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SurveyAnalysisAndResults / Equity
- NN Group : 1H24 Solvency in line, OCG/FCF better but targets unchanged by Oddo BHF
- SBM Offshore : Harvesting season about to start by Oddo BHF
- Voltalia : Brazilian samba on volumes by Oddo BHF
- CANCOM SE : Q2 review: guidance at risk as KBC tailwind subsides and demand environment remains weak by Oddo BHF
- JUST EAT TAKEWAY.COM : Restructuring in Canada generating high teens cost reduction by Oddo BHF
- Kendrion : Modest adjustments to 2024-2025 estimates, investment case unchanged by Oddo BHF
- GN Store Nord : Q2 review – Hearing and Consumer & Enterprise strong by Oddo BHF
- NFON AG : Better client and sales growth in Q2 2024 by Oddo BHF
- Van Lanschot Kempen : Results better in 1H24, good net inflows in private banking by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- Van Lanschot Kempen : 1H24 results better, good net inflow in private banking continuing, TP up by Oddo BHF
- Triodos bank : 1H24 NII better, but offset by less commission income and higher costs by Oddo BHF
- BHP ltd : Une equity story de plus en plus portée par le cuivre by Oddo BHF
- Ageas : Positive SBB, Solvency marginally better, profits in line by Oddo BHF
- Stadler Rail AG : Margins and FCF disappoint in H1 by Oddo BHF
- Brunello Cucinelli : Marge S1 en progression solide, pas de détérioration en vue de l’activité by Oddo BHF
- Eutelsat Group : OneWeb continue de peser lourdement sur les estimations by Oddo BHF
- Eiffage : All is well because nothing has changed by Oddo BHF
- OC Oerlikon Corp AG : Changes to the Executive Board by Oddo BHF
- Pernod Ricard : FY 2023-24 results in line; outlook lowered for Q1 2024-25 by Oddo BHF
- Aegon : 2Q24 OCG in line, Solvency marginally better, negative US mortality cost by Oddo BHF
- ODDO : France: le S2 2024 risque de rester très promotionnel by Oddo BHF
- Fielmann AG : Semestriels conformes, objectifs donnés lors de l’AG réitérés by Oddo BHF
- Fielmann AG : H1 in line, confirmation of guidance given at AGM by Oddo BHF
- ODDO : France: H2 2024 risks remaining very promotional by Oddo BHF
- Voltalia : Samba brésilienne des volumes by Oddo BHF
- Adyen NV : 1H24 revenue growth & profit in line, durable competitive advantage by Oddo BHF
- Coloplast : Q3 review – Positive top line momentum, but bottom line miss by Oddo BHF
- ASR : Pro forma Solvency 2 ratio better, non-life marginally better, OCC in line by Oddo BHF
- Allgeier SE : Revised guidance still seems ambitious, despite a more positive H2 outlook by Oddo BHF
- ASR : Pro forma Solvency and excess capital better, operationally 1H24 in line by Oddo BHF
- NFON AG : Better client and sales growth in Q2 2024 by Oddo BHF
- Aegon : OCG in line, S2 better, negative mortality experience / assumptions by Oddo BHF
- Siegfried Holding AG : Strong underlying business offsets multiple temporary headwinds by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- AALBERTS : Positive possible catalysts outweigh (priced in) negatives by Oddo BHF
- Arcadis : Post results note: upping estimates and TP on back of strong Q2 by Oddo BHF
- BHP ltd : Equity story increasingly driven by copper by Oddo BHF
- Stadler Rail AG : La marge et le FCF déçoivent au premier semestre by Oddo BHF
- Ageas : Positive on SBB, Solvency marginally better, profits in line, TP somewhat up by Oddo BHF
- Brunello Cucinelli : H1 margin showing solid improvement, no deterioration in business in prospect by Oddo BHF
- Eiffage : Tout va bien puisque rien ne change by Oddo BHF
- Eutelsat Group : OneWeb continues to weigh on estimates by Oddo BHF
- Pernod Ricard : Résultats 23/24 en ligne ; ajustement baissier des perspectives au T1 24/25 by Oddo BHF
- Inditex : Q2 due 11 September – Further fast and profitable growth by Oddo BHF
- Swiss Re : Solid technical profits support further build-up of reserve resilience by Oddo BHF
- SCHOTT Pharma AG & Co. KGaA : Strong performance at Delivery Systems leads to an increase in guidance by Oddo BHF
- Pernod Ricard : Reassuring conference call but visibility on China and the US for FY 2024-25e no clearer by Oddo BHF
- Pernod Ricard : Conf-call rassurante mais pas plus de visibilité sur la Chine et les USA pour FY 24/25e by Oddo BHF
- Rémy Cointreau : Pas de taxes préliminaires, pour lors, sur le cognac en Chine by Oddo BHF