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EarningsReview / Equity
- Smooth(er) sailing? by BNP Paribas
- Prices, volumes, arbitrage opportunities, and implications on company profits by BNP Paribas
- Kempower Oyj - Sell/EUR 13.50 (Hold): Too hot to handle by Nordea
- UPM-Kymmene - Buy/EUR 30 (31): Q2 to mark the low point by Nordea
- H1’25 first take: Q2 organic better than feared; EBITA in line by BNP Paribas
- Reaching peak pain. Upgrade to Neutral. by BNP Paribas
- Non-material data changes by BNP Paribas
- Sub seasonal H2 on tariff concerns by BNP Paribas
- Repsol (REP SM) by HSBC
- 2Q25 first take - production, P&L and cash flow beats, fresh buyback by BNP Paribas
- Unicredit - GUIDANCE RAISED AND CAPITAL AT WORK by Equita Sim
- Intel 2Q Earnings - ASML/ASM Read-x by BNP Paribas
- Small EBITDA miss but FY25 on track by BNP Paribas
- H1’25 first take: EBITA 2% ahead as margins beat, OSG in line by BNP Paribas
- Q126 sales: outlook unchanged ex. tariffs by BNP Paribas
- Growing inorganically in MEMS sensor by BNP Paribas
- Strong P&L in H1 25 but cash lags and commercial pipeline weakens by BNP Paribas
- Robust results, GGP guidance raised, additional €1bn of cash levers by BNP Paribas
- EBITDA in-line, Brazil ahead of schedule, cost savings initiative completed by BNP Paribas
- Almirall - 2Q results: Slight miss in EBITDA but guidance reiterated by JB Capital Markets
- H125 results: Revenue and EBITA beat; outlook reiterated by BNP Paribas
- H125 results: FY25 Guidance reiterated by BNP Paribas
- A solid Q2, raising guidance largely as expected by BNP Paribas
- COLONIAL: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- LISI - Une publication impressionnante by MidCap Partners