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SurveyAnalysisAndResults / Equity
- Uniper : Une bonne publication mais les perspectives restent mal orientées by Oddo BHF
- Ströer SE & Co. KGaA : A very good Q2 for the outdoor division, still solid on digital and dialog by Oddo BHF
- CRH : A record H1 pending inclusion in the S&P by Oddo BHF
- Outokumpu : BA America behind the downgrade in our forecasts, the sequence should now improve by Oddo BHF
- RTL Group : Une tendance publicitaire difficile sur le début du T3 à cause des JO by Oddo BHF
- voestalpine : Profil résilient malgré la forte exposition auto by Oddo BHF
- Grenke : Improved Q2 2024 but ongoing high cost growth by Oddo BHF
- Corbion N.V. : Solid Q2 2024 performance underpins our investment case; TP increased by Oddo BHF
- Esker : Rumeurs de rachat par BridgePoint : renfort de l’attrait spéculatif sur le titre by Oddo BHF
- Esker : Takeover rumors by Bridgepoint: bolstered speculative appeal on the stock by Oddo BHF
- RENK : La reprise en main de la production crédibilise les objectifs moyen-terme by Oddo BHF
- RENK : Taking production back in hand lends credibility to medium-term targets by Oddo BHF
- Shurgard : Performance opérationnelle S1 soutenue et en ligne et très bon rating S&P by Oddo BHF
- Shurgard : A brisk H1 operating performance in line, and a very good S&P rating by Oddo BHF
- RWE : Tous les yeux sont tournés vers les US by Oddo BHF
- E.ON : Une publication correcte mais un environnement chahuté by Oddo BHF
- RWE : All eyes on the US by Oddo BHF
- Wienerberger : Une année 2024 encore compliquée mais le pire semble derrière by Oddo BHF
- Demant A/S : Hit by managed care, Communication harder to divest than expected by Oddo BHF
- Straumann Holding AG : Investment case becomes leaner again by Oddo BHF
- Adyen NV : Marginally better, growth Q2 higher than Q1, positive relief for the market by Oddo BHF
- Geberit AG : Un T2 proche des attentes, mais une guidance prudente, reflet d’un marché de la construction encore déprimé by Oddo BHF
- Mister Spex SE : Announcement of restructuring actions and repositioning, FY guidance lowered, still a complex picture by Oddo BHF
- Geberit AG : A Q2 close to expectations, but cautious guidance, reflecting a still sluggish construction market by Oddo BHF
- Fortum : Confirms its profile as a yield company by Oddo BHF
- CRH : Un S1 record en attendant de rentrer dans le S&P by Oddo BHF
- Lanxess : Q2 EBITDA confirms strong prelims.; Q3 'close or up to Q2' and 2024 EBITDA of € 560-615m (cons. € 575m) reiterated, Q4 looks conservative by Oddo BHF
- Eutelsat Group : FY 2025 guidance below expectations despite better Q4 by Oddo BHF
- Eutelsat Group : FY 2025 guidance below expectations despite better Q4 by Oddo BHF
- Generali : Résultat solide au T2 en ligne, forte croissance en assurance vie by Oddo BHF
- Zurich Insurance : Solid H1 2024 results with some headwinds from nat cat and weather events by Oddo BHF
- voestalpine : Resilient profile despite high auto exposure by Oddo BHF
- RTL Group : A challenging advertising trend at the start of Q3 due to the Olympic Games by Oddo BHF
- Generali : Robust Q2 results in line, sharp growth in life insurance by Oddo BHF
- Brenntag : Not as bad as feared. Q2 op. EBITA 3% above cons; H2 recovery less marked than expected, lowered op. EBITA outlook to € 1.1-1.2bn in line by Oddo BHF
- Ageas : 1H24 net profit in line, Solvency stable, expect € 250m SBB by Oddo BHF
- Straumann Holding AG : Q2 review – Beat of expectations and divestment of DrSmile by Oddo BHF
- K+S AG : Q2 EBITDA in line on good European potash/specialties fertilisers; EBITDA outlook midpoint of € 575m confirmed (cons € 585m); confirmed FCF outlook by Oddo BHF
- Glanbia : Poursuite du momentum pour la marque emblématique ON. Le prix du lactoserum devrait rester volatil en 2025 by Oddo BHF
- TUI AG : Pas de décélération de la demande ; guidance annuelle très crédible. Surperformance confirmée by Oddo BHF
- E.ON : A decent publication but a turbulent environment by Oddo BHF
- Evotec SE : H1 even weaker than expected – cash burn less alarming than it seems at first glance by Oddo BHF
- TUI AG : No deceleration of demand; full-year guidance looks very credible. Outperform rating confirmed by Oddo BHF
- Wienerberger : Still a tricky year in 2024 but the worst seems to be over by Oddo BHF
- Glanbia : Continued momentum on the emblematic ON brand. Whey prices should remain volatile in 2025 by Oddo BHF
- NN Group : Solvency, OCG, FCF somewhat better, guidance unchanged, non-life in line by Oddo BHF
- Ørsted : De nouvelles dépréciations gâchent la fête. by Oddo BHF
- Fortum : Confirme son profil de valeur de rendement by Oddo BHF
- Mister Spex SE : Announcement of restructuring actions and repositioning, FY guidance lowered, still a complex picture by Oddo BHF
- Ørsted : Fresh impairments spoil the party by Oddo BHF