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SurveyAnalysisAndResults / Equity
- Lagardere : 2023 results ahead of expectations thanks to good momentum in travel retail by Oddo BHF
- Campari : FY 2023 EPS in line with expectations, FY 2024e guidance short on figures by Oddo BHF
- Eurofins : Postview: overreaction on the stock market for such a small gap over 2023... by Oddo BHF
- ASM International N.V : Un S1 24 stable n’invalide en rien le scenario d’une forte croissance en 2025, tirée par le 2nm Gate-All-Around by Oddo BHF
- Vodafone : Italy: Vodafone refuses the best offer, in our view by Oddo BHF
- Ageas : Results higher, Solvency less by growth, TaiPing benefit from HTM to AFS by Oddo BHF
- Endesa : Un 2023 contrasté, des guidances 2024 confirmées, un 2026 à surveiller by Oddo BHF
- GTT : Des bougies pour éclairer les perspectives… by Oddo BHF
- Amadeus IT Group : Une guidance 2024 qui témoigne du potentiel de croissance du groupe by Oddo BHF
- Holcim : Dormir pour donner assez de place aux rêves by Oddo BHF
- Freenet AG : La croissance a un coût (impact sur le consensus 2024/2025) by Oddo BHF
- Uniper : Une publication sans surprise mais des perspectives moroses by Oddo BHF
- Holcim : Sleep needed to give enough room to dream by Oddo BHF
- Glanbia : L’année 2024 devrait être portée par les volumes by Oddo BHF
- Merlin Properties : FFO / action 2023 en ligne et accélération dans les datacenters by Oddo BHF
- EDP Renovaveis : 2023 under pressure, set for transition in 2024, but 2026 guidance intact by Oddo BHF
- Aston Martin Lagonda : Changement du profil de risque, nous passons à Neutre by Oddo BHF
- Amadeus IT Group : Guidance for 2024 which reflects the group’s growth potential by Oddo BHF
- ams OSRAM : MicroLED project cancelled – We downgrade to Underperform (vs Neutral) as lower growth profile, execution issues should lead to de-rating by Oddo BHF
- Moncler : Très bonne fin d’année et un ton plus confiant sur 2024 by Oddo BHF
- Freenet AG : Growth comes with a cost (impact on consensus 2024-2025 forecasts) by Oddo BHF
- Solaria : Une publication 2023 en ligne, un alourdissement de la fiscalité sur 2024 by Oddo BHF
- Moncler : A very good end to the year and sounding more confident about 2024 by Oddo BHF
- Scout24 : Capital Markets Day: Increased Interconnectivity to drive mid-term growth and margin expansion by Oddo BHF
- Uniper : 2023 results in line with expectations, but a gloomy outlook by Oddo BHF
- Lagardère : Résultats 2023 supérieurs aux attentes grâce au bon momentum du Travel Retail by Oddo BHF
- Holcim : Diamonds and gold by Oddo BHF
- Vodafone : Italie : Vodafone refuse la meilleure offre selon nous by Oddo BHF
- ASM International N.V : A stable H1 2024 does not undermine the scenario of strong growth in 2025, driven by 2nm Gate-All-Around by Oddo BHF
- Aperam : CMD feedback: not a game changer but confirmation of very competitive business in Brazil and leadership in environment by Oddo BHF
- AENA : Strong Q4 results, mainly on the Spanish network, and waiting for the strategic update by Oddo BHF
- Diageo : Croissance du CA attendue à 0.4% en lfl pour FY 23/24 avec un retour à la croissance prévu au S2 by Oddo BHF
- Grenergy renovables : Poursuite de la rotation des projets pour financer la croissance by Oddo BHF
- Indra Sistemas : Excellents résultats T4. Guidance 2024 très supérieure aux attentes by Oddo BHF
- EDP Renovaveis : 2023 altéré, 2024 de transition, mais les objectifs 2026 demeurent by Oddo BHF
- Endesa : Mixed bag in 2023, 2024 guidance confirmed, 2026 to watch out for by Oddo BHF
- Pharma Mar : Q4 EBITDA and bottom line somewhat better albeit negative by Oddo BHF
- GN Store Nord : Factor in slower recovery in Enterprise, but turnaround for 2024 by Oddo BHF
- Neoen : Une trajectoire 2024 en ligne avec nos estimations by Oddo BHF
- Eiffage : Mieux vaut donner sans promettre que promettre sans tenir by Oddo BHF
- Indra Sistemas : Excellent Q4 results. 2024 guidance well ahead of expectations by Oddo BHF
- Glanbia : 2024 likely to be volumes-driven by Oddo BHF
- ams OSRAM : MicroLED project cancelled – We downgrade to Underperform (vs Neutral) as lower growth profile, execution issues should lead to de-rating by Oddo BHF
- Atos : Publication des résultats reportée au 20 mars. Fin des discussions avec EPEI by Oddo BHF
- UMG : Le modèle reste solide et le plan d’économies de coûts est un peu plus important que nous ne l’attendions by Oddo BHF
- Neoen : 2024 trajectory in line with our estimates by Oddo BHF
- Aston Martin Lagonda : Change of risk profile, rating downgraded to Neutral by Oddo BHF
- Merlin Properties : 2023 FFO / share in line and an acceleration in data centres by Oddo BHF
- NN Group : S2 and cap return better, OCG/FCF targets increased, S2 sensitivities higher by Oddo BHF
- Atos : Release of results postponed until 20 March. End of discussions with EPEI by Oddo BHF