Back to the main directory
SurveyAnalysisAndResults / Equity
- Flow Traders : Q3 2024e NTI of € 84.3m, EBITDA of € 27.3m (32.4% margin) and € 0.41 EPS by Oddo BHF
- Hugo Boss : Q3 due 5 November – Sales flat, EBIT down, lowering FY 2024 forecasts by Oddo BHF
- Gerresheimer AG : Not only 2024, but also 2025 by Oddo BHF
- Petrofac : H1 2024 results still lacklustre, progress on the financial restructuring front by Oddo BHF
- Aston Martin Lagonda : Profit warning raising liquidity concerns by Oddo BHF
- VusionGroup : Feedback roadshow : Edge Sense est le principal contributeur à la progression des marges à CT et un catalyseur clé pour la trajectoire de croissance à MT by Oddo BHF
- Ageas : Targets for 2027 realistic, continuing to look for acquisitions, TP up by China by Oddo BHF
- Barco NV : Preview Q3 24 results (17 October) by Oddo BHF
- Pernod Ricard : Un T1 24/25 peu engageant pour qui attend la reprise by Oddo BHF
- Pernod Ricard : A relatively uninspiring Q1 2024-25 for those who are waiting for the recovery by Oddo BHF
- Argan SA : Operating momentum for 9M24 points to further growth in 2025e by Oddo BHF
- TRATON : CMD feedback: still one of the most attractive equity stories out there by Oddo BHF
- Imerys : TQC is now front and centre, but for how long? by Oddo BHF
- Valeo : Brain, un atout clé pour le futur de Valeo by Oddo BHF
- TotalEnergies : Feedback CMD – Une croissance sécurisée avec une bonne surprise sur le rachat d’actions by Oddo BHF
- Bouygues : BiG promotions et BiG révisions by Oddo BHF
- TotalEnergies : CMD feedback – Secure growth with positive surprises on share buybacks by Oddo BHF
- Danone : Q3 results should be good quality but modest: l-f-l growth expected at 3.5% by Oddo BHF
- Solaria : Trajectoire clarifiée et beaucoup de potentiel, mais il faut être patient by Oddo BHF
- Sika : Pour ne pas se contenter de l’ordinaire by Oddo BHF
- SAP : SAP should prove resilient again but less flamboyant in Q3 by Oddo BHF
- Sika : Going the extra mile by Oddo BHF
- LDC : Un T2 un peu plus faible qu’attendu en organique. Objectif annuel de CA abaissé en lien avec le retard dans les acquisitions by Oddo BHF
- Verallia : The bottle is half empty...or half full... – New target price of € 34 (vs € 40) by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- Petrofac : Résultats S1 2024 toujours en berne, des avancées côté restructuration financière by Oddo BHF
- Aston Martin Lagonda : Un avertissement qui inquiète sur la liquidité by Oddo BHF
- Solaria : Une trajectoire 2024 de MW à clarifier lors de notre prochain roadshow by Oddo BHF
- Solaria : 2024 MW trajectory to be clarified in our next roadshow by Oddo BHF
- VusionGroup : Road show feedback: Edge Sense is the main contributor to margin growth in the short term and a key catalyst for the medium-term growth trajectory by Oddo BHF
- Carnival : Normalisation en cours, encore très peu de visibilité sur 2025 (notamment sur le pricing). Neutre maintenu, OC ajusté à 1300 p by Oddo BHF
- TRATON : Feedback CMD : une equity story toujours parmi les plus attractives by Oddo BHF
- Carnival : Normalisation ongoing, still not much visibility on 2025 (particularly pricing). Neutral rating maintained, target price adjusted to 1,300p by Oddo BHF
- Covestro AG : Formal offer launched by ADNOC, as expected by Oddo BHF
- Argan SA : La dynamique opérationnelle sur 9M24 permet d’envisager une année 2025e encore en croissance by Oddo BHF
- RENK : Preview T3 – Un trimestre de transition avant une accélération de la croissance by Oddo BHF
- Imerys : TQC désormais au centre du jeu mais pour combien de temps ? by Oddo BHF
- RENK : Q3 preview – A transition quarter ahead of an acceleration in growth by Oddo BHF
- Valeo : Brain, a key strength for the future of Valeo by Oddo BHF
- Unifiedpost Group : Light at the end of the tunnel, upgrading to Outperform on materially improved investment case by Oddo BHF
- Bouygues : BiG promotions and BiG revisions by Oddo BHF
- Danone : Le T3 devrait rester de qualité mais sera modeste : LfL attendu à 3.5% by Oddo BHF
- Heineken N.V. : Q3 2024 not seen as easiest of quarters for Heineken; estimates cut by Oddo BHF
- Solaria : Trajectory clarified and plenty of potential, but patience is needed by Oddo BHF
- SAP : SAP devrait à nouveau se montrer résilient mais moins flamboyant au T3 by Oddo BHF
- DEUTZ AG : Profit warning for FY 24 due to mounting macro pressure by Oddo BHF
- LDC : Q2 a little weaker than expected in organic terms. Full-year revenue guidance lowered due to delay in integrating acquisitions by Oddo BHF
- Verallia : La bouteille à moitié vide… ou à moitié pleine… – Nouvel OC de 34 € (vs 40 €) by Oddo BHF
- Vivendi : A look at Havas (before its listing) by Oddo BHF
- Vivendi : Qui est Havas (avant sa cotation) ? by Oddo BHF