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EarningsReview / Equity
- Q2'25 postview: cyclical headwinds could weigh for longer by BNP Paribas Exane
- 2Q25: another quarter of miss; downgrade to Underperform by BNP Paribas Exane
- Another solid quarter by BNP Paribas Exane
- Steady operations, more investments, and Italy by BNP Paribas Exane
- TAL Education Group (TAL US) by HSBC
- Competing forces but progress is being made by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Q2’25 Results first take: in line but FY25 guidance revised down in a volatile environment by BNP Paribas Exane
- 2Q25: Off the call by BNP Paribas Exane
- Q2-25 First Take by BNP Paribas Exane
- Solid quarter, exciting story, but largely priced in by BNP Paribas Exane
- Mixed bag with a difficult backdrop but good margins: first take by BNP Paribas Exane
- Itau BBA on Santander Chile: Outstanding 2Q25 - Another Solid Quarter and Narrowing the ROAE Guidance to 21%-23% by Itau
- Results in-line and Water Tech rebounds by BNP Paribas Exane
- Q2 2025 Conference call feedback by BNP Paribas Exane
- 1QFY26 first take: Earnings miss due to higher operating costs by BNP Paribas Exane
- Operational beat, one-offs curtail reported PAT by BNP Paribas Exane
- Catalana Occidente - Good 2Q25 but tender offer is key; Neutral by JB Capital Markets
- 2Q25 Results: Revenue/EBITDAaL in-line, RLFCF beat and guidance reiterated - but still waiting for updates on asset sales by BNP Paribas Exane
- Engie 1H25 estimates by BNP Paribas Exane
- End markets fine, but operating leverage needs to improve by BNP Paribas Exane
- H125: conf. call: a few moving parts but underlying, upbeat by BNP Paribas Exane
- Melco Resorts (MLCO US) by HSBC
- 1H25 first take (in line) and key points and views from the call by BNP Paribas Exane
- Itaú BBA on Banco de Chile: 2Q25 – Good but No Surprises, Again Raising Guidance, But It Was Expected by Itau