Back to the main directory
EarningsReview / Equity
- Complex quarter, but still on course for a strong year by BNP Paribas Exane
- China Longyuan Power (916 HK/001289 CH) by HSBC
- Kone - Recovery is already reflected in the shares by Danske Bank Equity Research
- Itaú BBA on Southern Copper: Weaker-Than-Expected Cost Performance by Itau
- Sats (Hold, TP: NOK8.00) - Strong Q1 by DnB Markets
- Novozymes (Hold, TP: DKK372.00) - Better organic growth in Q1 by DnB Markets
- Alfa Laval (Hold, TP: SEK415.00) - Strong order intake by DnB Markets
- Electrolux Professional (Hold, TP: SEK60.00) - Still heat in the oven by DnB Markets
- Kahoot (Buy, TP: NOK30.00) - Cashing in on continued growth by DnB Markets
- Novozymes (Hold, TP: DKK372.00) - Looking to a weaker Q2e by DnB Markets
- Pareto Bank (Buy, TP: NOK62.00) - 13% ROE despite higher losses by DnB Markets
- Alimak (Hold, TP: SEK81.00) - Integration on track by DnB Markets
- Axfood (Buy, TP: SEK280.00) - Continues to outgrow the market by DnB Markets
- SEB (Buy, TP: SEK160.00) - Thriving in times of turmoil by DnB Markets
- Ncc (Buy, TP: SEK130.00) - Q1 beat by DnB Markets
- Pandox (Buy, TP: SEK150.00) - Cutting forecasts on cost increases by DnB Markets
- Valmet (Buy, TP: EUR40.00) - Undervalued quality by DnB Markets
- Kone (Hold, TP: EUR54.00) - Improving direction priced in by DnB Markets
- Itaú BBA on Fibra Uno: Solid Top Line, but FFO Misses Expectations by Itau
- Itaú BBA on La Comer: 1Q23 SSS Growth Outpaces the Industry by Itau
- Itaú BBA on OMA: Impressive Quarter, World Class Margins by Itau
- Itaú BBA on Walmex: In-Line 1Q23, But Market to Focus on Mexican SSS by Itau
- Itaú BBA on Genomma Lab: Adjusted EBITDA Margin Beats Estimates in 1Q23 by Itau
- India Life Insurance by HSBC
- AIA (1299 HK) by HSBC
- Modern Times Group - Feels as if the trough is behind us by Danske Bank Equity Research
- Telia Company - Structural changes eat lacklustre quarters for lunch by Danske Bank Equity Research
- Q1''23: Deflation ahead by BNP Paribas Exane
- Solid Q1, but we expect tougher times ahead by BNP Paribas Exane
- Axfood (Buy, TP: SEK280.00) - Neutral Q1 report by DnB Markets
- BerGenBio (Sell, TP: NOK1.00) - Detrimental rights issue by DnB Markets
- Nyfosa (Hold, TP: SEK73.00) - It is going to be a bumpy ride by DnB Markets
- Nokian Tyres (Hold, TP: EUR9.80) - Let the race begin by DnB Markets
- Viaplay Group (Buy, TP: SEK370.00) - Burden of proof, still manageable by DnB Markets
- Assa Abloy (Buy, TP: SEK325.00) - On a HHI by DnB Markets
- Svenska Handelsbanken (Buy, TP: SEK150.00) - Only the share price shows distress by DnB Markets
- Carasent (Buy, TP: NOK35.00) - Refocused growth strategy by DnB Markets
- NCAB (Buy, TP: SEK80.00) - Slam dunk by DnB Markets
- SSAB (Buy, TP: SEK112.00) - Green transition and cash by DnB Markets
- XXL (Hold, TP: NOK2.20) - Not out of the woods yet by DnB Markets
- Getinge (Buy, TP: SEK295.00) - Strong start to the year by DnB Markets
- Sats (Buy, TP: NOK12.00) - Getting back in shape by DnB Markets
- Fabege (Hold, TP: SEK80.00) - Not much to get excited about by DnB Markets
- Itaú BBA on GCC: 1Q23 Conference Call Highlights by Itau
- Itaú BBA on Banco del Bajío: Good but In-Line 1Q23 Results by Itau
- Itaú BBA on Grupo Mexico: 1Q23 Miss on Weaker-Than-Expected Mining Results by Itau
- Itaú BBA on Coca-Cola FEMSA: Solid Consolidated Volumes, Great Showing in South America, Weaker in Mexico and Central America by Itau
- Maruti Suzuki India (MSIL IN) by HSBC
- Rallis India (RALI IN) by HSBC
- F-Secure - US-based Lookout acquired to support growth by Danske Bank Equity Research