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SurveyAnalysisAndResults / Equity
- Publicis : Publicis unveils its plan for AI over the next three years by Oddo BHF
- STMicroelectronics N.V. : Inventory corrections helping to test the strength of the model, pending the recovery in H2, low valuation, we remain positive by Oddo BHF
- Vranken Pommery : Un CA 2023 un peu en deça des attentes. Repli limité des ventes de champagne au S2 by Oddo BHF
- Atlas Copco : Un recul séquentiel des commandes qui inquiète, mais une exécution du carnet à nouveau exemplaire by Oddo BHF
- Deutsche Telekom : T-Mobile apportera 16-19% de FCF supplémentaires en 2024 by Oddo BHF
- Vranken Pommery : 2023 sales slightly below forecasts. Limited drop in champagne sales in H2 by Oddo BHF
- Deutsche Telekom : T-Mobile adding 16-19% growth to group FCF in 2024 by Oddo BHF
- Wizz Air : Une moindre performance du RASK au T3 à relativiser by Oddo BHF
- Sartorius Stedim Biotech : Weak finish as expected, stabilisation of order book, outlook good by Oddo BHF
- Bankinter : T4 2023 (underlying) & guidance 2024 solides vs valorisation serrée by Oddo BHF
- Bankinter : Robust Q4 2023 (underlying) results and 2024 guidance vs tight valuation by Oddo BHF
- ODDO : Monday valuation and performance review – Luxury sector by Oddo BHF
- Corbion N.V. : Emulsifiers to be sold for € 253m net; financial leverage to drop below 2.0x by Oddo BHF
- KONE : 2024 should facilitate further margin growth, albeit of a more limited magnitude by Oddo BHF
- Autoliv : Robust but in line and well valued by Oddo BHF
- RWE : Très bons résultats 2023 mais toute l’attention porte sur la suite by Oddo BHF
- Rémy Cointreau : Message rassurant pour une reprise de la croissance groupe courant FY 24/25e by Oddo BHF
- SGS : Une année 2024 de transition mais avec des espoirs de normalisation pour le moyen terme, en attendant le CMD de novembre. 90 CHF vs 80 CHF by Oddo BHF
- RWE : Very good 2023 results but attention focused on the future by Oddo BHF
- Wacker Chemie AG : Prelim Q4 EBITDA of € 136m 8% below cons on weak chemicals finish; Q1 2024 may drop to c. € 100m (cons € 114m); outlook due 12 March by Oddo BHF
- SGS : Transition year in 2024 but with hopes of a normalisation in the medium term, pending the CMD in November. Target price CHF 90 vs CHF 80 by Oddo BHF
- ODDO : Préview résultats T4 – Baisse séquentielle de 7.7%, le raffinage et la pétrochimie en ligne de mire by Oddo BHF
- Jungheinrich AG : We switch places – Higher order intake growth, EBIT margin resilience and valuation upside can be found at KION, down to Neutral (Outperform) by Oddo BHF
- Wolters Kluwer : Further margin expansion seen for 2024 by Oddo BHF
- ODDO : What reasons behind the spinning-off of Vivendi from Bolloré’s point of view by Oddo BHF
- LVMH : Cap maintenu, bonne tenue de route by Oddo BHF
- Barco NV : Preview FY23 results (8 February) by Oddo BHF
- JCDecaux : A very good Q4 with organic growth of 10.4% by Oddo BHF
- Atlas Copco : Sequential fall in orders a concern, but backlog execution still exemplary by Oddo BHF
- LVMH : Direction well kept, good handling by Oddo BHF
- SARTORIUS AG : Sartorius Stedim Biotech# FY review – Recovery ongoing, but takes some time by Oddo BHF
- Wizz Air : A less brisk performance in RASK in Q3, to be seen in perspective by Oddo BHF
- Rémy Cointreau : Guidance maintenue pour FY 23/24 et signaux rassurants by Oddo BHF
- Remy Cointreau : Guidance maintained for FY 2023-24 and reassuring signals by Oddo BHF
- Autoliv : Solide mais en ligne et bien valorisé by Oddo BHF
- ODDO : Monday valuation and performance review – Luxury sector by Oddo BHF
- Ageas : Marginal rise of solvency, operationally good by Oddo BHF
- KONE : 2024 devrait à nouveau permettre une amélioration de la marge, mais de moindre ampleur by Oddo BHF
- ODDO : Les USA arrêtent l’octroi de nouveaux permis de GNL, un impact limité sur le marché à CMT mais qui profite aux producteurs actuels by Oddo BHF
- Holcim : Le rêve américain pour mieux imiter CRH by Oddo BHF
- Holcim : The American dream to better imitate CRH by Oddo BHF
- NX Filtration : Expectations reset in place yet difficulties persist by Oddo BHF
- SCHOTT Pharma AG & Co. KGaA : Strong share price performance limits upside potential by Oddo BHF
- Remy Cointreau : Reassuring message on recovery in group growth in FY 2024-25e by Oddo BHF
- ODDO : US halts the granting of new LNG permits, with a limited impact on the market in the short to medium term but which benefits existing producers by Oddo BHF
- Société Générale : Forte baisse anticipée du RN au T4 avant un rebond attendu à partir de cette année by Oddo BHF
- ODDO : Quelles raisons à la scission de Vivendi du point de vue de Bolloré ? by Oddo BHF
- Societe Generale : Strong fall in net income expected in Q4 ahead of an anticipated recovery as of this year by Oddo BHF
- RELX Group PLC : More added value leads to higher growth at higher margins by Oddo BHF
- AMG : Lower metal prices impact estimates, 2024 EBITDA guidance at risk by Oddo BHF