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EarningsReview / Equity
- Kesko 4Q25 results: EBIT light on grocery margins & FY26 EBIT guide below cons to weigh on stock by BNP Paribas
- Healthy Q4 EBITDA beat; solid outlook by BNP Paribas
- BBVA - Weaker 4Q25 and modest 2026 guidance by JB Capital Markets
- Lonza - HIGH-QUALITY GROWTH, AWAITING A CLEAR TRIGGER by Equita Sim
- New CEO shareholder letter supportive by BNP Paribas
- 1.1 renewals: Pricing beat, topline miss by BNP Paribas
- FY25 first take: Sales 4% below, EBITA 10% below but excl. R&D write-down in line and guide decent by BNP Paribas
- Strong NII offset by miss on capital by BNP Paribas
- 3Q26 Results: Financials in-line, but Openreach losses and outlook improved by BNP Paribas
- 4Q25 first take: good end to the year, 10% bottom line beat by BNP Paribas
- 4Q25 production first take - copper guidance downgrade already well flagged by BNP Paribas
- Scandi Standard - Un bon dernier trimestre by MidCap Partners
- Figeac Aero - Mis à part le dollar, tous les clignotants sont au vert ! by MidCap Partners
- Q126 follow-up: lower net new business vs higher pricing mix could be unfavourable in the short term by BNP Paribas
- DD growth to continue in 2026 but margin dilution underappreciated by BNP Paribas
- Q425: 2% EBIT miss but cash returns are positive by BNP Paribas
- Fill Up Media - 2025 Revenue by MidCap Partners
- Italian Exhibition Group - The Plan That Scales Up – IEG New Strategic Plan Feedback by MidCap Partners
- BNP PARIBAS: RDOS. 4T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- In-line quarter; organic business witness green shoots by BNP Paribas
- Q4 Conference call - Key takeaways by BNP Paribas
- LITHIUM, AAL, NDA, MT, APAM by BNP Paribas
- Q4'25 conf. call feedback - relatively cautious comments on Q1’26 by BNP Paribas
- Q126 conf call: Net New acceleration expected in H226e, AI discussion by BNP Paribas
- Q425 Conf Call: Continued volume softness and cost optimisation by BNP Paribas