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EarningsReview / Equity
- Itaú BBA on GCC: Solid 2Q23 Results; Upward Revision of Guidance by Itau
- Itaú BBA on Coca-Cola FEMSA: Healthy but Expected 2Q23 Results by Itau
- Itaú BBA on Carrefour Brasil: Weak 2Q23, but With a Silver Lining by Itau
- Tata Motors (TTMT IN) by HSBC
- Back to Outperform on strong pricing / cost spread by BNP Paribas Exane
- Momentum still negative, consensus estimates likely too high by BNP Paribas Exane
- Retail Xpedition by BNP Paribas Exane
- Consumer trough behind, Auto demand still strong by BNP Paribas Exane
- Alfa Laval - Hold: Despite solid orders, outlook appears softer by Nordea
- Prices, volumes, arbitrage opportunities, and implications on company profits by BNP Paribas Exane
- K-Fastigheter - Hold: Attractive acquisitions of building rights by Nordea
- Vaar Energi - Buy/NOK 38: Dividend story remains intact by Nordea
- Nordnet - Buy/SEK 210 (218): Soft brokerage but NII and valuation offer support by Nordea
- Back to TSR: an attractive entry point by BNP Paribas Exane
- Strong Q1 but uncertainties remain for H2-24 by BNP Paribas Exane
- 2x pricing, a great coup by BNP Paribas Exane
- 2Q23 results flash: production in-line but higher costs drive miss by BNP Paribas Exane
- BCP - NII tailwinds drive Poland 2Q23 beat: reiterating Buy by JB Capital Markets
- DSV - Strong profitability but now too costly by Danske Bank Equity Research
- INVEST SECURITIES – FONCIERELYONNAISE : Des fondamentaux robustes face à de très probables nouvelles baisses de valeurs - NEUTRE vs VENTE, OC 60,8€ vs 60,6€ by Invest Securities
- ESSILORLUXOTTICA: RDOS. 1S’23 (ANÁLISIS BANCO SABADELL) by Sabadell
- AST Groupe - En croissance mais une rentabilité encore impactée by MidCap Partners
- Invibes Advertising - Compliqué, comme attendu by MidCap Partners
- Broadpeak - Net rebond du CA au T2 by MidCap Partners
- Bilendi - Croissance ralentie, mais croissance tout de même ! by MidCap Partners