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EarningsReview / Equity
- AT&T acquires Lumen’s fiber business for $5.75bn by BNP Paribas Exane
- Itaú BBA on BBVA Argentina: 1Q25 Neutral – Good KPIs, Soft ROEs as Expected by Itau
- Zoom Video Communications (ZM US) by HSBC
- ODDO : Hôtellerie européenne : croissance de 3.5% des RevPAR en avril by Oddo BHF
- BioArctic - Hold: Milestones make for a good start to the year by Nordea
- Stretched by BNP Paribas Exane
- Q1 results first take: solid start to the year by BNP Paribas Exane
- Golden Ocean - Hold: Burdened by soft markets and a new strategic look by Nordea
- Neutral outlook, Neutral rating by BNP Paribas Exane
- Feedback from TCF by BNP Paribas Exane
- Better Collective - Hold: De-risking could support the share by Nordea
- Genovis - Buy/SEK 32 (31): Underlying margin uplift driven by service demand by Nordea
- Solid start to the year for gold miners, estimates largely unch by BNP Paribas Exane
- Overhauling the capital allocation strategy by BNP Paribas Exane
- Duck Duck Goose by BNP Paribas Exane
- TCM Group - Good start to the year despite uncertainty by Danske Bank Equity Research
- Possibly a Complete, Abrupt Reversal of Fortunes by BNP Paribas Exane
- Airwallex's latest funding round in-line with Wise's valuation by BNP Paribas Exane
- TGS - Responding to increased macro uncertainty by Danske Bank Equity Research
- Sale of 12% of Swedish forest for EUR900m - thoughts by BNP Paribas Exane
- Elior - Une nouvelle discipline commerciale by MidCap Partners
- Trading update for January-April 2025 (Period 1) by BNP Paribas Exane
- INVEST SECURITIES - AFFLUENT MEDICAL : Horizon financier jusqu'à l'été, Artus accélère - ACHAT, OC 3,5€ vs 4,4€ by Invest Securities
- 4Q24-25 Results: Revenue/EBITDA miss and worsening Openreach line losses/ outlook - FY26 FCF guidance below cons on accelerated FTTH build by BNP Paribas Exane
- FY Results: Flat, Flat, Up by BNP Paribas Exane