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SurveyAnalysisAndResults / Equity
- PGS : Fundamentals are improving by Oddo BHF
- Iveco : T1 2024 solide, mais des signes de pic by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- EDP : A welcome revision to the 2026 trajectory by Oddo BHF
- Generali : Robust net profit forecast in Q1 by Oddo BHF
- Iveco : Solid Q1 2024 numbers, but showing signs of peaking by Oddo BHF
- K+S AG : Final Q1 confirm strong prelim Q1-EBITDA on strong European specialties business; € 500-650m (css € 562m) outlook confirmed already at prelims by Oddo BHF
- CRH : L’Amérique toujours et rien que l’Amérique by Oddo BHF
- ArcelorMittal : Après un T2 qui s’annonce en demi-teinte, le S2 verra se concrétiser le potentiel du groupe by Oddo BHF
- Almirall SA : EBITDA a touch ahead on strong Ilumetri performance. Guidance maintained by Oddo BHF
- Melia : Clear skies until at least Q3. Target price lifted to € 9.0 (vs € 8.2) by Oddo BHF
- AALBERTS : Preview trading update: modest volume headwind ahead of a better H2 by Oddo BHF
- HOCHTIEF : Tight results due to Cimic’s margin and with another year of challenging cash flow ahead by Oddo BHF
- ArcelorMittal : After Q2 set to be mixed, H2 should see the group’s potential materialise by Oddo BHF
- Sonova Holding AG : FY review – results in line, outlook a notch better but skewed towards H2 by Oddo BHF
- Fraport : Q1 results above at Frankfurt airport, while international below but helped by one-offs by Oddo BHF
- Bayer : FY guidance confirmed after solid Q1 results – Pharma better, Consumer Health worse than expected by Oddo BHF
- Ferrovial : Strong operating results from the Managed Lanes with a healthy performance in construction by Oddo BHF
- Deutsche PfandbriefBank AG : The prospect of a recovery, albeit gradual, is shaping up! by Oddo BHF
- Alstom : Roadshow feedback: all components for a recovery are in place - now all that remains is the execution by Oddo BHF
- Hannover Re : Q1 2024 strength in P/C compensates for weakness in L/H reinsurance by Oddo BHF
- SCHOTT Pharma AG & Co. KGaA : Business case still valid after warning on 2024-25 – expected drop in share price might even lead to a buying opportunity by Oddo BHF
- hGears : Toughing it out in 2024, hoping for a better 2025– Neutral reiterated by Oddo BHF
- Veolia : Good start to the year in broad-based transformation mode by Oddo BHF
- NORDEX SE : A slightly more confident tone than in past analysts’ meetings by Oddo BHF
- EDP : Une révision salutaire de la trajectoire 2026 by Oddo BHF
- AT&S AG : No capital increase, but medium-term sales guidance reduced by ~11% - target price of € 17 and Underperform rating maintained by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- Elior : What to expect from the H1 2024 publication? (16 May before trading) by Oddo BHF
- Generali : RN solide attendu au T1 by Oddo BHF
- Eramet : The planets have finally aligned; target price lifted to € 157 vs € 109 by Oddo BHF
- Eramet : Les planètes enfin alignées, objectif de cours réhaussé à 157 vs 109 € by Oddo BHF
- CRH : Still America and nothing but America by Oddo BHF
- Melia : Un ciel dégagé au moins jusqu’au T3. OC relevé à 9.0 € (vs 8.2 €) by Oddo BHF
- GN Store Nord : Positive momentum to continue by Oddo BHF
- Bekaert : Staying on the side lines (no material positive catalysts) by Oddo BHF
- Inmobiliaria Colonial : T1 2024 – Bon début d’année avec une performance meilleure qu’attendu by Oddo BHF
- Inmobiliaria Colonial : Q1 2024 – good start to the year with a better-than-expected performance by Oddo BHF
- Brenntag : Q1 op. EBITA 7% below cons. on GP/unit pressure > better volumes, set to last in H1; low-end of € 1,230-1,430m op. EBITA range now est., -4% vs cons. by Oddo BHF
- Umicore : SFPIM takes 5% stake, likely to defend and influence Umicore by Oddo BHF
- Vodafone : Un nouveau Vodafone pour 2025 mais toujours sous pression en Allemagne by Oddo BHF
- Vodafone : A new Vodafone for 2025 but still under pressure in Germany by Oddo BHF
- Deutsche PfandbriefBank AG : La perspective de rétablissement, bien que graduel, se précise ! by Oddo BHF
- Alstom : Feedback roadshow : toutes les composantes pour une recovery sont en place, ne reste qu’à exécuter by Oddo BHF
- ProSiebenSat.1 Media SE : Advertising trend remains solid in Q2 and the strategic agenda could accelerate in the coming months by Oddo BHF
- NORDEX SE : Ton un peu plus confiant que lors des précédentes réunions analystes by Oddo BHF
- CGG : Un bon début d’année by Oddo BHF
- Veolia : Un bon début d’année dans un régime de transformation significatif by Oddo BHF
- ACS : Results and cash flow, both evolving largely as expected by Oddo BHF
- Eutelsat Group : T3 2024 : ETSA plus dynamique que OneWeb by Oddo BHF