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EarningsReview / Equity
- Dometic (Buy, TP: SEK110.00) - Short-term risk apparent, medium-term upside potential significant by DnB Markets
- Chr. Hansen (Buy, TP: DKK640.00) - H&N growth set to normalise by DnB Markets
- Sinch (Buy, TP: SEK130.00) - Q2 expected to be similar to Q1 by DnB Markets
- RH read-across - demand destruction continues by BNP Paribas Exane
- Not immune, but historically resilient by BNP Paribas Exane
- Still doing well by BNP Paribas Exane
- 17th Sustainability Forum: 50 shades of “green” by Oddo BHF
- 蔚来汽车（NIO US） by HSBC
- Luxury Edge (Exane Digital Global Engagement): May 2022 by BNP Paribas Exane
- Hennes & Mauritz - Buy/SEK 170: Navigating well in challenging times by Nordea
- Bonava (Buy, TP: SEK75.00) - Market concerns overdone by DnB Markets
- Ncc (Buy, TP: SEK180.00) - Indirect hit, share-price overreaction by DnB Markets
- Peab (Buy, TP: SEK85.00) - Development risk, but solid upside potential by DnB Markets
- Veidekke (Buy, TP: NOK125.00) - Strong balance sheet and low valuation by DnB Markets
- Norsk Hydro (Sell, TP: NOK55.00) - More Chinese supply coming by DnB Markets
- Lookers - Smoothing out the bumps by Edison Investment Research
- Datatec - Management buyout of Analysys Mason by Edison Investment Research
- Martin Currie Global Portfolio Trust - Patiently waiting for the storm to pass by Edison Investment Research
- Incorporating Turkish hyperinflation in our estimates by BNP Paribas Exane
- Sanitising estimates before Q2 by BNP Paribas Exane
- Recovery gaining steam by BNP Paribas Exane
- Investment Daily 01/07/2022 by BNP Paribas Exane
- 华东医药（000963 CH） by HSBC
- Aker BP (Buy, TP: NOK440.00) - Two becoming one by DnB Markets
- Epiroc (Buy, TP: SEK185.00) - Estimates lowered by DnB Markets
- Chr. Hansen (Buy, TP: DKK640.00) - H&N growth set to normalise by DnB Markets
- SCA (Buy, TP: SEK206.00) - Different from the rest by DnB Markets
- Hennes & Mauritz Minor model adjustments by DnB Markets
- Energy Security - Rational Choices by BNP Paribas Exane
- It''s complicated. by BNP Paribas Exane
- 17ème forum Sustainability: 50 nuances de “vert” by Oddo BHF
- Investment Daily 30/06/2022 by BNP Paribas Exane
- Heavy chassis supply disruption in Q3 by BNP Paribas Exane
- FQ3 postview: Smooth sailing, but storm cloud ahead? by BNP Paribas Exane
- AF Gruppen (Sell, TP: NOK105.00) - Asset sale lifts Q2e, but consensus and valuation still look too high by DnB Markets
- Jm Ab (No_rec, TP: SEK) - Forecasts cut by DnB Markets
- NRC Group (Buy, TP: NOK35.00) - Looking for more signs of progress by DnB Markets
- Skanska (Buy, TP: SEK205.00) - Strengths overlooked by DnB Markets
- YIT (Hold, TP: EUR3.50) - Consensus-risk-driven downgrade by DnB Markets
- ArborGen Holdings - Shifting focus to US South and Brazil by Edison Investment Research
- Arovella Therapeutics - OroMist pipeline development update by Edison Investment Research
- Lithium Power International - Gaining full control of Maricunga by Edison Investment Research
- Wind at their backs by BNP Paribas Exane
- Fit for 55 steps forward by BNP Paribas Exane
- Trends Tracker 2Q22: More data, same price by BNP Paribas Exane
- H&M (HMB SS) by HSBC
- Projet d'AK démenti, focus sur le pipeline - ACHAT, OC 23€ (vs 26€) by Invest Securities
- Atea - Light at the end of the tunnel by Danske Bank Equity Research
- Hennes & Mauritz (Buy, TP: SEK212.00) - Building strength by DnB Markets
- Sandvik (Buy, TP: SEK230.00) - Forecasting a recession by DnB Markets