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EarningsReview / Equity
- Marginal producer Liontown Resource seeks equity raising, mildly negative for lithium names by BNP Paribas
- Growth, growth… but what about FCF growth by BNP Paribas
- Growth capex, dividends, net debt target - one’s got to go by BNP Paribas
- 100% Tariffs On Semiconductors: Bark, No Bite? by BNP Paribas
- Factory reset by BNP Paribas
- FQ2’25 postview: Successfully navigating trade disruption by BNP Paribas
- Weak FY guide masks growth opportunity: Keep the Faith by BNP Paribas
- After the call: wait, was that a guidance upgrade? by BNP Paribas
- EUR10.6bn Messina bridge signed but more positives may come in our view by BNP Paribas
- Novo Nordisk - Trimming the fat from estimates by Danske Bank Equity Research
- Sampo - A good quarter by Danske Bank Equity Research
- Q2 results: P&C attritional lead the way by BNP Paribas
- Q2 miss but guidance changes leave consensus unchanged by BNP Paribas
- Buzzi - EYES ON US RECOVERY AND STRENGTHENING EUROPE by Equita Sim
- Q3’25 results - mixed - as expected, but probably enough by BNP Paribas
- H125 results: probably good enough by BNP Paribas
- 1QFY26 first take: Revenue missed but margin beat on aggressive cost cuts by BNP Paribas
- 2Q25 Results: Mixed Swiss trends, Italian EBITDA beat and guidance reiterated by BNP Paribas
- Q225 results - First Response by BNP Paribas
- H125 results a small EBIT beat on margins / ancillaries, but RevPAR trends no weaker than flagged by US peers, could be positive today by BNP Paribas
- 1H25 First Take: Robust print - all eyes on the AXL merger now by BNP Paribas
- Acrobatica SpA - L’Italie maintient le rythme, le Moyen-Orient en accélération by MidCap Partners
- HY25: volumes in-line, but lower margins, driven by spread environment by BNP Paribas
- Acrobatica SpA - Italy holds the pace, Middle East accelerating by MidCap Partners
- 2Q'25 results: solid print on all lines, outlook confirmed, cons. in reach by BNP Paribas