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Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
SREN SWISS RE AG
FORTUM FORTUM OYJ
HAL HAL TRUST
RWE RWE AG
11h / 20m 11h / 20m 1 EN
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
SREN SWISS RE AG
FORTUM FORTUM OYJ
HAL HAL TRUST
RWE RWE AG
11h / 32m 11h / 32m 1 FR
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
11h / 44m 11h / 44m 1 EN
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
11h / 50m 11h / 50m 1 FR
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
FRA FRAPORT AG
EVT EVOTEC SE
GYC GRAND CITY PROPERTIES SA
TPE PVA TEPLA AG
GLB GLANBIA PLC
LNZ LENZING AG
SIX2 SIXT SE
FTON FEINTOOL INTERNATIONAL HOLDING AG
WIE WIENERBERGER AG
SEM SEMPERIT HOLDING AG
PAT PATRIZIA AG
KTCG KAPSCH TRAFFICCOM
FYB FORMYCON AG
JEN JENOPTIK AG
HGEA HGEARS AG
TUI TUI AG
R3NK RENK GROUP AG
AQ AQUILA PART PROD COM
SPG SPRINGER NATURE AG & CO. KGAA
08/13/25 August 13, 2025 1 EN
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
FRA FRAPORT AG
EVT EVOTEC SE
GYC GRAND CITY PROPERTIES SA
TPE PVA TEPLA AG
GLB GLANBIA PLC
LNZ LENZING AG
SIX2 SIXT SE
FTON FEINTOOL INTERNATIONAL HOLDING AG
WIE WIENERBERGER AG
SEM SEMPERIT HOLDING AG
PAT PATRIZIA AG
KTCG KAPSCH TRAFFICCOM
FYB FORMYCON AG
JEN JENOPTIK AG
HGEA HGEARS AG
TUI TUI AG
R3NK RENK GROUP AG
AQ AQUILA PART PROD COM
SPG SPRINGER NATURE AG & CO. KGAA
08/13/25 August 13, 2025 1 FR
Ana Arjona-Martinez ... (+2)
  • Ana Arjona-Martinez
  • Yan Derocles
08/13/25 August 13, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
INFINEON INFINEON TECHNO...
ANET Arista Networks... ... (+9)

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 34 names we followed last week, follow the link below.

INFINEON INFINEON TECHNOLOGIES AG
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
AAPL ASML HOLDING NV
ALIV SDB APPLE INC.
08/11/25 August 11, 2025 1 EN
Oliver Metzger
  • Oliver Metzger
FME FRESENIUS MEDICAL CARE AG
DGE DIAGEO PLC
ZURN ZURICH INSURANCE GROUP LTD
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
ALV ALLIANZ SE
WPP WPP PLC
BC8 BECHTLE AG
POST OSTERREICHISCHE POST AG
NN NN GROUP N.V.
SIE SIEMENS AG
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
CPR DAVIDE CAMPARI-MILANO N.V.
UN0 UNIPER SE
08/08/25 August 8, 2025 1 EN
Oliver Metzger
  • Oliver Metzger
FME FRESENIUS MEDICAL CARE AG
DGE DIAGEO PLC
ZURN ZURICH INSURANCE GROUP LTD
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
ALV ALLIANZ SE
WPP WPP PLC
BC8 BECHTLE AG
NN NN GROUP N.V.
SIE SIEMENS AG
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
CPR DAVIDE CAMPARI-MILANO N.V.
UN0 UNIPER SE
08/08/25 August 8, 2025 1 FR
Arnaud Autier ... (+2)
  • Arnaud Autier
  • Pierre Tegner
08/08/25 August 8, 2025 1 FR
Arnaud Autier ... (+2)
  • Arnaud Autier
  • Pierre Tegner
DGE DIAGEO PLC
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
CPR DAVIDE CAMPARI-MILANO N.V.
08/08/25 August 8, 2025 1 FR
Arnaud Autier ... (+2)
  • Arnaud Autier
  • Pierre Tegner
DGE DIAGEO PLC
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
CPR DAVIDE CAMPARI-MILANO N.V.
08/08/25 August 8, 2025 1 EN
Arnaud Autier ... (+2)
  • Arnaud Autier
  • Pierre Tegner
08/08/25 August 8, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
INFINEON INFINEON TECHNOLOGIES AG
08/06/25 August 6, 2025 1 EN
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
ACA CREDIT AGRICOLE SA
SN. SMITH & NEPHEW PLC
CON CONTINENTAL AKTIENGESELLSCHAFT
INFINEON INFINEON TECHNOLOGIES AG
EBS ERSTE GROUP BANK AG
BEI BEIERSDORF AG
VNA VONOVIA SE
ZAL ZALANDO SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
RAA RATIONAL AG
TIT TELECOM ITALIA S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BP. BP P.L.C.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ENR SIEMENS ENERGY AG
NOVO B NOVO NORDISK A/S
QGEN QIAGEN N.V.
08/06/25 August 6, 2025 1 FR
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
ACA CREDIT AGRICOLE SA
SN. SMITH & NEPHEW PLC
CON CONTINENTAL AKTIENGESELLSCHAFT
INFINEON INFINEON TECHNOLOGIES AG
EBS ERSTE GROUP BANK AG
BEI BEIERSDORF AG
VNA VONOVIA SE
ZAL ZALANDO SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
RAA RATIONAL AG
TIT TELECOM ITALIA S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BP. BP P.L.C.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ENR SIEMENS ENERGY AG
NOVO B NOVO NORDISK A/S
QGEN QIAGEN N.V.
08/06/25 August 6, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
INFINEON INFINEON TECHNOLOGIES AG
08/06/25 August 6, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
INFINEON INFINEON TECHNOLOGIES AG
08/06/25 August 6, 2025 1 FR
Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Baptiste Lebacq
FRA FRAPORT AG
ETL EUTELSAT COMMUNICATIONS SA
SCR SCOR SE
OERL OC OERLIKON CORPORATION AG
ALCLS CELLECTIS SA
BOSS HUGO BOSS AG
NOEJ NORMA GROUP SE
ERA ERAMET SA
LNZ LENZING AG
NDA AURUBIS AG
KRN KRONES AG
COFA COFACE SA
TRP TERAPLAST
MAU ETABLISSEMENTS MAUREL & PROM SA
SFQ SAF-HOLLAND SE
ADTN ADTRAN HOLDINGS INC
STM STABILUS SE
08/05/25 August 5, 2025 1 EN
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