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SurveyAnalysisAndResults / Equity
- Atresmedia : Des résultats supérieurs aux attentes grâce à une très bonne tendance publicitaire-OC relevé à 4,5 €.’ by Oddo BHF
- Holcim : Et maintenant la suite et rien d’autre by Oddo BHF
- Befesa : Chahutée en Bourse à cause de prudence de la guidance by Oddo BHF
- Schneider Electric : Volumes holding up in Q1, price normalising by Oddo BHF
- Laboratorios Rovi : Pre-filled syringes contract with a global pharma by Oddo BHF
- STMicroelectronics N.V. : Significant reset in expectations, with a low point very likely in Q2 by Oddo BHF
- Befesa : Cautious guidance drives sell-off by Oddo BHF
- Subsea 7 : One of the rare pure players to play the acceleration in subsea by Oddo BHF
- Adyen NV : Q1 net revenue growth +21% as they promised, moat is growing, Buy by Oddo BHF
- AngloAmerican Plc : Une offre qui a de vraies chances d’aboutir mais trop peu généreuse à ce stade by Oddo BHF
- Unibail-Rodamco-Westfield : Dynamique positive aussi bien sur les opérations que sur les cessions by Oddo BHF
- TietoEVRY : Résultats T1 2024 inférieurs aux attentes mais guidance annuelle réitérée. La division Banking va finalement rester dans le groupe by Oddo BHF
- WPP : Le T2 devrait être en amélioration séquentielle mais pas d’accélération du momentum by Oddo BHF
- BE Semiconductor Industries : Reprise plus lente que prévu, accélération de l’hybrid bonding dans la logique, clarification du timing d’adoption dans la mémoire (HBM5) by Oddo BHF
- Cellnex : Results with no surprises maintain a healthy growth rate by Oddo BHF
- Valeo : No major surprises in Q1 release by Oddo BHF
- Gecina : Très bonne tenue de la topline et meilleure visibilité sur sa croissance future by Oddo BHF
- Unibail-Rodamco-Westfield : Positive momentum in both operations and disposals by Oddo BHF
- Saint-Gobain : In the inflection, the truth will come reveal itself by Oddo BHF
- STRATEC SE : Q1 review – Weak start to the year due to higher destocking headwind by Oddo BHF
- TietoEVRY : Lower than expected Q1 2024 results but full-year guidance reiterated. Banking division to remain part of the group by Oddo BHF
- Gecina : Very good topline performance, with improved visibility on future growth by Oddo BHF
- BE Semiconductor Industries : Slower-than-expected upturn, acceleration of hybrid bonding in logic, clarification of adoption timing in memory (HBM5) by Oddo BHF
- Sopra Steria Group : Q1 sales roughly in line and FY guidance reiterated. A solid performance in the current environment by Oddo BHF
- Remy Cointreau : FY 2023-24 sales ahead of forecasts: return to growth for cognac in Q4 by Oddo BHF