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SurveyAnalysisAndResults / Equity
- SMA Solar Technology AG : Relèvement de notre recommandation suite au relèvement de la guidance by Oddo BHF
- Kering : Les temps sont vraiment difficiles by Oddo BHF
- Geberit AG : Feedback CMD : une démonstration de ce qui fait que Geberit … est Geberit by Oddo BHF
- Allfunds Group Plc : Preview Q3 2023; a softer quarter due to seasonally low industry dynamics by Oddo BHF
- Lanxess : Q3 preview – Only a limited q-o-q improvement; low end of FY guidance (€ 600m) hard to reach, as suggested by € 576m consensus already by Oddo BHF
- Infineon Technologies AG : Un discours très rassurant sur la santé du semiconducteur auto en 2024 (positif pour IFX mais aussi pour STM) by Oddo BHF
- Gerresheimer AG : Q3 review – slowdown in momentum, sequential improvement to come by Oddo BHF
- Thales : Q3 preview – In line with H1…excluding space and smart cards by Oddo BHF
- Lufthansa : Q3 preview –pricing to offset higher fuel costs in Q3 and Q4 by Oddo BHF
- LDC : CA T2 proche des attentes. Confiance pour atteindre une marge > à sa guidance de 5% en 2023/24 by Oddo BHF
- Air Liquide : Q3 preview - Continuation of trends we saw in Q2: LI (=), IM (=), EC (-), HC (+), leading to expected Q3 2023 group comparable sales growth of 3% y-o-y by Oddo BHF
- LDC : Q2 sales close to expectations. Confidence in reaching a margin > its guidance of 5% in 2023-24 by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- Aurubis : Prime de cathode stable et TC/RC sans doute en légère hausse : voyants globalement au vert, recommandation relevée à Surperformance by Oddo BHF
- Schaeffler AG : Q3 23 due on 7 November – A relatively solid quarter in a tough environment by Oddo BHF
- Aurubis : Cathode premium stable and TC/RCs probably up slightly: outlook turns positive, rating upgraded to Outperform by Oddo BHF
- Varta AG : CEO interview in Handelsblatt – Ongoing restructuring case & bullish future financial targets (€ 150m+ adj. EBITDA) despite lack of firm orders by Oddo BHF
- Vitesco : Schaeffler AG to launch takeover offer on Vitesco, sees significant synergies by Oddo BHF
- Schaeffler AG : Schaeffler AG to launch takeover offer on Vitesco, sees significant synergies by Oddo BHF
- Aixtron SE : Preview T3 23 : upside limitée sur cette publication mais dynamique toujours positive by Oddo BHF
- Vitesco : A relatively rich offer justified by synergies potential and deal structure by Oddo BHF
- TF1 : Q3 expected to be dynamic on advertising but weaker for Newen by Oddo BHF
- Arcadis : Preview Q3 2023: Good progress towards strategic EBITA margin target by Oddo BHF
- Vivendi : An autumn clear-out? by Oddo BHF
- AngloAmerican Plc : Convincing Woodsmith feedback and more favourable earnings sequence as of 2024, we upgrade our rating to Neutral by Oddo BHF