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EarningsReview / Equity
- Alfa Laval (Hold, TP: SEK370.00) - Can’t keep up with the share price by DnB Markets
- SKF (Hold, TP: SEK215.00) - 2023e adj. EBIT raised 21% by DnB Markets
- ABB (Hold, TP: SEK370.00) - Potential for new financial targets by DnB Markets
- AcadeMedia AB (Buy, TP: SEK61.00) - 2023 voucher price adjustments better than expected by DnB Markets
- Danske Bank (Buy, TP: DKK175.00) - Rising rates taking effect by DnB Markets
- Sparebanken Vest (Buy, TP: NOK115.00) - Further core revenue momentum by DnB Markets
- Konecranes (Buy, TP: EUR35.00) - Softer demand expected for 2023 by DnB Markets
- Valmet (Buy, TP: EUR36.00) - Solid earnings, orders, and outlook by DnB Markets
- Itaú BBA on Southern Copper: Better-Than-Expected Copper Price Realization by Itau
- BT Group Plc (BT/A LN) by HSBC
- Fly Eagles, Fly by BNP Paribas Exane
- Hopping into the Year of the Rabbit by BNP Paribas Exane
- Feedback on Capital Management call by BNP Paribas Exane
- Valmet - Relief on orders and margins by Danske Bank Equity Research
- Trying to make sense of China re-opening by BNP Paribas Exane
- Valuation update by BNP Paribas Exane
- 1Q23 model update. Raising our TP to $95 from $91 by BNP Paribas Exane
- AAK - High margins stick; we reiterate Buy by Danske Bank Equity Research
- Alfa Laval - Hold: Marine making a comeback by Nordea
- Protector Forsikring - Buy/NOK 180 (175): Soaring earnings but also higher volatility by Nordea
- Detection Technology - Buy/EUR 23.50 (24): Gradually overcoming its challenges by Nordea
- Sivers Semiconductors - Hold: Making progress but our doubts remain by Nordea
- Indutrade - Hold: A few small niggles keep us neutral for now by Nordea
- Valmet - Buy/EUR 38 (33): Things are looking up for 2023 by Nordea
- AAK - Buy/SEK 220: We believe 2023 will be stronger than 2022 by Nordea
- Borregaard (Buy, TP: NOK200.00) - Demonstration of pricing power by DnB Markets
- Bonava (Hold, TP: SEK30.00) - Long-term low-cycle EPS ahead by DnB Markets
- Kinnevik (Sell, TP: SEK145.00) - VC reset still there by DnB Markets
- AAK (Buy, TP: SEK200.00) - Cash release earlier than expected by DnB Markets
- Loomis (Buy, TP: SEK425.00) - Weak Q4 margin, solid cash flow by DnB Markets
- Novo Nordisk (Buy, TP: DKK1130.00) - Capacity constraints for Wegovy by DnB Markets
- Kesko (Buy, TP: EUR25.00) - B2C soft, but B2B excels by DnB Markets
- Calmer waters for 2023? by BNP Paribas Exane
- Itaú BBA on Grupo Mexico: 4Q22 Beat on Better-Than-Expected Mining Results by Itau
- A Higher Platform by BNP Paribas Exane
- Itaú BBA on Amazon: AWS Deceleration Overshadows Strong E-Commerce; Margins Are the Main Concern by Itau
- EU''s climate response by BNP Paribas Exane
- Danske Bank - Expectations management, but earnings jaws remain by Danske Bank Equity Research
- Longer inventory correction but H2 should recover by BNP Paribas Exane
- Margins catching up with peers + 10 questions for Mgmt by BNP Paribas Exane
- Over achiever by BNP Paribas Exane
- Detection Technology - Solid growth outlook, margin pressure still in 2023 by Danske Bank Equity Research
- Resilient by BNP Paribas Exane
- Bonava - Buy/SEK 43 (50): Time for something new by Nordea
- CaixaBank - Massive beat on NII guidance: Positive for the sector by JB Capital Markets
- Electrolux - Hold: Lacklustre outlook for 2023 by Nordea
- Kesko - Hold: 2023 guidance reasonable but risk on the downside by Nordea
- SKF - Sell/SEK 155 (140): Fading cost inflation by Nordea
- A rollercoaster ride by BNP Paribas Exane
- Addtech - Buy/SEK 198 (188): A slam dunk quarter by Nordea