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SurveyAnalysisAndResults / Equity
- TF1 : Un T1 dynamique sur la publicité toutefois compensé par une hausse des coûts mais qui devrait se normaliser sur le reste de l’année by Oddo BHF
- Gerresheimer AG : Q1 review –Strong headwind from destocking, but Plastic & Devices strong by Oddo BHF
- VAT Group AG : Recovery well underway but limited upside on the valuation by Oddo BHF
- Publicis : La dynamique reste solide et le risque faible sur 2024 by Oddo BHF
- Bechtle AG : Q1 Preview – Solid start to the year expected by Oddo BHF
- Sodexo : Qu’attendre de la publication S1 24 ? (Le 19/04 avant Bourse) by Oddo BHF
- PLUXEE : Qu’attendre de la publication S1 24 ? (le 19/04 avant Bourse) by Oddo BHF
- SÜSS Micro Tec SE : Feedback visite de site : une trajectoire de croissance très bien orientée sur 2024/25 grâce à l’HBM et au 2nm – Neutre vs Sous-performance by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- SÜSS Micro Tec SE : Feedback from site visit: growth trajectory in excellent shape for 2024-2025 thanks to HBM and to 2nm – Neutral vs Underperform by Oddo BHF
- Evotec SE : Strong earnings growth should come into focus again by Oddo BHF
- Eramet : Manganese prices up, SLN under pressure: TP revised to € 109 vs € 94 by Oddo BHF
- Campari : Q1 24 preview: fresh downward adjustments by Oddo BHF
- Accor : What to expect from the Q1 2024 release? (25 April after trading) by Oddo BHF
- LVMH : La surprise du T1, c’est l’absence de vraies surprises by Oddo BHF
- Ericsson : Les incertitudes persistent en 2024, mais amélioration des marges by Oddo BHF
- Aeroports de Paris : Good but not outstanding start of 2024 by Oddo BHF
- Ericsson : Uncertainties persist in 2024, but an improvement in margins by Oddo BHF
- ASML : Commandes faibles au T1 (absence encore une fois de TSMC, qui ne restera pas longtemps à l’écart), mais cela ne change rien à l’histoire structurelle by Oddo BHF
- ODDO : Preview résultats T1 – Hausse séquentielle de 1%, outlook intact by Oddo BHF
- Hapag-Lloyd : Une nouvelle stratégie horizon 2030, qui s’inscrit dans la continuité by Oddo BHF
- ACS : A de-risking strategy as a general principle, to result in € 850-1,000m net profit in 2026 by Oddo BHF
- Hapag-Lloyd : A new strategy out to 2030, in line with the current strategy by Oddo BHF
- ODDO : Q1 2024 results preview – A 1% sequential increase in earnings, outlook remains intact by Oddo BHF
- ASML : Weak order intake in Q1 (TSMC absent again, not set to be on the sidelines for long), but structural story remains unchanged by Oddo BHF