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SurveyAnalysisAndResults / Equity
- Michelin : A robust start to the year, further validating the value over volumes strategy by Oddo BHF
- Logista : Q3 earnings in line. Guidance reiterated by Oddo BHF
- HOCHTIEF : Results in line; positive bolt-on strategic acquisition announced; guidance reiterated by Oddo BHF
- Deutsche Borse : H1 2024 EBITDA increased by 15% y-o-y and triggered guidance increase by Oddo BHF
- ODDO : C8 and NRJ Group set to lose their TNT frequencies; what impacts for Vivendi and NRJ Group? by Oddo BHF
- Metso : La résilience de marge au secours du recul de la demande by Oddo BHF
- Acerinox : Après un bon T2, vers un T3 de transition mais les solides fondamentaux MT demeurent by Oddo BHF
- Atresmedia : Solid advertising momentum in Q2, FY 2024 forecasts unchanged by Oddo BHF
- BNP Paribas : RN supérieur aux attentes au T2, la guidance 2024 inchangée est prudente by Oddo BHF
- Carmila : RRN / action 2024 attendu à +3.3% et nouveaux rachats d’actions en vue by Oddo BHF
- Repsol : Résultats T2 supérieurs aux attentes mais légère déception sur le retour de cash – Surperformance confirmée by Oddo BHF
- Mercialys : Performance S1 résiliente et de grandes avancées dans les transferts d’hypermarchés by Oddo BHF
- Iveco : Un T2 moins brillant qui alimente les craintes by Oddo BHF
- Moncler : Ralentissement confirmé, un peu plus de prudence dans nos prévisions by Oddo BHF
- Mercialys : Resilient H1 performance and significant progress in hypermarket transfers by Oddo BHF
- Renault : Profile still attractive and standing out among European carmakers by Oddo BHF
- Kering : Sales down sharply again in Q2, H2 earnings set to post another significant decline, fresh reset for our estimates by Oddo BHF
- Porsche AG : A good quarter marred by ongoing execution issues by Oddo BHF
- Moncler : Slowdown confirmed, slightly more caution in our forecasts by Oddo BHF
- Iveco : A less impressive Q2, fuelling concerns by Oddo BHF
- Sopra Steria Group : Final H1 results highlight positive impact of SBS deconsolidation by Oddo BHF
- Vodafone : T1 2025 : faible commercialement mais meilleur financièrement by Oddo BHF
- Acerinox : After a good Q2, Q3 to be a transition quarter but mid-term fundamentals unchanged by Oddo BHF
- Vodafone : Q1 2025: weak on the commercial front but better from a financial viewpoint by Oddo BHF
- Unibail-Rodamco-Westfield : Operating performance still on a positive trend in H1 2024 by Oddo BHF