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SurveyAnalysisAndResults / Equity
- PVA Tepla : Une trajectoire de croissance qui demeure solide malgré la baisse des commandes by Oddo BHF
- Freenet AG : T2 2023 : volumes record et préparations pour la bataille TV de 2024 by Oddo BHF
- Infineon Technologies AG : Inquiétudes exagérées sur la marge automobile, histoire structurelle plus que jamais en place et valorisation toujours bon marché by Oddo BHF
- Tenaris : The Americas set to weigh on H2 2023 by Oddo BHF
- ING Group : Recurring P&L items in line, somewhat higher SBB’s going forward by Oddo BHF
- ProSiebenSat.1 Media SE : Start of Q3 still down, but we expect a rebound in September by Oddo BHF
- Lufthansa : Les mauvaises surprises sur le CASK sont désormais derrière nous by Oddo BHF
- Allfunds Group Plc : Focus on fundamentals and robust capital allocation framework by Oddo BHF
- Vossloh AG : Good interim results not reflected in stock market performance by Oddo BHF
- Lufthansa : The negative surprises on CASK are now a thing of the past by Oddo BHF
- Freenet AG : Q2 2023: record volumes and preparations for the TV battle in 2024 by Oddo BHF
- Societe Generale : Net income beats forecasts, benefiting from very low CoR by Oddo BHF
- Commerzbank : T2 2023 globalement solide vs valorisation tendue by Oddo BHF
- Fortum : Publication sans éclat et des questions persistantes sur la stratégie financière by Oddo BHF
- SES - imagotag : Feedback roadshow Londres (CFO) : confiance pour améliorer sensiblement la rentabilité à court terme malgré la stagnation du mix VAS by Oddo BHF
- Corbion N.V. : Justified or not, multiple explanations for weak share price by Oddo BHF
- Credit Agricole : Excellent net income in Q2 2023 and acquisition of Degroof Petercam by Oddo BHF
- SES - imagotag : London road-show feedback (CFO): confidence to significantly improve near-term profitability despite VAS mix stagnation by Oddo BHF
- Siemens Energy AG : Déjà quelques précisions, dans l’attente du CMD de novembre by Oddo BHF
- Siemens Energy AG : Several details already, ahead of the CMD in November by Oddo BHF
- Rolls-Royce : More rapid transformation than anticipated now partly priced into the share by Oddo BHF
- Bayer : Adjusted guidance in Pharma reduces the pressure for H2 by Oddo BHF
- Bayer : Moderate reduction in our earnings model - speculation about a spin-off was fuelled during the CC by Oddo BHF
- Brenntag : Q2 op. EBITA 2% above cons., strong FCF, EBITA guidance narrowed to € 1.3-1.4bn in-line with cons., sequential H2>H1 volume recovery by Oddo BHF
- E.ON : Il faudra apprendre à être patient by Oddo BHF