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SurveyAnalysisAndResults / Equity
- Triodos bank : 2H23 earnings less by higher expenses, final divided higher than expected by Oddo BHF
- 2CRSI : Une levée de fonds de 12 M€ dans la fourchette haute. OC abaissé à 6.3 €, Opinion Surperformance maintenue by Oddo BHF
- Adidas : More favourable momentum already in Q1, estimates and target price raised by Oddo BHF
- Altarea : Vigilance à CT et confiance dans l’avenir et les initiatives de croissance by Oddo BHF
- ENI SpA : Feedback CMD – Des cessions et une discipline sur les Capex pour maitriser l’endettement et augmenter le dividende by Oddo BHF
- Vitesco : 2024 targets below expectations but management tone still positive by Oddo BHF
- ENI SpA : CMD feedback – Disposals and discipline on capex to control debt and increase the dividend by Oddo BHF
- Exclusive Networks : Que penser des rumeurs de take private sur Exclusive Networks ? by Oddo BHF
- Bolloré : Résultats en ligne avec les attentes, pas d’indication sur l’utilisation du cash by Oddo BHF
- Exclusive Networks : What to think about take private rumors on Exclusive Networks? by Oddo BHF
- Iveco : CMD feedback: an interesting but complacent trajectory CMD feedback: an interesting but optimistic plan by Oddo BHF
- Vodafone : Divestment of Italy and share buybacks by Oddo BHF
- Hapag-Lloyd : Un peu plus de prudence requise. Neutre, OC ajusté à 120 € by Oddo BHF
- Hapag-Lloyd : More caution required. Neutral, target price adjusted to € 120 by Oddo BHF
- NN Group : Better OCG, FCF, SBB, dividend, & pension buyouts improved its positioning by Oddo BHF
- ODDO : Shifting sands at La Croisette: A recap from MIPIM 2024 by Oddo BHF
- Webuild : When words become poetry by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- Vonovia SE : KPI change not well perceived but good rental business, debt management and decelerating devaluations are reassuring by Oddo BHF
- SSAB : Q1 preview: affected by Finland strike and falling US plate steel prices, target price adjusted down to SEK 103 by Oddo BHF
- Bechtle AG : Bechtle manages to successfully navigate through a difficult market environment in 2023 by Oddo BHF
- Mersen : Un plan Capex 2024 « musclé » confirmant une très bonne dynamique by Oddo BHF
- Prosegur : Gubel’s partial bid accepted by 13.2% of share capital by Oddo BHF
- ODDO : Shareholder returns gearing up by Oddo BHF
- ODDO : Rapport AIE – Une demande revue en hausse, un risque de déficit se profile by Oddo BHF
- Compagnie des Alpes : Deal struck to acquire Urban group (UrbanSoccer/UrbanPadel) by Oddo BHF
- 2CRSI : Fund raise of € 12m at the top end of the range. Target price cut to € 6.3, Outperform rating maintained by Oddo BHF
- Encavis AG : Le prix proposé par KKR est « fair » selon nous by Oddo BHF
- Encavis AG : KKR’s offer looks fair to us by Oddo BHF
- Vitesco : Objectifs 2024 inférieurs aux attentes mais tonalité toujours positive by Oddo BHF
- RTL Group : Tendance publicitaire positive confirmée sur le T1 mais investissements soutenus by Oddo BHF
- RTL Group : Positive advertising trend confirmed in Q1 but significant capex by Oddo BHF
- Altarea : Vigilance short term and confidence in future and growth initiatives by Oddo BHF
- Bollore : Results in line with expectations, no indication on cash use by Oddo BHF
- Iveco : Feedback CMD : une trajectoire intéressante, mais complaisante by Oddo BHF
- Vodafone : Cession de l’Italie et rachat d’actions by Oddo BHF
- JCDecaux : Feedback de roadshow à Paris avec CEO et CFO by Oddo BHF
- JCDecaux : Paris road show feedback with the CEO and CFO by Oddo BHF
- Basic-Fit N.V. : Absurd de-rating unjustified; TP cut to € 37, but Outperform reiterated by Oddo BHF
- Smith & Nephew : Improvement in the margin only on higher growth and fixing orthopaedics by Oddo BHF
- Webuild : Quand la parole se fait poème by Oddo BHF
- BMW : Feedback CMD Neue Klasse, disruption technologique, flexibilité inchangée by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- BMW : Feedback Neue Klasse event: technological disruption, unchanged flexibility by Oddo BHF
- SSAB : Preview T1 : impacté par la grève en Finlande et la baisse des plates US, objectif de cours ajusté à 103 SEK by Oddo BHF
- Bayer : Low valuation remains justified given ongoing uncertainties by Oddo BHF
- Shurgard : De bons atouts pour continuer à alimenter la croissance des revenus by Oddo BHF
- ODDO : Des retours aux actionnaires qui s’enclenchent by Oddo BHF
- Triodos bank : 2H23 earnings less by higher expenses, final divided higher, update at AGM by Oddo BHF
- hGears : 2024 not expected to be the year of recovery, TP to €2.80 by Oddo BHF