Back to the main directory
SurveyAnalysisAndResults / Equity
- Compass Group : A good start to Q1 2025, FY 2025 guidance maintained in a valuation context at historic highs by Oddo BHF
- Ørsted : And now comes the time to convince the market by Oddo BHF
- ArcelorMittal : Emballement du marché quelque peu excessif après une bonne publi T4 by Oddo BHF
- ODDO : Ventes mondiales de semiconducteurs : ralentissement en décembre, 2024 termine à +18,7% by Oddo BHF
- ODDO : Worldwide semis sales: slowdown in December, 2024 ends at +18.7% by Oddo BHF
- NRJ Group : Q4 revenues, our full-year forecasts are unchanged pending ARCOM’s decision on NRJ12 by Oddo BHF
- L'Oreal : Q4 at 2.5% with weaker l-f-l than Q3 due to North America by Oddo BHF
- Santander : Robust operating performance and notable improvement in capital and shareholder returns by Oddo BHF
- L'Oréal : Un T4 à 2.5% en lfl plus faible que le T3 à cause de l’Amérique du Nord by Oddo BHF
- Porsche AG : 2025 guidance implying major cut to estimates by Oddo BHF
- SCOR : Retour à une profitabilité plus normative au T4 by Oddo BHF
- Vontobel : RN proche du consensus, DPS stable et CET1 en baisse à un niveau solide by Oddo BHF
- Laboratorios Rovi : Warning on FY 2024 EBITDA, FY 2025 sales guidance maintained by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- Iveco : A value creating deal. Outperform vs Neutral by Oddo BHF
- Pernod Ricard : S1 24/25 : une attitude plus constructive, mais la visibilité reste faible sans reprise de la croissance pour l’instant by Oddo BHF
- BASF : 1 Brazilian deco paint business kicked off, says FAZ. As expected and flagged at CMD Sep 2024. More to come by Oddo BHF
- Porsche AG : 2025 guidance implying major cut to estimates by Oddo BHF
- Telecom Italia : Our assumptions in a consolidation scenario (IIiad, CVC) by Oddo BHF
- ODDO : Un cessez-le-feu en Ukraine, une bonne nouvelle pour le transport aérien en Europe by Oddo BHF
- Vontobel : Net income close to the consensus, stable DPS and CET1 ratio down at a robust level by Oddo BHF
- AngloAmerican Plc : Most signs are positive but De Beers is casting a shadow by Oddo BHF
- Banco Sabadell : Group broadly reassures on its standalone performance by Oddo BHF
- GTT : Un nouveau changement de gouvernance by Oddo BHF