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SurveyAnalysisAndResults / Equity
- ArcelorMittal : Another cut in our estimates due to operational setbacks and difficult macro. Target price adjusted down to € 32 by Oddo BHF
- WAGA ENERGY : Waga Energy signs € 100m syndicated loan by Oddo BHF
- Dassault Systèmes : Un warning pour repartir sur des bases plus saines…en attendant de regagner la confiance du marché by Oddo BHF
- Outokumpu : Transition en douceur, vers une feuille de route MT plus ambitieuse ? by Oddo BHF
- Safran : Preview S1 2024 – Un T2 dans la lignée du T1, la pression sur le FCF en plus by Oddo BHF
- Enagas : Tallgrass Energy divestment to support strategy and short-term cash flow profile by Oddo BHF
- Safran : H1 2024 preview – Q2 in line with Q1, pressure on FCF by Oddo BHF
- Outokumpu : Smooth managerial transition, acceleration in strategic journey ahead? by Oddo BHF
- Volkswagen (pref) : FY margin guidance cut in light of new one-offs, including possible Audi Brussels plant closure by Oddo BHF
- ODDO : Confirmation des guidances à minima avant un S2 chargé by Oddo BHF
- ODDO : Guidance at least confirmed ahead of a well-stocked H2 by Oddo BHF
- CompuGroup Medical SE : Un nouveau profit warning seulement quelques semaines après l’abandon des objectifs 2025 by Oddo BHF
- Sopra Steria Group : Deteriorating environment but valuation back at historical lows, ignoring the group’s resilience by Oddo BHF
- Orange : T2 2024 : Orange peut-il rassurer sur la concurrence en France ? by Oddo BHF
- Orange : Q2 2024: can Orange reassure on competition in France? by Oddo BHF
- Fielmann AG : S1 en ligne avec les attentes, progression des marges attendue significative sur 2025 malgré les USA by Oddo BHF
- Logista : Roadshow highlights by Oddo BHF
- Rheinmetall AG : Preview T2 – Accélération de la croissance et des commandes solides (mais en ligne avec les anticipations) by Oddo BHF
- Atresmedia : Favourable advertising trend in Q2 but hefty investment in programmes by Oddo BHF
- Enagas : Tallgrass divestment: a reasonable sacrifice of long-term cash flows by Oddo BHF
- BHP ltd : BHP, dernière victime en date de l’Indonésie dans le nickel by Oddo BHF
- ODDO : IEA report: surplus risk emerging for 2025 by Oddo BHF
- Brunello Cucinelli : Pace of growth still robust, attractiveness intact by Oddo BHF
- BHP ltd : BHP: Indonesia’s latest victim in nickel by Oddo BHF
- ODDO : Likely no bad surprises in Q2, but still some structural concerns by Oddo BHF