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EarningsReview / Equity
- 4Q24 results - strong FCF beat, dividend cancelled to reduce equity raise by BNP Paribas Exane
- Hanssem Co (009240 KS) by HSBC
- Scandi Standard - No margin improvement in the last quarter, as expected by MidCap Partners
- Teleperformance - Teleperformance finalises the acquisition of ZP Better Together. by MidCap Partners
- CapitaLand China Trust (CLCT SP) by HSBC
- AAL, BOL, NDA, STEEL EU, MT, SZG, SSAB, PREVIEW, APAM by BNP Paribas Exane
- Power Grid Corp Of India (PWGR IN) by HSBC
- Q125 conf call: good colour, Europe net new to accelerate into H2, we are comfortable with our 9.1% FY25e organic by BNP Paribas Exane
- Raycus (300747 CH) by HSBC
- Q4/FY24 conf call: little incremental but confident tone by BNP Paribas Exane
- Sampo 4Q24: After the call by BNP Paribas Exane
- ARCELORMITTAL: RDOS. 4T’24 (ANÁLISIS BANCO SABADELL) by Sabadell
- 广联达（002410 CH） by HSBC
- Robust quarter, solid outlook - and an 11%+ cash return yield by BNP Paribas Exane
- FY24 conf call: colour on volume & price expectations by BNP Paribas Exane
- Feedback from sell side meeting by BNP Paribas Exane
- Strong & cheap by BNP Paribas Exane
- Q4 first take: similar but different. Linde unsurprisingly more robust by BNP Paribas Exane
- Q2/H125 conf call: a little uncharitable by BNP Paribas Exane
- ARCELORMITTAL: 4Q’24 RESULTS (ANÁLISIS BANCO SABADELL) by Sabadell
- Thomson Reuters beat & raise: Gen AI story unfolding stronger by BNP Paribas Exane
- PERNOD RICARD: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- What to expect from Q4 results by BNP Paribas Exane
- US Industry Dashboard: Non-Alc Bevs > HPC Thru 1/25; Share +ve for STZ, CHD, KDP; Negative for CELH, MNST, TAP, PEP by BNP Paribas Exane
- Itaú BBA on CEMEX: Lackluster 4Q24 as Expected, Strong 2025 Guidance by Itau