Back to the main directory
EarningsReview / Equity
- TMT Conference: Telco / Towers Feedback - Day 2 by BNP Paribas
- Built for the pump cycle by BNP Paribas
- H225 postview: solid results but disappointing capex guidance by BNP Paribas
- FQ3’26 Postview: Smooth Sailing as Oracle delivers on multiple fronts by BNP Paribas
- 4Q25 first take - Operationally strong by BNP Paribas
- Who will pay the capex bill? + Datacentre visit feedback by BNP Paribas
- TMT Conference Feedback - Day 2 by BNP Paribas
- Feedback from CMD by BNP Paribas
- FY’25 off the call: 2025 beat but softer group guide for 2026 by BNP Paribas
- The case for Infrastructure stocks, Maersk, Aena, ACS, IAG, Lufthansa, AF-KLM, Air cargo capacity, China exports by BNP Paribas
- Still Waiting for Clarity by BNP Paribas
- Cloud infrastructure: DRAM costs to test pricing power by BNP Paribas
- O&G concerns trump buyback potential by BNP Paribas
- Capital Goods & Iran: Where’s the value, post the selloff? by BNP Paribas
- Q4 Results - First Take by BNP Paribas
- TMT conference feedback by BNP Paribas
- FY 2025 results first take by BNP Paribas
- FY 25 results in line with consensus by BNP Paribas
- FY25 results: expect no change to FY26e FCF consensus of c. CHF521m, Feb trading +5.5%, CFO comments on Middle East exposure <3% by BNP Paribas
- Elis - Parfaitement en ligne by MidCap Partners
- Solid FY 25 results, FY 26 guidance below our estimates on reinvestment by BNP Paribas
- UK T-4 capacity auction results by BNP Paribas
- FY25: headlines largely OK, but a few areas of weakness by BNP Paribas
- Lumibird - Excellent, as expected by MidCap Partners
- FY-25 First Take by BNP Paribas