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SurveyAnalysisAndResults / Equity
- Moncler : Le vent souffle plus froid que prévu en cette rentrée by Oddo BHF
- CRH : With love from America by Oddo BHF
- Latécoère : Cash burn showing no sign of slowing by Oddo BHF
- SOLTEC : Contracting momentum in H2 2023 to the rescue, FY 2023 guidance reiterated by Oddo BHF
- Ferrari : Feedback from site visit and Q3 preview: well equipped to continue to outperform in the short, medium and long term by Oddo BHF
- NN Group : Woekerpolis case lost in Dutch court, recommendation and TP reduced by Oddo BHF
- FUCHS SE (pref) : Preview Q3 – On track for multiple records in 2023 by Oddo BHF
- Wizz Air : Surperformance vs Neutre - Confiance affichée sur le GTF en dépit du manque de visibilité by Oddo BHF
- KWS Saat SE & Co.KGaA : FY 2022-23 EBIT 7% above consensus, OpFCF better but still low, EBIT outlook in line with consensus at mid-point of € 227m, dividend of € 0.90 by Oddo BHF
- Grenergy renovables : Le T2 faible mais en ligne mais fort rebond attendu des résultats au S2 by Oddo BHF
- Voltalia : Turbulences ! by Oddo BHF
- WDP : Logistical powerhouse has plenty of energy, TP to €28 by Oddo BHF
- Grenergy renovables : A weak Q2 but in line and sharp earnings recovery expected in H2 by Oddo BHF
- TotalEnergies : Feedback from CMD – nice surprises on growth, profitability in renewables and cash returns by Oddo BHF
- Fagron N.V. : Q3 2023: North America to be the growth driver by Oddo BHF
- ams OSRAM : Capital increase of € 800m via a € 2.3bn refinancing plan by Oddo BHF
- Vodafone : Discussion with Carmen Velthuis, CFO at Vodafone Germany by Oddo BHF
- Solaria : Un nouvel éclairage attractif by Oddo BHF
- LVMH : Ne nous fâchons pas by Oddo BHF
- ODDO : Accenture voit le point d’inflexion de la croissance pour le T1 calendaire… mais après un T4 encore plus difficile qu’attendu by Oddo BHF
- UMG : What would UMG be worth at a streaming price of € 15/month in 2027? by Oddo BHF
- Accor : Road show feedback (Dublin, HIR): No visible slowdown in activity in the run-up to the launch of the buyback by Oddo BHF
- Hensoldt AG : Preview T3 3023 – Dans la continuité du S1 avec des commandes toutefois repoussées au T4 by Oddo BHF
- Vonovia SE : Vonovia providing confidence on its liquidity and debt management as well as on ongoing rental growth by Oddo BHF
- Hensoldt AG : Q3 2023 results preview – in line with H1 though with orders pushed back to Q4 by Oddo BHF