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SurveyAnalysisAndResults / Equity
- Worldline : Sanction un peu sévère compte tenu d’une dynamique globalement inchangée by Oddo BHF
- Dassault Systèmes : DSY déroule sa stratégie malgré les aléas macroéconomiques by Oddo BHF
- Intercontinental Hotels : IHG bénéficiera de perspectives positives pour l’hôtellerie en 2023, dont la réouverture de la Chine by Oddo BHF
- ODDO : Europe PC registrations: January registrations up 11% y-o-y by Oddo BHF
- Michelin : January tyre volumes down, confirming expected weakness in Q1 by Oddo BHF
- Michelin : January tyre volumes down, confirming expected weakness in Q1 by Oddo BHF
- Capgemini : Solid FY 2022 results with strong growth in Q4. Initial 2023 guidance satisfactory despite cautious approach by Oddo BHF
- Plastic Omnium : Robust print with significant beat on FCF, outlook in line by Oddo BHF
- Fresenius SE & CO KGaA : Q4 review – The smallest strategic move by Oddo BHF
- ASR : Solvency in line, Non-life profit better, OCC marginally less by Oddo BHF
- Grifols B : Steven F. Mayer resigns as Executive Chairman due to health reasons by Oddo BHF
- Edenred : Edenred starts 2023 with a rosy outlook by Oddo BHF
- Telefonica Deutschland : Q4 2022 results 4-5% above consensus and upside in 2023 by Oddo BHF
- Stellantis : Very solid print, upgrades likely and positive surprise with SBB announcement by Oddo BHF
- Danone : Résultats supérieurs aux attentes et objectifs 2023 rassurants by Oddo BHF
- Royal BAM Group : A Two challenging years ahead, Neutral maintained by Oddo BHF
- Iberdrola : Solidité, visibilité et croissance pour 2023 by Oddo BHF
- Wienerberger AG : Bonne résilience en 2022 mais 2023 sera une autre paire de manche by Oddo BHF
- Pirelli : Une fin d’année meilleure que prévu et des objectifs 2023 en ligne by Oddo BHF
- Swiss Re : Swiss Re starts 2023 within a robust framework by Oddo BHF
- ASR : 2H22 OCC and Solvency in line, non life better, higher OCC target 2023 by Oddo BHF
- Bekaert : Update + Preview: Neutral reiterated, TP to €44.50 by Oddo BHF
- Pirelli : Better end to the year than expected, 2023 outlook in line by Oddo BHF
- JDE Peet's N.V. : Apart from dividend, a decent 2022 update; € 33 TP and Neutral reiterated by Oddo BHF
- Freenet AG : 2023 FCF outlook above consensus & faster growth at waipu.tv by Oddo BHF