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EarningsReview / Equity
- Q325 sales: small miss (flattered by US stocking) by BNP Paribas Exane
- First take 1Q25 sales by BNP Paribas Exane
- Q1'25 First Take: 3% sales beat; FY25 guidance confirmed despite lower GLVP assumption by BNP Paribas Exane
- Q125 results - Solid rental growth across all divisions by BNP Paribas Exane
- Q1 orders ahead but revenue in line, FY guidance maintained by BNP Paribas Exane
- INVEST SECURITIES - DRONE VOLT : Confirmation du changement de cap - ACHAT, OC 0,85€ by Invest Securities
- 1Q25 Revenues: +7% growth in line with BNPPE, leather at +10% by BNP Paribas Exane
- Execution issues: yes. Broken business: no. by BNP Paribas Exane
- Swiss Watch Exports: March +2% with China -12%, Europe +7%, US +14% by BNP Paribas Exane
- FY25 and FY26 guidance in line with our expectations by BNP Paribas Exane
- Dontnod - Une année à oublier by MidCap Partners
- Biomérieux - Un solide T1 by MidCap Partners
- Kenmare Resources PLC - Une production conforme au plan by MidCap Partners
- GL Events - Très fort, guidance déjà relevée by MidCap Partners
- OVH Groupe - Amélioration des marges, mais FCF en trompe-l’œil by MidCap Partners
- Most Read Research - Week 10-16 April 2025 by BNP Paribas Exane
- Rising star in Anhui; initiate with Outperform by BNP Paribas Exane
- Market price to rebound; initiate with Outperform by BNP Paribas Exane
- Headwinds intensify for Guojiao 1573; initiate with Neutral by BNP Paribas Exane
- Baijiu’s new consumption era by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Exail Technologies SA - A ten-figure order book by MidCap Partners
- OVH Groupe - Margin improvement, but FCF is misleading by MidCap Partners
- GL Events - Very strong, guidance already raised by MidCap Partners
- Bourse Direct - Q1 revenue by MidCap Partners
- FQ2 25 first take: good set of results and guidance upgrade by BNP Paribas Exane
- Q2’25 results: First take by BNP Paribas Exane
- Elisa (=, EUR 45) 4Q24 Results: Financials in line, but MSR weakness continues by BNP Paribas Exane
- VAT Group reports weak orders, slightly negative read for Atlas by BNP Paribas Exane
- Q1 update: increased management caution, challenges remain by BNP Paribas Exane
- Airlines: stability is the watchword, DSV, DHL, Ferrovial, Athens Airport, Aviation tax, US construction/ ACS, Groupe ADP, Air ticket prices, Boeing, Abertis/Vinci/ Eiffage, EU imports by BNP Paribas Exane
- Rentokil Q1 trading statement: First take by BNP Paribas Exane
- Trump administration halts Empire Wind by BNP Paribas Exane
- Q1-25 First Take by BNP Paribas Exane
- BHP, S32, LITHIUM, AA by BNP Paribas Exane
- PulluP Entertainment - Une année exceptionnelle qui pourrait en appeler d’autres by MidCap Partners
- Exail Technologies SA - Un carnet de commandes à dix chiffres by MidCap Partners
- Forvia - Supérieur aux attentes by MidCap Partners
- Bourse Direct - CA T1 2025 by MidCap Partners
- Back to the Future? Recession Scenario Analysis Looking Back to GFC Supports our ‘Own-Quality’ Thesis; KO Top Pick by BNP Paribas Exane
- Q325 conf call: expect modest growth in Q4 by BNP Paribas Exane
- Leading the light-flavour baijiu revival; initiate with outperform by BNP Paribas Exane
- Enhancing channel capabilities; initiate with outperform by BNP Paribas Exane
- 1Q25 sales: Off the call by BNP Paribas Exane
- Losing momentum in Anhui; initiate at Neutral by BNP Paribas Exane
- PERNOD RICARD: VENTAS 3T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- Forvia - Above expectations by MidCap Partners
- Kenmare Resources PLC - Production in line with the plan by MidCap Partners
- Biomérieux - A Solid Q1 by MidCap Partners
- PulluP Entertainment - An exceptional year that could herald more to come by MidCap Partners