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SurveyAnalysisAndResults / Equity
- Linde plc : FY 2023 outlook provides limited upside to cons. & LIN guides for Q4 adj. EPS q-o-q decline, we expect muted EPS growth in the mid-term - Underperform by Oddo BHF
- Eurofins : CMD feedback: somewhat surprising confidence, viewed against short-term backdrop by Oddo BHF
- UMG : Q3 more or less in line and positive message on the short term (confirmation of margin guidance) and the medium term (cost savings) by Oddo BHF
- BNP Paribas : Solid results in line with forecasts, despite weaker revenues in France by Oddo BHF
- Holcim : No real surprises overall by Oddo BHF
- Covestro AG : Q3 EBITDA -2% vs. css, reduced EBITDA 23 outlook leaves 4% css d/s; SBB terminated early for technical reasons; no comment on ADNOC, as expected by Oddo BHF
- Pharma Mar : Q3 earnings above on higher-than-expected royalties by Oddo BHF
- Remy Cointreau : Guidance slashed for sales, underlying operating profit LfL, consensus may adjust FY 2023-24 estimates by almost 15% by Oddo BHF
- Sopra Steria Group : La croissance org T3 légèrement inférieure aux attentes ne doit pas faire oublier la résilience du groupe face au reste du secteur by Oddo BHF
- SKF : Les mesures stratégiques commencent à payer, mais les volumes inquiètent by Oddo BHF
- Safran : La force de l’après-vente civile by Oddo BHF
- Equinor : Résultats supérieurs aux attentes grâce au trading. La question du retour de cash reste en suspens pour 2024 by Oddo BHF
- STMicroelectronics N.V. : Feedback de roadshow CEO/CFO à Paris by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- Corbion N.V. : After the dust has settled, TP lowered to € 29, Outperform reiterated by Oddo BHF
- Eramet : Valorisation excessivement décotée et vers un meilleur newsflow, nous upgradons à Surperformance by Oddo BHF
- Equinor : Earnings ahead of expectations thanks to trading – the question of cash returns is still pending for 2024 by Oddo BHF
- TF1 : Un bon T3 mais le T4 devrait être plus mou selon nous by Oddo BHF
- ENI SpA : Résultat opérationnel 6% supérieur aux attentes – Guidances revues en hausse mais pas le retour de cash by Oddo BHF
- Lectra : Postview T3 : sans visibilité sur les commandes mais confiant sur les marges by Oddo BHF
- ASML : We think that the sequence of stability in 2024 and a strong acceleration in 2025 is credible by Oddo BHF
- Coface : Robust net income in Q3, despite the gradual normalisation expected in the combined ratio by Oddo BHF
- Lectra : Postview Q3: no visibility on orders, confidence over margins by Oddo BHF
- Eramet : An excessively discounted valuation and on track for a better newsflow. We upgrade to Outperform by Oddo BHF
- Euronext : Preview Q3 2023; a decent quarter given the market backdrop by Oddo BHF
- Saint-Gobain : Q3 in line and guidance revised upwards by Oddo BHF
- Rémy Cointreau : Ajustement sévère de la guidance de croissance du CA et du ROC en lfl : le css pourrait s’ajuster de près de 15% pour FY23/24e. by Oddo BHF
- Xilam : Warning for 2024 and abandonment of medium-term targets by Oddo BHF
- FUCHS SE (pref) : Q3 EBIT 5% ahead, volume growth returns after 6 quarters; another 27% OpFCF guidance raise to € 380m; EBIT outlook unchanged on geopolitics by Oddo BHF
- STRATEC SE : Q3 review - Slight top line guidance adjustment already well reflected by Oddo BHF
- UMG : T3 2023 à peu près en ligne et message positif sur le court terme (confirmation de la guidance de marge) et moyen terme (économies de coûts) by Oddo BHF
- Sodexo : A solid 2023 publication, equity story around forthcoming spin-off firming up by Oddo BHF
- WPP : Un T3 difficile, le T4 devrait le rester aussi, le rebond repose sur 2024 by Oddo BHF
- Amundi : Résultat résilient au T3 avec une collecte nette supérieure aux attentes by Oddo BHF
- Coface : RN solide prévu au T3, malgré la normalisation graduelle attendue du ratio combiné by Oddo BHF
- ASML : Nous pensons que la séquence stabilité en 2024 et forte accélération en 2025 est crédible by Oddo BHF
- Aker BP : Résultats T3 légèrement supérieurs aux attentes - Neutre confirmé vu l’absence de croissance et le faible retour aux actionnaires by Oddo BHF
- ODDO : Monday valuation & performance review – Luxury sector by Oddo BHF
- Prosegur Cash SA : Q3 operating results in line by Oddo BHF
- Safran : Strength of the civil aftermarket segment by Oddo BHF
- Aker BP : Q3 2023 results a shade above expectations - Neutral recommendation confirmed given the absence of growth and low shareholder returns by Oddo BHF
- SKF : Strategic measures starting to pay off, but volumes a cause for concern by Oddo BHF
- Telecom Italia : Il n’y a plus de plan B by Oddo BHF
- ArcelorMittal : Nouvelle tragédie au Kazakhstan et sortie du pays, un impact financier en théorie gérable mais quelques incertitudes, OC abaissé à 28 € by Oddo BHF
- ENI SpA : Operating profit 6% ahead of expectations – Guidance revised up but not cash returns by Oddo BHF
- Sopra Steria Group : Slightly lower-than-expected Q3 organic growth should not detract from group's resilience vs rest of sector by Oddo BHF
- TF1 : A good Q3 but Q4 will likely be weaker in our view by Oddo BHF
- Amundi : Resilient Q3 results with net inflow above forecasts by Oddo BHF
- ArcelorMittal : Fresh tragedy in Kazakhstan and exit from the country, financial impact manageable in theory but some uncertainty, target price cut to € 28 by Oddo BHF
- STMicroelectronics N.V. : Feedback from CEO/CFO roadshow in Paris by Oddo BHF