Back to the main directory
EarningsReview / Equity
- Elisa - Hold: Strong MSR growth, soft operating leverage by Nordea
- HMS Networks - Hold: Awaiting the industrial cycle by Nordea
- Olvi - Buy/EUR 40 (41): Strengthening of market positions continues by Nordea
- KEFI Gold and Copper - Rounding the final bend by Edison Investment Research
- Bankinter - Strong 3Q22 results: Management could upgrade 2022 NII guidance; reiterating Buy by JB Capital Markets
- Atresmedia - 3Q22 Results: Not as bad as expected; reiterating Neutral by JB Capital Markets
- Axfood (Hold, TP: SEK280.00) - Strong Q3 driven by Willy’s by DnB Markets
- Atlas Copco (Hold, TP: SEK115.00) - Demand vacuum for Vacuum by DnB Markets
- HMS Networks (Hold, TP: SEK310.00) - Beat still not enough by DnB Markets
- BioArctic (Buy, TP: SEK420.00) - Full top-line data likely next trigger by DnB Markets
- Nordea (Buy, TP: SEK144.00) - Higher rates driving ROE uplift by DnB Markets
- Yara (Buy, TP: NOK550.00) - USD1bn EBITDA in perfect storm by DnB Markets
- Tele2 (Buy, TP: SEK120.00) - A stronger Q4 expected by DnB Markets
- Bajaj Finance Ltd (BAF IN) by HSBC
- Comps hang in, but CUE the margin concerns by BNP Paribas Exane
- Itaú BBA on Kimberly Clark: Resumption of YoY EBITDA Growth, As Expected by Itau
- Itaú BBA on Meta Platforms: Don’t Read Too Much Into SNAP’s Awful 3Q22 by Itau
- St James's Place (STJ LN) by HSBC
- Itaú BBA on Walmex: Good and In-Line 3Q22 Results by Itau
- Havells India Limited (HAVL IN) by HSBC
- Look beyond vacuum troubles by BNP Paribas Exane
- Satisfactory Q3; Outlook cut to prepare Elucirem launch by BNP Paribas Exane
- Strong Mobile Networks momentum amidst external pressures by BNP Paribas Exane
- Q4 ''22: Doubling down by BNP Paribas Exane
- Investment Daily 21/10/2022 by BNP Paribas Exane
- Getinge - Buy/SEK 260 (Hold): Worth revisiting the Buy case by Nordea
- Kinnevik - Hold (Sell/SEK 137): Funding still likely to prove challenging by Nordea
- Svenska Handelsbanken - Hold: Swedish NII sensitivity beating expectations by Nordea
- CIE Automotive - 3Q22 Results: Strong set of numbers; increasing TP by 1% and reiterating Buy by JB Capital Markets
- DIA - 3Q22 Trading Update: Positive acceleration in Spain; we increase valuation by 8% and reiterate Buy by JB Capital Markets
- Bankinter - Better NII guidance offsets slower fees; we increase TP and reiterate Buy by JB Capital Markets
- Equinor (Buy, TP: NOK430.00) - Capital allocation reflections by DnB Markets
- Kinnevik (Hold, TP: SEK140.00) - Timing is key as VC cycle worsens by DnB Markets
- Teekay Tankers (Buy, TP: USD39.30) - Primed for tanker boom by DnB Markets
- Bergman & Beving (Buy, TP: SEK140.00) - FCF yield outlook at 11–13% by DnB Markets
- Coloplast (Hold, TP: DKK850.00) - EBIT margin likely below Strive25 by DnB Markets
- DNB (No_rec, TP: NOK) - Further rate-hike tailwinds ahead by DnB Markets
- Axfood (Hold, TP: SEK280.00) - Discount king by DnB Markets
- Axis Bank Ltd (AXSB IN) by HSBC
- Itaú BBA on GF Banorte: In-Line Results, but With Good Prospects by Itau
- Itaú BBA on Assaí: OK and In-Line 3Q22 Results by Itau
- Itaú BBA on Parque Arauco: Healthy Results but With a Clear Deceleration in Tenant Sales in Chile by Itau
- Tele2 AB (TEL2B SS) by HSBC
- Itaú BBA on Vesta: Great 3Q22 Performance by Itau
- 407 ETR: If not now, when? by BNP Paribas Exane
- China sticks by green ambitions by BNP Paribas Exane
- Signs of slowing fundraising into H2 by BNP Paribas Exane
- Major releases to support H2 acceleration by BNP Paribas Exane
- Prometheus by BNP Paribas Exane
- INVEST SECURITIES - DRONE VOLT : Visibilité faible, en quête de relais de croissance - NEUTRE, OC 0,03€ (vs 0,04€) by Invest Securities