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EarningsReview / Equity
- Refreshing estimates by BNP Paribas Exane
- 广汽集团（601238 CH/2238 HK） by HSBC
- Itaú BBA on Vibra: Weaker-than-Expected 1Q23 Results by Itau
- Itaú BBA on Azul: Details of Leasing Restructuring Are the Highlight of 1Q23 by Itau
- ItauBBA on Locaweb - Positive 1Q23 – Paving the Way for Better Momentum by Itau
- Positive news on margins - focus is on the CMD by BNP Paribas Exane
- Solid, but lack of volume growth remains a concern by BNP Paribas Exane
- Good start, already priced in by consensus by BNP Paribas Exane
- Muangthai Capital PCL (MTC TB) by HSBC
- CSAM Health (Buy, TP: NOK55.00) - Solid recurring revenue growth by DnB Markets
- Self Storage Group ASA (Hold, TP: NOK26.00) - Underlying results in line by DnB Markets
- Salmones Camanchaca (Buy, TP: NOK67.00) - In line with consensus for Q1e by DnB Markets
- Further look at Norway semi market post new tenders by DnB Markets
- Scor (SCR FP) by HSBC
- Itaú BBA on Davivienda: Negative 1Q23 Results, Mostly Due to Higher CoR and Derivatives by Itau
- Prices, volumes, arbitrage opportunities, and implications on company profits by BNP Paribas Exane
- Navigator - Destocking underway, demand reactivation pending; we reiterate Neutral by JB Capital Markets
- M2i Formation - CA T1 2023 by MidCap Partners
- Plastivaloire - Très fort rebond de la croissance by MidCap Partners
- Freelance.com - Début d’année solide, comme attendu by MidCap Partners
- 恒生电子（600570 CH） by HSBC
- Technoprobe - 2Q23 OUTLOOK SLIGHTLY BETTER, GRADUAL RECOVERY IN 2H23 by Equita Sim
- Esprinet - A Strategy That Offers Certainty in an Uncertain Market by MidCap Partners
- Hundsun (600570 CH) by HSBC
- Is Walmart Pushing Back on Pricing? by BNP Paribas Exane
- GAC Group (601238 CH/2238 HK) by HSBC
- Ondine Biomedical - Proprietary platform testing standard of care by Edison Investment Research
- A strong Q1, guidance upgraded, but fairly valued by BNP Paribas Exane
- Itaú BBA on BB Seguridade: Strong 1Q23 Results, in Line With Expectations by Itau
- Q1-23: continued strength in used car market by BNP Paribas Exane
- Leverage, costs and momentum remain headwinds by BNP Paribas Exane
- SJM Holdings (880 HK) by HSBC
- Itaú BBA on Raízen: 4Q23 Conference Call Highlights by Itau
- Evolution (Buy, TP: SEK1750.00) - Solid start to ‘Funky Time’ by DnB Markets
- Aurora Eiendom (Buy, TP: NOK120.00) - Solid Q1 by DnB Markets
- Wilh. Wilhelmsen Holding (Buy, TP: NOK455.00) - Strong Q1; still ~50% discount by DnB Markets
- Golar LNG Minor model adjustments by DnB Markets
- Itaú BBA on PetroReconcavo: April Operational Data – Flat Production Despite Maintenance by Itau
- Itaú BBA on SMU: In-Line 1Q23 Results by Itau
- Pueblo Viejo Site Visit Takeaways by BNP Paribas Exane
- BCP - Positive 1Q23 results and capital beats (high) expectations; reiterating Buy by JB Capital Markets
- Colonial - 1Q23 Results: Strong KPIs and open door for more disposals; Neutral by JB Capital Markets
- Nu Holdings (NU US) by HSBC
- Esprinet - Une stratégie qui apporte une certitude dans un marché incertain by MidCap Partners
- CLP Holdings (2 HK) by HSBC
- M2i Formation - Q1’23 Revenue Review by MidCap Partners
- Freelance.com - Strong Start to the Year, as Expected by MidCap Partners
- Plastivaloire - Growth’s Strong Rebound by MidCap Partners
- INVEST SECURITIES - OSE IMMUNO : Fin de la collaboration avec Servier… attendue ? - ACHAT, OC 8,26€ (vs 10,3€) by Invest Securities
- Still no visibility on DAXXIFY by BNP Paribas Exane