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SurveyAnalysisAndResults / Equity
- Puma : Low single digit growth in Q2, reducing estimates, waiting for new CEO by Oddo BHF
- ASM International N.V : Titre fortement pénalisé depuis le début de l’année, et pourtant les perspectives restent toujours positives grâce au 2nm GAA by Oddo BHF
- ODDO : Monday review – Luxury sector by Oddo BHF
- Aurubis : Attentes FY quasi-inchangées après un bon T2, potentiel MT significatif mais phasage incertain by Oddo BHF
- ASM International N.V : Stock heavily penalised since the start of the year, but the outlook remains positive thanks to the 2nm GAA by Oddo BHF
- Logista : Soft underlying EBIT evolution. Guidance nuanced slightly downwards yet we see very limited revision risk by Oddo BHF
- NEXT plc : Positive trading statement, raising FY 2025 estimates by Oddo BHF
- JCDecaux : The Q1 dip takes the valuation to an all-time low despite an unprecedented visibility on FCF (Outperform vs Neutral) by Oddo BHF
- Evonik Industries AG : Q1 EBITDA in line excluding one-off gain, animal nutrition remains strong, EBITDA 25 outlook confirmed and well underpinned by Q2, in line with css by Oddo BHF
- Commerzbank : Strong Q1 2025 and FY guidance confirmed by Oddo BHF
- United Internet AG : Q1 2025 driven by IONOS at record-high pace by Oddo BHF
- Unicredit : Q1 2025: improvement in full-year guidance vs patient approach on M&A by Oddo BHF
- NN Group : CMD 27 May positive event, higher OCG target, TP increased by Oddo BHF
- HOCHTIEF : Results in line; TP fine-tune to € 137; Neutral stance reiterated by Oddo BHF
- Grifols B : Q1 operating numbers broadly in line, earnings above, guidance reiterated by Oddo BHF
- Salzgitter : Some progress in Q1 2025, but profitability and cash flow still under pressure by Oddo BHF
- IONOS : Is the sovereign cloud already worth € 10 a share? Rating lowered to Neutral by Oddo BHF
- Bank Millennium : Recent re-rating sets the bar high for 2028 strategic goals delivery by Oddo BHF
- Fraport : Q1 2025 results below expectations, driven by one-offs and some weakness at the aviation division by Oddo BHF
- De'Longhi : Bon début d’année avec une croissance proforma de 8.8% et une amélioration de la profitabilité de 120 pb – Objectifs annuels confirmés by Oddo BHF
- Ferrovial : No surprises in the quarter; Managed Lanes stay strong amid traffic softening by Oddo BHF
- De'Longhi : Good start to the year with pro forma growth of 8.8% and a 120bp improvement in profitability – Annual targets confirmed by Oddo BHF
- Munich Re : Large claims and FX headwind triggered a slow start to the year by Oddo BHF
- Merlin Properties : T1 2025 – Bonne performance opérationnelle et accélération dans les DC by Oddo BHF
- Telefonica : Q1 2025: better in Spain, still mixed in South America by Oddo BHF