Back to the main directory
SurveyAnalysisAndResults / Equity
- Ørsted : An uninspiring publication but offshore reassures by Oddo BHF
- UMG : Un T1 solide sur la marge mais nos attentes 2024 restent inchangées – Dynamique toujours solide by Oddo BHF
- JCDecaux : Solid advertising momentum, upgrade to our estimates. Outperform rating confirmed by Oddo BHF
- Shurgard : T1 2024 – Performance opérationnelle globalement en ligne by Oddo BHF
- Klépierre : Très bonne performance opérationnelle sur le T1 24 en ligne avec ses pairs by Oddo BHF
- 2CRSI : Révision à la hausse des guidances pour l’exercice 2023-2024, CA attendu supérieur à 190 M€ by Oddo BHF
- Klépierre : A very good operational performance in Q1 2024 in line with peers by Oddo BHF
- Crédit Agricole : RN record au T1 tiré par la hausse des revenus et la maîtrise des coûts by Oddo BHF
- Daimler Truck : Un ton prudent sur l’Europe, mais l’Amérique du Nord résiste by Oddo BHF
- STRATEC SE : Optimism needs to be proved by Oddo BHF
- Air France-KLM : En attendant des signes tangibles de reprise en main du CASK by Oddo BHF
- Societe Generale : Net earnings beat forecasts; we do not share the fears on the capital by Oddo BHF
- Daimler Truck : Cautious tone on Europe, but North America holding up by Oddo BHF
- Evotec SE : Despite strong disappointments we continue to see value, especially in Just – Evotec Biologics by Oddo BHF
- Aperam : Postview T1 : contexte sectoriel européen toujours peu propice, OC abaissé à 28€ by Oddo BHF
- ODDO : March 2024 sales below forecasts, memory continues to underpin the market by Oddo BHF
- Remy Cointreau : The conf call on FY 2023-24 sales provides no more visibility on FY 2024-25e by Oddo BHF
- Indra Sistemas : Impressive Q1 2024 earnings, well above expectations at all levels. FY 2024 guidance reiterated by Oddo BHF
- Intesa Sanpaolo : Le T1 2024 valide un peu plus les solides fondamentaux du groupe by Oddo BHF
- Infineon Technologies AG : Une révision est quasi-certaine, peut-être même au-delà du consensus actuel, mais jusqu’où cela peut-il raisonnablement aller ? by Oddo BHF
- Indra Sistemas : Indra réalise une nouvelle excellente performance au T1. Bonnes perspectives pour le reste de l’année by Oddo BHF
- Krones AG : Strong EBITDA growth trajectory & M&A track record, >40% discount to peers by Oddo BHF
- Rémy Cointreau : Rencontre entre Emmanuel Macron et Xi Jinping : échanges constructifs de bon augure pour la filière Cognac by Oddo BHF
- SCOR : Solid Q1 results expected despite cautious provisioning by Oddo BHF
- Coface : Good start to the year with a combined ratio that remains excellent by Oddo BHF
- AXA : Significant price increases in P&C personal lines by Oddo BHF
- UMG : A solid Q1 on margins but our forecasts for 2024 are unchanged - momentum still favourable by Oddo BHF
- Bonduelle : CA T3 en deçà des attentes. Guidance annuelle de croissance organique révisée en baisse mais maintien de l’objectif de croissance du ROC by Oddo BHF
- Bonduelle : Q3 sales below expectations. Full-year organic growth guidance downgraded but EBIT growth target maintained by Oddo BHF
- Shurgard : Q1 2024 - operating performance broadly in line by Oddo BHF
- 2CRSI : Guidance raised for FY 2023-24, revenue expected above € 190m by Oddo BHF
- Société Générale : RN supérieur aux attentes, nous ne partageons pas les craintes sur le capital by Oddo BHF
- Intercontinental Hotels : Démarrage au T1 légèrement décevant sur les RevPAR by Oddo BHF
- Legrand : Les activités supposées plus résilientes n’ont pas joué leur rôle au T1, les effets de base vont progressivement aider by Oddo BHF
- Legrand : The activities considered more resilient did not play their part in Q1; the base effects should gradually help by Oddo BHF
- Intercontinental Hotels : Slightly disappointing start to Q1 on RevPAR by Oddo BHF
- Air France-KLM : Awaiting tangible signs of CASK back under control by Oddo BHF
- ODDO : Ventes de mars 2024 inférieures aux attentes, la mémoire continue de soutenir le marché by Oddo BHF
- Credit Agricole : Record Q1 earnings driven by higher revenues and control of costs by Oddo BHF
- Rémy Cointreau : La conf call du CA 23/24 ne donne pas plus de visibilité sur FY 24/25e by Oddo BHF
- Demant A/S : Slower start to 2024, weaker dynamics in France, UK and China by Oddo BHF
- Aperam : Q1 post-view: still subdued European backdrop, target price cut to € 28 by Oddo BHF
- Indra Sistemas : Impressive Q1 2024 earnings, well above expectations at all levels. FY 2024 guidance reiterated by Oddo BHF
- Intesa Sanpaolo : Q1 2024 provides a little more validation of the group’s solid fundamentals by Oddo BHF
- Infineon Technologies AG : A revision is virtually certain, perhaps below the current consensus, but how far can it reasonably go? by Oddo BHF
- SCOR : Un RN solide attendu au T1 malgré un provisionnement prudent by Oddo BHF
- Lonza : Lonza has improved its strategic position in biologics and is expected to benefit from political tailwinds by Oddo BHF
- Coface : Bon début d’année, avec un ratio combiné qui reste excellent by Oddo BHF
- Heidelberg Materials : Rien ne sert de courir by Oddo BHF
- Indra Sistemas : Indra delivers another excellent performance in Q1. Bright outlook for the rest of the year by Oddo BHF