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SurveyAnalysisAndResults / Equity
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- Aixtron SE : Feedback de roadshow : un ton très optimiste, sur de nombreux sujets (licences d'exportation, GaN, SiC...) by Oddo BHF
- Aixtron SE : Road show feedback: a very optimistic tone on many fronts (export licences, GaN, SiC, etc.) by Oddo BHF
- Talanx AG : Scaling up LatAm business with retail assets from Liberty Mutual by Oddo BHF
- FL Entertainment : Slight growth in Q1 2023 due to a difficult comparison base by Oddo BHF
- Stellantis : Feedback from the inauguration of the first ACC battery factory in France by Oddo BHF
- Daimler Truck : Une nouvelle opération stratégiquement et financièrement intéressante by Oddo BHF
- Infineon Technologies AG : Toujours bien positionné pour capter la croissance structurelle de l’électrification et de la digitalisation by Oddo BHF
- Infineon Technologies AG : Still well positioned to capture structural growth in electrification and digitalisation by Oddo BHF
- Atos : CMD de TFCo : vers un ajustement à la hausse des guidance moyen terme by Oddo BHF
- Colruyt Group N.V. : TP raised to € 27; Underperform reiterated as earnings sustainability unclear by Oddo BHF
- Air Liquide : Site visit feedback - Air Liquide can bank on a broad innovations pipeline by Oddo BHF
- Dassault Systèmes : Preview CMD 2023 : toujours dans la continuité… et c’est une bonne chose by Oddo BHF
- Mercialys : Mercialys’ exposure to Casino in the spotlight by Oddo BHF
- Auto Trader : Résultats 2023 en ligne et forte croissance de l’ARPR aussi pour 2024 by Oddo BHF
- ODDO : Spanish banking sector statistics confirm our positive view – CaixaBank still our Top Pick by Oddo BHF
- ODDO : A feast no longer, we're adopting a slightly more cautious stance on valuations by Oddo BHF
- ODDO : Selon nous, le point bas est bien atteint, mais le SOXX est au plus haut du fait de la ‘hype AI’ by Oddo BHF
- Patrizia SE : Infrastructure is the most resilient real asset class at Patrizia currently by Oddo BHF
- BE Semiconductor Industries : Mixed-bag CMD, with disappointment on HB but a bullish message on the rest by Oddo BHF
- Atos : Feedback from CMD on TFCo: better but still too many uncertainties by Oddo BHF
- Ørsted : Worst-case scenarios off the radar screen by Oddo BHF
- NH Hoteles : Time to take profits. Underperform vs Neutral; target adjusted to € 3.8 by Oddo BHF
- Gecina : Pourquoi le titre est en capacité de surperformer ses pairs ! by Oddo BHF
- GN Store Nord : Overhang cleared by Oddo BHF
- ASOS : New debt financing and equity issue come at a high cost by Oddo BHF
- Lufthansa : Le bilan sain permet de saisir des opportunités. Une plus grande consolidation bénéficiera à la rentabilité by Oddo BHF
- Lufthansa : Healthy balance sheet allows group to seize opportunities – stronger consolidation will underpin profitability by Oddo BHF
- FL Entertainment : T1 2023 en légère croissance en raison d’un effet de base difficile by Oddo BHF
- Stellantis : Feedback de l’inauguration de la première usine de batteries ACC en France by Oddo BHF
- TKH GROUP NV : CAE systems French Smart Connectivity distributors divested by Oddo BHF
- Daimler Truck : A new strategic and value accretive deal by Oddo BHF
- ASM International N.V : Au-delà de la faiblesse CT mise en évidence au T1, il y a de multiples drivers de croissance et pour plusieurs années (GAA, AI, SiC…), OC relevé à 480 € by Oddo BHF
- ASM International N.V : Besides the short-term weakness announced in Q1, multiple growth drivers will continue for several years (GAA, AI, SiC, etc.), target price raised to € 480 by Oddo BHF
- Atos : TFCo CMD: towards an upward revision to medium-term guidance by Oddo BHF
- Inditex : Accelerating support for already proven growth by Oddo BHF
- Mercialys : Mercialys de nouveau et toujours confronté au cas « Casino » by Oddo BHF
- Dassault Systemes : 2023 CMD preview: continuity…and that is a good thing by Oddo BHF
- ODDO : Les statistiques du secteur bancaire espagnol confirment notre vue positive – CaixaBank toujours notre Top pick by Oddo BHF
- Auto Trader : FY 2022-23 results in line and robust growth of ARPA forecast for FY 2023-24 by Oddo BHF
- hGears : Lower demand and destocking prompts profit warning by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- ODDO : In our view, we have hit bottom, but the SOXX is at a high with the AI hype by Oddo BHF
- BE Semiconductor Industries : Un CMD contrasté, entre déception sur l’HB et message bullish sur le reste by Oddo BHF
- Atos : Feedback CMD TFCo : du mieux mais toujours trop d’incertitudes by Oddo BHF
- Airbus Group : Delivery volatility easing by Oddo BHF
- NH Hoteles : Prendre ses bénéfices. Sous-performance vs Neutre ; OC ajusté à 3.8 € by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF