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SurveyAnalysisAndResults / Equity
- Ayvens : Le scenario de l’OPA est crédible, mais uniquement à moyen/long terme by Oddo BHF
- B&S Group S.A. : Sales beat our estimate by 2.7% in Q3 2023; outlook maintained for 2023 by Oddo BHF
- CGG : On course for FCF breakeven in 2023 post WC effect (vs pre WC effect previously) by Oddo BHF
- PostNL : Model update by Oddo BHF
- Adyen NV : High expectations for the CMD by Oddo BHF
- Demant A/S : Q3 review – another strong quarter by Oddo BHF
- Edenred : A solid Q3 report and yet the stock has been punished, Edenred is capable of reaching and even exceeding the high end of its guidance range by Oddo BHF
- Telefonica Deutschland : Une offre de rachat au-dessus de la valeur du groupe by Oddo BHF
- Wereldhave : Renewed and ready: Wereldhave’s Full Service Centers shine at CMD by Oddo BHF
- TKH GROUP NV : Preview Q3 2023: A mixed quarter by Oddo BHF
- Brembo : Confirmation du ralentissement by Oddo BHF
- Amadeus IT Group : La surperformance d’Amadeus, par rapport à l’industrie, redevient nette by Oddo BHF
- HOCHTIEF : P&L results in line with estimates but the challenge in cash remains alive by Oddo BHF
- Daimler Truck : Robust Q3 figures, still attractive outlook, and heavily discounted valuation by Oddo BHF
- Engie : Guidance upgrade and encouraging outlook by Oddo BHF
- Amadeus IT Group : Amadeus is back to posting a clear outperformance relative to the industry by Oddo BHF
- PVA Tepla : Positive stance reiterated following our fireside chat with PVA Tepla by Oddo BHF
- RTL Group : Un T3 2023 difficile, impacté par la publicité mais aussi Fremantle by Oddo BHF
- Altarea : FFO still expected to be sharply down in the short term, progress on the new housing supply by Oddo BHF
- Telefonica Deutschland : An acquisition bid in excess of the group’s value by Oddo BHF
- RTL Group : Challenging Q3 2023, affected by advertising and also Fremantle by Oddo BHF
- Enel : Q3 better than expected, prompting an upward adjustment to 2023 guidance by Oddo BHF
- Argan SA : Feedback roadshow : un profil d’ « ESG improver » en puissance by Oddo BHF
- Laboratorios Rovi : Q3 EBITDA notably above. Outlook revised upwards again by Oddo BHF
- Capgemini : Increased caution on the coming quarters but confidence on margins by Oddo BHF