Back to the main directory
SurveyAnalysisAndResults / Equity
- Volvo AB : 2023 shaping up well, 2024 more vague by Oddo BHF
- Publicis : Un T2 2023 de nouveau meilleur que prévu, mais possible tassement au S2 by Oddo BHF
- Publicis : Q2 2023 once again better than expected, but possible slowdown in H2 by Oddo BHF
- PGS : Les nuages se dissipent sur l’échéance mars 2024 by Oddo BHF
- Michelin : June vols weak again but H1 nonetheless still seen as robust thanks to pricing by Oddo BHF
- Dassault Aviation : Accélération des livraisons au S2, reprise du momentum commercial Falcon aux USA et surprise sur la rémunération de la trésorerie by Oddo BHF
- PGS : The clouds are clearing on the March 2024 deadline by Oddo BHF
- SAP : Malgré un net dépassement au T2, le Cloud et l’ajustement a minima des guidances 2023 déçoivent by Oddo BHF
- KBC : Good 2Q23 by rising NII and commission income, SBB coming through by Oddo BHF
- Dassault Aviation : Acceleration in deliveries in H2, recovery in Falcon commercial momentum in the US and surprise on cash returns by Oddo BHF
- ABB Ltd. : Avec un book-to-bill toujours > 1, le T2 offre au groupe du confort pour le S2 by Oddo BHF
- SAP : Despite a sizeable beat in Q2, Cloud segment and slight adjustment to 2023 guidance disappoint by Oddo BHF
- Sartorius Stedim Biotech : Q2 review – Weakness continued even on low expectations by Oddo BHF
- AngloAmerican Plc : Better visibility on production and costs despite persistent challenges, target price raised to 2,150p by Oddo BHF
- Logista : Q3 results in line, FY 2023 guidance nuanced slightly upwards by Oddo BHF
- Covivio : Un point d’étape encourageant dans le renforcement de la qualité du bilan by Oddo BHF
- ElringKlinger AG : A bet on the successful transition of the portfolio to electric mobility by Oddo BHF
- Schindler Holding Ltd : A very good Q2, but the direction of the markets is not reassuring for 2024 by Oddo BHF
- UMG : Spotify augmente – enfin – ses prix. Vers une nouvelle hausse de tous les acteurs ? by Oddo BHF
- CIE Automotive : Confirme son exécution best-in-class by Oddo BHF
- Plastic Omnium : H1 earnings above expectations, a solid and encouraging start to the year by Oddo BHF
- TietoEVRY : Résultats T2 inférieurs aux attentes. Guidance désormais challenging by Oddo BHF
- BNP Paribas : Performances sous-jacentes solides attendues au T2 dans un environnement un peu moins favorable by Oddo BHF
- Thales : Set for a quiet summer by Oddo BHF
- BNP Paribas : Solid underlying performance anticipated in Q2 in a slightly less favourable environment by Oddo BHF