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SurveyAnalysisAndResults / Equity
- Befesa : We remain optimistic despite uncertainty primarily linked to coke by Oddo BHF
- Covestro AG : Home-made limitations and demand weakness weigh, almost zero FCF and dividend potential in 2023 at elevated trading valuation – stay Neutral by Oddo BHF
- UMG : La dynamique reste bonne soutenant la remontée du FCF, changement dans l’incentive du management dorénavant en partie en actions by Oddo BHF
- Hapag-Lloyd : 2022 results and guidance for 2023 in line - Neutral maintained by Oddo BHF
- Lindt & Sprüngli : Neutral rating maintained. 2022 results set to be unsurprising by Oddo BHF
- Veolia : The path is laid for 2027 by Oddo BHF
- SAF-HOLLAND SE : Successful squeeze-out leads to a 100% ownership of Haldex’ shares by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- Nagarro SE : Résultats T4 mitigés et guidance 2023 réitérée mais la valorisation est attractive by Oddo BHF
- Ströer SE & Co. KGaA : Début d’année en croissance grâce au digital by Oddo BHF
- Rightmove : Set for contraction in the operating margin following increased investment by Oddo BHF
- Nagarro SE : Mixed Q4 results and 2023 guidance confirmed but the valuation is attractive by Oddo BHF
- Bonduelle : BFA losses starting to ease but there are still uncertainties by Oddo BHF
- Ströer SE & Co. KGaA : Start of the year showing growth thanks to digital by Oddo BHF
- Telecom Italia : A second offer for NetCo by Oddo BHF
- ODDO : Après un T4 faible, la dynamique devrait s’améliorer au cours de 2023, rating relevé à Surperformance sur Outokumpu, inchangé sur Acerinox et Aperam by Oddo BHF
- ODDO : After a weak Q4, momentum should improve over the course of 2023, upgrade to Outperform for Outokumpu, unchanged for Acerinox and Aperam by Oddo BHF
- Vidrala : Valuation premium endures, Neutral stance reiterated after energy crisis climax by Oddo BHF
- Cherry AG : A good entry point after a tough 2022; back to Outperform by Oddo BHF
- Altarea : Become larger, more profitable, greener and less risky in a medium-term view by Oddo BHF
- NORMA Group SE : Executive board reshuffle – CFO contract extended by Oddo BHF
- Indra Sistemas : Poised for a change of CEO. The story was therefore too simple... by Oddo BHF
- Lindt & Sprüngli : Operating margin of 15.0% for 2022: in line. 2023 targets less explicit than in mid-January by Oddo BHF
- Dormakaba : Après un S1 proche des attentes, le groupe reste prudent pour le S2 et décale ses objectifs de moyen terme by Oddo BHF
- Dufry AG : Outlook brightening further; Outperform confirmed; target price of CHF 56 by Oddo BHF