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SurveyAnalysisAndResults / Equity
- Intercontinental Hotels : FY24 figures in line, encouraging stance but possibly hurt by profit taking by Oddo BHF
- Edenred : Ralentissement séquentiel au T4 mais la guidance 2025 est réitérée by Oddo BHF
- Elmos Semiconductor SE : Dynamique résiliente malgré la déception sur le FCF by Oddo BHF
- Elmos Semiconductor SE : Resilient momentum despite underwhelming FCF by Oddo BHF
- Temenos : Guidance 2025 globalement en ligne avec les attentes, atténuée par la cession de Multifonds à une faible valorisation by Oddo BHF
- ODDO : Weekly: most metals and stock prices buoyant, led by steelmakers by Oddo BHF
- Icade : 2024 results broadly in line with a weaker dividend than expected and caution so far on the 2025 outlook by Oddo BHF
- Edenred : Sequential slowdown in Q4 but guidance for 2025 reiterated by Oddo BHF
- Temenos : 2025 guidance broadly in line with expectations, toned down by the sale of Multifonds at a low valuation by Oddo BHF
- Societe Fonciere Lyonnaise : 2024 results: a very solid performance ahead of the merger with Colonial by Oddo BHF
- Rexel : Feedback roadshow : l’Europe reste le point faible, les USA réservent plus d’opportunités by Oddo BHF
- CTS Eventim AG & Co. KGaA : Strong FY 2024 prelims, raising estimates and TP by Oddo BHF
- HOCHTIEF : Good set of results, both at the P&L and cash flow level. Guidance contains no surprises by Oddo BHF
- RTL Group : Ajustement en baisse de nos estimations de résultats suite à la publication de M6, en ligne avec le bas de fourchette de la guidance by Oddo BHF
- Covivio : Résultats 2024 très solides pour des perspectives 2025 bien orientées by Oddo BHF
- BAE Systems : Uncertainties surrounding the US mask the ramp-up in growth in Europe by Oddo BHF
- Covivio : Very solid 2024 results for a positive 2025 outlook by Oddo BHF
- Renault : A robust end-2024 and a reassuring view on 2025 by Oddo BHF
- Aeroports de Paris : 2024 results a touch above; 2025 outlook reiterated with capex trimmed (as expected) by Oddo BHF
- Michelin : January volumes data in line with recent tyremakers’ comments by Oddo BHF
- Carrefour : 2024 moyen, 2025 à peine mieux, fin des SBB. Des décisions légitimes sur le plan industriel, douloureuses à court terme pour les actionnaires en revanche by Oddo BHF
- Philips : Another back end loaded year by Oddo BHF
- Carrefour : 2024 moderate, 2025 barely better, end of SBB. These decisions are legitimate at the industrial level, but painful in the short term for shareholders by Oddo BHF
- Repsol : Résultats T4 supérieurs aux attentes avec une très bonne surprise sur le rachat d’actions by Oddo BHF
- Krones AG : Lower share price is an opportunity by Oddo BHF
- Capgemini : Une dose de prudence qui permet de repartir sur de bonnes bases by Oddo BHF
- BIC : Résultats 2024 supérieurs aux attentes et toujours une excellente génération de FCF by Oddo BHF
- BIC : 2024 results beat expectations, further stellar FCF generation by Oddo BHF
- ODDO : Weekly: most metals and stock prices buoyant, led by steelmakers by Oddo BHF
- Capgemini : Dose of caution should see the group pick up again from a solid basis by Oddo BHF
- Straumann Holding AG : Q4 2024 review –Turnaround in North America, guidance leaves upside by Oddo BHF
- Vicat : When everything's going to plan by Oddo BHF
- ASR : H2 Solvency, Capital generation, and Non life all better than expected by Oddo BHF
- Société Foncière Lyonnaise : Résultats 2024 : une performance très solide avant la fusion avec Colonial by Oddo BHF
- Scandic Hotels : Titre boosté par les annonces de retour de cash. Sous-performance, OC relevé à 55 SEK by Oddo BHF
- Rexel : Feedback from road show: Europe still the weak point, US harbours more opportunities by Oddo BHF
- STRABAG SE : (Still) a value play in a bottoming out industry by Oddo BHF
- Scandic Hotels : Share price boosted by announcement of cash returns. Underperform, target price raised to SEK 55 by Oddo BHF
- BAE Systems : Les incertitudes sur les US masquent l’accélération de la croissance en Europe by Oddo BHF
- Michelin : January volumes data in line with recent tyremakers’ comments by Oddo BHF
- RTL Group : Downward adjustment to our earnings estimates following M6’s numbers, in line with the lower end of the guidance range by Oddo BHF
- Renault : A robust end-2024 and a reassuring view on 2025 by Oddo BHF
- Solocal Group : Update to our model following the 2024 earnings, 2025 revenues expected to be stable by Oddo BHF
- Solocal Group : Mise à jour de notre modèle suite aux résultats 2024, stabilité du CA en 2025 attendu by Oddo BHF
- OPmobility : Better year-end 2024, 2025 outlook in line and therefore reassuring by Oddo BHF
- OPmobility : Better year-end 2024, 2025 outlook in line and therefore reassuring by Oddo BHF
- NN Group : Solvency well better, OCG better, non life operational and FCF less by Oddo BHF
- Aegon : Solvency touch less, OCG better, no increase OCG target 2025 by China by Oddo BHF
- Assa Abloy : Feedback roadshow : du mieux sur les volumes en 2025 by Oddo BHF
- TeamViewer SE : Hiding in plain sight: Uncovering TeamViewer’s deep discount by Oddo BHF