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SurveyAnalysisAndResults / Equity
- Visiativ : SNEF group to buy 75.72% stake in Visiativ at € 37 per share (premium >30%) by Oddo BHF
- Believe : An offer of € 15 per share made by a consortium, including the CEO by Oddo BHF
- GALP : Des guidances assez conservatrices, Capex en baisse, excellent momentum en exploration by Oddo BHF
- Coface : RN 2023 élevé, malgré un ralentissement attendu au T4 by Oddo BHF
- UBS Group : UBS works through decisive restructuring and integration in 2024e by Oddo BHF
- GALP : Fairly conservative guidance, capex down, excellent momentum in exploration by Oddo BHF
- AMG : Preview Q4 2023: lower lithium price hits Q4, 2024 EBITDA guidance at risk by Oddo BHF
- Michelin : Conviction further strengthened by Oddo BHF
- TUI AG : Q1 2024 results above expectations. 2024 guidance reiterated by Oddo BHF
- Allianz : RO attendu à 14.7 Md€ en année pleine 2023 by Oddo BHF
- thyssenkrupp nucera : Strong pipeline bears surprise potential & proven execution capabilities, new target price of € 25 (due to lower peer multiples). Outperform by Oddo BHF
- Allianz : Operating income of € 14.7bn anticipated for full-year 2023 by Oddo BHF
- Carmila : Excellente performance opérationnelle après un T4 de très bonne facture by Oddo BHF
- M6 : Résultats 2023 un peu inférieurs aux attentes, départ de Nicolas de Tavernost et précisions sur le plan d’investissement dans le streaming by Oddo BHF
- M6 : 2023 results slightly lower, departure of Nicolas de Tavernost and indications on the investment plan in streaming by Oddo BHF
- Capgemini : Solid Q4/FY 2023 earnings. Guidance for FY 2024 growth slightly below expectations, offset by solid OM and FCF by Oddo BHF
- Bilfinger : Une dynamique en marche by Oddo BHF
- Gecina : Année 2023 très solide avant de poursuivre sur 2024 en croissance by Oddo BHF
- Schindler Holding Ltd : New medium-term prospects already well priced in by Oddo BHF
- Renault : H2 FCF beat, higher dividend and robust outlook likely to increase confidence by Oddo BHF
- Aeroports de Paris : 2023 results slightly above, mid-term guidance just in line by Oddo BHF
- Gecina : Very solid 2023 ahead of continued growth in 2024 by Oddo BHF
- CompuGroup Medical SE : No real catalysts in the short term, Neutral rating maintained, TP cut to € 37 vs € 42 by Oddo BHF
- Telecom Italia : T4 2023 : retour à la croissance grâce aux hausses de prix by Oddo BHF
- Bilfinger : Strong momentum by Oddo BHF