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SurveyAnalysisAndResults / Equity
- Pierre & Vacances : Un CMD qui conforte notre vision positive sur le titre by Oddo BHF
- NRJ Group : CA T4 radio inférieur à notre attente mais normalisation probable au T1 by Oddo BHF
- Pierre & Vacances : The CMD supports our positive view on the stock by Oddo BHF
- Coloplast : Q1 Q1 review by Oddo BHF
- CaixaBank : Momentum plus favorable qu’initialement anticipé en 2023 by Oddo BHF
- Fresenius SE & CO KGaA : FY results due 22 February – Incorporating weaker reality into model by Oddo BHF
- Assa Abloy : Après un T4 solide, l’année 2023 démarre bien by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- Intesa Sanpaolo : Un T4 2022 et des guidances 2023 qui confortent notre approche positive by Oddo BHF
- UBS Group : Off to a solid start in 2023 by Oddo BHF
- Casino : Speculation about a deal with Teract: a game-changer? We think not in a configuration where Casino would be the majority shareholder by Oddo BHF
- Navigator : Expansion into tissue segment confirmed by Oddo BHF
- Dufry AG : Le processus d’acquisition d’Autogrill suit son cours by Oddo BHF
- SÜSS Micro Tec AG : Rating upgraded to Neutral from (vs Underperform) following the CMD, but we need more evidence to believe in the group’s change of profile by Oddo BHF
- LEONI AG : The update on the debt refinancing concept indicates a massive dilution of shareholders by Oddo BHF
- Renault : New Alliance projects, Nissan to take up to 15% in Ampere, MMC considering taking a stake, Nissan & MMC to become Horse customers by Oddo BHF
- Bolloré : Vers une cession de Bolloré Logistics et un recentrage sur les médias ? by Oddo BHF
- Infineon Technologies AG : Well positioned to further upgrade its 2023 guidance later in the year, unless the dollar continues lose significant ground against the euro by Oddo BHF
- EDP Renovaveis : Ajustement de nos attentes 2022 en amont de la publication by Oddo BHF
- ODDO : Des perspectives CT mitigées qui devraient s’améliorer dans l’année. Opinion Surperformance sur Acerinox, Neutre vs Sous-performance sur Outokumpu by Oddo BHF
- Laboratorios Rovi : Appealing upside and net cash to make the wait for the catalyst bearable by Oddo BHF
- Software AG : Software AG issues unexpectedly low margin guidance of 16-18% - Target price lowered to € 24 by Oddo BHF
- ODDO : Mixed short-term prospects but set to improve over the year. Outperform rating on Acerinox, Neutral vs Underperform on Outokumpu by Oddo BHF
- Renault : At last a much-awaited reset, for a more pragmatic and efficient approach by Oddo BHF
- ODDO : Baisse des ventes plus forte qu’attendu en décembre du fait de la mémoire, mais un scénario de point bas fin T1, début T2 inchangé by Oddo BHF