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SurveyAnalysisAndResults / Equity
- Grenergy renovables : 2023, une année charnière ! by Oddo BHF
- Gestamp Automocion : Gestamp transforme l’essai en 2022 by Oddo BHF
- CIE Automotive : Encore plus solide qu’il ne parait by Oddo BHF
- Rolls-Royce : Neutral vs Underperform – Flying hours recovering more rapidly but still lots of questions surrounding strategy by Oddo BHF
- Acciona : Good results across the board, with strong revenues and a high margin in Construction by Oddo BHF
- Ebro Foods : Q4 operating performance beats our numbers and the guidance by Oddo BHF
- Merlin Properties : Operating momentum even better than in 9M 2022 by Oddo BHF
- Greencoat Renewables : A weak risk profile confirmed by Oddo BHF
- Bayer : Good FY 2022 driven by Crop Science – 2023 Outlook disappoints by Oddo BHF
- ASM International N.V : Guidance T1/T2 supérieure aux attentes, le S2 sera en baisse conformément aux attentes du consensus, mais nous sommes quand même un peu déçus… by Oddo BHF
- Acciona Energia : Restons optimistes, même avec un message plus prudent sur la guidance 2025 by Oddo BHF
- Saipem : Buoyed by the momentum in the market by Oddo BHF
- Faes Farma : FY 2022 results meet guidance but Q4 misses ours and consensus numbers by Oddo BHF
- ASM International N.V : Q1-Q2 guidance beats expectations, H2 in line with the consensus, but we are disappointed nonetheless... by Oddo BHF
- Ferrovial : Good results, strong cash flow and a US listing ahead by Oddo BHF
- Indra Sistemas : Très bonne performance au T4. Guidance 2023 supérieure aux attentes by Oddo BHF
- Moncler : In fine form and growth potential intact by Oddo BHF
- Inmobiliaria Colonial : Increase in the dividend reflecting a very good level of confidence by Oddo BHF
- Prosegur : Q4 operating results in line but slower than expected deleveraging by Oddo BHF
- Altarea : Little ST visibility except on the dividend, followed by growth expected MT by Oddo BHF
- BE Semiconductor Industries : Niveau de commandes encourageant mais une valorisation élevée en relatif by Oddo BHF
- Solaria : 2025 target intact and 2023 aim to double 2022 performance by Oddo BHF
- Scout24 : A robust publication and high level of confidence in reaching the 2023 targets by Oddo BHF
- Grifols B : Q4 2022: strong sales momentum, in-line adj. EBITDA and material deleverage. Management plays FY 2023 guidance safe, below expected by Oddo BHF
- Cellnex : Results and guidance both on track, focus remains on deleverage by Oddo BHF