Back to the main directory
SurveyAnalysisAndResults / Equity
- ODDO : Rapport AIE – Un risque de surplus plane sur le marché si l’OPEP ne reconduit pas ses quotas by Oddo BHF
- ODDO : IEA report – Market at risk of surplus if OPEC does not renew quotas by Oddo BHF
- Aixtron SE : Q4 2023 preview: towards a very robust 2024, with catalysts underestimated by Oddo BHF
- Michelin : Still one of our Top Picks by Oddo BHF
- E.ON : Regulator launches major consultation by Oddo BHF
- Capgemini : FY results set to be unsurprising but start of 2024 likely to be mixed by Oddo BHF
- SSAB : La plupart des segments bien orientés en ce début d’année hormis les plates US - Objectif de cours réhaussé à 105 SEK vs 89 SEK by Oddo BHF
- BASF : Prelim. EBIT bsi FY 2023 3% below cons on weak chemicals segment; solid OpFCF of € 2.7bn; EBIT bsi 24 cons implies +22% y-o-y, lots of hope by Oddo BHF
- Stellantis : Un potentiel qui reste encore (largement) sous-estimé by Oddo BHF
- Wavestone : Update post-forum / preview T3 : l’upside ne semble pas totalement épuisé by Oddo BHF
- SLB : Une caisse à outil et surtout une cash-machine by Oddo BHF
- ODDO : Monday valuation and performance review – Luxury sector by Oddo BHF
- SLB : A toolbox and above all a cash machine by Oddo BHF
- Stellantis : Potential still (largely) underestimated by Oddo BHF
- Argan SA : Bonne visibilité à poursuivre une croissance rentable et le désendettement by Oddo BHF
- Lectra : Le point bas sur les commandes semble atteint et les fondamentaux renforcés pour 2024. Surperformance vs Neutre. OC 36.5 € (vs 26 €) by Oddo BHF
- Wavestone : Post-Forum update / Q3 preview: the upside does not seem to be entirely exhausted by Oddo BHF
- Lectra : Orders appear to have bottomed out with stronger fundamentals for 2024, Outperform vs Neutral, TP € 36.5 vs € 26 by Oddo BHF
- Carrefour : Poursuite du ralentissement de l’inflation alimentaire en Europe – Pincement de la marge pénalisé par un effet FX spécifique en Argentine by Oddo BHF
- ING Group : Good Q4 net profit, no SBB, future NII pressure & expense growth by Oddo BHF
- Philips : Preview FY23 results due 29 Jan (positive). by Oddo BHF
- Adecco : Despite solid chance of positive organic growth in Q4, we remain cautious by Oddo BHF
- Aegon : In Q4 US Solvency stable and UK up, possible new cap release by Oddo BHF
- STMicroelectronics N.V. : Le risque de la publication réside dans la guidance T1 2024, mais le titre a bien sous-performé et la valorisation est très protectrice by Oddo BHF
- STMicroelectronics N.V. : The risk in the financial release lies in Q1 2024 guidance, but the stock has sharply underperformed and the valuation is highly protective by Oddo BHF
- Dassault Aviation : FY 2023 preview – Financial investments and Thales lessen impact of decline in volumes by Oddo BHF
- ArcelorMittal : First in line to benefit from higher steel prices, target price lifted to € 35 by Oddo BHF
- E.ON : Le régulateur lance une grande consultation by Oddo BHF
- Richemont : A visibly reassuring performance by Oddo BHF
- Argan SA : La dynamique opérationnelle reste soutenue pour 2024 by Oddo BHF
- Argan SA : Still robust operating momentum for 2024 by Oddo BHF
- SSAB : Most segments in good shape at the start of the year aside from US plates, target price raised to SEK 105 vs SEK 89 by Oddo BHF
- MAREL HF : JBT ups offer to €3.60 (all cash an option) plus guarantees. Deal likely but not guaranteed by Oddo BHF
- Rio Tinto Plc : Le fer continue de porter les résultats et compense la hausse générale des coûts, OC augmenté à 6 000 p by Oddo BHF
- Crédit Agricole : RN record attendu en année pleine 2023 by Oddo BHF
- ODDO : Monday valuation and performance review – Luxury sector by Oddo BHF
- VusionGroup : Les US vont tirer la croissance en 2024, attendue plus forte au S2 qu’au S1 by Oddo BHF
- KBC : Q4 NII and cost in line with guidance, commission higher, non-life lower by Oddo BHF
- Rio Tinto Plc : Results still being driven by iron ore, offsetting general uptrend in costs; TP raised to 6,000p by Oddo BHF
- Software AG : Mosel Bidco SE requests merger squeeze-out of minority shareholders by Oddo BHF
- Argan SA : Good visibility to continue profitable growth and deleveraging by Oddo BHF
- Credit Agricole : Record net income expected in FY 2023 by Oddo BHF
- VusionGroup : The US should drive growth in 2024, expected to be stronger in H2 than H1 by Oddo BHF
- Carrefour : Food inflation slows further in Europe, margin shrinks, hit by specific forex effect in Argentina. by Oddo BHF
- ODDO : Croissance et newsflow clinique seront au rendez-vous en 2024 by Oddo BHF
- Ørsted : Une année 2023 à oublier des signes encourageants sur 2024 by Oddo BHF
- Ørsted : 2023 was a year to forget but encouraging signs for 2024 by Oddo BHF
- Sartorius Stedim Biotech : Q4 prelims due 26 Jan – Incorporating higher destocking effect by Oddo BHF
- ODDO : Growth and clinical newsflow expected to materialise in 2024 by Oddo BHF
- M6 : Momentum moins favorable, dégradation à Neutre vs Surperformance by Oddo BHF