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EarningsReview / Equity
- Non material data changes by BNP Paribas
- Divestment of Las Cruces ... finally by BNP Paribas
- US Spirits Data (NABCA, Nov'25): thankless November; core spirits sales c.-8% by BNP Paribas
- European Spirits Data (Nielsen, Nov’25): Diageo volume declines worsen by BNP Paribas
- European CSD Data (Nielsen, Nov’25): Q425TD industry sales c.+3% by BNP Paribas
- European FMCG vols solid in November with all three categories improving sequentially by BNP Paribas
- Seafood - Chilean biomass update by DnB Markets
- Peruvian copper production +5% y/y in October by BNP Paribas
- France residential: November housing starts up +6%, permits +14% by BNP Paribas
- Steel running hot by BNP Paribas
- Non material data changes by BNP Paribas
- Non material data changes by BNP Paribas
- Non material data changes by BNP Paribas
- Growth momentum strong, but divergence emerging by BNP Paribas
- Valuation of Huali Fab does not seem attractive; watch out for capex burden and margin pressure ahead by BNP Paribas
- NewPrinces closes Heinz deal and transfer to Princes by BNP Paribas
- The best for less: Business Services 2026 by BNP Paribas
- Thoughts on Vyvgart’s TED termination & January 12 business update by BNP Paribas
- 2026 Nature Outlook: All grown up by BNP Paribas
- by BNP Paribas
- 50 Solar & Storage Catalysts & Themes for 2026 by BNP Paribas
- Tesla (-), $313 Price Target: 2026 “Short Idea” Call Series Date: Monday, Jan. 5th Time: 10am ET by BNP Paribas
- 2025 = Annus horribilis. Here’s to a better 2026! by BNP Paribas
- Underwater drones order, ~4% of group’s backlog by BNP Paribas
- STEEL NOTE, COPPER, CHINA POLICY by BNP Paribas