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EarningsReview / Equity
- FH2 first take - in-line results, see uneven recovery in China by BNP Paribas Exane
- Sourcebook Scraping: assessing price, promos & delivery times by BNP Paribas Exane
- by BNP Paribas Exane
- Carlsberg - What about Pepsi in Asia? by Danske Bank Equity Research
- China Truck Industry by HSBC
- Freelance.com - En ligne by MidCap Partners
- Freelance.com - In line by MidCap Partners
- BHP, VALE, STEEL US, STEEL CHINA, STEEL CANADA, CHINA MACRO by BNP Paribas Exane
- Path2Zero Canada, $2bn+ decarb project signed with Dow by BNP Paribas Exane
- Cloudy outlook by BNP Paribas Exane
- Trip.com Group (TCOM US) by HSBC
- XPeng (XPEV US) by HSBC
- Xiamen Faratronic Co (600563 CH) by HSBC
- Kingsoft Office (688111 CH) by HSBC
- Reinsurance HY24: positive 2H outlook, but uncertainty for SCOR by BNP Paribas Exane
- Omnicom centralizes its creative entities under Omnicom Advertising Group (OAG) by BNP Paribas Exane
- China Resources Power (836 HK) by HSBC
- SJM Holdings (880 HK) by HSBC
- Actinogen Medical - Further positive XanaCIDD results on depression by Edison Investment Research
- Sino Land (83 HK) by HSBC
- FQ4’24 postview: Solid FY25 guide but lower mid-term growth by BNP Paribas Exane
- Health and Happiness (1112 HK) by HSBC
- Cloudberry (Hold, TP: NOK12.00) - Trading in line with market multiples by DnB Markets
- Rana Gruber (Buy, TP: NOK85.00) - Q2 miss driven by COGS by DnB Markets
- Latour (Buy, TP: SEK332.00) - Unscathed by the downturn by DnB Markets