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SurveyAnalysisAndResults / Equity
- ASM International N.V : Roadshow feedback: Q4 probably as expected, towards a 2024 driven by GAA and SiC, target price raised to € 530 by Oddo BHF
- ArcelorMittal : Combinaison gagnante avec la sortie réussie du Kazakhstan, la gestion active du portefeuille et la hausse des prix de l’acier, reco relevée à Surperformance by Oddo BHF
- AngloAmerican Plc : Douche froide sur les objectifs et scénario de M&A trop peu probable à ce stade, nous dégradons à Neutre by Oddo BHF
- AngloAmerican Plc : New estimates still at risk and M&A scenario too unlikely at this stage, we downgrade to Neutral by Oddo BHF
- Richemont : Le secteur ralentit mais le cas conserve ses mérites en relatif by Oddo BHF
- TITAN CEMENT GROUP : 2023: a record year! by Oddo BHF
- Wendel : Un CMD sans grandes annonces, qui laisse des options…et des questions… le sujet du dividende, sans surprise, est priorisé (+20%). by Oddo BHF
- Wendel : Largely unsurprising CMD leaving open options and question marks… the issue of the dividend, not surprisingly, is prioritised (+20%) by Oddo BHF
- IONOS : The GoDaddy stock is at a peak, the discount for IONOS now at 40-50% by Oddo BHF
- thyssenkrupp : Show me first – We wait until the terms and conditions of a potential steel deal are determined. Neutral rating & new € 7.0 target price (was € 9.0) by Oddo BHF
- ODDO : SRI label: what if oil services players were the biggest beneficiaries? by Oddo BHF
- Unibail-Rodamco-Westfield : More flexibility to execute the group’s strategy in 2024 and thereafter by Oddo BHF
- Hannover Re : Hannover Re aims to execute on selected growth opportunities by Oddo BHF
- Nokia : Nokia remains optimistic for the long term, but 2024 is set to be another challenging year after the loss of AT&T by Oddo BHF
- Dassault Aviation : Quand la supply chain s’en mêle - Neutre vs Surperformance by Oddo BHF
- Figeac Aero : Quand l’outil industriel se charge – Surperformance vs Neutre by Oddo BHF
- ODDO : Scenario de soft landing pour 2024 confirmé par Numeum by Oddo BHF
- MAREL HF : Sweetened offer by JBT could entice MAREL board and shareholders by Oddo BHF
- Vivendi : Vers une scission de Vivendi et une valorisation comprise entre 13 et 15 € by Oddo BHF
- Accor : Hôtellerie France : RevPAR toujours en progression en novembre mais les hausses de prix ont ralenti by Oddo BHF
- Carmila : The momentum and growth outlook are still appealing by Oddo BHF
- Accor : Hotels France: RevPAR still showing growth in November but ADR slowing by Oddo BHF
- Symrise : Profit warning: adj. EBITDA margin guidance lowered to 19.0-19.5% (was c. 20%); implies c. € 905m adj. EBITDA 2023, -5% vs € 952m cons; surprising by Oddo BHF
- Deutsche Telekom : The positive impact of TMUS continues by Oddo BHF
- Air France-KLM : Des objectifs 2028 ambitieux soumis à des risques d’exécution et un phasage en question by Oddo BHF