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SurveyAnalysisAndResults / Equity
- Evonik Industries AG : Roadshow feedback: Net savings outlook 2025 underpins € 2.2bn EBITDA 2025 consensus, operational improvement would come on top by Oddo BHF
- Infineon Technologies AG : When more bad news signifies (perhaps) the end of the bad news... by Oddo BHF
- Temenos : Des objectifs moyen terme plus réalistes mais encore ambitieux. Opinion Sous-performance réitérée by Oddo BHF
- ODDO : Espagne : le PSOE et SUMAR souhaiteraient abolir le régime SOCIMI by Oddo BHF
- De'Longhi : Croissance LFL de 5.3% au T3 (3%e) soutenue par le segment Café B2C. Marge d’EBITDA en progression de 140 pb à 16.3%. Objectifs annuels relevés by Oddo BHF
- Temenos : Medium-term targets more realistic but still ambitious. Underperform rating reiterated by Oddo BHF
- Eramet : Short-term outlook subdued, good competitive positions and exposure to the energy transition key strengths for the medium term by Oddo BHF
- Siemens Energy AG : Nouveaux objectifs 2028, reflets des besoins croissants d’électrification by Oddo BHF
- Deutsche PfandbriefBank AG : Processus CT de ‘recovery’ confirmé… mais objectifs MT (trop) ambitieux by Oddo BHF
- Siemens Energy AG : New 2028 targets, reflecting growing electrification requirements by Oddo BHF
- Air France-KLM : L’inflexion sur les coûts unitaires est repoussée by Oddo BHF
- Air France-KLM : Inflection on unit costs pushed back by Oddo BHF
- Allianz : Excellent operating momentum in insurance businesses by Oddo BHF
- RWE : Un programme de rachat d’actions qui tombe à point nommé by Oddo BHF
- Hapag-Lloyd : Résultats T3 en ligne avec les chiffres préliminaires. Neutre ; OC relevé à 165 € by Oddo BHF
- Merck KGaA : Q3 review – turnaround for Process solutions by Oddo BHF
- Hapag-Lloyd : Q3 results in line with preliminary figures. Neutral rating and target price raised to € 165 by Oddo BHF
- Telecom Italia : Q3 2024: enterprise stronger, consumer still difficult by Oddo BHF
- Deutsche Telekom : Q3 2024: Germany not much impacted by higher competition by Oddo BHF
- Telecom Italia : Q3 2024: enterprise stronger, consumer still difficult by Oddo BHF
- SMA Solar Technology AG : Le plan de restructuration est nécessaire mais pas suffisant sans la reprise de la demande by Oddo BHF
- ASML : Un CMD réussi, des perspectives globalement inchangées, mais avec un mix beaucoup plus exposé IA by Oddo BHF
- Xior Student Housing : From leverage constraints to growth gains, a post CMD view on Xior by Oddo BHF
- Bilfinger : Croyez en vos rêves, ils se réaliseront by Oddo BHF
- Dermapharm Holding SE : Strong 9M results, increased earnings quality and attractive FCF generation strongly support our recommendation by Oddo BHF