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EarningsReview / Equity
- SEIF - Une année marquée par la progression du digital by MidCap Partners
- SEIF - A Year Marked by Digital Growth by MidCap Partners
- Nielsen grocery data a little more positive than Kantar, but underlying cautious trends still evident by BNP Paribas Exane
- ACS/Hochtief: time to take a pause, Svitzer, Red Sea, Air cargo, IAG, ADP, easyJet, Air travel, Lufthansa, Eiffage, Vinci, ACS, Ryanair, Wizz Air by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Purchase offer for Svitzer by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Q1 pre close feedback: Growth and margin still expected to be H2 weighted by BNP Paribas Exane
- Q1 deliveries: 11% miss as volumes slide 13% YoY by BNP Paribas Exane
- 1Q25 Deliveries Finish Ahead of Muted Qtrly. Guide; Full-Year Reiterated - We See at High End by BNP Paribas Exane
- Pre-close feedback by BNP Paribas Exane
- Hispanic Consumers Are Cutting Spending by BNP Paribas Exane
- Q1 Pre Close Call - Key Takeaways by BNP Paribas Exane
- Peab (Hold, TP: SEK85.00) - Seasonal losses expected by DnB Markets
- Hiab (Buy, TP: EUR50.00) - Hungry for growth by DnB Markets
- UPM (Buy, TP: EUR36.00) - Separating the wheat from the chaff by DnB Markets
- Konecranes (Buy, TP: EUR75.00) - Focus on orders and outlook by DnB Markets
- Valmet (Buy, TP: EUR32.00) - Focus on orders by DnB Markets
- Liberation Day: Some relief for autos? by BNP Paribas Exane
- Initial thoughts on tariffs by BNP Paribas Exane
- Liberation Day Musings: Worse Than Feared, Though Still Manageable for US HPC & Beverage Cos.; STZ and BF Most Exposed by BNP Paribas Exane
- Scalpel to valuation cuts deeper than the axe to earnings by BNP Paribas Exane
- Leafing through the data - Spring isn’t in the air by BNP Paribas Exane
- The Danish, Compromised? by BNP Paribas Exane
- (Green) transition to growth by BNP Paribas Exane