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SurveyAnalysisAndResults / Equity
- Alstom : New CFO: an external and highly experienced profile by Oddo BHF
- IAG : Neutre vs Sous-performance – Un début d’année rassurant by Oddo BHF
- IAG : Neutral vs Underperform – A reassuring start to the year by Oddo BHF
- Almirall SA : Q1 2023 EBITDA somewhat above expectations, guidance reiterated by Oddo BHF
- Delivery Hero : Lower top-line growth but breakeven achieved in Q1 by Oddo BHF
- EDP : A reassuring message by Oddo BHF
- PayPal : Guidance for 2023 raised slightly but Q1 still fails to reassure on growth prospects in the medium and long term by Oddo BHF
- HOCHTIEF : Cash conversion again in the spotlight; another demanding task ahead for seasonality by Oddo BHF
- Grifols A : Q1 EBITDA beats our numbers. FY 2023 guidance nuanced slightly upwards by Oddo BHF
- Evonik Industries AG : Transformation progresses - Not as bad as feared excluding methionine where restructuring is initiated, remains top dividend payer at discount by Oddo BHF
- INDUS Holding AG : Strong Q1 expected, de-risking of portfolio is underway & lifting resilient profile by Oddo BHF
- Daimler Truck : La dichotomie entre performance et perception à son comble by Oddo BHF
- Brembo : Résultats T1 2023 solides et déjà appréciés à leur juste valeur by Oddo BHF
- Grifols B : Q1 EBITDA beats our numbers. FY 2023 guidance nuanced slightly upwards by Oddo BHF
- Brembo : Robust and already well-appreciated Q1 2023 results by Oddo BHF
- Rothschild & Co : Activity is showing strong resilience in a tougher context by Oddo BHF
- Amadeus IT Group : A solid Q1 2023. Continued favourable momentum in April and early May. 2023 Guidance reiterated with confidence by Oddo BHF
- Siemens Healthineers : Q2 review – stronger Imaging performance, weaker Diagnostics by Oddo BHF
- ODDO : Q1 2023 earnings: O2D, UTDI, 1&1 and IONOS takeaways by Oddo BHF
- Brenntag : Q1 op. EBITA 5% above consensus, strong FCF on NWC tailwind, outlook confirmed, leaving mid-point 3% above consensus. Good by Oddo BHF
- Outokumpu : Post-Q1: visibility improving on the rest of the year, target price raised to € 7.6 by Oddo BHF
- TUI AG : Momentum toujours favorable. Surperformance confirmée by Oddo BHF
- Vivendi : A quoi pourrait ressembler Vivendi en 2024 ? by Oddo BHF
- Crédit Agricole : Excellent RN et nette hausse du CET1 au T1 2023 by Oddo BHF
- Vestas : Vers un cash burn sur 2023 by Oddo BHF