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EarningsReview / Equity
- Boliden - Smelters to the rescue by Danske Bank Equity Research
- TGS-Nopec - Short-term uncertainty by Danske Bank Equity Research
- Electrolux - Painful Q2, but promising H2 outlook by Danske Bank Equity Research
- Essity - Margin recovery should still happen… just a little later by Danske Bank Equity Research
- Sinch - Stabilisation needed - valuation reflects uncertainties by Danske Bank Equity Research
- Alfa Laval - Buy/SEK 325 (305): Strength in all divisions by Nordea
- BillerudKorsnaes - Hold: ASP improvement to offset cost inflation in Q3 by Nordea
- F-Secure - Buy/EUR 3 (3.10): On track to match guidance despite Q2 miss by Nordea
- Nolato - Buy/SEK 83: Heated tobacco could fall below 10% of group sales by Nordea
- SKF - Buy/SEK 230: A one-off quarter by Nordea
- Volvo Car Group - Hold: Weak Q2 but production outlook is improving by Nordea
- Nyfosa (Hold, TP: SEK95.00) - Consensus underestimating interest-rate sensitivity by DnB Markets
- Atrium Ljungberg (Hold, TP: SEK160.00) - Development timeline in jeopardy by DnB Markets
- Corem (Hold, TP: SEK13.00) - Balance sheet in focus by DnB Markets
- AcadeMedia AB (Buy, TP: SEK90.00) - Managing well in a heated situation by DnB Markets
- Novozymes (Sell, TP: DKK380.00) - Margin pressure underestimated by DnB Markets
- Nobia (Hold, TP: SEK28.00) - Costs continue to weigh in Q2 by DnB Markets
- Kone (Hold, TP: EUR46.00) - Uncertainties remain by DnB Markets
- MTG (Buy, TP: SEK140.00) - Set for payback from acquisitions by DnB Markets
- Epiroc (Buy, TP: SEK185.00) - Solid as a rock in Q2 by DnB Markets
- Volvo Cars (Sell, TP: SEK66.00) - Still negative after Q2 by DnB Markets
- Essity Minor model adjustments by DnB Markets
- CentralNic Group - Flying high with 62% organic revenue growth by Edison Investment Research
- Worldwide Healthcare Trust - Manager suggests May 2022 was inflexion point by Edison Investment Research
- Bankinter - 2Q22 Results: Good volumes and increasing yields; we reiterate Buy by JB Capital Markets
- Össur - Taking longer to get back on track by Danske Bank Equity Research
- Thule Group - Downturn confirmed, now time to discount a recovery by Danske Bank Equity Research
- SAAB - Growth set to accelerate, mix set to boost margins by Danske Bank Equity Research
- Wärtsilä - Services growth offsetting cost inflation by Danske Bank Equity Research
- Aker BP - Buy/NOK 390 (400): A strong quarter and modest dividend hike by Nordea
- Annehem - Hold: Muted adjusted EPS growth holds back valuation by Nordea
- Epiroc - Buy/SEK 195: Strong underlying order momentum by Nordea
- Lindab - Hold: Holding up well but uncertainties remain by Nordea
- Nordic Paper - Buy/SEK 60: Positive ASP trend extends to Q3 by Nordea
- Telia Company - Buy/SEK 44 (46): Starting to look like a well-programmed operation by Nordea
- WithSecure - Hold: Profitability concerns over gross margin softness by Nordea
- Getinge (Buy, TP: SEK370.00) - Q2 a non-event after profit warning by DnB Markets
- Nordic Semiconductor (Buy, TP: NOK330.00) - Demand continues to outstrip supply despite macro headwinds by DnB Markets
- Lindab International (Buy, TP: SEK240.00) - Demand holding up (so far) by DnB Markets
- BillerudKorsnäs (Buy, TP: SEK210.00) - Impressive Q2 with more to come by DnB Markets
- Pareto Bank (Buy, TP: NOK62.00) - Volume and margin tailwinds by DnB Markets
- Alimak (Hold, TP: SEK89.00) - Orders holding up by DnB Markets
- Nordic Paper Holding (Buy, TP: SEK60.00) - Stable outlook confirmed by DnB Markets
- Alfa Laval (Buy, TP: SEK320.00) - The alpha of high energy prices by DnB Markets
- SKF (Hold, TP: SEK180.00) - Earnings set to slow by DnB Markets
- Cargotec (Buy, TP: EUR36.00) - Orders still strong by DnB Markets
- HOLD the line by DnB Markets
- Nicox - Moving towards key Mont Blanc data in Q4 by Edison Investment Research
- NOS - 2Q22 Results Review: Quality results underpin Buy rating by JB Capital Markets
- Bankinter - Better guidance for COR and NII already in our numbers; we reiterate Buy by JB Capital Markets