Analysts covering
Company | Analyst |
AlphaValue (Sponsored research) | Pierre-Yves Gauthier Saïma Hussain |
BNP Paribas Exane (Sponsored research) | Mourad Lahmidi |
CIC Market Solutions | Francis Prêtre |
Kepler Cheuvreux (Sponsored research) | Baptiste de Leudeville |
TP ICAP Midcap | Florian Cariou |
ODDO | Jeremy Garnier |
Portzamparc (Sponsored research) | Jeremy Sallée |
Available studies
Click here to access Alpha Value’ studies:
Kepler Cheuvreux
- 7 November 2024 – Q3 sales: A mixed bag
- 5 September 2024 – Operating rebound confirmed in H1
- 30 April 2024 – Q1: Advanced Materials returns to growth
- 15 February 2024 –Fair offer given weak 12-month outlook
- 10 November 2023 – No tangible recovery, no visibility
- 8 September 2023 – Eyes on films
- 27 July 2023 – Low volume in films threatens profitability
- 25 May 2023 – Penalized by low visibility
- 14 March 20232 – Positive development for 2023
- 16 November 2022 – Estimates revision poste Q3
- 28 September 2022 – Estimates and TP cut, Buy maintained
- 15 September 2022 – On all fronts
- 9 September 2022 – Feedback from analyst day
- 12 May 2022 – Strong growth in Q1 driven by price increases… and volumes
- 22 February 2022 – Strong arguments for 2022
- 9 December 2021 – Finalises small but high quality acquisitions
- 19 November 2021 – Compelling story unfolds
- 11 November 2021 – Q3 reaction positive performance overall
- 17 September 2021 – H1 follow up. Conference feedback
- 9 September 2021 – Record results at CPF drives strong H1 performance
- 26 May 2021 – Charging ahead
Exane – BNP Paribas
- 8 december 2023 – Earnings momentum turning
- 9 November 2023 – Weaker Q3 sales, although signs of films bottoming out
- 8 September 2023 – H1 2023 results hurt by adverse macro trends
- 10 March 2023 – Resilient 2022 results, improving visibility
- 9 November 2022 – Softer Q3 2022 sales
- 19 July 2022 – Adjusting forecasts and valuation
- 13 May 2022 – Q1 2022 sales above forecasts
- 17 February 2022 – Strong finish to 2021
- 10 November 2021 – Strong Q3 2021 sale release
- 9 September 2021 – Strong H1 delivery
- 26 May 2021 – Updating forecasts and valuation
- 4 May 2021 – Solid start of the year
- 4 February 2021 – Leading the Charge
Portzamparc
- 6 September 2024 – Accélération de la recovery
- 2 May 2204 – Reprise du suivi – Un T1 encourageant
- 9 November 2023 – La recovery se fait attendre
- 8 September 2023 – Reaching the low point
- 31 August 2023 – Revision of our scenario – H1 results preview
- 24 May 2023 – Q1 in line – 2023 scenario confirmed
- 10 march 2023 – Looking forward to a promising 2023
- 10 November 2022 – T3 inférieur aux attentes
- 12 September 2022 – Le pricing power avant tout
- 25 July 2022 – Dévoile une nouvelle présentation de ses 5 nouveaux métiers
- 12 May 2022 – T1 record
- 18 February 2022 – Tous les voyants sont au vert
- 2 February 2022 – Le moment de charger ?
- 10 November 2021 – Exceptional Q3 & 2021 guidance > consensus
- 10 September 2021 – 2022 on the firing line
- 4 May 2021 – Excellent start
- 19 February 2021 – Ready to step up