Back to the main directory
SurveyAnalysisAndResults / Equity
- Demant A/S : FY review – Solid finish after the warning, outlook positive on bottom line by Oddo BHF
- Nokian Renkaat Oyj : Uncertainty and execution risks still too high by Oddo BHF
- Qiagen : FY review – Strong finish and positive outlook by Oddo BHF
- Fortum : Nouvelles dépréciations en Russie by Oddo BHF
- Ørsted : Coup de frein à l’éolien maritime au Danemark by Oddo BHF
- BP : Résultats T4 légèrement inférieurs aux attentes – très bonne surprise sur le dividende et regain d’intérêt pour les hydrocarbures by Oddo BHF
- E.ON : Une prépublication supérieure à nos attentes et à celles du consensus by Oddo BHF
- Krones AG : Q4 due 23 Feb. 2023 – Reshaped company profile & underlying trends are not fully reflected, we lift our TP to € 129 (€ 123) by Oddo BHF
- Carmila : € 90m of asset disposals – important step in executing 2022-2026 plan by Oddo BHF
- BP : Q4 results slightly short of expectations – very nice surprise on the dividend and renewed interest in hydrocarbons by Oddo BHF
- ams OSRAM : The publication is not reassuring on the credibility of the 2024 targets by Oddo BHF
- Volkswagen (pref) : FCF miss on higher inventories unlikely to help near-term sentiment by Oddo BHF
- Amundi : Bonne performance au T4, le business model a été très résilient en 2022 by Oddo BHF
- Adyen NV : 2H result less, higher ‘24 cost offset by higher finance income, high growth by Oddo BHF
- Total Energies : Q4 results in line – dividend increased 7.2% and good cash returns in prospect for 2023 by Oddo BHF
- Amundi : Strong Q4 performance, the business model proved very resilient in 2022 by Oddo BHF
- Société Générale : Bon RN au T4, mais retour de capital décevant et discours prudent sur 2023 by Oddo BHF
- eDreams ODIGEO : Risk/reward profile more attractive at current valuation levels. Outperform vs Neutral by Oddo BHF
- Unibail-Rodamco-Westfield : Forte dynamique opérationnelle encourageante et meilleure qu’attendu by Oddo BHF
- AMG : Preview 4Q22 – A solid quarter, 2022 EBITDA guidance to be achieved by Oddo BHF
- Arcadis : Preview 4Q22: A more than solid quarter expected by Oddo BHF
- Unibail-Rodamco-Westfield : Strong and better-than-expected operating momentum looks encouraging by Oddo BHF
- Unilever PLC : Results in line. 2023 guidance preserves the status quo by Oddo BHF
- KWS Saat SE & Co.KGaA : Much better EBIT on improved sugar beet segment, raised sales guidance now implies EBIT mid-point in line with consensus, weak FCF in H1 as NWC weighs by Oddo BHF
- CM.com : Preview Q4 and downgrade to Neutral by Oddo BHF