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EarningsReview / Equity
- Q3’25 results: Small deviations versus consensus by BNP Paribas Exane
- UK govt sets AR7 pot size by BNP Paribas Exane
- DT/ NVIDIA announce EUR 1 bn datacentre partnership in Germany - we expect to see further announcements on the telco/gigafactory theme by BNP Paribas Exane
- 3Q25 production first take - Cautious on Collahuasi into 2026 by BNP Paribas Exane
- Nacon - Une performance contrastée by MidCap Partners
- INVEST SECURITIES - NACON : Les jeux surcompensent le recul des accessoires au T2 - ACHAT, OC 1,8€ by Invest Securities
- INVEST SECURITIES - BIGBEN : Bonne résistance des accessoires mobiles au T2 - ACHAT, OC 2,5€ by Invest Securities
- Q325 sales: conf call: confident by BNP Paribas Exane
- 东鹏饮料（605499 CH） by HSBC
- New strategy to unveil higher growth potential by BNP Paribas Exane
- Underwhelming Q3 for Chinese implant player (-ve datapoint for STMN) by BNP Paribas Exane
- Nacon - Mixed performance by MidCap Partners
- DANONE: VENTAS 3T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- OUT1V, NUE, AAL, CMC, STEEL US, STEEL CAPACITY, BUILDING MATERIALS by BNP Paribas Exane
- 3Q25: Earnings missed again, excluding one-off gains by BNP Paribas Exane
- Sinotrans (598 HK/601598 CH) by HSBC
- 九号公司（689009 CH） by HSBC
- 蓝晓科技（300487 CH） by HSBC
- Physical market prices rising on a tighter market in the near-term by BNP Paribas Exane
- Q3’25 conference call feedback by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- 3Q Results offer stark contrast vs. its competitor on China/IP by BNP Paribas Exane
- Q3-25 Conference Call Feedback by BNP Paribas Exane
- 3Q25: Off the call by BNP Paribas Exane
- First Response: big Q3 beat by BNP Paribas Exane