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EarningsReview / Equity
- Galp Energia (GALP PL) by HSBC
- Kesko 2Q25 results in line, FY25 EBIT guidance cut c.3% by BNP Paribas Exane
- New licence agreement with Longchamp by BNP Paribas Exane
- 1H25 first take by BNP Paribas Exane
- Q2-25 AUM update by BNP Paribas Exane
- ENAGÁS: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- NHY, S32, STLD, CLF, STEEL US by BNP Paribas Exane
- Largo - La tendance est confirmée by MidCap Partners
- Oeneo SA - Innovations et maîtrise des coûts pour passer l’orage ! by MidCap Partners
- Sizewell C investment first take: returns offer looks better than expected by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Kantar (UK grocery to 13th July): market strong, Tesco stronger. Inflation above 5% one to watch, but not impacting yet by BNP Paribas Exane
- Company contact feedback following article from ‘La Lettre’ mentioning a contract loss in Defence by BNP Paribas Exane
- Qualitas (Q* MM) by HSBC
- Omer - Decugis & Cie SA - Solid first-half results, momentum confirmed by MidCap Partners
- Premium Finance: Tail-risk removed by BNP Paribas Exane
- Vente-Unique.com - Impressive by MidCap Partners
- Relief on M&A ambitions, solid sense of control on controllables by BNP Paribas Exane
- Vår Energi - Addressing dividend concerns by Danske Bank Equity Research
- Q2’25 conf. call feedback by BNP Paribas Exane
- Q325 conf call: upgrades are Sports volumes and M&A, no buyback before FY27e, more colour on Vermaat track record and culture by BNP Paribas Exane
- Poste Q2 results: Another guidance upgrade, albeit an expected one by BNP Paribas Exane
- ENAGAS: MENSAJES DE LA CONFERENCE CALL RDOS. 1S’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- Art of the deal: >10% IRR on Sizewell C even in worst case by BNP Paribas Exane
- Operating de-leverage to impact profitability by BNP Paribas Exane