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SurveyAnalysisAndResults / Equity
- Grifols A : Q1 EBITDA a shade below, earnings significantly so. FY 2024 guidance reiterated by Oddo BHF
- Eutelsat Group : Q3 2024: ETSA more dynamic than OneWeb by Oddo BHF
- Nagarro SE : Un début d’année très rassurant mais l’upside reste limité après la forte hausse du titre by Oddo BHF
- Assa Abloy : Feedback from the CMD: tried and tested strategy reasserted by Oddo BHF
- Euronext : All-time-high revenue and further track-record in cost discipline leading to a beat of 7.0% to adjusted EBITDA by Oddo BHF
- Merck KGaA : Strong momentum in Healthcare & Semiconductors, Life Sciences stabilises by Oddo BHF
- B&S Group S.A. : Solid Q1 2024; new € 7 TP (up from € 6) still below a ‘normal’ valuation by Oddo BHF
- RWE : Des résultats solides de bon augure pour la suite by Oddo BHF
- voestalpine : Vers un T4 correct malgré les exceptionnels, le contexte européen reste peu propice malgré le travail de repositionnement by Oddo BHF
- Talanx AG : Q1 2024 results reflect a strong start to the year by Oddo BHF
- FL Entertainment : Très bon début d’année et changement de nom en Banijay Group by Oddo BHF
- Grenke : Grenke targets growth acceleration after soft start to year by Oddo BHF
- Dermapharm Holding SE : Strong Q1 reporting supports our Outperform rating by Oddo BHF
- JCDecaux : Un potentiel de hausse du cours plus limité, opinion Neutre vs Surperformance by Oddo BHF
- JCDecaux : More limited upside, Neutral vs Outperform by Oddo BHF
- Compass Group : Solid H1 2024 results, a slight upward revision to our estimates by Oddo BHF
- AngloAmerican Plc : Le plan stand alone d’Anglo : un choix plus risqué que l’offre BHP mais le scénario le plus probable by Oddo BHF
- Hapag-Lloyd : Meilleurs volumes et maitrise des coûts. Neutre maintenu, OC relevé à 150 € (vs 120 €) by Oddo BHF
- voestalpine : On track for a decent Q4 despite one-offs; still unfavourable European backdrop despite repositioning efforts by Oddo BHF
- ODDO : IEA report: market still in deficit despite a downward revision to demand forecasts by Oddo BHF
- RWE : Solid results bode well going forward by Oddo BHF
- Freenet AG : Q1 2024: maintaining TV momentum but costs rising by Oddo BHF
- Aegon : New SBB, new good CFO, Q1 OCG and Solvency in line by Oddo BHF
- Allianz : Favourable operating trends in Q1 by Oddo BHF
- Hapag-Lloyd : Better volumes and tight control of costs. Neutral recommendation maintained, target price lifted to € 150 (vs € 120) by Oddo BHF