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EarningsReview / Equity
- Q4-25 flow and revenue update in-line by BNP Paribas
- Trading update reads in line - refining up but products trading down by BNP Paribas
- Kantar (UK grocery to the 5th October): sales slow, and inflation re-accelerates, but so do SBRY’s share gains by BNP Paribas
- RIO, MT, CHINA AUTO, STEEL US, STEEL CHINA, STEEL ACTION PLAN by BNP Paribas
- Italian banks - Potential windfall tax first thoughts by BNP Paribas
- Oracle AI World & FAD Preview - easing margin concerns by BNP Paribas
- Q3-25 First Take by BNP Paribas
- Strong Q3 for BetMGM by BNP Paribas
- Ignore the 2Q noise; GST cut improves the outlook by BNP Paribas
- US Food/HPC Data (Nielsen, Sep'25): slower for most by BNP Paribas
- US Beer Data (Nielsen: Sept): industry and ABI a touch softer by BNP Paribas
- US Total Beverages Alcohol Data (Nielsen, Q3’25): slight improvement driven by spirits-based cocktails by BNP Paribas
- Non material data changes by BNP Paribas
- Neodecortech - Tendance confirmée et rentabilité en forte amélioration by MidCap Partners
- Neodecortech - Trend confirmed and sharp improvement in profitability by MidCap Partners
- Gen AI momentum building by BNP Paribas
- Non material data changes by BNP Paribas
- Beauty by numbers: trend tracking with NielsenIQ incl. Tylenol by BNP Paribas
- Born to RAN by BNP Paribas
- Verizon CEO Compensation - how is it changing? by BNP Paribas
- Adding to the arsenal of growth drivers by BNP Paribas
- BCE (NC) updates on Ziply fiber by BNP Paribas
- Q3’25 Previews: AI +ve, Analog -ve, Semicap debatable by BNP Paribas
- French Telco Consolidation: Bouygues/Iliad/Orange announce EUR 17 bn joint bid for SFR - our initial views/ sector readacross by BNP Paribas
- Itaú BBA on AMX: 3Q25 Results– In-Line EPS, ARPU Growth in Brazil and Mexico Welcomed. by Itau