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EarningsReview / Equity
- Modulight - Again, similar, but not worse, revenue trends by Danske Bank Equity Research
- Q123 results and 15 questions for management by BNP Paribas Exane
- Solid start to the year by BNP Paribas Exane
- Bank Rakyat Indonesia (BBRI IJ) by HSBC
- Itaú BBA on FEMSA: A Good, but Mostly Expected, Start to the Year by Itau
- Kalbe Farma (KLBF IJ) by HSBC
- Metsa Board (Buy, TP: EUR9.00) - In good shape by DnB Markets
- Atlas Copco (Hold, TP: SEK150.00) - Report rally has gone too far by DnB Markets
- Sparebanken Møre (Buy, TP: NOK92.00) - Capital efficiency on the agenda by DnB Markets
- Vow (Buy, TP: NOK15.00) - Expectations re-set by DnB Markets
- Catena (Buy, TP: SEK450.00) - Case developing nicely by DnB Markets
- Scandic Hotels (Buy, TP: SEK65.00) - Seeking share-buyback mandate by DnB Markets
- DSV (Buy, TP: DKK1450.00) - Strong Q1 in a slow market by DnB Markets
- Momentum Group (Hold, TP: SEK89.00) - Momentum remaining strong by DnB Markets
- Swedbank (Buy, TP: SEK275.00) - High profitability, limited risk by DnB Markets
- Nobia (Buy, TP: SEK26.00) - No need to kitchen-sink by DnB Markets
- Novo Nordisk (Buy, TP: DKK1330.00) - 2023 guidance still looks conservative by DnB Markets
- Bonava (Hold, TP: SEK19.00) - Risk of not covering fixed costs due to falling volumes by DnB Markets
- Danske Bank (Buy, TP: DKK195.00) - NII momentum set to continue by DnB Markets
- Yara (Buy, TP: NOK525.00) - Earnings reset to normalised levels by DnB Markets
- Weekly news, topics & discussion by DnB Markets
- Valuation and market update by DnB Markets
- April web-activity insights by DnB Markets
- Itaú BBA on Banco de Chile: 1Q23 Results, Revising Guidance Upward by Itau
- Norsk Hydro (Sell, TP: NOK55.00) - In-line results and softer cash flow by DnB Markets
- Mapletree Pan Asia Commercial Trust (MPACT SP) by HSBC
- Mapletree Industrial (MINT SP) by HSBC
- Q1-23 a step in the right direction by BNP Paribas Exane
- Forest trumps (and Q''s for mgmt.) by BNP Paribas Exane
- Itaú BBA on Soriana: SSS Underperformance Continued in 1Q23 by Itau
- Aker Biomarine (Hold, TP: NOK38.00) - Q1 broadly in line by DnB Markets
- Volvo Cars (Hold, TP: SEK43.00) - Good quarter but unchanged view by DnB Markets
- BioArctic (Buy, TP: SEK430.00) - Closing in on PDUFA date by DnB Markets
- SKF (Hold, TP: SEK200.00) - Strong report, but ominous signals by DnB Markets
- Lyko Group (Hold, TP: SEK180.00) - Full of highlights by DnB Markets
- Trelleborg (Buy, TP: SEK320.00) - In-line results, limited changes by DnB Markets
- Sinch (Buy, TP: SEK70.00) - The future is looking brighter by DnB Markets
- Jm Ab (Sell, TP: SEK155.00) - Sentiment change needed by DnB Markets
- Royal Unibrew (Buy, TP: DKK720.00) - Slow start to the year by DnB Markets
- Boozt (Hold, TP: SEK125.00) - Cash-flow focus increases by DnB Markets
- Paradox Interactive AB (Hold, TP: SEK260.00) - Still set to be a busy year by DnB Markets
- Epiroc (Hold, TP: SEK215.00) - Holding up on Mining strength by DnB Markets
- Schibsted (Buy, TP: NOK300.00) - Strong ARPA trend across verticals by DnB Markets
- Gjensidige Forsikring (Buy, TP: NOK195.00) - Solid underwriting performance by DnB Markets
- Alligo (Buy, TP: SEK145.00) - Facing weaker markets by DnB Markets
- Konecranes (Buy, TP: EUR39.00) - Strength all over – next step CMD by DnB Markets
- Q1 reporting season kicks off and a new equity issue announced by DnB Markets
- Likely stranded drillships and locals for Petrobras by DnB Markets
- Itaú BBA on Viña Concha y Toro: 1Q23 EBITDA Down 59% YoY, but Initial Signs of Recovery by Itau
- Lemonsoft - Weak start to a difficult year by Danske Bank Equity Research