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SurveyAnalysisAndResults / Equity
- Evonik Industries AG : More ‘visibility’, less ‘hope’ baked into outlook for 2024 – differentiates from sector peers by Oddo BHF
- Ageas : H2 results good, China S2 improved, but focus is now on DLG acquisition by Oddo BHF
- Bayer : Solid Q4 results - questions about the strategic path remain by Oddo BHF
- Dormakaba : Le plan Shape4Growth commence (enfin) à porter ses fruits by Oddo BHF
- DEME Group : New high-end fleet going full throttle in 2024 by Oddo BHF
- Outokumpu : Road show feedback: slowly improving momentum, strategic focus on US, advanced grades & low-carbon raw mats, decarb agenda well on track by Oddo BHF
- TRATON : An attractive and clearly undervalued story by Oddo BHF
- PostNL : Model update by Oddo BHF
- Coface : Le nouveau plan stratégique acte l’amélioration de la rentabilité structurelle by Oddo BHF
- Brembo : A profile that fails to stand out, except at the valuation level by Oddo BHF
- VAT Group AG : Reprise confirmée en 2024 mais plus lente qu’attendu by Oddo BHF
- VAT Group AG : Recovery confirmed in 2024, but slower than expected by Oddo BHF
- Ströer SE & Co. KGaA : The strong momentum continues for OoH in Q1 by Oddo BHF
- Symrise : Better organic growth of 9.5% in Q4, adj. EBITDA 2023 of € 904m, 2% below consensus, outlook fully in line with css, eyeing € 1bn adj. EBITDA - mixed by Oddo BHF
- Aperam : European stainless steel market still tough but attractive growth drivers by Oddo BHF
- Aperam : European stainless steel market still tough but attractive growth drivers by Oddo BHF
- Pirelli : Une stratégie toujours bien exécutée mais bien valorisée by Oddo BHF
- Pirelli : A well-executed strategy but now priced-in by Oddo BHF
- SCOR : RN et dividende en ligne, marge de solvabilité meilleure que prévu by Oddo BHF
- Allfunds Group Plc : Shares slightly ahead of fundamentals, speculation adding to the appeal by Oddo BHF
- Maurel et Prom : A robust balance sheet that could finance an M&A shift by Oddo BHF
- Remy Cointreau : ORPAR (the group’s holding company) multiplies share buybacks by Oddo BHF
- Telecom Italia : An unprecedented plan that justifies the strong potential for revaluation by Oddo BHF
- Merck KGaA : FY review -Outlook better on healthcare, but more cautious on life sciences by Oddo BHF
- Continental : Still not much to get excited about at this point by Oddo BHF