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SurveyAnalysisAndResults / Equity
- CRH : Une acquisition au Texas pour repartir du bon pied by Oddo BHF
- Siemens Energy AG : Feedback CMD : toutes les incertitudes ne sont pas levées, mais les priorités (et les moyens associés) sont bien définies by Oddo BHF
- Rheinmetall AG : Croissance, rentabilité et génération de FCF, l’horizon est dégagé jusqu’en 2026 et au-delà - OC relevé à 323 € by Oddo BHF
- DÜRR AG : Feedback Analyst Day - Homag = no short-term fix, EBIT margin trajectory in PFS continues, 3/ Financial KPI's reiterated (incl. dividend for FY 2024) by Oddo BHF
- Grenergy renovables : Un CMD qui confirme la volonté du groupe d’accélérer dans le stockage by Oddo BHF
- Rheinmetall AG : Growth, profitability and FCF generation, clear skies out to 2026 and beyond – target price raised to € 323 by Oddo BHF
- Brunel : Diversification has hardly lengthened earnings visibility by Oddo BHF
- Enel : A cautious strategic plan, in line with our expectations by Oddo BHF
- Elior : Objectifs et turnaround rassurants pour 2024 by Oddo BHF
- Elior : Targets and turnaround outlook reassuring for 2024 by Oddo BHF
- Schoeller Bleckmann : Et si la diversification venait de l’autre côté de l’Atlantique ? by Oddo BHF
- Hensoldt AG : Feedback from the CMD – hidden growth by Oddo BHF
- Intertek : A good quality publication but no major surprises by Oddo BHF
- NFON AG : Progress in Q3 2023, but there is still a long way to go by Oddo BHF
- RWE : Nos attentes pour le CMD de RWE by Oddo BHF
- RWE : What we expect at RWE’s CMD by Oddo BHF
- Endesa : More resilience, less growth but more financial leeway by Oddo BHF
- Intertek : Tonalité rassurante – Perspectives bien orientées by Oddo BHF
- MAREL HF : Unsolicited potential offer for MAREL with support of Eyrir (24.7%) by Oddo BHF
- MFE B shares : Tendance publicitaire meilleure qu’attendu sur le T4 et sur 2024 by Oddo BHF
- MFE B shares : Advertising trend better than expected in Q4 and for 2024 by Oddo BHF
- Remy Cointreau : Most of the deleveraging in FY 2023-24 expected to be booked in H1 as adjustments to operating expenses should materialise mainly in H2 by Oddo BHF
- Deutsche Konsum REIT-AG : Preliminary 2022-23 results with significantly higher property devaluation than expected and suspension of the dividend. Underperform vs Neutral by Oddo BHF
- Ageas : Somewhat positive key takeaways of comprehensive CMD by Oddo BHF
- Laurent-Perrier : A resilient H1 but uncertainty on the rest of the year by Oddo BHF