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EarningsReview / Equity
- Fanuc (6954 JP) by HSBC
- Itaú BBA on Santander Brasil: 1Q22 Weak Underlying Trends; We’re Still Cautious by Itau
- Near term headwinds, long term quality compounder by BNP Paribas Exane
- Strong reaction to guidance, but Q1 solid by BNP Paribas Exane
- Q1 2022 Pre-results templates by BNP Paribas Exane
- Westports Holdings Berhad (WPRTS MK) by HSBC
- Sydbank - Excellent start to the year and much more to come by Danske Bank Equity Research
- Epiroc - Margin strength rare in Q1 but key by Danske Bank Equity Research
- Össur - A slow Q1 – focus on China and Russia by Danske Bank Equity Research
- UPM-Kymmene - Room for positive revaluation by Danske Bank Equity Research
- SKF - Improved execution by Danske Bank Equity Research
- Castellum - Buy/SEK 250: NAV discount should prompt buybacks by Nordea
- Sydbank - Buy/DKK 300 (270): Significant growth in Q1 prompts upgrade by Nordea
- Metsa Board (Buy, TP: EUR14.00) - Earnings growth continues Although input costs are rising, we expect this to be fully offset by higher prices. Due to a more positive view on pulp prices, we have raised our 2022e EBITDA by 7%. We believe 2022 is set to b by DnB Markets
- Millicom (Buy, TP: SEK440.00) - Easier comparables from Q2e by DnB Markets
- Essity (Buy, TP: SEK325.00) - Strong Q1 by DnB Markets
- PhotoCure (Buy, TP: NOK155.00) - Q1 set to mark low point of 2022 by DnB Markets
- Borregaard (Buy, TP: NOK260.00) - Price uplift coming by DnB Markets
- Kongsberg Gruppen (No_rec, TP: NOK) - Short-term costs in focus by DnB Markets
- Creotech Instruments - A leader in Central European SpaceTech by Edison Investment Research
- Exos Aerospace - Developing reusable launch vehicles by Edison Investment Research
- Zhuzhou CRRC Times (3898 HK) by HSBC
- Itaú BBA on Ternium: Still Solid (but Sequentially Weaker) 1Q22 Results by Itau
- Itaú BBA on Televisa: Neutral 1Q22 – Good Showing in Content Offset by Cable & Sky by Itau
- Made to measure by BNP Paribas Exane