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SurveyAnalysisAndResults / Equity
- Coface : Fall in premiums but excellent profitability in Q2 by Oddo BHF
- Fraport : Weak release; guidance specified with traffic seen at the lower half of the previous range by Oddo BHF
- Aurubis : Lower commodity prices vs slight improvement on the concentrates market by Oddo BHF
- Evotec SE : Massive warning on FY 2024 – downgrade to Neutral by Oddo BHF
- ArcelorMittal : En attendant la reprise, rachats d’actions et valorisation en support du titre by Oddo BHF
- Telecom Italia : 2-3 facteurs de hausse probable à court-terme (M&A, gain sur litige) by Oddo BHF
- Commerzbank : Le S1 2024 conforte l’essentiel… la perspective de hausse du retour à l’actionnaire ! by Oddo BHF
- WPP : Plus de prudence sur le S2, guidance organique annuelle revue en baisse by Oddo BHF
- Continental : Far less surprising release than the strategy u-turn announced two days ago by Oddo BHF
- Siemens Healthineers : Weakness in China to spill over into Q4, lower end of guidance expected by Oddo BHF
- Commerzbank : H1 2024 confirms the essentials ... the prospect of an increase in shareholder returns! by Oddo BHF
- Freenet AG : Record waipu.tv net additions (but its earnings boost will be in 2025) by Oddo BHF
- Deutsche Telekom : Q2 2024: US and European growth offsetting wage increases in Germany by Oddo BHF
- WPP : More caution on H2, downward revision to annual organic guidance by Oddo BHF
- IONOS : Q2 2024 EBITDA below expectations, but stronger FCF generation by Oddo BHF
- KBC : 2Q 24 results in line, improved deposit mix, better NII outlook FY24 & FY26 by Oddo BHF
- BAE Systems : Confort pour l’atteinte du haut de la guidance mais une valorisation équitable by Oddo BHF
- Rheinmetall AG : Haut de fourchette de la guidance FY 2024 sécurisé et option de SBB réouverte. OC relevé à 560 € by Oddo BHF
- Siemens AG : Digital Industries is weighing on performance, but the story is being de-risked by Oddo BHF
- Knorr-Bremse AG : Une mise en œuvre du programme stratégique qui porte ses fruits by Oddo BHF
- SMA Solar Technology AG : Baisse exagérée du titre à notre avis après un T2 au-dessus des attentes by Oddo BHF
- Outokumpu : BA America derrière la baisse de nos prévisions, la séquence devrait désormais s’améliorer by Oddo BHF
- Allianz : Un RO solide au T2 malgré les catastrophes naturelles by Oddo BHF
- Allianz : Solid operating result in Q2 despite natural catastrophes by Oddo BHF
- STRATEC SE : Q2 review – some stabilisation but Analyser systems remain weak by Oddo BHF
- Infineon Technologies AG : Pas de désastre sur 2024, le groupe maitrise bien, mais la reprise sera certainement lente sur 2025 by Oddo BHF
- Bayer : Weakness of Crop Science more pronounced than expected – Pharma surprises on the positive side by Oddo BHF
- Carl Zeiss Meditec : Q3 review – more visibility after severe cut, Microsurgery very weak by Oddo BHF
- NEXT plc : Better Q2 sales, raising the FY profit target slightly by Oddo BHF
- ArcelorMittal : Pending market recovery, share buybacks and valuation to support the share price by Oddo BHF
- Telecom Italia : 2-3 likely factors for an increase in the short term (M&A, gains on disputes) by Oddo BHF
- Continental : Far less surprising release than the strategy u-turn announced two days ago by Oddo BHF
- Siemens Energy AG : Un T3 plutôt rassurant malgré de nouvelles provisions en offshore, les objectifs sont confirmés by Oddo BHF
- Siemens Energy AG : A fairly reassuring Q3 despite new provisions in offshore, targets are confirmed by Oddo BHF
- Ahold Delhaize N.V. : Solid Q2 2024 allows room for manoeuvre in H2 2024; TP raised to € 33.5 by Oddo BHF
- Freenet AG : Record waipu.tv net additions (but its earnings boost will be in 2025) by Oddo BHF
- Euronext : Model update post Q2 2024 results, TP and Outperform reiterated by Oddo BHF
- Deutsche Telekom : Q2 2024: US and European growth offsetting wage increases in Germany by Oddo BHF
- KBC : Recurring P&L items in 2Q24 in line, positive Q2 inflows in current accounts by Oddo BHF
- IONOS : Q2 2024 EBITDA below expectations, but stronger FCF generation by Oddo BHF
- Ströer SE & Co. KGaA : Un très bon T2 pour la branche Outdoor, toujours solide sur Digital & Dialog by Oddo BHF
- ProSiebenSat.1 Media SE : Une tendance publicitaire T2 impactée par l’Euro 2024 mais EBITDA en hausse grâce à un strict contrôle des coûts by Oddo BHF
- Siemens AG : Digital Industries pèse sur la performance, mais l’histoire se dé-risque by Oddo BHF
- Rheinmetall AG : High end of the guidance for FY 2024 secured and SBB option re-opened Target price raised to € 560 by Oddo BHF
- Knorr-Bremse AG : Rollout of strategic programme paying off by Oddo BHF
- SMA Solar Technology AG : Fall in the share price excessive in our view after a Q2 ahead of expectations by Oddo BHF
- ProSiebenSat.1 Media SE : A Q2 advertising trend hit by the Euro 2024 but EBITDA up thanks to tight cost control by Oddo BHF
- BAE Systems : Reassurance that the upper end of guidance will be achieved, but a fair valuation by Oddo BHF
- Munich Re : Munich Re maintained strong earnings momentum in Q2 2024 by Oddo BHF
- Uniper : A strong publication but the outlook remains on a negative trend by Oddo BHF