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EarningsReview / Equity
- Essity (Buy, TP: SEK280.00) - Mixed Q3 by DnB Markets
- XXL (Buy, TP: NOK9.00) - Soft Q3 results, as expected by DnB Markets
- Fortnox (Buy, TP: SEK68.00) - 49% organic EBIT margin in Q3 by DnB Markets
- Royal Unibrew (Buy, TP: DKK550.00) - The pain is dragging on by DnB Markets
- Novo Nordisk (Buy, TP: DKK930.00) - An injection to guidance likely by DnB Markets
- Swedbank (Buy, TP: SEK235.00) - Set for further rate-hike tailwinds by DnB Markets
- Pandox (Buy, TP: SEK175.00) - Faster recovery than expected by DnB Markets
- Axactor (Buy, TP: NOK8.00) - Unwarranted discount by DnB Markets
- Bufab (Buy, TP: SEK340.00) - Solid Q3 but uncertainties ahead by DnB Markets
- TGS (Hold, TP: NOK150.00) - Moving sideways by DnB Markets
- SpareBank1 SR-Bank (Buy, TP: NOK141.00) - Profitability maintained by DnB Markets
- Hexagon AB (Buy, TP: SEK130.00) - IES offsetting GES deceleration by DnB Markets
- Essity (Buy, TP: SEK290.00) - Energy headwinds easing (so far) by DnB Markets
- XXL (Hold, TP: NOK4.50) - Out of shape by DnB Markets
- Coor Service Management (Buy, TP: SEK100.00) - Q3 normalisation weakness by DnB Markets
- Borussia Dortmund - Wind beneath the wings of the team by Edison Investment Research
- JPMorgan Global Growth & Income - JPM Elect merger strengthens investment case by Edison Investment Research
- Phoenix Spree Deutschland - Well positioned for market turbulence by Edison Investment Research
- Secure Trust Bank - Prudence despite resilience by Edison Investment Research
- EDP - 3Q22 Results: In line excluding EDPR’s AR gains, trends as expected; reiterating Buy for sector top pick by JB Capital Markets
- CaixaBank - 3Q22 Results: 18% beat at net profit level on revenues and cost of risk; valuation remains rich by JB Capital Markets
- BBVA - 3Q22 Results: EMs deliver a beat; we expect improved guidance for 2022 by JB Capital Markets
- Inmobiliaria del Sur - 3Q22 Results: Uneventful, with DMS already bearing fruit; we reiterate Buy by JB Capital Markets
- BBVA - Mexico and Spain should help exceed 2024 guidance; reiterating buy for sector top pick by JB Capital Markets
- CaixaBank - Better NII and fee guidance for 2022; valuation remains rich by JB Capital Markets
- Schibsted (Buy, TP: NOK280.00) - Q3 mixed with guidance lowered by DnB Markets
- Assa Abloy (Buy, TP: SEK260.00) - Locking nicely by DnB Markets
- Trelleborg (Buy, TP: SEK275.00) - Attractive upside potential by DnB Markets
- Carasent (Buy, TP: NOK37.00) - Q3 better than expected by DnB Markets
- Scorpio Tankers (Buy, TP: USD54.60) - H2e EBITDA set to beat 2020 total by DnB Markets
- Bonava (Buy, TP: SEK40.00) - Strong underlying Q3, but weak KPIs and project write-downs by DnB Markets
- SpareBank1 Nord-Norge (Buy, TP: NOK98.00) - Strong NII momentum into 2023 by DnB Markets
- Electrolux Professional (Hold, TP: SEK47.00) - Food’s getting colder by DnB Markets
- Volvo Cars (Hold, TP: SEK44.00) - Better balanced risk/reward by DnB Markets
- Schibsted (Buy, TP: NOK250.00) - News Media makes the headlines, but values are in Marketplaces by DnB Markets
- Corem (Hold, TP: SEK7.50) - Deep NAV discount warranted by DnB Markets
- Vitrolife (Buy, TP: SEK340.00) - Margins surprise in Q3 by DnB Markets
- Orkla (Hold, TP: NOK75.00) - Orkla investments or divestments by DnB Markets
- Kone (Hold, TP: EUR41.00) - Negatives and positives by DnB Markets
- One step closer to more renovation by DnB Markets
- Ensurge Micropower - First packaged battery samples shipped by Edison Investment Research
- OpGen - Broadening its commercial footprint in Q322 by Edison Investment Research
- Quantum Genomics - Firibastat misses endpoints in Phase III by Edison Investment Research
- Ence - 3Q22 Results: In line set of results; we stay Neutral by JB Capital Markets
- Catalana Occidente - 3Q22 Results: Credit insurance finally shines, net profit 27% above our estimate; reiterating Buy by JB Capital Markets
- Ferrovial - 3Q22 Results: unchanged operating trends, no relevant surprises; Neutral by JB Capital Markets
- Pharma Mar - 3Q22 Results: Focus remains on Zepzelca as royalties continue to be low; reiterating Buy by JB Capital Markets
- Mapfre - 3Q22 Results: Net profit in line, supports €0.145 FY DPS by JB Capital Markets
- Fluidra - 3Q22 Review: Uneventful after PW; we stay Neutral by JB Capital Markets
- IAG - 3Q22 Review: We raise TP by 5% after removing pensions deficit amid a reassuring capacity outlook; Buy reiterated by JB Capital Markets