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EarningsReview / Equity
- Strong quarter, what next? by BNP Paribas Exane
- Strategic plan pumps up growth by BNP Paribas Exane
- A Little ‘XTRA’: Thesis Unchanged Post Solid 3Q, Multiple Looks Full by BNP Paribas Exane
- Company primer by BNP Paribas Exane
- FQ3 postview: Amazon (finally) joins the AI party by BNP Paribas Exane
- FQ3 postview: Google calms Search nerves (for now); demonstrates AI progress across the business by BNP Paribas Exane
- Sustainability Weekly 27-31 October 2025 by Oddo BHF
- Construction Compass: November edition by BNP Paribas Exane
- Trifork - Transformation to platforms and products in progress by Danske Bank Equity Research
- Our Three-Day Peek by BNP Paribas Exane
- Scatec - 2030 growth strategy strengthens earnings profile by Danske Bank Equity Research
- Freight & Logistics: stockpiling the headwinds, Aena, ADP, Vinci/ Spie, Ocean freight rates, Cosco Shipping, Ferrovial, Lufthansa, AF-KLM, K+N, DHL by BNP Paribas Exane
- Prysmian - SOLID 3Q25, IN LINE. FY GUIDANCE UP AS EXPECTED by Equita Sim
- Chevron (CVX US) by HSBC
- U10 - S1 contrasté mais sans grande conséquence by MidCap Partners
- GREENING: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- Non material data changes by BNP Paribas Exane
- Discussing the “entry points” after a rough week: favour Accor, Aramark, Avolta over IHG, Whitbread, Sodexo, SSP; limited downside in Compass by BNP Paribas Exane
- Broadly in-line Q325 results by BNP Paribas Exane
- ACX, STRATEGY, ALUMINIUM, COPPER, IRON ORE, GOLD by BNP Paribas Exane
- U10 - H1 mixed but with limited impact by MidCap Partners
- Earnings inflection point is still unclear by BNP Paribas Exane
- Seeking opportunities from overseas markets by BNP Paribas Exane
- Sweco - Nudging up margins by Danske Bank Equity Research
- Non material data changes by BNP Paribas Exane