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EarningsReview / Equity
- Scandion Oncology - Positive outlook for SCO-101 by Edison Investment Research
- Meituan (3690 HK) by HSBC
- Aker BP (Buy, TP: NOK460.00) - Remains a long-term story by DnB Markets
- Golden Ocean (Buy, TP: NOK145.00) - Powering through headwinds by DnB Markets
- Netel Group Holding (Buy, TP: SEK61.00) - UK fixed-network potential added by DnB Markets
- Ambu (Hold, TP: DKK85.00) - No drama, but uncertainty remains by DnB Markets
- Systemair (Hold, TP: SEK62.00) - Clouds on the horizon by DnB Markets
- Tellurian (No_rec, TP: USD) - Discontinuing coverage by DnB Markets
- SAS (Sell, TP: SEK0.05) - Q3 hit by pilot strike and fuel prices by DnB Markets
- Mowi (Buy, TP: NOK260.00) - Neutral Q2 versus estimates by DnB Markets
- Weekly news, topics & discussion by DnB Markets
- Regaining the upper hand by DnB Markets
- Zhuzhou CRRC Times (3898 HK) by HSBC
- Kap Industrial Holdings (KAP SJ) by HSBC
- CRRC Corporation (1766 HK / 601766 CH) by HSBC
- FQ2''23 postview: growth stumble weighs on valuation by BNP Paribas Exane
- 恒瑞医药（600276 CH） by HSBC
- FQ2''23 postview: Impressive growth resilience offsetting continued steep losses by BNP Paribas Exane
- Mango Excellent Media (300413 CH) by HSBC
- Shennan Circuits (002916 CH) by HSBC
- FQ2''23 postview: Now comes the hard part by BNP Paribas Exane
- 宁德时代（300750 CH） by HSBC
- Huadian Power Intl (1071 HK/600027 CH) by HSBC
- ABC (1288 HK/601288 CH) by HSBC
- Vestum - Reducing uncertainty by Danske Bank Equity Research
- Tetragon Financial Group - More resilient than public equities in H122 by Edison Investment Research
- Equinor (Buy, TP: NOK525.00) - Running wild by DnB Markets
- Vår Energi (Buy, TP: NOK58.00) - Extraordinary dividends likely by DnB Markets
- Hunter Group (Hold, TP: NOK2.30) - Three down, one to go by DnB Markets
- Frontline (Buy, TP: NOK144.00) - VLCCs in the limelight by DnB Markets
- Icelandic Salmon (Buy, TP: NOK200.00) - Strong and steady performance by DnB Markets
- Austevoll Seafood (Buy, TP: NOK150.00) - Q2 saved by ‘stub’ performance by DnB Markets
- AF Gruppen (Sell, TP: NOK105.00) - Divisional deviations; P/E too high by DnB Markets
- SalMar (Buy, TP: NOK780.00) - A margin for the record books by DnB Markets
- Seafood - Fat Trout Weekly by DnB Markets
- Higher bond margins and the end of Q2 reporting season by DnB Markets
- SenseTime (20 HK) by HSBC
- China Hongqiao (1378 HK) by HSBC
- Zurich Airport (FHZN SW) by HSBC
- Xinte Energy (1799 HK) by HSBC
- FY22 postview: Comp costs pressure earnings by BNP Paribas Exane
- Jiangsu Hengrui Medicine (600276 CH) by HSBC
- 芒果超媒（300413 CH） by HSBC
- 深南电路（002916 CH） by HSBC
- 沪硅产业-U（688126 CH） by HSBC
- CATL (300750 CH) by HSBC
- Great Tree Pharmacy (6469 TT) by HSBC
- Haitong Securities (6837 HK/600837 CH) by HSBC
- Health and Happiness (1112 HK) by HSBC
- Agilyx - Buy/NOK 90: Solid on all bases, near-term triggers incoming by Nordea