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SurveyAnalysisAndResults / Equity
- BASF : CMD headlines:€ 2.25/shr (5% yield) minimum div., € 4bn SBB, € 10-12bn EBITDA 28 target (BB cons 27: € 10.6bn, active portfolio mgmt non-Verbund by Oddo BHF
- Geberit AG : Dans un marché déprimé, Geberit continue d’investir et de renforcer sa franchise by Oddo BHF
- SMA Solar Technology AG : Cautious stance maintained despite the restructuring plan announcement by Oddo BHF
- Geberit AG : In a depressed market, Geberit continues to invest and strengthen its franchise by Oddo BHF
- Capgemini : La recovery se confirme mais à un rythme modéré by Oddo BHF
- SOLTEC : Insolvency procedure to protect business continuity: downgrade to Under Review by Oddo BHF
- Accenture : Résultats T4 2024 solides et guidance T1 2025 rassurante dans le contexte actuel by Oddo BHF
- Accenture : Solid Q4 2024 results and reassuring Q1 2025 guidance in current context by Oddo BHF
- Diageo : Le groupe réitère sa guidance et sa confiance dans les fondamentaux de l’industrie en amont de son assemblée générale by Oddo BHF
- Nexans : Un newsflow rassurant et un CMD attendu – Nouvel OC 150 € (vs 135 €) by Oddo BHF
- Forvia : Des clarifications bienvenues sur la fin d’année, mais pas encore au-delà… by Oddo BHF
- Forvia : Reassuring clarifications on the end of the year, but not yet further out … by Oddo BHF
- Vossloh AG : Feedback CMD : le positionnement pour profiter d’un marché en accélération by Oddo BHF
- Nestle : We are adopting a transition scenario pending a redefinition of targets by the new CEO by Oddo BHF
- Prosegur : “Alarms day” highlights by Oddo BHF
- Burberry : Sector context even tougher, more marked deterioration in financial performance by Oddo BHF
- Brunello Cucinelli : Clear weather, relatively good visibility by Oddo BHF
- BASF : CMD review – bringing Sum-of-the-parts back to life. Focus on “Verbund”. Keeping shareholder returns at strong € 12bn but gaining flexibility by Oddo BHF
- Volkswagen (pref) : Profit warning on deteriorating fundamentals, particularly at VW core brand by Oddo BHF
- Nexans : Reassuring news flow, CMD ahead, target price raised to € 150 from € 135 by Oddo BHF
- ArcelorMittal : Feedback visite en Inde : un atout différentiant de plus en plus visible by Oddo BHF
- Stellantis : Time required to restore credibility after a warning of such magnitude by Oddo BHF
- ArcelorMittal : Feedback from the India visit: an increasingly visible differentiating asset by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- STMicroelectronics N.V. : A last slight adjustment to the end of the year is likely by Oddo BHF