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EarningsReview / Equity
- Catch-up with mgmt. following Q3 results by BNP Paribas
- Key Takeaways from BNPP Semi Trip in Taiwan by BNP Paribas
- Riding the Wave: CELH (+) > MNST (-) in Energy Drink Category; LT Thesis, Valuation, and Industry Model Revisited by BNP Paribas
- Tricky setup into results by BNP Paribas
- NN CMD - No surprises, with a hint of OCG upside by BNP Paribas
- Bodycote (BOY LN) by HSBC
- Mota Engil - Solid outlook despite softer LatAm; Buy by JB Capital Markets
- Solid medium term targets ahead of CMD by BNP Paribas
- Airport tariffs in Spain likely to drop, EU de minimis, K+N, Freight rates, summer air travel, Southwest, SWISS, Vinci, Eiffage by BNP Paribas
- Salt (NC) 1Q25 Results: In-line set of results, with a slight slowdown in postpaid by BNP Paribas
- TALGO: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL) by Sabadell
- Ultrapower (300002 CH) by HSBC
- 芒果超媒（300413 CH） by HSBC
- Clouds ahead: Weak FY26 outlook dampens hopes by BNP Paribas
- Turkey is Trotting: Turkey Markets Suggest Upside to EPS by BNP Paribas
- Informatica is not Slack 2.0. We see Agentforce upside. by BNP Paribas
- Pre-call takeaways: FQ3 margins, EPS miss by BNP Paribas
- US Spirits Data (Nielsen, May’25): Tequila retail sales turn negative by BNP Paribas
- The Useful Pack - May 2025 by BNP Paribas
- Altice France (NC) and Altice Int’l (NC) 1Q25 Results and Conf. Call Feedback by BNP Paribas
- SVITZER: coverage dropped by BNP Paribas
- Aurobindo Pharma (ARBP IN) by HSBC
- Roche CMD feedback: relief for QIAGEN, signals of change in marketing strategy for multiplexing panels by BNP Paribas
- LONZA: coverage dropped by BNP Paribas
- SARTORIUS PREF: coverage dropped by BNP Paribas
- Circuit Crunch: Analog Tracker by BNP Paribas
- Key Takeaways from BNPP Semi Trip in Korea by BNP Paribas
- Talgo - Weaker P&L and guidance on hold by JB Capital Markets
- Feedback from Asia Semi trip by BNP Paribas
- Stuck by BNP Paribas
- How Epic will Epic be? by BNP Paribas
- TALGO: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- Lenovo Group (992 HK) by HSBC
- Swiss Watch Exports: April +18%. Ex-US early shipments closer to -6% by BNP Paribas
- X, CLF, MT, US PLATE, STEEL INDIA, US SCRAP, CHINA MACRO, STRATEGY by BNP Paribas
- 神州泰岳（300002 CH） by HSBC
- Salt (NC) 1Q25 Conf. Call Feedback by BNP Paribas
- Mango Excellent Media (300413 CH) by HSBC
- Air Max becoming Air Min by BNP Paribas
- FY26 Considerations by BNP Paribas
- US Beer Data (Nielsen, May’25): Q2TD industry volumes in-line with Q1 by BNP Paribas
- U.S. Nielsen Quick Take - Data Ending 05/17/25 by BNP Paribas
- US FMCG volumes: back to decline post Easter by BNP Paribas
- QuickBooks Announces Price Increases for FY26 by BNP Paribas
- Tenant transition ongoing, expect further ramp into 2H25 by BNP Paribas
- Takeaways from the BNPPE Animal Health Day by BNP Paribas
- Q4/H2 FY25 disappointing, CFO replaced by BNP Paribas
- No May Flowers; Non-Alc. Beverages Relatively Resilient through Mid-May; HPC and Alc. Bevs Still Subdued by BNP Paribas
- Epic Park Follow Ups + Disneyland data by BNP Paribas
- SARTORIUS STEDIM BIOTECH: coverage dropped by BNP Paribas