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SurveyAnalysisAndResults / Equity
- Siemens Energy AG : 2023 set to be a transition year, still heavily dependent on scale of SGRE loss by Oddo BHF
- Compleo : Un réalignement stratégique pertinent mais les défis restent nombreux et la visibilité cash faible. Opinion Neutre réitérée by Oddo BHF
- Rheinmetall AG : Exports and ammunition are the levers to beat 2025 targets by Oddo BHF
- NN Group : New OCG target and capital return less, Solvency in line by Oddo BHF
- Compleo : A relevant strategic realignment but many challenges and low cash visibility remain. Neutral rating reiterated by Oddo BHF
- Laurent-Perrier : Un S1 2022/23 attendu encore robuste avec une croissance soutenue par les revalorisations tarifaires et les volumes by Oddo BHF
- Adidas : Road show feedback – a focus on China, Yeezy and the new CEO by Oddo BHF
- Burberry : Semestriels OK, objectifs du nouveau CEO logiques mais la montagne reste à gravir by Oddo BHF
- Laurent-Perrier : H1 2022-23 expected to remain robust with growth underpinned by price revaluations and volumes by Oddo BHF
- Siemens AG : After a good Q4, we deem the 2023 targets ambitious by Oddo BHF
- La Française des Jeux : CMD qui acte la poursuite de la stratégie de croissance (mises digitales, M&A, …) by Oddo BHF
- Zurich Insurance : CMD points to evolution of proven strategy by Oddo BHF
- Bouygues : Q3 postview: Colas and WCR a focus of attention by Oddo BHF
- La Française des Jeux : CMD shows continuing growth strategy (digital stakes, M&A, etc.) by Oddo BHF
- Assa Abloy : Feedback CMD : l’histoire de croissance continue by Oddo BHF
- Bolloré : Compagnie de l’Odet, Bolloré et Vivendi : et s’il ne devait en rester qu’une en 2023 ? by Oddo BHF
- Bollore : Compagnie de l’Odet, Bolloré and Vivendi: and if only one remains in 2023? by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- ElringKlinger AG : Feedback from CMD: prospects improve the further we look into the future by Oddo BHF
- Compass Group : Très bonne publication 2022 et facteurs de croissance très bien orientés en amont de 2023 by Oddo BHF
- Vallourec : Severe sanction: fall in market cap > effects of New Vallourec programme by Oddo BHF
- Compass Group : Excellent 2022 release and growth factors in excellent shape ahead of 2023 by Oddo BHF
- Grenergy renovables : New target of 5 GW in solar and wind energy and 1 GWh of storage out to 2025 by Oddo BHF
- Enel : Un objectif stratégique 2025 de restauration de la flexibilité financière by Oddo BHF
- Pernod Ricard : EMEA/LATAM : pas de signes de faiblesse, niveau de stocks sain by Oddo BHF