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SurveyAnalysisAndResults / Equity
- Ericsson : No signs of recovery as of yet by Oddo BHF
- Dassault Aviation : Pas de rerating sans signe d’amélioration tangible de la supply chain by Oddo BHF
- BE Semiconductor Industries : Timing of the adoption of hybrid bonding in memory more uncertain, but long-term investment case unchanged by Oddo BHF
- Telecom Italia : Une clarification qui confirme des FCF plus bas avec une nouvelle définition by Oddo BHF
- BBVA : L’amélioration, même graduelle, en Turquie reste un levier de rerating by Oddo BHF
- Rémy Cointreau : Relations commerciales Chine-UE : quoi de neuf ? by Oddo BHF
- Acerinox : Green shoots of recovery, strategic focus on US & alloys by Oddo BHF
- Avantium : More focus, all eyes on the FDCA flagship plant by Oddo BHF
- Wacker Chemie AG : Final Q4 in line with prelims, proposed € 3.0 div below cons; EBITDA 2024 outlook mid-point 10% below consensus; decent start into Q1 by Oddo BHF
- Avolta : Favourable momentum, for a low valuation - Outperform rating maintained by Oddo BHF
- ASM International N.V : Confiant sur une forte accélération en 2025 by Oddo BHF
- Renault : Feedback roadshow Ampère: ambitions intactes et confiance renforcée by Oddo BHF
- ASM International N.V : Confidence on a marked acceleration in 2025 by Oddo BHF
- Porsche AG : A more favourable setup by Oddo BHF
- Seche Environnement : 2024: a year of integration - 2026 road map confirmed by Oddo BHF
- Inditex : +11% trading update means growth remains strong; in-line results, € 1.54 DPS and guidance for stable gross margin by Oddo BHF
- Stadler Rail AG : 2024, encore une année de transition by Oddo BHF
- TITAN CEMENT GROUP : Pour mieux confirmer les promesses d’un avenir radieux by Oddo BHF
- Volkswagen (pref) : Une histoire qui peine toujours à séduire by Oddo BHF
- MorphoSys AG : FY 2023 results are a non-event – closing of Novartis takeover still expected in H1 2024 by Oddo BHF
- Zalando : Convincing mid-term strategy, focus now on growth recovery by Oddo BHF
- TITAN CEMENT GROUP : To better confirm the promises of a bright future by Oddo BHF
- Stadler Rail AG : 2024, another transition year by Oddo BHF
- ERG : Caution is the parent of safety by Oddo BHF
- Volkswagen (pref) : A story that is still struggling to convince by Oddo BHF