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EarningsReview / Equity
- IPPs vs. BTM Islands, New Gas Builds, NEE Nuclear Restart, STEM 3Q25, FSLR Preview by BNP Paribas Exane
- Net loss further narrowed in Q3, on track towards breakeven by BNP Paribas Exane
- Earnings call feedback by BNP Paribas Exane
- ASE Technology Holding (3711 TT) by HSBC
- Topline on the road to recovery, margin still to follow by BNP Paribas Exane
- Q3 off the call: returning to volume growth, evolution rather than revolution under incoming CEO by BNP Paribas Exane
- Q325 conf call: Q425e FCF comments leave +4% to +9% upside to consensus FCF, US market share and supplier income review supportive by BNP Paribas Exane
- Margin guidance toned down; new global CEO appointed by BNP Paribas Exane
- Kesko - Company outlook for 2026 is as we expected by Danske Bank Equity Research
- 3Q25 Q&A Call Notes by BNP Paribas Exane
- Looking beyond current trends, solid fundamentals by BNP Paribas Exane
- Q3 25: Strong volume growth by BNP Paribas Exane
- Model update: cutting earnings estimates by ~2% by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- FY guidance revised lower by BNP Paribas Exane
- Sydbank - Guidance upgrade mainly a confirmation of base case by Danske Bank Equity Research
- In-line Q3 brings confidence in Q4 improvement by BNP Paribas Exane
- Q325 conf call feedback: confident message by BNP Paribas Exane
- Trane Technologies (TT US) by HSBC
- TAL Education Group (TAL US) by HSBC
- Non material data changes by BNP Paribas Exane
- Early Mavenclad generics now likely; up to 5% consensus EBITDA hit by BNP Paribas Exane
- Kojamo - Occupancy improving but also better pricing needed by Danske Bank Equity Research
- Q3 results: off the call by BNP Paribas Exane
- BCP - Loan growth is a star, and more buybacks possible in 2026 by JB Capital Markets