2023 estimates by Oddo BHF
- Grupo Catalana Occidente S.A. : Good capacity for resilience in a more challenging environment by Oddo BHF
- Mister Spex SE : The re-acceleration in growth is reassuring but the context remains difficult by Oddo BHF
- SMA Solar Technology AG : Upward revision to our estimates following the improvement in the utilisation rate by Oddo BHF
- Fortum : A good stand-alone performance despite a volatile environment by Oddo BHF
- Zurich Insurance : Robust set of 9M 2022 key figures, EPS 2022e down on nat cat impact by Oddo BHF
- TITAN CEMENT GROUP : Price-cost differential back in positive territory by Oddo BHF
- ASML : New targets for 2025 and 2030 are clearly above expectations, Outperform confirmed and TP upgraded to € 700 (vs € 600) by Oddo BHF
- Continental : A better Q3 but still fragile (excluding exceptionals) by Oddo BHF
- Engie : Further upward revision to targets for a strongly discounted share by Oddo BHF
- Auto Trader : H1 2023 EBIT a shade below our forecasts and H2 driven by used vehicle sales by Oddo BHF
- Generali : Strong growth in P&C insurance by Oddo BHF
- Cellnex : Reorienting the equity story to a more cautious M&A approach, results in line by Oddo BHF
- Naturgy : 9M 22 supérieur aux attentes, guidance d’EBITDA précisée by Oddo BHF
- Crédit Agricole : Pas de surperformance en termes de revenus by Oddo BHF
- ODDO : Monday valuation & performance recap – Luxury sector by Oddo BHF
- Adidas : China could improve mid-2023, but Yeezy business remains risk factor by Oddo BHF
- Cellnex : Reorienting the equity story to a more cautious M&A approach, results in line by Oddo BHF
- ERG : Growth remains, despite political interference by Oddo BHF
- Richemont : Organic growth dynamic again, profitability also impressive by Oddo BHF