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EarningsReview / Equity
- SCOR Q2 2025: The good, the bad and the arbitration by BNP Paribas Exane
- SES Networks accelerates to double digit by BNP Paribas Exane
- An ~in line result with robust FCF; guidance held by BNP Paribas Exane
- 1H25 results first take - In line, guidance upgrade (Bloomberg cons already there) by BNP Paribas Exane
- Bouygues (NC) 2Q25 Results: Revenue/EBITDA miss - Telco revenue guidance downgraded on higher competition by BNP Paribas Exane
- Tecnicas Reunidas - Strong 2Q25 results, upside risk to guidance/consensus by JB Capital Markets
- South Korea Trade Deal Represents Major Benefit for GM by BNP Paribas Exane
- H1 RESULTS: In line, guidance reiterated by BNP Paribas Exane
- TIM Brasil 2Q25 - Small revenue/EBITDA miss, solid net adds by BNP Paribas Exane
- FY25 revenue guidance increased. R&D/FX the offsets by BNP Paribas Exane
- Q2'25 results: a solid print for all op. metrics, weak FCF on NWC build-up by BNP Paribas Exane
- Q2 sales first take: another beat and raise by BNP Paribas Exane
- Brookfield to acquire Just Group - 75% premium by BNP Paribas Exane
- H125 results: FY25e guided c. -3% below consensus, bottom end of MT guidance even before FX impact by BNP Paribas Exane
- H125 results: good, but we suspect not good enough by BNP Paribas Exane
- Weir Group (=): H1’25 results - solid intake, margin guide upgraded by BNP Paribas Exane
- ING GROEP: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- 1H25 Results - First take - touch ahead and narrowed guidance by BNP Paribas Exane
- H1-25 First Take by BNP Paribas Exane
- Q2/H125 results: volume miss, LFL guidance downgrade by BNP Paribas Exane
- 1H25 results: guidance upgraded and proposed placing for Bullring acquisition by BNP Paribas Exane
- H1-25 First Take by BNP Paribas Exane
- MERLIN PROPERTIES: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- Q2-25 First Take by BNP Paribas Exane
- Q2'25 call feedback: reliance on new customer wins a growing headwind by BNP Paribas Exane
- 2Q25 first take by BNP Paribas Exane
- 2Q results first read by BNP Paribas Exane
- BBVA - 2Q25 beats and targets suggest more cash for SAB bid by JB Capital Markets
- Strong beat by costs, provisions and taxes. 25-28 ambitions set by BNP Paribas Exane
- Q2-25 Final results. First Take by BNP Paribas Exane
- Q2'25 results: Solid but underwhelming guidance “upgrade” by BNP Paribas Exane
- Results Flash - Q2 in-line, asset failure brings significant Q3 downside risk by BNP Paribas Exane
- Q2 first take: Strong order intake; mgmt. sees lower end of guidance by BNP Paribas Exane
- Figures in line, FCF impacted by WC, Guidance narrowed by BNP Paribas Exane
- Approaching Margin U-Turn by BNP Paribas Exane
- Q2’25 slightly worse than feared (esp FCF), but FY cons largely there by BNP Paribas Exane
- Earnings miss on Project delivery segment, TPS margin guidance raised by BNP Paribas Exane
- 1H25 First take - small beat at NI by BNP Paribas Exane
- 1H25 first take: Q2 EBITDA 8% miss, full year downgrades likely by BNP Paribas Exane
- Q2 results first take: cat already out the bag by BNP Paribas Exane
- Beat on execution; guidance maintained by BNP Paribas Exane
- VISCOFAN: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- 1H25 first take - Underlying EBITDA ahead, divi light, no further update on portfolio simplification by BNP Paribas Exane
- Q2’25 first take: Mostly in line, N.Am pest organic improved in Q2 by BNP Paribas Exane
- Fluidra - Guidance narrowed to the low end was expected; Neutral by JB Capital Markets
- Solid Shell 2Q25 Results and cash flow. Buy-back held at USD3.5bn by BNP Paribas Exane
- SOCIÉTÉ GÉNÉRALE: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- 2Q25 Results - Somatuline once again to the rescue by BNP Paribas Exane
- Results Flash - Q2 EBITDA beat, FCF in-line, Q3 downside risk by BNP Paribas Exane
- Beyfortus/Altuviiio commentary from Sanofi by BNP Paribas Exane