Back to the main directory
SurveyAnalysisAndResults / Equity
- TF1 : Q2 EBITA a shade below expectations but the advertising revenue trend remains robust, estimates unchanged by Oddo BHF
- Alten : Mixed Q2 sales and adjustment to growth and margin guidance. Opinion downgraded to Neutral (vs Outperform) by Oddo BHF
- Unicredit : Un bon T2 2024… partiellement drivé par du non-extrapolable by Oddo BHF
- Capgemini : Mixed Q2 growth and FY 2024 growth guidance cut, slightly below css expectations. Solid print at bottom line level by Oddo BHF
- Capgemini : Mixed Q2 growth and FY 2024 growth guidance cut, slightly below css expectations. Solid print at bottom line level by Oddo BHF
- Rightmove : H1 2024 results in line, full-year guidance confirmed by Oddo BHF
- TechnipFMC : Comme un poisson dans l’eau by Oddo BHF
- Wacker Chemie AG : Q2 EBITDA € 160m 4% ahead of cs on good silicones; group outlook range of € 600-800m unchanged, seen at upper half, cs already there (€ 779m) by Oddo BHF
- TotalEnergies : Earnings slightly below expectations – Outlook and fundamentals intact by Oddo BHF
- Stellantis : Goodwill now exhausted, H2 key to reversing the trend by Oddo BHF
- STMicroelectronics N.V. : Un nouveau warning, de nouvelles révisions, pour enfin, peut-être, former un point bas… by Oddo BHF
- Dassault Systèmes : Mixed Q2 detailed earnings and Q3/FY guidance but we feel that the group is deliberately taking a cautious approach after the warning by Oddo BHF
- DWS : Q2 2024 below estimates; H2 2024e flow momentum set to improve by Oddo BHF
- Verbund : A part un impairement pas de surprise sur la publication by Oddo BHF
- Mapfre : Le T2 2024 confirme l’orientation positive de l’opérationnel by Oddo BHF
- VINCI : Le diable se cache dans les détails by Oddo BHF
- Mercedes-Benz AG : Le pire a été évité au T2, mais la tendance reste négative by Oddo BHF
- Holcim : Waiting for the CMD in early October by Oddo BHF
- Prosegur Cash SA : Q2 earnings in line by Oddo BHF
- Patrizia SE : Ambitious new mid-term strategy to reach € 100bn AuM by 2030 by Oddo BHF
- Rhoen Klinikum AG : Model review – Structural pressure from market remaining by Oddo BHF
- Saint-Gobain : Ongoing momentum by Oddo BHF
- Mapfre : Q2 2024 confirms the positive operational results by Oddo BHF
- Grupo Catalana Occidente S.A. : No notable inflection on the operating front in Q2/H1 2024 by Oddo BHF
- Eramet : Sanction excessive d’un S1 sans surprise mais le rerating pourrait prendre un peu de temps by Oddo BHF