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SurveyAnalysisAndResults / Equity

Pirelli : Un positionnement premium toujours solide by Oddo BHF
Ferrari : Citius, Altius, Fortius by Oddo BHF
Pirelli : Premium positioning still robust by Oddo BHF
Banijay Group : Confirmation of the guidance given that H2 should be significantly better for Banijay by Oddo BHF
BMW : Wait-and-see by Oddo BHF
Sopra Steria Group : Sopra Steria’s positioning and strategy merit a better valuation by Oddo BHF
Aperam : Les signaux de reprise se confirment, objectif de cours relevé à 30 € by Oddo BHF
Ebusco : Into the void: lowering our recommendation to Underperform by Oddo BHF
Iberdrola : Electricity North West, une opération majeure dans les réseaux anglais by Oddo BHF
RWE : Une rumeur qui fait peur by Oddo BHF
Rolls-Royce : Engine still has thrust to deliver! TP lifted to 605p by Oddo BHF
RWE : A scary rumour by Oddo BHF
AXA : A very good performance in P&C in H1, sale of AXA IM by Oddo BHF
Engie : A good H1 publication leads to an unexpected upward revision to guidance by Oddo BHF
ERG : En ligne droite sur la trajectoire 2024 by Oddo BHF
Reply Spa : Résultats T2 supérieurs aux attentes et bonnes perspectives pour le S2 by Oddo BHF
1&1 AG : Q2 2024: lowering estimates on new 5G execution issues by Oddo BHF
United Internet AG : Q2 2024: negative revisions due to 1&1 by Oddo BHF
Linde plc : BPA T2 1.5%> attentes, guidance confirmée (et resserrée vers la borne haute) by Oddo BHF
Credit Agricole : Good performance in insurance and CIB in Q2 by Oddo BHF
DEUTZ AG : Announcing the closing of the acquisition of Blue Star Power Systems by Oddo BHF
Maurel et Prom : A deleveraged group! by Oddo BHF
Allfunds Group Plc : Solid H1 figures and improved outlook warrant higher valuation multiples, TP upped to € 7 by Oddo BHF
Coface : Baisse des primes mais excellente rentabilité au T2 by Oddo BHF
Lufthansa : Awaiting tangible signs of CASK back under control in a less dynamic environment by Oddo BHF

SES : Tremendous 2028 guidance faced with an unappealing reality in 2024-2025 by Oddo BHF
Believe : Growth still robust, but a slowdown expected in H2 by Oddo BHF
Veolia : Good H1 2024 driven by activity and GreenUp, despite the negative reaction by Oddo BHF
Nexans : Continued brisk momentum. Upward revision of 4.5% to our 2024 EBITDA estimate by Oddo BHF
Millennium BCP : Q2 2024 confirms operating/balance sheet recovery by Oddo BHF
Atos : Lukewarm Q2/H1 2024 results. 2024 guidance reiterated. Enough to carry out the financial restructuring plan by Oddo BHF
Aperam : Signs of recovery firming up, target price raised to € 30 by Oddo BHF
AXA : Très bonne performance en dommages au S1, vente d’AXA IM by Oddo BHF
Engie : Une bonne publication S1 qui permet un relèvement de guidance inattendu by Oddo BHF
Rolls-Royce : Le moteur a encore de la poussée à délivrer ! OC relevé à 605p by Oddo BHF
AngloAmerican Plc : Gros progrès sur l’opérationnel, moins sur les cessions d’actifs by Oddo BHF
Flow Traders : Change in narrative initiated, with a mixed market reception by Oddo BHF
Iberdrola : Electricity North West, a major operation in the UK networks by Oddo BHF
Crédit Agricole : Bonne performance en assurance et en BFI au T2 by Oddo BHF
ERG : In line on the 2024 trajectory by Oddo BHF
Reply Spa : Q2 earnings ahead of expectations and a positive outlook for H2 by Oddo BHF
1&1 AG : Q2 2024: lowering estimates on new 5G execution issues by Oddo BHF
United Internet AG : Q2 2024: negative revisions due to 1&1 by Oddo BHF
Linde plc : Q2 2024 EPS >1.5% expectations, guidance confirmed (and tightened towards the upper end) by Oddo BHF
AngloAmerican Plc : Major progress on operating front, less so on asset sales by Oddo BHF
Maurel et Prom : Un groupe désormais sans dette ! by Oddo BHF
Infineon Technologies AG : No disaster in 2024, the group has the situation under control, but the recovery is set to be slow in 2025 by Oddo BHF
Merck KGaA : Incorporating higher estimates for Healthcare and Electronics by Oddo BHF
Lufthansa : En attendant des signes de reprise en main du CASK dans un environnement moins dynamique by Oddo BHF
Aurubis : Baisse des matières premières vs légère amélioration sur le marché du concentré by Oddo BHF

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SurveyAnalysisAndResults / Equity

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