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EarningsReview / Equity
- Q2'25 results: Decent beat and +3% FY upgrade; CFO stepping down by BNP Paribas Exane
- Q225 results: Organic guidance downgrade worse than feared, margins better by BNP Paribas Exane
- Strong FQ3 25 results, sales/adj. EBIT 1%/8% above, FY guide u/g mainly tariffs driven by BNP Paribas Exane
- 2Q25 results: In line P&L better capital by BNP Paribas Exane
- 1H25 first take - Unsurprisingly in line by BNP Paribas Exane
- FQ3'25 First Take: Sage sustains 8.97% org. growth, FY guide reiterated by BNP Paribas Exane
- H1 earnings ahead of budget by BNP Paribas Exane
- INVEST SECURITIES - GRIFOLS : Un rebond consistant et rassurant - ACHAT, OC 16€ by Invest Securities
- 1H25 results: 3% EBIT beat with 2Q growth at +9% and leather +15% by BNP Paribas Exane
- INVEST SECURITIES - AUDACIA : Excellent S1 25, trajectoire S2 à préciser - ACHAT, OC 9,8€ by Invest Securities
- FQ3 25 results first-take: big deceleration in Q3 and cut to FY 25 guidance to weigh on the stock by BNP Paribas Exane
- L’ORÉAL: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- Oryzon - Healthy BS as of 2Q25 but focus remains on PORTICO-2 by JB Capital Markets
- H1-25 First Take by BNP Paribas Exane
- 1H25 first take - Copper cash cost guidance moving lower, divi light, FCF better on lower capex by BNP Paribas Exane
- SANTANDER: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- SOOP (067160 KS) by HSBC
- Q2 results broadly in-line by BNP Paribas Exane
- Compagnie Des Alpes - Un T3 en tout schuss by MidCap Partners
- SMCP - Très belle performance by MidCap Partners
- LISI - Les nuages s’évanouissent by MidCap Partners
- SACYR: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- H1’25 conf call feedback: prudent outlook on solid H1 performance by BNP Paribas Exane
- Big miss, but confidence in guidance (+15 questions for management) by BNP Paribas Exane
- AENA: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- Q2 25: another beat & raise by BNP Paribas Exane
- 1H25 First take - Ordinary figures above expectations by BNP Paribas Exane
- Beat and raise by BNP Paribas Exane
- Q2 results first take: guidance maintained by BNP Paribas Exane
- Telefonica (-, EUR 3.20) 2Q25 Results: Financials in-line, better Spanish net add trends by BNP Paribas Exane
- Read across from LOGI Q1 26 - strength in EMEA enterprise bodes well for GN by BNP Paribas Exane
- Q2’25 first take: EBITA in line, FCF and organic growth strong by BNP Paribas Exane
- New FY25 guide ~in line with consensus by BNP Paribas Exane
- H1-25 First Read by BNP Paribas Exane
- CAIXABANK: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- 2Q25 production mixed bag, production guidance narrowed, marketing guidance revised up by BNP Paribas Exane
- KERING: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- Telefonica - In-line results, with higher debt due to higher financial investments by JB Capital Markets
- Q225 results: EBITDA slightly ahead, but weaker volumes likely to be in focus by BNP Paribas Exane
- Franchi Umberto Marmi - Un S1 en recul modéré dans un contexte incertain by MidCap Partners
- FERROVIAL: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- Indian minority taken out for EUR5.5bn by BNP Paribas Exane
- Q2 beat, guidance range narrowed up, consensus changes unlikely by BNP Paribas Exane
- Bourse Direct - Résultats S1 by MidCap Partners
- Forvia - Le plus dur reste à faire by MidCap Partners
- GRIFOLS: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- TELEFÓNICA: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- REDEIA: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- H125 conf call: confident by BNP Paribas Exane
- Aena - 2Q25 Results: In line, but tariff proposal is small positive by JB Capital Markets