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EarningsReview / Equity
- It''s complicated, at least at home by BNP Paribas Exane
- Q2-23: our first take by BNP Paribas Exane
- Weekly prescription tracker by BNP Paribas Exane
- Addtech - Slowing growth by Danske Bank Equity Research
- Castellum - Ready to act as financial markets stabilise by Danske Bank Equity Research
- KlaraBo - High growth with cost control by Danske Bank Equity Research
- Gjensidige - Another weak quarter behind us by Danske Bank Equity Research
- Ericsson - Deja vu by Danske Bank Equity Research
- Bonds are back!? by BNP Paribas Exane
- Pandox (Buy, TP: SEK150.00) - Business demand rebounding by DnB Markets
- Gjensidige Forsikring (Buy, TP: NOK185.00) - Claims frequency on the rise by DnB Markets
- Orkla (Hold, TP: NOK80.00) - Q2 above by DnB Markets
- Aker Biomarine (Buy, TP: NOK45.00) - Neutral Q2 by DnB Markets
- XXL (No_rec, TP: NOK) - Taking action by DnB Markets
- Entra (Hold, TP: NOK105.00) - May need NOK7bn–8bn in equity by DnB Markets
- Storebrand (Buy, TP: NOK109.00) - NOK1bn in H2 2023e buybacks by DnB Markets
- Orkla (Hold, TP: NOK84.00) - Times are changing by DnB Markets
- Sparebanken Øst (Hold, TP: NOK49.00) - Addressing capital efficiency by DnB Markets
- Arjo (Buy, TP: SEK55.00) - Solid Q2 by DnB Markets
- Storebrand - Disappointing operations but improving Solvency by Danske Bank Equity Research
- Axfood - Surfing the end of the high inflation wave by Danske Bank Equity Research
- Vitrolife (Buy, TP: SEK280.00) - Q2 softer than expected by DnB Markets
- Elisa (Hold, TP: EUR50.00) - IDS recovery expected in H2 by DnB Markets
- Fortnox (Buy, TP: SEK83.00) - Q2 strong all around by DnB Markets
- Embracer Group (Buy, TP: SEK45.00) - In search of cash-flow execution by DnB Markets
- Avanza - NII saved the day by Danske Bank Equity Research
- Solid operationally, but buyback plans dragging by BNP Paribas Exane
- FPT Corp (FPT VN) by HSBC
- Wallenstam AB - Starting projects again, but slowly by Danske Bank Equity Research
- Bergman & Beving - Ample room for further progress by Danske Bank Equity Research
- From second to first derivative by BNP Paribas Exane
- HMS Networks - Q2 not as bad as the market thought by Danske Bank Equity Research
- Risk off in EM debt by BNP Paribas Exane
- Axfood (Buy, TP: SEK280.00) - Q2 beat by DnB Markets
- Axfood (Buy, TP: SEK295.00) - Customer satisfaction by DnB Markets
- Tomra (Sell, TP: NOK140.00) - Revenue beat offset by higher costs by DnB Markets
- Mowi (Buy, TP: NOK237.00) - Q2 trading update by DnB Markets
- Airthings (Buy, TP: NOK4.00) - Impressive performance in light of macroeconomic backdrop by DnB Markets
- Avanza Bank (Hold, TP: SEK223.00) - Rising NII reliance by DnB Markets
- Peab (Hold, TP: SEK47.00) - Fair Q2, but weaker on KPIs by DnB Markets
- Elkem (Hold, TP: NOK25.00) - Silicones remains loss-making by DnB Markets
- Topdanmark (Hold, TP: DKK335.00) - Increasing Motor claims frequency by DnB Markets
- Seafood - Fat Trout Weekly by DnB Markets
- Norske Skog (Buy, TP: NOK90.00) - Mixed Q2, but more good than bad by DnB Markets
- Topdanmark - Still many questions unanswered by Danske Bank Equity Research
- WithSecure - Increased competition in a slowing market by Danske Bank Equity Research
- Boliden (Hold, TP: SEK340.00) - Elevated risks ahead of Q2 by DnB Markets
- Lime Technologies (Buy, TP: SEK300.00) - Solid execution by DnB Markets
- HMS Networks (Buy, TP: SEK500.00) - Overreaction to temporary Q2 miss by DnB Markets
- Castellum (Buy, TP: SEK125.00) - Solid start to rebuild trust by DnB Markets