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SurveyAnalysisAndResults / Equity
- Klépierre : Excellent fundamentals despite potential exit by Simon Properties going forward at a price estimated to date above € 27.2 by Oddo BHF
- Commerzbank : T3 2023 solide, update stratégique MT rassurant… et valorisation (enfin) plus attractive ! by Oddo BHF
- Continental : Some progress, but key questions remain ahead of 4 December CMD by Oddo BHF
- Legrand : Un T3 mixte, avec toujours des volumes négatifs et un bon niveau de marge by Oddo BHF
- E.ON : Une bonne publication mal interprétée by Oddo BHF
- Generali : Le RN du T3 2023 sera marqué par un coût élevé des catastrophes naturelles by Oddo BHF
- Crédit Agricole : Revenus et RN supérieurs aux attentes au T3 2023 by Oddo BHF
- Vestas : Q3 > expectations but 2025 targets may appear ambitious by Oddo BHF
- Legrand : A mixed Q3, with persistently negative volumes and a good margin level by Oddo BHF
- Logista : Q4 earnings in line. FY 2024 guidance as expected by Oddo BHF
- MAREL HF : CEO change (and the reason for the change) leads to turmoil by Oddo BHF
- Telefonica : Telefonica retrouve des ambitions by Oddo BHF
- NRJ Group : Un T3 2023 tiré par la bonne dynamique publicitaire en France ainsi que les effets de bases by Oddo BHF
- Generali : Q3 2023 net income will be marked by the high cost of natural catastrophes by Oddo BHF
- Merck KGaA : Q3 2023 review – Trough in Life Sciences by Oddo BHF
- DSM-Firmenich : Feedback from the teach-in by Oddo BHF
- Telefonica : Telefonica’s new ambitions by Oddo BHF
- KBC : Q3 quite in line, new FY24 NII guidance 5% less than expected by Oddo BHF
- ODDO : Q3 2023: Freenet (1% above expectations), Telecom Italia (2%), Deutsche Telekom (-1%) by Oddo BHF
- KION GROUP AG : RS feedback - We expect upside on FY 24 order intake & adj. EBIT level at ITS, but SCS adj. EBIT margin recovery potential is overestimated. Neutral by Oddo BHF
- FL Entertainment : Une croissance au T3 supérieure à nos attentes, mais un EBITDA 2023 légèrement plus faible qu’anticipée by Oddo BHF
- Redcare Pharmacy : Raising estimates after strong Q3, e-script uncertainty remains by Oddo BHF
- Schneider Electric : Feedback CMD : une feuille de route déjà bien dessinée et des objectifs ambitieux by Oddo BHF
- INWIT : Results in line – 2023 guidance was nuanced and so is our TP, accordingly by Oddo BHF
- Hapag-Lloyd : Nous retenons une vision plus conservatrice. OC abaissé à 125 € - Neutre by Oddo BHF
- Continental : Du mieux mais les questions stratégiques demeurent en amont du CMD by Oddo BHF
- Commerzbank : Solid Q3 2023 results, reassuring medium-term update … and more attractive multiples, at last! by Oddo BHF
- Vestas : T3 > attentes mais des objectifs 2025 qui peuvent sembler ambitieux by Oddo BHF
- Munich Re : Q3 2023 results points to higher run-rate for L/H reinsurance by Oddo BHF
- Euronext : Q3 2023 revenue a slight miss, however cost and net profit much better by Oddo BHF
- Airbus Group : Un T3 2023 sous-jacent solide et un discours rassurant sur les flux de livraisons à venir by Oddo BHF
- Evotec SE : Strong Q3 results and confirmation of 2023 guidance reflect resilient business model by Oddo BHF
- ASOS : 2024 to be another transition year, cutting estimates and TP by Oddo BHF
- Adyen NV : Positive more realistic targets, Q3 somewhat better, and a good CMD by Oddo BHF
- Royal BAM Group : BAM and Rolls Royce partner on small modular reactors for NL by Oddo BHF
- Arm Holdings plc : Un peu de volatilité lié au phasing des licences, mais Arm reste bien positionné pour bénéficier du début de reprise du marché des smartphones by Oddo BHF
- E.ON : Good set of figures but poorly interpreted by Oddo BHF
- Credit Agricole : Revenue and net income ahead of expectations in Q3 2023 by Oddo BHF
- Arm Holdings plc : Some volatility in the phasing of licences, but Arm remains well placed to take advantage of the budding recovery on the smartphone market by Oddo BHF
- Brenntag : Q3 op. EBITA 4% below css; strong OpFCF accumulates to 93% of our FY after 9M; EBITA outlook reduced to 'around € 1.3bn', in line with consensus by Oddo BHF
- ODDO : Q3 2023: Freenet (1% above expectations), Telecom Italia (2%), Deutsche Telekom (-1%) by Oddo BHF
- Airbus Group : A solid underlying trend in Q3 2023 and a reassuring message on future delivery flows by Oddo BHF
- NRJ Group : Q3 2023 driven by good advertising momentum in France and comparatives by Oddo BHF
- Coloplast : Q4 review – Miss on expectations, guidance for 2023-24 as expected by Oddo BHF
- SÜSS Micro Tec SE : Relèvement de la guidance 2023 suite à la cession de MicroOptics by Oddo BHF
- Pirelli : Un trimestre à nouveau solide by Oddo BHF
- Almirall SA : Q3 operating performance a touch better. FY 2023 EBITDA guidance reiterated by Oddo BHF
- Veolia : Alignement de la performance, de la guidance et de la perception du marché by Oddo BHF
- Veolia : Alignment of performance, guidance and market perception by Oddo BHF
- Ströer SE & Co. KGaA : Croissance solide au T3 2023, bon momentum maintenu sur le T4 by Oddo BHF