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EarningsReview / Equity
- Company Primer by BNP Paribas
- Soft finish to the year with negative guidance surprise (+15 questions for management) by BNP Paribas
- Positive read-x from B+L 4Q25 results by BNP Paribas
- Feedback from call on DORA 3 proposal; somewhat negative by BNP Paribas
- Q4 25 results call feedback: growth to accelerate above +5% exiting FY 26, lack of clarity on exceptional cost expectations by BNP Paribas
- Liberty Global (=, 12.5USD) 4Q25 Results: LBTYA announces VODZiggo/Telenet merger and spin off, VOD buyout, and Netomnia acquisition by BNP Paribas
- 4Q25 Conf. Call Feedback by BNP Paribas
- Rhetoric improving, even if numbers haven’t yet by BNP Paribas
- In-line results, unexciting outlook and fair valuation by BNP Paribas
- Architecture Billings Index: 43.8 in January by BNP Paribas
- Beat on H225 results and solid first-time guidance for 2026 by BNP Paribas
- CAGNY Takeaways: Upbeat Presentation Highlights Both the ‘Old’ and the ‘New’ Strategic Initiatives by BNP Paribas
- FY25 Results: EBIT in line. Good start to the year, but guidance now at cfx by BNP Paribas
- 4Q25 Results: France solid, Europe/AME ahead, MasOrange slightly weaker with higher FiberCo fees - CMD guidance to come tomorrow by BNP Paribas
- Pernod Ricard reportedly considering listing its India business by BNP Paribas
- 4Q25 Preview: Thoughts ahead of the print by BNP Paribas
- Thoughts post CMD: too many targets; still see further for the stock to fall by BNP Paribas
- Q4 2025 First take: Good print, cost curve suggests downside by BNP Paribas
- Q4 2025 First take: small miss, guide may disappoint by BNP Paribas
- FY27 Tailwinds Intact but Hostess Continues to Disappoint by BNP Paribas
- Vicuna phase 1 FID and Jansen phase 2 decision by year-end by BNP Paribas
- Surplus capital likely to continue supporting top up returns by BNP Paribas
- Return to organic growth in 4Q25, merger approaching by BNP Paribas
- 407 ETR misses Q425 results, partially due to bad weather by BNP Paribas
- 2H25 first take - P&L in-line, divi ahead of cons, copper cost guidance slightly elevated by BNP Paribas