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EarningsReview / Equity
- Unresolved debates by BNP Paribas
- F1Q26 First Look: Red Canary exceeds expectations, organic strong by BNP Paribas
- Alibaba Group (BABA US) by HSBC
- Alibaba Group (BABA US) by HSBC
- Alibaba Group (BABA US) by HSBC
- Alibaba Group (BABA US) by HSBC
- Alibaba Group (BABA US) by HSBC
- GOOGL is Increasingly More Dominant in AI, META’s Spending Makes Sense to Us by BNP Paribas
- Clarity on capex, but concerns persist by BNP Paribas
- From cash-cows to concerns by BNP Paribas
- Broad based growth in FY26 by BNP Paribas
- 3Q Model Sweep: SEDG, SMR, RUN, XIFR by BNP Paribas
- FQ3’26 postview: M&A helping the growth outlook by BNP Paribas
- US Constellation programme scaled down drastically by BNP Paribas
- Obiz - Stratégie recentrée sur la rentabilité by MidCap Partners
- Abionyx Pharma - Point sur l’activité et la trésorerie à l’issue du T3 2025 by MidCap Partners
- INVEST SECURITIES - BIGBEN : Refinancement de l'OC et résultats S1 25/26 résistants - ACHAT, OC 2,5€ by Invest Securities
- FY 25 first-take: leverage comes down, but Q4 and FY 26 guidance weak by BNP Paribas
- Abionyx Pharma - Update on business activity and cash flow by MidCap Partners
- Obiz - Strategy Refocused on Profitability by MidCap Partners
- Announces its first acquisition post MacGregor divestment by BNP Paribas
- HBX Group - Amended - Weak 4Q25 signals execution pressure by JB Capital Markets
- Takeaways on China auto sector by BNP Paribas
- Credit woes by BNP Paribas
- Conservative guide, but tariffs and competitive risks magnified by BNP Paribas
- CMD feedback: New heights 2.0 by BNP Paribas
- Alibaba Group (BABA US) by HSBC
- Alibaba Group (BABA US) by HSBC
- Alibaba Group (BABA US) by HSBC
- Alibaba Group (BABA US) by HSBC
- Alibaba Group (BABA US) by HSBC
- Alibaba Group (BABA US) by HSBC
- Garage Sale by BNP Paribas
- CCBA: enriching CCH’s long-term equity story by BNP Paribas
- Luxury EDGE - Brand Heat in October 2025 by BNP Paribas
- Traffic data double-edged sword for Zurich airport, Container shipping, Heathrow/ IAG, AF-KLM, Germany capex, Aena, US jet fuel, easyJet, Lufthansa by BNP Paribas
- Edge AI proliferation, but carries margin headwind by BNP Paribas
- Insights from our Asia marketing trip by BNP Paribas
- Q3 results: First take. Installation growth and operational leverage both ahead of consensus by BNP Paribas
- Somec Gruppo - Un T3 conforme, avec quelques retards sur Horizons by MidCap Partners
- INVEST SECURITIES - NACON : Levier opérationnel et perspectives positives au S2 - ACHAT, OC 1,8€ by Invest Securities
- US Spirits Data (NABCA, Oct'25): bottled spirits c.-3%, RTDs c.+20% by BNP Paribas
- NWG Retail Banking Division Update by BNP Paribas
- Somec Gruppo - A compliant Q3, with some delays on Horizons by MidCap Partners
- VA October data by BNP Paribas
- HBX Group - Weak 4Q25 signals execution pressure by JB Capital Markets
- Aedas Homes - In-line 2Q25 but offer limits upside; Neutral by JB Capital Markets
- October Japan machine tool export to US and EU accelerated; Asia slowed by BNP Paribas
- Off the call. Confident message. by BNP Paribas
- Still OP: Organic NNARR growth upgraded for FY26 by BNP Paribas