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EarningsReview / Equity
- 4Q 25 sales 2% below/EPS in-line, FY26 EPS guide 7% below cons by BNP Paribas Exane
- Bouygues (NC) 3Q25 Results: COPA beat; outlook revised slightly by BNP Paribas Exane
- Strategy Update: 3-3-7 targets maintained, +5% increase to shareholder returns (24-27), targeting mid-single-digit FCF growth from 2027 by BNP Paribas Exane
- 3Q25 First Take: R&D capitalisation led Auto EBIT beat by BNP Paribas Exane
- Bakkafrost - Solid Faroese guidance muted by other segments by Danske Bank Equity Research
- 9M25 Results - first take by BNP Paribas Exane
- Q325 sales: Modest Q3 beat and implicit endorsement of FY25 cons. EPS by BNP Paribas Exane
- Biomérieux - Feedback conf call. by MidCap Partners
- Q3'25: ON drives >30% EBIT beat, narrowed guide implies LSD u/s risk by BNP Paribas Exane
- INVEST SECURITIES - TRANSGENE : Les données translationnelles TG4050 ne déçoivent pas ! - ACHAT, OC 1,7€ by Invest Securities
- CMD first thoughts - Good long-term trajectory, immediate impact on 2025-27e cons limited by BNP Paribas Exane
- INVEST SECURITIES - NEMETSCHEK : Rassurant sur 2026, mais pas besoin de se précipiter – NEUTRE, OC 106€ (vs 120€) by Invest Securities
- 3Q25 LFL +2% with Sept +3% and Oct +4%. FY26-27 margin pressures by BNP Paribas Exane
- INVEST SECURITIES - GRIFOLS : Une résilience continue, T3 satisfaisant - ACHAT, OC 18€ vs 16€ by Invest Securities
- Broadpeak - Recovery trajectory well on track by MidCap Partners
- BMW: RDOS. 3T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- Solid earnings call by BNP Paribas Exane
- Thoughts post call (and feedback) by BNP Paribas Exane
- GRIFOLS: RDOS. 3T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- Q325 conf call: Upbeat message on volumes overshadow softer margin comments by BNP Paribas Exane
- 3Q25 Results: US EBIT margins solidly ahead even ex one offs by BNP Paribas Exane
- Q3 25 results: beat & raise by BNP Paribas Exane
- True (Thai) announces maiden dividend with 3Q results by BNP Paribas Exane
- 9m update underpins resilience by BNP Paribas Exane
- FY EBITDA guidance upgraded by BNP Paribas Exane
- Orsted 3Q25 results first take - Weak earnings redeemed by lower impairments by BNP Paribas Exane
- Q325: Volumes ahead of expectations by BNP Paribas Exane
- Broadpeak - Trajectoire de redressement bien ancrée by MidCap Partners
- 3Q25 trading update: good flows in the open franchise by BNP Paribas Exane
- One-off flatters Q3, FY25 guidance revised down, 2026 consensus still feels optimistic by BNP Paribas Exane
- H1 results first take: mixed but cyber is in the rear-view mirror by BNP Paribas Exane
- Ryanair; firing on all cylinders, Athens airport, Aena, Global trade, Boeing, P&W engine issues, UPS, ADP by BNP Paribas Exane
- Q325 conf call: risk to 2026 industry supply growth skewed to the downside by BNP Paribas Exane
- INVEST SECURITIES - BIOMERIEUX : Saison grippale plus tardive, pas d'inquiétudes à MT - ACHAT vs NEUTRE, OC 124€ by Invest Securities
- Biomérieux - Feedback Q3 call. by MidCap Partners
- Avanza / Nordet October KPIs by BNP Paribas Exane
- Capex guidance up; debt to stay elevated by BNP Paribas Exane
- Naver (035420 KS) by HSBC
- KakaoBank (323410 KS) by HSBC