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EarningsReview / Equity
- Attendo - Buy/SEK 36: Weak Q2 but case intact by Nordea
- Bonava - Buy/SEK 53 (52): Strong quarter but clouded outlook remains by Nordea
- Essity - Buy/SEK 300: Margin recovery postponed but still on the cards by Nordea
- Fenix Outdoor - Buy/SEK 1,200 (1,300): Confirmation of a solid Q2 by Nordea
- Huhtamaki - Buy/EUR 42: Expecting strength to remain in H2 2022 by Nordea
- NCAB Group - Buy/SEK 78 (73): Profitability is astounding by Nordea
- Sdiptech - Buy/SEK 300 (307): M&A-driven growth set to continue by Nordea
- Stillfront - Buy/SEK 33 (28): Ending the negative organic growth trend [CORRECTED VERSION] by Nordea
- Trelleborg - Buy/SEK 290 (280): A new quality in the making by Nordea
- Assa Abloy (Buy, TP: SEK255.00) - Market overreaction by DnB Markets
- Telia Company (Buy, TP: SEK47.00) - Cost reduction story intact by DnB Markets
- Swedish Orphan Biovitrum (Buy, TP: SEK265.00) - Strong quarter by DnB Markets
- Skanska (Buy, TP: SEK210.00) - Net cash and high dividend yield by DnB Markets
- Wärtsilä (Buy, TP: EUR10.00) - More Energy by DnB Markets
- Boliden (Buy, TP: SEK400.00) - Cost inflation taking its toll by DnB Markets
- Scatec (Sell, TP: NOK86.00) - Set for an inflation hit by DnB Markets
- UPM (Buy, TP: EUR44.00) - In pole position by DnB Markets
- Shield Therapeutics - Focus on increasing US market access by Edison Investment Research
- Navigator - 2Q22 Results: Another stronger-than-expected print at EBITDA level; we reiterate Neutral on lack of upside by JB Capital Markets
- Linea Directa - Average GWP is rising but too early to change view; Neutral by JB Capital Markets
- Ossur (Buy, TP: DKK41.00) - More short-term pressure by DnB Markets
- Ossur (Buy, TP: DKK41.00) - More short-term pressure by DnB Markets
- Nokia (Buy, TP: EUR7.50) - Consensus set to rise further by DnB Markets
- Autoliv (Buy, TP: SEK980.00) - Still a top sector pick by DnB Markets
- Electrolux Professional (Hold, TP: SEK65.00) - Waiting for Laundry to dry by DnB Markets
- Boliden - Buy/SEK 355 (365): Still a Buy despite inflation-induced headwinds by Nordea
- Electrolux - Hold: We remain cautious by Nordea
- Evolution - Buy/SEK 1,677 (1,690): Slightly soft Q2 but case remains intact by Nordea
- Hemnet Group - Buy/SEK 190 (180): Strong Q2 numbers highlight the model's resilience by Nordea
- Intrum - Buy/SEK 262 (275): Q2 a mixed bag, mid-term potential attractive by Nordea
- Nokia - Buy/EUR 6.50: Another quarter of strong delivery by Nordea
- Sinch - Hold: Refocusing could be a gruesome journey by Nordea
- Thule - Hold: Declining volumes by Nordea
- UPM-Kymmene - Buy/EUR 40: Material earnings boost in H2 2022 by Nordea
- Telenor (Buy, TP: NOK155.00) - Needs to step up ahead of CMD by DnB Markets
- Electrolux (Buy, TP: SEK185.00) - Don’t extrapolate Q2 weakness by DnB Markets
- Bonava (Buy, TP: SEK75.00) - Ambitions remain, despite slowing market by DnB Markets
- ABB (Hold, TP: SEK305.00) - Demand growth persists by DnB Markets
- Resurs Holding (Hold, TP: SEK24.00) - Time to be resourceful by DnB Markets
- Trelleborg (Hold, TP: SEK255.00) - Time for a breather by DnB Markets
- Byggfakta Group (Buy, TP: SEK61.00) - Awaiting growth acceleration by DnB Markets
- JPMorgan European Discovery Trust - Becoming more stylistically balanced by Edison Investment Research
- Renta Corporación - 2Q22 Results: Good results with property business starting to pay off by JB Capital Markets
- Linea Directa - 2Q22 Results: Inflation pressures technical results in motor; reiterating Neutral by JB Capital Markets
- Dominion - 2Q22 Results: Solid results but affected by negative one-offs; we reiterate Buy by JB Capital Markets
- Evolution (Buy, TP: SEK1700.00) - Profitable Live growth story intact by DnB Markets
- Essity (Buy, TP: SEK330.00) - Margin pressure lingering by DnB Markets
- Loomis (Buy, TP: SEK390.00) - New forward-leaning CEO by DnB Markets
- Nordnet (Buy, TP: SEK150.00) - Less exciting, but more reliable by DnB Markets
- Norsk Hydro (Sell, TP: NOK55.00) - A more transparent dividend path by DnB Markets