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SurveyAnalysisAndResults / Equity
- Atos : Negative update of the parameters of the financial restructuring but French state wants to buy sovereign assets at a good price by Oddo BHF
- Aixtron SE : Short-term momentum remains uncertain due to a reliance on the recovery of SiC, but market share gains should reassure on long-term trends by Oddo BHF
- Unicaja Banco : T1 2024 solide mais guidance NII inchangée & valorisation tendue by Oddo BHF
- VINCI : Les petits ruisseaux font les grandes rivières by Oddo BHF
- Prosegur : Q1 2024 operating performance in line, earnings somewhat below by Oddo BHF
- Royal BAM Group : Preview Q1 2024: a good start of the year despite headwind in resi by Oddo BHF
- Nokian Renkaat Oyj : Début d’année plus difficile que prévu by Oddo BHF
- MorphoSys AG : Article in STAT News again raised concerns that the acquisition might not go through by Oddo BHF
- FlatexDEGIRO : Valuation gap to peers narrowed following a 25% stock price increase after Q1 beat; rating downgraded from Outperform to Neutral by Oddo BHF
- Vicat : Un début d’année sans grande surprise by Oddo BHF
- Eutelsat Group : The implications of an SES-Intelsat merger scenario by Oddo BHF
- thyssenkrupp : Long wished-for solution for tk SE around the corner? Promising first step, but Neutral rating maintained until the remaining uncertainties dissipate by Oddo BHF
- Straumann Holding AG : Q1 review – Strong organic growth driven by China –weaker qualitative mix by Oddo BHF
- Van Lanschot Kempen : Q1 results and net inflow better than expected by Oddo BHF
- Covestro AG : Q1 EBITDA 15% above cons on strong volumes; outlook confirmed, leaving cons 4% above mid-point; no update on ADNOC, as expected. Good start by Oddo BHF
- Capgemini : Q1 cc growth of -3.3%, in line with expectations. FY 2024 guidance reiterated, confirming the growth trough is in the rear view mirror by Oddo BHF
- FUCHS SE (pref) : Q1 EBIT in line with css; € 430m EBIT 2024 outlook (css € 442m) confirmed with Q3>Q2>Q1 and 4x Q1=€ 428m, looks conservative by Oddo BHF
- Societe Fonciere Lyonnaise : Very brisk growth in rental income at +17.6% at current scope by Oddo BHF
- Aston Martin Lagonda : Un T1 2024 qui offre peu d’assurance by Oddo BHF
- Mercedes-Benz AG : Poursuite de l’érosion et des risques encore sous-appréciés by Oddo BHF
- Lufthansa : La reprise en main du CASK doit être visible pour enclencher un rerating by Oddo BHF
- Fortum : A good publication but limited prospects by Oddo BHF
- Stellantis : Retour sur terre by Oddo BHF
- Vossloh AG : Feedback from the road show with the CFO: the new Vossloh with more growth, margins and free cash flow by Oddo BHF
- Rexel : After a slightly weaker Q1 than expected, the group is counting on more favourable comps by Oddo BHF