Oracle: Updating Forecasts; Maintain M/P

Rakuten 3Q25: Funding Gap Persists; Maintain U/P

Autos Mythbuster: Rear View Repos & the Road Ahead

Private Credit: Off-Balance Sheet Liabilities

BNP, Crédit Agricole & SocGen: Equity vs Credit

Technology: Hyperscaler Capex 2026 Estimates

Xerox: Cash Flow Projections and Recovery Analysis

Pressure in the Pipes: Funding Stress Q&A

Telefonica: 3Q25 & Capital Markets Disappointment

Survivors: A Comparison of Seazen, Longfor & Vanke