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SurveyAnalysisAndResults / Equity
- Vitesco : EV slowdown clearly visible in Q1, as expected by Oddo BHF
- UBS Group : NCL run-down and transaction revenues boosted Q1 2024 profit by Oddo BHF
- CompuGroup Medical SE : Little clarity in the medium-term outlook. Neutral rating unchanged by Oddo BHF
- Verbund : Positive points in the short term but uncertainties linger on the medium term by Oddo BHF
- Continental : Sharp improvement now required as early as Q2 by Oddo BHF
- Knorr-Bremse AG : The effects of the strategic plan are clearly visible on the margin by Oddo BHF
- CIE Automotive : Un best-in-class loin d’être apprécié à sa juste valeur by Oddo BHF
- SMA Solar Technology AG : La société croit en sa belle étoile mais le marché n’achète pas encore ! by Oddo BHF
- Endesa : Q1 2024 in line and 2024 trajectory confirmed by Oddo BHF
- Arm Holdings plc : Avec cette valorisation, des résultats > aux attentes mais une guidance annuelle 2% < aux attentes ne suffisent pas, mais nous restons confiants… by Oddo BHF
- Amadeus IT Group : Q1 performance heading in right direction pending CMD in June by Oddo BHF
- Siemens Energy AG : Le dynamisme de Grid Technologies booste les résultats T2 by Oddo BHF
- BMW : Decent in relative terms, but that may not be enough by Oddo BHF
- Arm Holdings plc : With this valuation, results > forecasts but full-year guidance 2% < forecasts is not sufficient, but we remain confident... by Oddo BHF
- Telefonica : Brazil continues to drive performance by Oddo BHF
- Gestamp Automocion : T1 2024 en demi-teinte mais conforme aux attentes by Oddo BHF
- Pirelli : Un bon début d’année by Oddo BHF
- Enel : Q1 24 slightly better, with unchanged trajectory for 2024 by Oddo BHF
- EDP Renovaveis : Welcome and reassuring strategic update by Oddo BHF
- Pirelli : Good start to the year by Oddo BHF
- Rightmove : Strong start to 2024, full-year guidance confirmed by Oddo BHF
- Brembo : Decent Q1, 2024 guidance marginally lowered by Oddo BHF
- AT&S AG : Pas d'augmentation de capital, mais guidance de CA moyen terme réduite de ~11% - OC de 17 € et recommandation Sous-performance réitérés by Oddo BHF
- Care Property Invest : Care Property Invest to Outperform: 3 reasons why by Oddo BHF
- Elior : Qu’attendre de la publication S1 2024 ? (le 16/05 avant Bourse) by Oddo BHF