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SurveyAnalysisAndResults / Equity
- Prosegur : Roadshow highlights by Oddo BHF
- Infineon Technologies AG : Des leviers de croissance structurels avec l’AI, le GaN et le SiC, pour les divisions PSS et GIP by Oddo BHF
- Rightmove : CMD feedback: priorities and associated resources clearly defined for the coming years with margins at 70% from 2024 by Oddo BHF
- LDC : Résultats S1 de très bonne facture. Guidance de ROC 2023/24 précisée supérieure à 350 M€ by Oddo BHF
- Enagas : H2Med and Spain’s hydrogen backbone included in the EU’s PCI list by Oddo BHF
- ASR : The start shot, some better Aegon integration news at CMD on Thursday by Oddo BHF
- RWE : Plus d’investissements pour plus de croissance by Oddo BHF
- NX Filtration : Turning on the filter, will take its time by Oddo BHF
- Richemont : Were YNAP to be consolidated again, this would not be the end of the world by Oddo BHF
- Campari : Campari continue de bénéficier de la résilience de son portefeuille de produits et se positionne en Chine by Oddo BHF
- Campari : Campari continues to benefit from the resilience of its product portfolio and gains a foothold in China by Oddo BHF
- CIE Automotive : Feedback from Analyst Day: a model of success by Oddo BHF
- Inditex : Sales growth to be the main focus… and to remain strong by Oddo BHF
- ASR : CMD somewhat higher synergies, positive collective settlement, TP up by Oddo BHF
- Rémy Cointreau : Résultats du S1 FY23/24 : le pire est désormais derrière nous by Oddo BHF
- Pernod Ricard : Nouvelle nomination à la direction de l’Amérique du Nord pour Pernod Ricard by Oddo BHF
- Krones AG : EK-Forum Feedback - On track to lift EBITDA-margin to the 10%-13% range, Order backlog visibility until end of 2025 (ESG will drive growth for longer) by Oddo BHF
- Eurazeo : CMD: end of a certain hybrid model (big balance sheet + AM for third parties). Massive returns to shareholders with SBB and dividends out to 2027 by Oddo BHF
- ABB Ltd. : The group’s transformation enables it to base its strategy on growth by Oddo BHF
- ASML : Nouveau CEO: la continuité, mais avec un focus Tech probablement encore plus marqué, OC relevé à 800 € vs 720 € by Oddo BHF
- Siltronic AG : Pas de reprise avant S2 24 by Oddo BHF
- Remy Cointreau : Constructive comments on the group’s strategy and the cognac market trajectory for the long term by Oddo BHF
- Siltronic AG : No recovery until H2 2024 by Oddo BHF
- Alstom : Feedback roadshow : un plan qui se dessine, mais la visibilité va mettre du temps à s’améliorer by Oddo BHF
- Brenntag : CMD preview – more details on ‘Specialties’ steering model; no ‘breaking news’; headroom for another share buyback by Oddo BHF
- Ferrari : Fly to safety by Oddo BHF
- Infineon Technologies AG : Structural growth leverage with AI, GaN and SiC, for PSS and GIP divisions by Oddo BHF
- Rightmove : CMD feedback: priorities and associated resources clearly defined for the coming years with margins at 70% from 2024 by Oddo BHF
- LDC : Good quality H1 results. Guidance for 2023-24 underlying operating profit adjusted to over € 350m by Oddo BHF
- MAREL HF : Board is right in rejecting the offer, JBT likely to bump to €3.30-€3.40 by Oddo BHF
- B&S Group S.A. : Risk-return trade-off too attractive to ignore; upgrade to Outperform by Oddo BHF
- RWE : More investment for more growth by Oddo BHF
- Ferrovial : Disposal of Heathrow airport at a very good price by Oddo BHF
- Richemont : Were YNAP to be consolidated again, this would not be the end of the world by Oddo BHF
- NN Group : Risk collective Woekerpolis claims reduced materially, TP and recom. up by Oddo BHF
- CIE Automotive : Feedback Analyst Day : un modèle de réussite by Oddo BHF
- PostNL : Feedback from the fireside chat by Oddo BHF
- Prosus NV : Continued rise of profitability, evolution of asset portfolio still pending by Oddo BHF
- Prosus NV : Poursuite de la remontée de la rentabilité, évolution du portefeuille d’actifs toujours en attente by Oddo BHF
- Eurazeo : CMD : la fin d’un certain modèle hybride (gros bilan + AM compte de tiers). Retour massif à l’actionnaire avec SBB et dividendes jusqu’en 2027 by Oddo BHF
- Pernod Ricard : New CEO appointed for Pernod Ricard North America by Oddo BHF
- Remy Cointreau : H1 2023-24 results: the worst is now over by Oddo BHF
- ABB Ltd. : La transformation du groupe lui permet d’axer sa stratégie sur la croissance by Oddo BHF
- Rolls-Royce : Surperformance et OC de 350p – La puissance retrouvée by Oddo BHF
- Rémy Cointreau : Des commentaires constructifs sur la stratégie du groupe et la trajectoire du marché du cognac à long terme by Oddo BHF
- ASML : New CEO: continuity, but probably an even more pronounced tech focus, target price raised to € 800 vs € 720 by Oddo BHF
- ASR : Positive CMD, Woekerpolis settled, 13% FCF yield and 9.5% cash return by Oddo BHF
- Rolls-Royce : Outperform and target price of 350p – Thrusting forward by Oddo BHF
- ProSiebenSat.1 Media SE : Une reprise progressive du marché publicitaire allemand, Pro7Sat1 est une valeur pour en profiter by Oddo BHF
- Alstom : Road show feedback: plan taking shape, but visibility will take time to improve by Oddo BHF