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SurveyAnalysisAndResults / Equity
- Wacker Chemie AG : Preliminary Q4 – A weak finish on customer destocking, restrictions in China, no major surprises; strong 10% dividend yield a support by Oddo BHF
- UMG : Qu’attendre du T4 pour UMG ? by Oddo BHF
- Van Lanschot Kempen : 2H22 has a well rising NII and small pressure commission income, TP up by Oddo BHF
- ASM International N.V : Un nouveau relèvement de guidance ce trimestre, cette fois-ci en raison d’une amélioration plus rapide que prévu de la supply chain by Oddo BHF
- ING Group : Healthy Q4 profit by clear NII rise, cost growth in 2023, TP increased by Oddo BHF
- ASML : What can we expect from the Q4 2022 publication on 25 January? by Oddo BHF
- Safran : FY 2022 preview – set for upside on the aftermarket business? by Oddo BHF
- Burberry : Croissance très faible au T3 mais la Chine devrait repartir by Oddo BHF
- Renault : Still very favourable momentum by Oddo BHF
- Corbion N.V. : Raising the bar – TP increased to € 43 and Outperform reiterated by Oddo BHF
- STMicroelectronics N.V. : There are questions around the Q4 release, yes, but the 2023 consensus looks cautious enough and the valuation remains very compelling by Oddo BHF
- Aegon : Marginally lower Q4 earnings, S2 ratio somewhat lower at 207%, CMD in Q2 by Oddo BHF
- Argan SA : Robust growth in 2023 and a more modest pace further out, but greener by Oddo BHF
- Dassault Aviation : Momentum commercial et exposition à la hausse des taux by Oddo BHF
- Bankinter : Performance 2022 solide et confiance pour 2023 … hélas déjà bien pricés ! by Oddo BHF
- Bankinter : Solid 2022 performance and confidence for 2023 … but it is already priced in! by Oddo BHF
- Beter Bed Holding N.V. : Excited about Q4 2022 sales, but disappointed about H2 2022e costs by Oddo BHF
- Ericsson : Vers un S1 23 complexe by Oddo BHF
- Ericsson : Headed for a challenging H1 2023 by Oddo BHF
- Nemetschek SE : Vers un T4 difficile mais le risk/reward s’améliore nettement by Oddo BHF
- Wacker Chemie AG : Preliminary Q4 – A weak finish on customer destocking, restrictions in China, no major surprises; strong 10% dividend yield a support by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- ODDO : Statistiques ABI (Décembre 2022) by Oddo BHF
- ODDO : 2024-2030 vs 2019-2025: growth of c36% in France’s defence budget but arbitrages not yet unveiled by Oddo BHF
- BHP Group Plc : Preview: solid H1 2022-23 expected, target price raised to 2,900p vs 2,500p by Oddo BHF