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SurveyAnalysisAndResults / Equity
- Bonduelle : CA T4 proche des attentes. La guidance de marge 2022/23 est confirmée by Oddo BHF
- MFE B shares : EBIT S1 2023 supérieur aux attentes grâce à une bonne maitrise des coûts by Oddo BHF
- Gecina : Aiming for operational and financial excellence with high interest rates by Oddo BHF
- Klépierre : Great confidence in the future with very robust KPIs by Oddo BHF
- Uniper : Operational performance on track. Welcome to the administrative phase by Oddo BHF
- Fresenius SE & CO KGaA : Solid Q2 2023 by Oddo BHF
- Siemens Healthineers : Q3 review – Strong at imaging, but Varian again negative by Oddo BHF
- BP : Q2 2023 results significantly undershot expectations but the group surprised by increasing the dividend by Oddo BHF
- Aixtron SE : Feedback Fireside Chat CFO : ton très confiant, sur tous les sujets by Oddo BHF
- BAE Systems : Une belle visibilité qui se reflète dans la valorisation by Oddo BHF
- Iveco : Redressement plus rapide qu’anticipé, même si le plus dur reste à faire by Oddo BHF
- Ageas : Stable good solvency, operationally some critical illness pressure by Oddo BHF
- Ferrari : Excellent T2, relèvement de guidance prudent mais qui laisse du potentiel by Oddo BHF
- Imerys : When your luck is out, it’s really out! by Oddo BHF
- AUTO1 : Des progrès vers l’atteinte du point mort, mais sans la croissance by Oddo BHF
- FL Entertainment : Bon S1 2023 et guidance d’EBITDA annuel relevée by Oddo BHF
- BAE Systems : Fine visibility that is reflected in the valuation by Oddo BHF
- Mapfre : A solid Q2 2023 overall by Oddo BHF
- Aixtron SE : Feedback from a fireside chat with the CFO: a very confident tone on all fronts by Oddo BHF
- ING Group : Recurring P&L items in line and marginally better for market, solvency better by Oddo BHF
- Merck KGaA : Q2 2023 review – Life sciences drove guidance cut, Healthcare strong by Oddo BHF
- ODDO : Q2 2023: strong earnings from IONOS, game-changer deal at 1&1 by Oddo BHF
- ODDO : Q2 2023: strong earnings from IONOS, game-changer deal at 1&1 by Oddo BHF
- Beiersdorf : H1 reflected strong performances at the organic and operating margin levels which facilitates upward revision to guidance and securing the offensive on H2 by Oddo BHF
- Veolia : Une seconde réaction de marché négative pour une publication positive by Oddo BHF
- Cancom SE : CANCOM issues profit warning as one-off costs cut into profitability in Q2 and business outlook softens for H2 by Oddo BHF
- Daimler Truck : A strong quarter and confident outlook by Oddo BHF
- Aston Martin Lagonda : A placing that de-risks and confirms the improved flexibility by Oddo BHF
- MFE B shares : H1 2023 EBIT ahead of expectations thanks to tight control of costs by Oddo BHF
- Atos : Plans to divest TFCo and € 900m capital increase, but (another) unwelcome balance sheet surprise by Oddo BHF
- Fresenius Medical Care : Positive trend continues in Q2 2023 by Oddo BHF
- Bonduelle : Q4 sales close to expectations. FY 2022-23 margin guidance confirmed by Oddo BHF
- Symrise : Q2 organic growth of 5.5% weaker on S&C. Adj. EBITDA slightly below but on track for an unchanged outlook, consensus already there. Mixed performance by Oddo BHF
- Imerys : Quand ça ne veut pas, ça ne veut pas … by Oddo BHF
- Stabilus SE : A solid overall performance in a difficult environment by Oddo BHF
- Hugo Boss : Consistent growth, but new outlook implies only limited upside by Oddo BHF
- Believe : Révision en baisse de la guidance de croissance et de FCF pour 2023, un modèle solide mais toujours avec des questions by Oddo BHF
- Wolters Kluwer : A combination of deep-domain expertise, proprietary content and technology by Oddo BHF
- Telecom Italia : Un excellent T2 2023 qui conforte le CEO dans son plan à un moment clé by Oddo BHF
- Iveco : Recovery more rapid than anticipated, but the hardest part is yet to come by Oddo BHF
- Ferrari : Excellent Q2 results, 2023 guidance upgrade but still conservative by Oddo BHF
- Mapfre : Un T2 2023 globalement solide by Oddo BHF
- Telecom Italia : An excellent Q2 2023 that underpins the CEO’s plan at a key moment by Oddo BHF
- Believe : Downward revision to guidance for growth and to FCF for 2023, a solid model but questions persist by Oddo BHF
- FL Entertainment : A good H1 2023 and full-year guidance for EBITDA raised by Oddo BHF
- Smith & Nephew : Strong top line momentum moves up revenue guidance by Oddo BHF
- AUTO1 : Progress towards achieving breakeven, but no growth by Oddo BHF
- Beiersdorf : Un S1 très fort en organique et en MOP qui permet de relever la guidance et de sécuriser l’offensive sur le S2 by Oddo BHF
- ProSiebenSat.1 Media SE : Début de T3 toujours en baisse, mais nous attendons un rebond en septembre by Oddo BHF
- BMW : Erosion de la marge Auto et du FCF au T2 by Oddo BHF