Back to the main directory
SurveyAnalysisAndResults / Equity
- voestalpine : Post-view T1 : momentum peu favorable à cause des tubes sans soudure et de l’Europe, OC abaissé à 31 vs 34 € by Oddo BHF
- Ströer SE & Co. KGaA : S1 en ligne avec nos attentes, pas de changement de nos estimations by Oddo BHF
- Ahold Delhaize N.V. : Apart from the confusion on FCF, yet another very decent quarter by Oddo BHF
- Continental : Une publication sans grande surprise by Oddo BHF
- Generali : Operating income and net income beat forecasts, underpinned by discount gains and investment income by Oddo BHF
- Ströer SE & Co. KGaA : H1 2023 in line with our forecasts, no change to our estimates by Oddo BHF
- Deutsche Telekom : Q2 2023: capex reduction to accelerate in H2 2023 by Oddo BHF
- KBC : Profit marginally better, SBB in line, FY23 NII guidance less by treasury trade by Oddo BHF
- Allianz : RO supérieur aux attentes au T2, avec une forte croissance des revenus by Oddo BHF
- Vitesco : Un T2 robuste et meilleur qu’attendu by Oddo BHF
- Petrofac : Encore trop tôt pour jouer la lumière au fond d’un (long) tunnel by Oddo BHF
- Siemens AG : Les incertitudes à court terme l’emportent sur les perspectives solides à long terme by Oddo BHF
- Ørsted : Toujours pas de lumière au bout du tunnel by Oddo BHF
- Vitesco : A strong and better-than-expected Q2 by Oddo BHF
- Adidas : Selling more Yeezy, underlying improvement in 2024 by Oddo BHF
- Corbion N.V. : A profit warning with a silver lining - TP cut to € 33; Outperform reiterated by Oddo BHF
- SMA Solar Technology AG : No need to panic! by Oddo BHF
- RWE : A discounted option for the energy transition by Oddo BHF
- Allianz : Operating income beats forecasts in Q2, with strong revenue growth by Oddo BHF
- Ørsted : Still no light at the end of the tunnel by Oddo BHF
- Coface : Strong technical profitability in Q2 by Oddo BHF
- KBC : No extra capital return end of year, excess cap and future NII unchanged by Oddo BHF
- Bilfinger : Sur la voie de la rédemption by Oddo BHF
- Bilfinger : On the road to redemption by Oddo BHF
- Cherry SE : Gross margin outlook improving, expectations remain high for H2 2023 by Oddo BHF