Oddo BHF - TF1 : Feedback du road show de Londres

Report

Oddo BHF

Jerôme Bodin

TF1 : Feedback du road show de Londres

>Road show Ã Londres avec le CFO - Nous avons organisÃ© un road show avec TF1 Ã Londres avec Philippe Denery, CFO, et StÃ©phanie Laval, responsable des Relations investisseurs. Les indications fournies sur la tendance publicitaire (bon Ã©tÃ© et pas de signe nÃ©gatif sur septembre) nous confortent dans notre prÃ©vision dâ€™une croissance de 2,5% au T3 (aprÃ¨s +1,6% au T2). La tendance publicitaire reste donc bonne. Dans ce contexte, le consensus reste, selon nous, trop prudent...

06/09/2018 4 FR

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

See profile

Analysts

Jerôme Bodin

Other Reports from Oddo BHF

Stephane Beyazian

Stephane Beyazian

1&1 AG : Nouveau warning (mais au timing favorable à l’Offre de United Internet)

1h / 57m 1h / 57m 1 FR

Christophe Chaput

Christophe Chaput

Groupe SEB : Q2/H1 results preview: limited momentum in the short term due to the volatile environment in North America. Target price cut to € 120 vs € 125

1h / 59m 1h / 59m 1 EN

Joan Sehim

Joan Sehim

Jaguar Land Rover : End of a cycle

After three years of recovery and rating upgrades (five from S&P, three from Moody's), management has significantly lowered its targets to align with the new headwinds (tariffs, USD devaluation, China, higher costs). This is a necessary and consistent measure, which should not jeopardise the IG rating/net cash position, but marks the end of a positive cycle. There are now, in our view, more downside risks than upside potential. In the short-term, there are moderate commercial risks associated with the two new 100% electric Range Rover and Jaguar vehicles due to be launched in 2026. In the medi...

2h / 15m 2h / 15m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

TF1 : Feedback du road show de Londres

1&1 AG : Nouveau warning (mais au timing favorable à l’Offre de United Internet)

Groupe SEB : Q2/H1 results preview: limited momentum in the short term due to the volatile environment in North America. Target price cut to € 120 vs € 125

Jaguar Land Rover : End of a cycle

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe