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EarningsReview / Equity
- Prices, volumes, arbitrage opportunities, and implications on company profits by BNP Paribas
- Fermentalg SA - L’effet Huvepharma commence à être visible by MidCap Partners
- Wallix - Promesse tenue ! by MidCap Partners
- Cloudy horizons by BNP Paribas
- European Spirits Data (Nielsen, Feb’25): Softer industry weighs on Pernod and Campari by BNP Paribas
- Wallix - Promise kept! by MidCap Partners
- European Beer Data (Nielsen, Feb’25): Softer industry vols by BNP Paribas
- Sizeable acquisition announced by BNP Paribas
- The contemporary, and future, winner by BNP Paribas
- Asia’s batteries: Shining bright, unlike solar by BNP Paribas
- Well-positioned to capture ex-China growth by BNP Paribas
- European Food/HPC Data (Nielsen, Feb'25): weaker for most, Nestle - a positive stand-out by BNP Paribas
- BOL by BNP Paribas
- Pulp: China prices flat as Shanghai pulp week comes to a close by BNP Paribas
- EURO. BOX & PACKAGING: Notable weakness in February FMCG vols driven by softening across all categories by BNP Paribas
- Nuggets from the annual and compensation reports by BNP Paribas
- Downside risk to consensus Renewable Fuel margins by BNP Paribas
- Feedback from pre-close call by BNP Paribas
- Non material data changes by BNP Paribas
- Itaú BBA on Cemig: In-Line Results and Dividend Announcement by Itau
- Itaú BBA on Wiz: Mixed 4Q24 by Itau
- Itaú BBA Credit Research on Movida: Quick Take on 4Q24 Results by Itau
- Pre-close feedback by BNP Paribas
- Baozun (BZUN US) by HSBC
- More than a bad hair day by BNP Paribas