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EarningsReview / Equity
- Storebrand - Buy/NOK 95 (91): Focus on capital update in December by Nordea
- Trelleborg - Buy/SEK 290 (270): Strong growth driven by volumes and pricing by Nordea
- Paradox Interactive (Hold, TP: SEK195.00) - Premium for a reason by DnB Markets
- SKF (Hold, TP: SEK160.00) - Price versus costs gap still growing by DnB Markets
- AcadeMedia AB (Buy, TP: SEK90.00) - Share buybacks on the agenda by DnB Markets
- Wallenius Wilhelmsen ASA (Buy, TP: NOK108.00) - Staying on course by DnB Markets
- UPM (Buy, TP: EUR45.00) - In a league of its own by DnB Markets
- Ossur (Buy, TP: DKK37.00) - Headwinds persist by DnB Markets
- Aker Biomarine (Hold, TP: NOK44.00) - Q3e saved by Qrill by DnB Markets
- Norwegian Air Shuttle (Buy, TP: NOK10.00) - Keeping a steady course by DnB Markets
- SEB (Buy, TP: SEK140.00) - Set for continued NIM expansion by DnB Markets
- Dometic (Buy, TP: SEK98.00) - Cash is king by DnB Markets
- Elopak (Hold, TP: NOK22.00) - Restoring its EBITDA margin by DnB Markets
- Elkem (Buy, TP: NOK40.00) - Offsetting silicones trough by DnB Markets
- PGS (Sell, TP: NOK4.00) - Winter is always coming by DnB Markets
- Bravida (Buy, TP: SEK125.00) - Still-solid quarter and outlook by DnB Markets
- Sparebanken Vest (Buy, TP: NOK110.00) - Strong core revenues by DnB Markets
- Mendus - Funding to see through key inflection points by Edison Investment Research
- Mediaset España - 3Q22 Results: Weak EBITDA, better in cash; we stay Neutral by JB Capital Markets
- Unicaja - 3Q22 results broadly in line; capital keeps improving by JB Capital Markets
- Faes Farma - 3Q22 Results Review: LatAm growth offsets Spain´s weak performance, guidance reiterated; Neutral by JB Capital Markets
- Metrovacesa - 3Q22 Results: Roughly in line but dividend is a positive surprise; Neutral by JB Capital Markets
- Unicaja - NII growth should accelerate strongly in 4Q22 and 2023, we reiterate Buy by JB Capital Markets
- Navigating FX by BNP Paribas Exane
- Itaú BBA on Alsea: Margin Contraction Started in 3Q22, as Expected by Itau
- Telenor - Hold: A lack of wind in the sails by Nordea
- Norwegian Air Shuttle (Buy, TP: NOK10.00) - Q3 slightly above consensus with no change to guidance by DnB Markets
- Alfa Laval (Buy, TP: SEK295.00) - Missed twice, but growth is nice by DnB Markets
- BillerudKorsnäs (Buy, TP: SEK215.00) - Americas is supporting the group by DnB Markets
- SSAB (Buy, TP: SEK105.00) - Entering next year in good shape by DnB Markets
- Mowi (Buy, TP: NOK165.00) - Minor model update by DnB Markets
- Aker Solutions (Hold, TP: NOK42.00) - Sideways from here by DnB Markets
- Lime Technologies (Buy, TP: SEK300.00) - Proving itself in unstable markets by DnB Markets
- Skanska (Buy, TP: SEK210.00) - Construction margin resilience by DnB Markets
- Swedish Match (Hold, TP: SEK116.00) - Expecting another solid top line by DnB Markets
- Epiroc (Buy, TP: SEK185.00) - Russia out of the backlog by DnB Markets
- Konecranes (Buy, TP: EUR32.00) - A much-needed beat by DnB Markets
- Cargotec (Buy, TP: EUR46.00) - Still more positives to come by DnB Markets
- Aker BP (Buy, TP: NOK450.00) - No drama by DnB Markets
- Valmet (Buy, TP: EUR30.00) - Decent Q3 by DnB Markets
- Storebrand (Buy, TP: NOK106.00) - Long-term tailwinds by DnB Markets
- abrdn Private Equity Opportunities Trust - Valuations holding up, balance sheet solid by Edison Investment Research
- Jeronimo Martins - 3Q22 Results: Déjà vu – good numbers, cautious guidance by JB Capital Markets
- Banco Sabadell - Strong 3Q22 results, better NII guidance and higher payout; reiterating Buy by JB Capital Markets
- Repsol - 3Q22 Results: Shareholder remuneration and FCF exceed expectations. Buy reiterated for top-pick by JB Capital Markets
- Banco Sabadell - Turnaround on track; 40% payout is the bottom by JB Capital Markets
- Tubacex - 3Q22 Results: Upbeat margin reinforces our investment case; we reiterate Buy by JB Capital Markets
- Acerinox - 3Q22 Results and Conference Call: Resilient business despite weak macroeconomic dynamics; reiterating Buy by JB Capital Markets
- Itaú BBA on Bimbo: Good but Expected Results by Itau
- Itaú BBA on Hypera: 3Q22 – Like Clockwork by Itau