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SurveyAnalysisAndResults / Equity
- Stabilus SE : FY 2022-23 prelims. due 10 November –A solid end to the year expected by Oddo BHF
- EssilorLuxottica : L'activité tient bien le coup, pression changes un peu plus visible by Oddo BHF
- Renault : Sequential margin improvement in H2 confirmed by Oddo BHF
- La Française des Jeux : Publication T3 en dessous des attentes, amenant une baisse de la guidance de CA 2023 by Oddo BHF
- Bankinter : Q3 2023 results in line with H1… robust! by Oddo BHF
- Société Foncière Lyonnaise : Performance opérationnelle très solide dans la continuité des trimestres précédents by Oddo BHF
- Umicore : Improved outlook E&ST but not 100% convinced by Oddo BHF
- L'Oréal : Un T3 de nouveau très dynamique malgré le Luxe et la Chine by Oddo BHF
- Covivio : Encouraging Q3 release on the top line and disposals by Oddo BHF
- DÜRR AG : FY 2024 adj. EBIT margin target of 8% revised to 4.5%-6.0% (~20% downside to cons at mid-point), new € 30 TP, current valuation backs Outperform rating by Oddo BHF
- La Française des Jeux : Q3 publication below expectations, leading to a downward revision to the guidance for 2023 revenue by Oddo BHF
- L'Oreal : Another very dynamic quarter in Q3 despite luxury and China by Oddo BHF
- Rémy Cointreau : Le consensus intègre désormais un miss sur la guidance et le T1 FY 24e de Pernod Ricard suggère que le momentum est au plus bas by Oddo BHF
- Grifols B : Q3 preview: lower cost per litre start to surface driving margins to expand by Oddo BHF
- Intercontinental Hotels : Solide publication, ton confiant mais pas de salut boursier by Oddo BHF
- Rexel : Le pricing décevant au T3 l’a emporté sur la bonne surprise des volumes by Oddo BHF
- BNP Paribas : Résultat solide attendu au T3 by Oddo BHF
- Volkswagen (pref) : Résultats T3 inférieurs aux attentes et qui posent question sur la visibilité by Oddo BHF
- ING Group : Good Q3 result, NII rising somewhat, € 2bn SBB and more to come by Oddo BHF
- Orange : Le retour des discussions de consolidation en France? by Oddo BHF
- Schindler Holding Ltd : Feedback from Technology Day: a new platform, key for improving the margin in new equipment by Oddo BHF
- Deutsche Borse : Q3 2023 ahead of estimates; SimCorp cash EPS accretive starting 2024e by Oddo BHF
- FlatexDEGIRO : Q3 review: after strong results FlatexDEGIRO is well positioned to further benefit from the high interest rate environment by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- Volkswagen (pref) : Q3 pre-release below expectations, visibility in question… by Oddo BHF