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EarningsReview / Equity
- Former AWS head of research - Feedback on DeepSeek by BNP Paribas Exane
- HMS Networks - Hold: Relief thanks to Red Lion's solid performance by Nordea
- Stent on the Street / Rue / Strasse by BNP Paribas Exane
- Right-Sizing The Ship Takes Time by BNP Paribas Exane
- Qualitas (Q* MM) by HSBC
- Beat and raise Vol 6 and a China recovery by BNP Paribas Exane
- Revisiting the cleaner and leaner standalone structure by BNP Paribas Exane
- Q4 24 - first look solid by BNP Paribas Exane
- Q4 P&L in-line, weak cashflow, guidance underpins 2025 cons by BNP Paribas Exane
- Q4'24 results: Margin weakness likely seen through by strong orders by BNP Paribas Exane
- Results Flash - Q4 EBITDA/FCF beat, divi. preserved, positive capex guide by BNP Paribas Exane
- Linea Directa - Stronger 4Q24 and better outlook for motor are positive by JB Capital Markets
- Q4 24 - further thoughts by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Riber - Chiffre d’affaires conforme, perspectives solides mais potentiel de valorisation plus limité à court terme by MidCap Partners
- Advicenne - Bonne nouvelle sur le marché américain dans la cystinurie by MidCap Partners
- P1 sales first take: dashing through the snow by BNP Paribas Exane
- LVMH: RDOS. 2024 (ANÁLISIS BANCO SABADELL) by Sabadell
- Read across from LOGI FQ3 25 by BNP Paribas Exane
- COPPER, ANGLO, SSAB, VALE, X by BNP Paribas Exane
- American Axle Merger Proposal implies ~25% upside for Dowlais Shareholders by BNP Paribas Exane
- Q325 conf call: still no spark yet by BNP Paribas Exane
- Riber - Revenue in line with expectations, solid outlook but more limited valuation potential in the short term. by MidCap Partners
- Figeac Aero - Margin guidance significantly raised by MidCap Partners
- New EU tariffs on Russian/ Belarussian N/ NPK by BNP Paribas Exane