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EarningsReview / Equity
- Melco Resorts (MLCO US) by HSBC
- Strong dividend, healthy buy-back but less robust net income by BNP Paribas Exane
- FY23 results and 15 questions for management by BNP Paribas Exane
- Solid print, even as Robotics normalisation accelerates by BNP Paribas Exane
- Adding Varagon by BNP Paribas Exane
- In-line results, strong message, but risks remain by BNP Paribas Exane
- Q1 beat but FY guidance only reiterated and Q2 guidance soft by BNP Paribas Exane
- Grieg Seafood (Buy, TP: NOK90.00) - 16% below consensus on Q2e operational EBIT by DnB Markets
- Star Bulk (Buy, TP: USD29.00) - Q2–Q3 consensus likely too bullish by DnB Markets
- Valuation and market update by DnB Markets
- Raising estimates and target after strong H1 margin delivery by BNP Paribas Exane
- Itaú BBA on Marcopolo: One More EBITDA Beat; Solid 2Q23 Results With Constructive Expectations Ahead by Itau
- Itaú BBA on Iguatemi: Solid, In-Line 2Q23 Results by Itau
- Keywords Studios (KWS LN) by HSBC
- DHL Group (DHL GR) by HSBC
- Guidance raised on strong deal flow; balance sheet position remains favorable by BNP Paribas Exane
- Deal flow starting to materialize; valuation attractive by BNP Paribas Exane
- Kjell Group - Hold: Weak Q2 with higher financial risk by Nordea
- Shade by BNP Paribas Exane
- E-Systems'' Time to Shine by BNP Paribas Exane
- In Q4 we trust by BNP Paribas Exane
- INVEST SECURITIES – KLEPIERRE : Un S1 2023 très bien orienté, très faibles baisses de valeur des actifs - ACHAT, OC 26,2€ vs 25,1€ by Invest Securities
- Actia Group - Un peu mieux que prévu ! by MidCap Partners
- Rebuilding conviction by BNP Paribas Exane
- EQUITA SIM: BANCA MEDIOLANUM (BUY; Unchanged) - 2Q23 Results by Equita Sim