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EarningsReview / Equity
- Epiroc - Well-placed but fully valued by Danske Bank Equity Research
- Results Flash - EBITDA & FCF miss, adj. EPS in-line, FCF rebound expected by BNP Paribas
- French bazooka by BNP Paribas
- FQ1'26 First Take: solid start, but will it change market mindset on AI? by BNP Paribas
- Uniphar PLC - FY25 trading update solide : BPA adj. +21% YoY, au-dessus des attentes by MidCap Partners
- Omer - Decugis & Cie SA - Rebond confirmé du résultat annuel, trajectoire 2030 de doublement des ventes avec une prudence sur la marge by MidCap Partners
- HRS - Des avancées technologiques by MidCap Partners
- Lumibird - Valuation multiples remain very reasonable by MidCap Partners
- Omer - Decugis & Cie SA - Confirmed rebound in annual results, trajectory towards doubling sales by 2030 with caution regarding margins by MidCap Partners
- Uniphar PLC - FY25 trading update solid: adj. EPS +21% YoY, above expectations by MidCap Partners
- NUE, STLD, MT, VALE, GOLD M&A, STRATEGY, CHINA MACRO, STEEL US, SSAB by BNP Paribas
- 4Q25 operating data update; rerouting away from Japan by BNP Paribas
- Non material data changes by BNP Paribas
- Non material data changes by BNP Paribas
- A race to the bottom - cutting cable ARPU by BNP Paribas
- Q4’25: Solid organic performance, but FX weighs on sales & earnings by BNP Paribas
- Non material data changes by BNP Paribas
- 4Q25 Flash: Solid Segment Performance; ’26 Guide In-Line/Ahead by BNP Paribas
- Q4 Cash Roughly In-Line, Takes $0.6B Tanker Charge by BNP Paribas
- 4Q25 pre-call takeaways by BNP Paribas
- Swiss Telcos: Swisscom increases backbook prices by 4%/5% - positive for the whole market, now will Sunrise/Salt follow? by BNP Paribas
- Less is More at 54 by BNP Paribas
- Q4'25 results: An inline 4Q, outlook for Europe raised modestly, margin guidance to be the key focus by BNP Paribas
- SPOTFIRE not enough to reignite growth by BNP Paribas
- Prospects improving, awaiting delivery by BNP Paribas