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SurveyAnalysisAndResults / Equity
- Dassault Systèmes : Guidances 2028 solides en organique. Fortes ambitions M&A confirmées by Oddo BHF
- Navigator : Paper price resilience to offset volume uncertainty by Oddo BHF
- Adyen NV : US and POS growth drivers, H1 update, Money20/20 summary, TP up by Oddo BHF
- AngloAmerican Plc : Resilient commodity mix offset by production issues, reco cut to Underperform and TP to 2,400p by Oddo BHF
- JUST EAT TAKEWAY.COM : Next milestone on the European Workers Directive cleared by Oddo BHF
- Autoliv : Feedback CMD : objectifs réitérés by Oddo BHF
- Saint-Gobain : Pour changer, une nouvelle acquisition au Canada ! by Oddo BHF
- Continental : Feedback from Tech Show 2023 by Oddo BHF
- Aurubis : Reassuring CMD on execution and financial trajectory amid investment spree by Oddo BHF
- Volkswagen (pref) : Preview CMD : à la croisée des chemins by Oddo BHF
- ODDO : Rapport AIE à moyen terme: après la forte volatilité, le marché s’oriente vers un nouvel équilibre – scenario de prix confirmé by Oddo BHF
- Grifols A : In talks to dispose of stake in Shanghai RAAS by Oddo BHF
- Balyo : Projet d’OPA de SoftBank sur Balyo by Oddo BHF
- Balyo : Softbank planning a buyout on Balyo by Oddo BHF
- LVMH : Clear skies in the short term, still a solid name going forward by Oddo BHF
- K+S AG : China-bottom?! Bringing 2025 forward to 2023 still leaves 30% discount to Nutrien by Oddo BHF
- Colruyt Group N.V. : Upgrade to Neutral as improved investor sentiment seen to continue by Oddo BHF
- Vossloh AG : Full-year guidance upgrade by Oddo BHF
- Generali : Acquisition of Liberty Seguros for € 2.3bn by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- STMicroelectronics N.V. : Still in excellent shape and deeply discounted by Oddo BHF
- Michelin : Acquisition of Flex Composites for € 700m EV by Oddo BHF
- SARTORIUS AG : Destocking cycle takes longer – no relief before Q3 by Oddo BHF
- Argan SA : Deux nouveaux catalyseurs identifiés à l’issue du Capital Market Day by Oddo BHF
- Lanxess : Next PW in chemicals, Q2 EBITDA seen 50% below cons., EBITDA 2023 cut by 30% at mid-point to € 625m (-30% vs cons. € 887m) on flat H2 vs H1 outlook by Oddo BHF