Back to the main directory
EarningsReview / Equity
- Itau Unibanco (ITUB4 BZ) by HSBC
- Rising Tide Lifts All Boats: Edging Estimates and TP Higher Post 2Q Beat; US Market Share Remains a Concern by BNP Paribas Exane
- 2Q Earnings - ARRY, HASI, XPLR, SMR by BNP Paribas Exane
- Gator Roll by BNP Paribas Exane
- Paradox Interactive - Hold: Margins likely to remain under pressure by Nordea
- Citycon - Hold: Solid Q2 but transaction market still looks slow by Nordea
- NN H1 results: OCG up, solvency up, higher capital returns on the table by BNP Paribas Exane
- BPER Banca - VALUE READY TO BE UNLOCKED by Equita Sim
- Healthy cash gen. and lower fees; RCF reduction may slip to ‘26 by BNP Paribas Exane
- H125 results: sales growth a tad below cons, but still impressive by BNP Paribas Exane
- Occidental Petroleum Corp (OXY US) by HSBC
- Italian Exhibition Group - IEG en pleine expansion, toujours sous-évaluée by MidCap Partners
- Initiate coverage of Alcon US by BNP Paribas Exane
- Initiate coverage of Philips ADR by BNP Paribas Exane
- Italian Exhibition Group - IEG in full expansion, still undervalued by MidCap Partners
- Positive read-across from the US Dodge Momentum index by BNP Paribas Exane
- European Spirits Data (Nielsen, June/July’25): industry weak; Pernod Ricard outperforms in Q2 by BNP Paribas Exane
- Pulp prices: Back to reality, or backward looking by BNP Paribas Exane
- Confident on outperforming challenging end-markets: call feedback by BNP Paribas Exane
- European Food/HPC Data (Nielsen, Jun/Jul'25): L’Oreal/Henkel/Lindt slower, Unilever/Danone stronger by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- EURO. BOX & PACKAGING: FMCG volumes slow in 4 weeks to 13 July by BNP Paribas Exane
- NN H1 conference call: Good opportunities to deploy its capital and return more capital by BNP Paribas Exane
- Naver (035420 KS) by HSBC
- 中宠股份（002891 CH） by HSBC