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EarningsReview / Equity
- Word on the street - global marketing feedback by BNP Paribas
- SOP health check: Securing the floor by BNP Paribas
- Corporate Contact: Key Takeaways Ahead of 3Q25 Results by BNP Paribas
- Italy targets 0.5% additional defence/GDP by 2028e by BNP Paribas
- CVC Credit Deep Dive Thoughts by BNP Paribas
- France; a week fraught with political risk, Fraport, US imports, Air cargo and ocean freight rates, Vienna airport, Zurich airport, Ferrovial, Maersk, Ryanair, Wizz Air by BNP Paribas
- Enensys Technologies - Résultats semestriels by MidCap Partners
- European Spirits Data (Nielsen, Aug’25): Campari returns to growth as industry declines continue by BNP Paribas
- US Class-8 orders: -44% YoY in Sep’25 by BNP Paribas
- European CSD Data (Nielsen, Aug’25): Industry back to growth in August by BNP Paribas
- Pulp: Hardwood breaks deadlock +$8/T WoW; softwood falls by BNP Paribas
- Corporate Contact: Key takeaways by BNP Paribas
- Corporate Contact: Key Takeaways into Q3 by BNP Paribas
- 2QFY2/26: Results a Beat; Solid US and Japan new orders; Lift in FY2/26 Guidance by BNP Paribas
- Suggested questions for management by BNP Paribas
- European FMCG volumes better MoM, but still subdued by BNP Paribas
- Non material data changes by BNP Paribas
- Non material data changes by BNP Paribas
- The Weekly Checkout by BNP Paribas
- Off the call: Tesco analyst breakfast feedback by BNP Paribas
- GLP-1 Rx Tracker: Ozempic Rx, alas, still declining by BNP Paribas
- Non material data changes by BNP Paribas
- Strong sales growth offset by incremental margin pressure by BNP Paribas
- Corporate contact by BNP Paribas
- Only small deviations expected in Q3’25 by BNP Paribas
- Field Trip Feedback: EMEA on a roll + Q3 preview by BNP Paribas
- Time on the road with Shell does little to dampen our ardour. by BNP Paribas
- Prices, volumes, arbitrage opportunities, and implications on company profits by BNP Paribas
- September volume data: Traditional brands were strong by BNP Paribas
- INVEST SECURITIES - UPERGY : Réorganisation en cours, retour aux bénéfices en 2026 - NEUTRE vs VENTE ; OC 1,6€ vs 1,75€ by Invest Securities
- Distribution deep-dive: The magic of the multi-holding customer by BNP Paribas
- Company Contact. Implications of the FICO program on the Credit Bureaus by BNP Paribas
- Avanza / Nordet September KPIs by BNP Paribas
- European Beer Data (Nielsen, Aug’25): another weak month at Heineken by BNP Paribas
- Enensys Technologies - H1 results by MidCap Partners
- Corporate contact: key takeaways ahead of Q325 results by BNP Paribas
- European Food/HPC data (Nielsen, Aug’25): Improved for most by BNP Paribas
- STEEL NOTE, SZG, MT, SSAB, RIO, COPPER, EU/US HRC by BNP Paribas
- Most Read Research - Week 26 September - 2 October 2025 by BNP Paribas
- Preparing for the next step by BNP Paribas
- Peak pressure by BNP Paribas
- Feedback post company contact by BNP Paribas
- Non material data changes by BNP Paribas
- Non material data changes by BNP Paribas
- Investor incoming continues; Bimzelx Rx data + galvo promise supportive by BNP Paribas
- Gentili Mosconi - A WEAK 1H25 BUT STRONG REACCELERATION IN ORDERS by Equita Sim
- Corporate Contact: Key Takeaways into Q3 by BNP Paribas
- Corporate contact: key takeaways ahead of Q325 results by BNP Paribas
- The Weekly Grocer featuring Milk Monitor by BNP Paribas
- Non material data changes by BNP Paribas