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EarningsReview / Equity
- HDFC Life (HDFCLIFE IN) by HSBC
- Cost efficiencies drive margin improvement by BNP Paribas Exane
- Gears keep churning for the well-oiled machine by BNP Paribas Exane
- Middle East, tariffs, weak oil and order inflows by BNP Paribas Exane
- Feedback from the road by BNP Paribas Exane
- Tech Day 2025 takeaways: Breaking the boundaries by BNP Paribas Exane
- PT Telkom (TLKM IJ) by HSBC
- ICICI Bank (ICICIBC IN) by HSBC
- LS Electric (010120 KS) by HSBC
- Tempered Expectations: CY1Q25 Preview; PG (+), CL (+), KMB (=), KDP (=), Risk at PEP (=); Reiterate Quality Bias by BNP Paribas Exane
- ABB (Buy, TP: SEK585.00) - Hasta la vista, Robots by DnB Markets
- Scatec (Buy, TP: NOK92.00) - Benefiting from scale in growth by DnB Markets
- Saudi Pharmaceutical (SPIMACO AB) by HSBC
- Röko AB - Potentially a name to add to the carefree list by Danske Bank Equity Research
- Nothing is certain but software and taxes by BNP Paribas Exane
- Four great software stocks at fire sale prices by BNP Paribas Exane
- When the tide goes out… by BNP Paribas Exane
- Downside risk to Q1 estimates in an uncertain environment by BNP Paribas Exane
- A safer play this time round by BNP Paribas Exane
- I scream, u scream, we all scream OneStream by BNP Paribas Exane
- Tariff vs. IRA Repeal Scenarios - Utility Solar LCOE 2019 thru 2030 by BNP Paribas Exane
- Weighing Empire Wind readacross by BNP Paribas Exane
- Sustainability Weekly 14 – 17 April by Oddo BHF
- Elisa - Mobile business and ISS need to improve from here by Danske Bank Equity Research
- Forvia - Une publication en trompe l’œil by MidCap Partners