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EarningsReview / Equity
- ENPH 2Q Print, GEV Aeros, PJM Auction Results Surprise (Us) by BNP Paribas
- Q2'25 First Take: solid print but new caution in commentary by BNP Paribas
- JSW Infrastructure (JSWINFRA IN) by HSBC
- Robust execution; partnering at full throttle by BNP Paribas
- Halliburton (HAL US) by HSBC
- Portfolio shuffle - down to Neutral by BNP Paribas
- Digital boosters engaged: feedback from CDO meeting by BNP Paribas
- Encouragingly strong Q2 results by BNP Paribas
- Stendoerren - Buy/SEK 260: Q2 supportive of the equity case by Nordea
- Tietoevry - Hold: Taking actions to turn things around by Nordea
- Norsk Hydro - Good Q2 and capex discipline but uncertainty remains by Danske Bank Equity Research
- K-Fastigheter - Hold: First quarter with Brinova on the books by Nordea
- NCAB Group - Buy/SEK 61 (63): Bodes well for when volumes return by Nordea
- Seeing Forest Through the Trees: Long-Term Thesis Intact, Growth Outlook Little Changed Post 2Q Beat vs. a High Bar by BNP Paribas
- HANZA - Buy/SEK 116 (99): Continuing to move in the right direction by Nordea
- US Industry Dashboard: Energy Drinks Rolling, Beer Languishing, US HPC Companies’ Share Slipping by BNP Paribas
- NCAB Group - European markets have troughed by Danske Bank Equity Research
- Q2 results: Better revenue trends, profit in line by BNP Paribas
- Q2’25 results: Solid orders supported by some major ones by BNP Paribas
- Increasing confidence on recovery with H2 seasonally better by BNP Paribas
- Fortis and Gleneagles joins hand with O&M agreement by BNP Paribas
- Q1 orders & sales - solid, guidance reiterated by BNP Paribas
- KPN 2Q25 Results: Solid underlying results - guidance raise driven by IPR settlements by BNP Paribas
- H1’25: mostly in line, OSG slightly light; FCFF slightly better than feared by BNP Paribas
- A solid performance in 2Q25, while upgrading guidance, distributions by BNP Paribas