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SurveyAnalysisAndResults / Equity
- Befesa : Outlook intact despite volatility in the short term by Oddo BHF
- RELX Group PLC : Earnings quality continues to improve, supported by AI by Oddo BHF
- Verbund : The geographical diversification strategy is coming together by Oddo BHF
- Atresmedia : H1 2023 results beat our forecasts, stabilisation of advertising over the summer by Oddo BHF
- Altarea : Disciplined management in development causes sharp short-term FFO decline by Oddo BHF
- NORDEX SE : Margins are recovering but the tone is still very cautious by Oddo BHF
- Valeo : Significant improvement expected (and needed) in H2 by Oddo BHF
- Aeroports de Paris : Good performance in revenues offset by pressure on opex both at Paris and International by Oddo BHF
- BE Semiconductor Industries : Trough likely in Q3, ramp-up in hybrid bonding as of Q4 by Oddo BHF
- Evotec SE : Operating improvements substantially mitigate one-off burdens of cyber-attack by Oddo BHF
- NRJ Group : Résultats supérieurs aux attentes grâce à la radio et une maitrise des coûts by Oddo BHF
- Inmobiliaria Colonial : Excellent operating performance and highly resilient asset values by Oddo BHF
- L'Oreal : EPS +11%, organic growth 13.3% and operating margin +30bp by Oddo BHF
- Accor : A positive H1 2023 publication, positive catalysts still to come by Oddo BHF
- Kering : A surprise on Valentino but group growth remained weak in Q2 and the outlook for Gucci appears uncertain by Oddo BHF
- Safran : TP raised to € 171 - Still solid trends in after-market and optionality offered by P&W issues by Oddo BHF
- Orange : Reporting back from meetings with the CEO & CFO by Oddo BHF
- TF1 : H1 2023 EBITA ahead of our expectations thanks to costs, improving advertising situation by Oddo BHF
- TotalEnergies : Q2 results slightly lower than expected – Cash payout confirmed and acceleration of projects by Oddo BHF
- Intertek : Bonne performance au S1 et perspectives bien orientées by Oddo BHF
- Neoen : H1 2023 bang in line with our estimates, 2023 guidance reiterated by Oddo BHF
- VAT Group AG : The low point has been reached, but we see greater upside at other equipment makers by Oddo BHF
- BNP Paribas : Solid Q2 earnings, leading us to raise target price marginally by Oddo BHF
- FCC : Reassuring results as all businesses perform strongly by Oddo BHF
- Alten : Mixed Q2 figures, slightly offset by solid H2 outlook by Oddo BHF