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SurveyAnalysisAndResults / Equity
- Nemetschek SE : Confidence on H2, including for Q3, which lends weight to the full-year 2024 guidance by Oddo BHF
- Merck KGaA : Q2 review – Strong set of numbers, Process solutions move forward by Oddo BHF
- BIC : Resilient profitability (+90bp) in tough environment (sales down 0.9% cc, excl. Argentina) by Oddo BHF
- Volkswagen (pref) : An Audi-driven beat as expected but Core unit unlikely to reassure by Oddo BHF
- Volkswagen (pref) : An Audi-driven beat as expected but Core unit unlikely to reassure by Oddo BHF
- Rio Tinto Plc : The door is open to share buybacks, but under certain conditions... by Oddo BHF
- SES : Q2 2024: deterioration in revenue trends and more to come (Brazil) by Oddo BHF
- Diageo : FY 23-24e results slightly below expectations; ambiguous guidance could prompt more realistic stance from consensus by Oddo BHF
- Fluidra : H1 2024 results in line, narrowing EBITDA guidance to mid-point range by Oddo BHF
- Nemetschek SE : Confiance pour le S2, y compris pour le T3, ce qui donne du confort sur les guidances annuelles 2024 by Oddo BHF
- BMW : Attentisme by Oddo BHF
- Volkswagen (pref) : Une publication pas de nature à améliorer le sentiment sur VW by Oddo BHF
- Glanbia : Une amélioration de la croissance organique et une progression significative de marge d’EBITDA sont attendues au S1 by Oddo BHF
- PVA Tepla : Orders likely to be weak in Q2 by Oddo BHF
- Tenaris : Une fin d’année plus difficile qu’imaginé by Oddo BHF
- ING Group : Q2 Recurring P&L items in line, CET1 lower, but they do mitigations in 2H24 by Oddo BHF
- Nexans : Poursuite d’une bonne dynamique. Révision en hausse de 4.5% notre estimation d’EBITDA 2024 by Oddo BHF
- Veolia : Un bon S1 24 porté par l’activité et GreenUp, malgré la réaction négative by Oddo BHF
- DHL Group : Q2 better than expected, but still some uncertainty about the 2024 landing by Oddo BHF
- Atos : Résultats T2/H1 2024 mitigés. Business plan 2024 réitéré, de quoi aller vers le plan de restructuration financière by Oddo BHF
- Tenaris : A tougher end to the year than imagined by Oddo BHF
- Millennium BCP : Le T2 2024 confirme le redressement opérationnel/bilanciel by Oddo BHF
- Technip Energies : Fundamentals not in question by Oddo BHF
- Kalray : Une fusion qui tombe à l’eau. Peu d’upside à court terme. Nous dégradons à Neutre (vs Surperformance) by Oddo BHF
- Daimler Truck : A more proactive attitude, but it will likely take some time to convince by Oddo BHF