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EarningsReview / Equity
- Downgrade cycle continues: expect another capex cut in June by BNP Paribas Exane
- Selling French workwear; EPS dilutive but returns enhancing by BNP Paribas Exane
- ASCO data “practice changing”. Baxdrostat Ph III next up by BNP Paribas Exane
- The 2025 BNP Paribas Exane Global Cloud Scanner Survey US Software Largecap Summary by BNP Paribas Exane
- WOOD Flash – GTC: 1Q25 – some notes, post the results by Wood and Company
- In talks for a EUR1.5bn capital increase by BNP Paribas Exane
- Ibersol - 1Q25 Results: No major surprises by JB Capital Markets
- Gentili Mosconi - A Challenging Q1, but Preserved Visibility for H2 by MidCap Partners
- SECTION 232, ALUMINIUM, STRATEGY, GLEN, FQM, CHINA PMI by BNP Paribas Exane
- WOOD Flash – 4iG: 1Q25 results review – 11% yoy increase in reported EBITDA, in line with our estimate by Wood and Company
- F3Q25 Quick Take - Low-End of Guide and Growth Engines are Challenged by BNP Paribas Exane
- Indonesia banks by HSBC
- F3Q25 Conference Call Notes - Snacks, Rao’s, and FY26 are all Reasons for Concern by BNP Paribas Exane
- Wärtsilä - Gas supercycle underestimated by Danske Bank Equity Research
- Refreshing our checks: Three more red flags into the Q1 print by BNP Paribas Exane
- Mixed trends across segments with pockets of recovery by BNP Paribas Exane
- Ambu - Looking like an ‘endo-scoop’ by Danske Bank Equity Research
- Novonesis - Tweaking estimates after M&A approval by Danske Bank Equity Research
- Rebasing FY25E expectations by BNP Paribas Exane
- Elekta - Gross margins seem unsustainable by Danske Bank Equity Research
- Bigben - FY24/25 by MidCap Partners
- Wavestone - Résultats en ligne by MidCap Partners
- Pennon FY25 financial results first take by BNP Paribas Exane
- Nacon - FY24/25 by MidCap Partners
- LIVE FEEDBACK FROM BNPP EXANE CEO CONFERENCE by BNP Paribas Exane