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SurveyAnalysisAndResults / Equity
- Assa Abloy : Un début d’année en recul (-4% en volumes), qui devrait marquer le point bas by Oddo BHF
- Carrefour : CA T1 correct, politique d’ajustement de prix en France financé par du cost-cutting. OC 17.5 € vs 18.0 € by Oddo BHF
- Assa Abloy : Start of year in decline (-4% by volume), set to mark low point by Oddo BHF
- KONE : A reassuring Q1, 2024 guidance fine-tuned by Oddo BHF
- Iberdrola : 2024 sous de bons auspices by Oddo BHF
- Prada SpA : The Miu Miu moment by Oddo BHF
- Melexis : With a low point now identified, the stock should see a re-rating by Oddo BHF
- Société Générale : Le RN au T1 2024 va rester pénalisé par des charges non récurrentes by Oddo BHF
- Moncler : Croissance toujours impressionnante au T1 mais le ton est plus prudent pour la suite by Oddo BHF
- Argan SA : L’attractivité de la société se voit renforcée par le succès de l’augmentation de capital de 150 M€ by Oddo BHF
- Orange : Un équilibre à retrouver. Opinion abaissée à Neutre by Oddo BHF
- Orange : Equilibrium to be restored. Downgrade to Neutral by Oddo BHF
- Believe : T1 2024 toujours en forte croissance mais inférieure à nos attentes by Oddo BHF
- Believe : Q1 still showing strong growth but lower than we expected by Oddo BHF
- Voltalia : Q1 2024 sales broadly in line and guidance for 2024 and 2027 reaffirmed by Oddo BHF
- Adyen NV : Revenue in line but no beat, better cost, lower price offset by more volume by Oddo BHF
- Lagardere : T1 en ligne Q1 2024 in line with expectations, with growth still robust in travel retail by Oddo BHF
- Atlas Copco : Very good start to the year, positive signs for semiconductors by Oddo BHF
- BASF : Q1 EBITDA 6% above cons with broad-based beat (+17% operationally); outlook confirmed with consensus at mid-point; strong start by Oddo BHF
- Wacker Chemie AG : Q1 EBITDA of € 172m, 15% above css on 'other', but operationally in line; group outlook confirmed, css already at upper end by Oddo BHF
- Carrefour : Decent Q1 sales, price adjustment policy in France funded by cost-cutting. Target price of € 17.5 vs € 18.0 by Oddo BHF
- Symrise : Q1 sales with better 10.9% organic growth (cons 9.1%) incl. 4pp FX-based pricing tailwind, outlook confirmed by Oddo BHF
- Airbus Group : Le démarrage poussif de l’année masque une visibilité inégalée – Surperformance OC de 175 € by Oddo BHF
- Dassault Systèmes : Le derating semble exagéré alors que le S2 est prometteur by Oddo BHF
- Subsea 7 : Un des rares pure players pour jouer l’accélération du Subsea by Oddo BHF