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SurveyAnalysisAndResults / Equity
- Siemens Energy AG : Q2 2023: still a long way to go to turn Siemens Gamesa around by Oddo BHF
- Ceconomy : Q2 2022-23 profits slightly better, the trend might not be sustainable by Oddo BHF
- Talanx AG : A solid start to 2023 helped by some sizeable tailwind. Downgrade to Neutral by Oddo BHF
- Inmobiliaria Colonial : A very good rental performance pending better visibility on the value of assets by Oddo BHF
- Sonova Holding AG : FY earnings review – Impacted by slow organic growth by Oddo BHF
- KBC : Earnings in line, SBB higher at € 1.4bn but has to wait one month extra by Oddo BHF
- Vodafone : No recovery in Germany, disappointing 2024 outlook by Oddo BHF
- Coface : Bonne rentabilité sous-jacente attendue au T1 marqué par IFRS 17 by Oddo BHF
- RWE : En préparation pour une nouvelle phase d’accélération by Oddo BHF
- RWE : Preparing for a new acceleration phase by Oddo BHF
- Deutsche PfandbriefBank AG : Solid Q1 2023 figures on the face of it but not really convincing enough by Oddo BHF
- Aegon : Q1 solvency and cash in line, OCG and sales somewhat better by Oddo BHF
- SAP : Feedback Sapphire : le programme de buyback va davantage soutenir le titre que l’update des guidances 2025 by Oddo BHF
- Mercedes-Benz AG : Feedback CMD Van – Pertinence stratégique, financière, mais pas boursière ? by Oddo BHF
- Vodafone : Nouvelles hypothèses M&A et objectif de cours abaissé à 110p by Oddo BHF
- AT&S AG : Un degré d'incertitude qui subsiste à court terme, OC abaissé à 27 € vs 30 € by Oddo BHF
- AT&S AG : Persistent uncertainty in the short term, target price lowered to € 27 vs € 30 by Oddo BHF
- ODDO : Europe PC registrations: April registrations up +16% y-o-y, +17% YTD by Oddo BHF
- ODDO : Europe PC registrations: April registrations up +16% y-o-y, +17% YTD by Oddo BHF
- Edenred : A major acquisition, in line with the group’s growth strategy by Oddo BHF
- Vallourec : 2023 l’année de la transformation ou quand la chenille devient papillon by Oddo BHF
- Munich Re : Q1 2023 with a strong start to the year, helped by a high RoI by Oddo BHF
- Vallourec : 2023 a year of transformation when the caterpillar becomes a butterfly by Oddo BHF
- Siemens AG : Un excellent T2, les commandes se normalisent chez DI, guidance 2023 relevée by Oddo BHF
- ODDO : Italian banking association statistics (April 2023) by Oddo BHF
- Encavis AG : Everything is going well as expected! by Oddo BHF
- Lucas Bols : 2H 22-23 preview: Top line fuelled by pricing, as growth lags in key regions by Oddo BHF
- Inmobiliaria Colonial : Très bonne performance locative avant d’avoir plus de visibilité sur les valeurs by Oddo BHF
- AXA : Forte hausse de la marge de solvabilité au T1 et guidance de RO 2023 en ligne by Oddo BHF
- AXA : Sharp increase in the solvency margin in Q1 and 2023 underlying earnings in line by Oddo BHF
- Vodafone : No recovery in Germany, disappointing 2024 outlook by Oddo BHF
- Millennium BCP : Le T1 2023 confirme le trend positif sur l’underlying by Oddo BHF
- B&S Group S.A. : Q1 2023 growth ahead of full-year goal, but tougher comps ahead by Oddo BHF
- Euronext : Revenue in-line; profits a slight miss due to bullish expectations of costs by Oddo BHF
- Coface : Good underlying profitability expected in Q1 marked by IFRS 17 by Oddo BHF
- Michelin : April volumes not much better yet by Oddo BHF
- Michelin : April volumes not much better yet by Oddo BHF
- SAP : Sapphire feedback: buyback programme to support share more than update to 2025 guidance by Oddo BHF
- Mercedes-Benz AG : Feedback from Van CMD – Strategic and financially relevant, less so from a valuation standpoint? by Oddo BHF
- Millennium BCP : Q1 2023 confirms the positive underlying trend by Oddo BHF
- ODDO : Rapport AIE: Une demande revue en hausse qui rassure dans le contexte des craintes de récession, déficit au S2 confirmé by Oddo BHF
- Vodafone : New M&A assumptions and target price lowered to 110p by Oddo BHF
- ODDO : IEA report: demand revised upwards, which is reassuring amid recession fears, deficit in H2 confirmed by Oddo BHF
- Edenred : Acquisition importante, en phase avec la stratégie de croissance by Oddo BHF
- Commerzbank : Performance globalement solide au T1 2023 by Oddo BHF
- Commerzbank : A broadly solid performance in Q1 2023 by Oddo BHF
- Elior : La route de l’amélioration opérationnelle est encore longue by Oddo BHF
- ODDO : Statistiques ABI (avril 2023) by Oddo BHF
- Siemens AG : Excellent Q2, orders normalising at DI, 2023 guidance upgraded by Oddo BHF
- Aegon : Solvency and cash in line, OCG and sales better, good outlook CMD and SBB by Oddo BHF