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EarningsReview / Equity
- What are YOU thinking?! International Investor Edition by BNP Paribas Exane
- Glenmark Pharmaceuticals (GNP IN) by HSBC
- Itaú BBA on Viña Concha y Toro: Slightly Positive 1Q25 Results by Itau
- Set to accelerate – upgrade to Outperform by BNP Paribas Exane
- Hail the compounder! by BNP Paribas Exane
- On a comfortable growth path by BNP Paribas Exane
- Catch-up with mgmt. following Q3 results by BNP Paribas Exane
- Key Takeaways from BNPP Semi Trip in Taiwan by BNP Paribas Exane
- Riding the Wave: CELH (+) > MNST (-) in Energy Drink Category; LT Thesis, Valuation, and Industry Model Revisited by BNP Paribas Exane
- Tricky setup into results by BNP Paribas Exane
- NN CMD - No surprises, with a hint of OCG upside by BNP Paribas Exane
- 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 Exane
- Airport tariffs in Spain likely to drop, EU de minimis, K+N, Freight rates, summer air travel, Southwest, SWISS, Vinci, Eiffage by BNP Paribas Exane
- Salt (NC) 1Q25 Results: In-line set of results, with a slight slowdown in postpaid by BNP Paribas Exane
- 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 Exane
- Turkey is Trotting: Turkey Markets Suggest Upside to EPS by BNP Paribas Exane
- Informatica is not Slack 2.0. We see Agentforce upside. by BNP Paribas Exane
- Pre-call takeaways: FQ3 margins, EPS miss by BNP Paribas Exane
- US Spirits Data (Nielsen, May’25): Tequila retail sales turn negative by BNP Paribas Exane
- The Useful Pack - May 2025 by BNP Paribas Exane