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EarningsReview / Equity
- Upstream tailwinds but downstream remains pressured by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Everything Moving in the Right Direction by BNP Paribas Exane
- Strong overall, but volatility among the business areas by BNP Paribas Exane
- Price/Mix the Major Swing Factor by BNP Paribas Exane
- Catalyst pipeline continues into 2025-2026 by BNP Paribas Exane
- Bakkafrost - Weaker feed trajectory not enough to rock the boat by Danske Bank Equity Research
- Seoul Semiconductor (046890 KS) by HSBC
- Enagas FY24 results - First take by BNP Paribas Exane
- INVEST SECURITIES - ADVINI : Mix favorable contrebalançant le repli du CA 2024 - ACHAT, OC 22,8€ by Invest Securities
- 2H24 first take - no real surprises, divi ahead by BNP Paribas Exane
- INVEST SECURITIES - OSE IMMUNO : OSE-127 sera mis à l'honneur à l'édition 2025 de l'ECCO - ACHAT, OC 13,5€ by Invest Securities
- Mixed bag of takeaways from Formycon AG’s conference call by BNP Paribas Exane
- FY24 results: largely in line but mix / FX not high quality, expect focus on EPS accretion vs. buyback vs. finance costs, and Ruby acquisition by BNP Paribas Exane
- H&E deal at risk as rival bid from Herc reportedly accepted by BNP Paribas Exane
- Formycon call confirms Fresenius’ FY25 estimates are not at risk by BNP Paribas Exane
- Major decarb projects in Europe by BNP Paribas Exane
- BHP, ANTO, NHY, AAL, STEEL US, GREEN STEEL by BNP Paribas Exane
- Q424 results: Confident in the reformulation opportunity by BNP Paribas Exane
- Enagas - Sustainable €1.0/shr dividend if regulation improves; Buy by JB Capital Markets
- Non material data changes by BNP Paribas Exane
- FY24 conf call: detailed FY25e guidance suggests limited cons. EPS upside by BNP Paribas Exane
- Navigating a volatile H1 before taking off by H2 25 by BNP Paribas Exane
- U.S. Nielsen Quick Take - Data Ending 02/08/25 by BNP Paribas Exane
- Insights from our Asia Marketing by BNP Paribas Exane