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SurveyAnalysisAndResults / Equity
- Sodexo : Publication T3 sanctionnée malgré des éléments encourageants by Oddo BHF
- Dassault Aviation : H1 2024 preview - Developments and aftermarket offset the seasonality of deliveries by Oddo BHF
- Sodexo : Q3 figures punished despite some encouraging points by Oddo BHF
- Air France-KLM : Le T2 est joué mais des doutes sur la reprise en main du RASK et CASK dès le T3 – OC réduit à 8.5 € by Oddo BHF
- Rio Tinto Plc : Preview T2 : OK dans le fer et le cuivre, plus mitigé dans l’aluminium, focus stratégique sur des deals ciblés (minoritaires alu) et projets internes (Jadar) by Oddo BHF
- Air France-KLM : Q2 is played but doubts on the reassertion of control over RASK and CASK in Q3 – target price reduced to € 8.5 by Oddo BHF
- Capgemini : Europe set to undermine recovery momentum for the group by Oddo BHF
- ODDO : Trump / Biden : Drill Baby Drill versus IRA ? Une équation pas si évidente by Oddo BHF
- ODDO : Trump / Biden: Drill Baby Drill vs IRA? Not such a clear-cut equation by Oddo BHF
- Eramet : Major milestone achieved with Argentina lithium project inaugurated, momentum in manganese still upbeat by Oddo BHF
- Pernod Ricard : FY 2024-25 estimates revised down for a second time by Oddo BHF
- Continental : Vers un T2 étonnamment bien meilleur dans l’automobile by Oddo BHF
- Van Lanschot Kempen : Higher net profit targets, continuing good inflows, increased our TP by Oddo BHF
- ODDO : Sales in May 2024 > forecasts, driven by memory, we still prefer stocks exposed to AI in Europe by Oddo BHF
- LDC : 2024-25 revenues broadly in line, with good volume growth. Full-year guidance maintained by Oddo BHF
- Salzgitter : Q2 preview: momentum still mixed, further asset disposals ahead? by Oddo BHF
- ODDO : Preview T2/S1: vers une saison de résultats toujours sous tension by Oddo BHF
- Stellantis : Un reset nécessaire…. …mais déjà intégré ? by Oddo BHF
- Jeronimo Martins : Q2 preview: inevitable calendar-effect unwinding by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- Allfunds Group Plc : Sluggish flows combined with ramp-up in OPEX leading to softer profitability in H1; 5-10% cuts to adj. net profits on higher D&A by Oddo BHF
- ING Group : For 2Q24 we see a small increase in NII and costs, CMD guided FY24 by Oddo BHF
- FlatexDEGIRO : Q2 preview - Another strong quarter, 2025 continuous to be too high by Oddo BHF
- Imerys : Paper disposal and H1 preview by Oddo BHF
- ArcelorMittal : Nouvelle baisse de nos attentes à cause de plusieurs aléas opérationnels et d’un contexte macro mitigé, objectif de cours ajusté à 32 € by Oddo BHF