Back to the main directory
SurveyAnalysisAndResults / Equity
- Dermapharm Holding SE : Guidance confirmed at upper end of range – in line with expectations by Oddo BHF
- GN Store Nord : Q2 review – Strong hearing aid growth not able to offset enterprise weakness by Oddo BHF
- Coloplast : Q3 review – solid top line, miss on bottom line, guidance reiterated by Oddo BHF
- Adyen NV : Earnings 8% less than expected driven by lower revenues than expected by Oddo BHF
- BAE Systems : Ball Aerospace : acquisition attractive à moyen terme mais création de valeur vers 2028e et ralentissement du rythme des rachats d’actions by Oddo BHF
- Swiss Re : Solid Q2 2023 results despite the return to casualty reserve strengthening by Oddo BHF
- SAF-HOLLAND SE : A mispriced asset with a lot of upside from here by Oddo BHF
- Novem : Difficult market environment making FY 2023-24 a year of transition by Oddo BHF
- Adyen NV : Reduced revenue, revenue growth and earnings, TP lower, still fast growth by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- Munich Re : P/C reinsurance cycle might support technical results for longer by Oddo BHF
- NFON AG : Client growth halted in Q2 (positive for 2023 profits but not beyond) by Oddo BHF
- CRH : Listing US, une affaire qui roule by Oddo BHF
- Fielmann AG : Activité toujours bien orientée mais notre sentiment reste mitigé by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- Adecco : In a tough market, it is relatively easy to cut costs by Oddo BHF
- Aegon : OCG better, solvency and FCF in line, cap release actions starting by Oddo BHF
- IMCD GROUP : Model update by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- Deutsche PfandbriefBank AG : Q2 2023 figures lower than forecast and concerning underlying operating trends by Oddo BHF
- NN Group : 1H23 capital generation and solvency better, no change OCG target 2025 by Oddo BHF
- Bolloré : Bolloré pourrait-il devenir un holding comme Wendel ou Peugeot Invest ? by Oddo BHF
- Bollore : Might Bolloré become a holding company like Wendel or Peugeot Invest? by Oddo BHF
- Ørsted : Up to DKK 16bn of possible impairments in US portfolio by Oddo BHF
- ASR : Solvency and OCC in line, pro forma Aegon solvency better than expected by Oddo BHF