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SurveyAnalysisAndResults / Equity
- Nokian Renkaat Oyj : Still tough going in Q2 2023 by Oddo BHF
- Icade : Good fundamentals compared with a heavily discounted share by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- Naturgy : Un S1 23 au-dessus des attentes et une trajectoire à 2025 ajustée by Oddo BHF
- Plastic Omnium : On the right path by Oddo BHF
- Almirall SA : Q2 2023 EBITDA above, net income below, guidance reiterated by Oddo BHF
- FlatexDEGIRO : Q2 results show strong interest income growth, but misses on adjusted EBITDA margin, however, margins should improve in H2 by Oddo BHF
- Rémy Cointreau : Cognac en baisse de 44,7% au T1 2023/24e (vs css à -45,5%) by Oddo BHF
- Dassault Systemes : Solid Q2 performance and FY 2023 guidance reiterated, but Medidata's performance is likely to weigh on market perception by Oddo BHF
- Unilever PLC : H1 better than expected with resilient volumes in Q2 and an unexpected improvement in the operating margin by Oddo BHF
- Bayer : Poor glyphosate business triggers FY 2023 profit warning by Oddo BHF
- Lindt & Sprüngli : H1 2023 results well above expectations and upward revision to organic growth and operating margin estimates for 2023 by Oddo BHF
- Gestamp Automocion : Solide et sous-valorisé by Oddo BHF
- BB Biotech AG : Update post T2 2023, OC ajusté à 57 € by Oddo BHF
- M6 : Un T2 2023 un peu inférieur aux attentes mais reprise publicitaire durant l’été, estimations inchangées by Oddo BHF
- Alstom : Q1 a bit better than expected for orders, FY 2023-24 targets confirmed by Oddo BHF
- Compass Group : Publication T3 23 en ligne et guidance FY 23 maintenue mais sanction boursière assez forte by Oddo BHF
- Compass Group : Q3 2022-23 figures in line and FY 2022-23 guidance maintained but severe sanction by the markets by Oddo BHF
- Thales : A new dimension in cyber security which will require an acceleration in growth to be factored in by Oddo BHF
- Wavestone : Projet de rapprochement structurant entre Wavestone et Q_PERIOR. Un mariage franco-allemand pour changer de dimension by Oddo BHF
- Gestamp Automocion : Solid and undervalued by Oddo BHF
- M6 : Q2 2023 results a shade lower than expected but advertising recovery during the summer, estimates unchanged by Oddo BHF
- hGears : E-bike downturn depresses earnings in H1 23 by Oddo BHF
- Eramet : Offer on ETI: why not? But the proposed price is far too low by Oddo BHF
- Carmila : Solid H1 2023 results with positive momentum maintained by Oddo BHF