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SurveyAnalysisAndResults / Equity
- Crédit Agricole : Résultat solide, mais avec des revenus légèrement inférieurs aux attentes by Oddo BHF
- Logista : Q4 earnings notably above. FY 2025 guidance in line with expectations by Oddo BHF
- EDP Renovaveis : Un 9M 24 en ligne, une guidance 2024 ajustée et de l’incertitude aux USA by Oddo BHF
- Evotec SE : In its CC Evotec predicts strong Q4 – but we see no attractive entry point by Oddo BHF
- Enel : 9M 24 en ligne, guidance annuelle confirmée et CMD le 18/11 prochain by Oddo BHF
- AEDAS Homes : H1 2024-25: Continued strong operating momentum in sales and deliveries by Oddo BHF
- Arm Holdings plc : T2 25 supérieur aux attentes mais pas de relèvement de prévisions annuelles by Oddo BHF
- GN Store Nord : Q3 2023 review – Lower end of guidance range for Enterprise by Oddo BHF
- Autoliv : Road show feedback: solid execution, we upgrade to Outperform by Oddo BHF
- BMW : Some temporary impacts, others more structural by Oddo BHF
- Heidelberg Materials : Un T3 2024 sans mention spéciale by Oddo BHF
- Hensoldt AG : Optronics returns to growth but sensors is being monitored by Oddo BHF
- Commerzbank : Q3 2024 adds a little more credibility to the solid MT outlook (standalone) by Oddo BHF
- Adyen NV : Net revenue growth +21% cc being -just- 1% less than expected by Oddo BHF
- Credit Agricole : Solid results but revenues slightly lower than expected by Oddo BHF
- Auto Trader : Résultats S1 2024/25 supérieurs aux attentes by Oddo BHF
- Amadeus IT Group : Solid set of Q3 results, in line at top-line level but 3%/6% above at EBIT/EPS levels. FY 2024 guidance reiterated despite weaker payment business by Oddo BHF
- Telefonica : Q3 2024: better group FCF growth on non-recurring items by Oddo BHF
- Amadeus IT Group : Solid set of Q3 results, in line at top-line level but 3%/6% above at EBIT/EPS levels. FY 2024 guidance reiterated despite weaker payment business by Oddo BHF
- Lanxess : Q3 solid with EBITDA pre of € 173m +2% vs. css; +10-20% FY 2024 EBITDA outlook confirmed, in line with css at midpoint of +15% by Oddo BHF
- Carrefour : Rumors of Non-Core Country Divestiture Studies by the Company by Oddo BHF
- ASM International N.V : Sans aucun doute le top pick du secteur pour 2025 by Oddo BHF
- ASM International N.V : Probably the sector Top Pick for 2025 by Oddo BHF
- Veolia : 9M 24 un peu meilleur, guidances 2024 confirmées, mais toujours une décote by Oddo BHF
- Daimler Truck : Une publication en ligne suffit à prolonger le momentum by Oddo BHF
- Autoliv : Feedback roadshow : une exécution solide, nous passons à Surperformance by Oddo BHF
- TKH GROUP NV : Preview Q3 + lowered 2024-2026 estimates and TP by Oddo BHF
- Sodexo : Feedback roadshow (Paris) : discours convaincant sur le focus opérationnel by Oddo BHF
- Elmos Semiconductor SE : Résilience meilleure qu’attendu, mais la question de l’atterrissage du CA début 2025 toujours en suspens, selon nous by Oddo BHF
- AEDAS Homes : H1 2024-25: Continued strong operating momentum in sales and deliveries by Oddo BHF
- EDP Renovaveis : 9M 2024 results in line, 2024 guidance adjusted and uncertainty in the US by Oddo BHF
- Sodexo : Feedback from Paris road show: convincing message on operational focus by Oddo BHF
- Glanbia : L’inflation du prix du lactosérum devrait peser sur la marge d’EBITDA de GPN en 2025, en particulier au S1 by Oddo BHF
- Qiagen : Strong Q3 2023 results drive rise in EPS guidance by Oddo BHF
- Sonova Holding AG : Reflecting Costco and forex headwind ahead of H1 results by Oddo BHF
- Enel : 9M 24 in line, full-year guidance confirmed and CMD on 18 November by Oddo BHF
- Fluidra : Management meeting reflects growth ambitions already reflected in valuation by Oddo BHF
- KBC : Q3 results touch better by commission income by Oddo BHF
- Heidelberg Materials : Nothing special to report on Q3 2024 by Oddo BHF
- Elmos Semiconductor SE : Better resilience than expected, but question of revenue landing early 2025 still up in the air, as we see it by Oddo BHF
- Carrefour : Rumeurs d’étude de cessions de pays non-core par la société by Oddo BHF
- Telefonica : Q3 2024: better group FCF growth on non-recurring items by Oddo BHF
- Very strong Q3 results. Dull FY25 guidance by Oddo BHF
- Auto Trader : H1 2024/25 results beat expectations by Oddo BHF
- Arm Holdings plc : Q2 2025 beats forecasts but no increase full-year forecasts by Oddo BHF
- Glanbia : Inflation in whey prices set to penalise GPN’s EBITDA margin in 2025, especially in H1 by Oddo BHF
- Société Foncière Lyonnaise : Fusion-absorption de SFL par Colonial : une prime potentielle surtout pour les actionnaires de SFL by Oddo BHF
- Societe Fonciere Lyonnaise : Merger-absorption of SFL by Colonial: a potential premium, especially for SFL shareholders by Oddo BHF
- Iveco : Résultats T3 2024 conformes, pas d’inflexion du book-to-bill by Oddo BHF
- Pirelli : Le titre redevient une option attractive dans le secteur by Oddo BHF