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EarningsReview / Equity
- 中际旭创(300308 CH) by HSBC
- Rallis India (RALI IN) by HSBC
- Q2: no peak, no CRE-eek by BNP Paribas Exane
- Semicon West 23: a glimpse into the recovery ahead by BNP Paribas Exane
- Bravida (Buy, TP: SEK130.00) - Strong consolidator at a discount by DnB Markets
- Scandic Hotels (Buy, TP: SEK68.00) - Undervalued value chain by DnB Markets
- SBB Norden (Sell, TP: SEK4.00) - 40% NAV drop QOQ by DnB Markets
- Nel (Sell, TP: NOK7.00) - Downside potential remains by DnB Markets
- Genmab (Sell, TP: DKK2650.00) - Set for higher costs in Q2e by DnB Markets
- Wallenstam (Sell, TP: SEK33.00) - Awaiting better market conditions by DnB Markets
- Bergman & Beving (Buy, TP: SEK165.00) - Much-improved FCF generation by DnB Markets
- Collector Bank (Buy, TP: SEK40.00) - Calm and collected by DnB Markets
- The bite of interest by BNP Paribas Exane
- Store wars: the rise of rates by BNP Paribas Exane
- Higher for longer by BNP Paribas Exane
- When no news is good news by BNP Paribas Exane
- Investor - Continued superior growth by Danske Bank Equity Research
- Investor - Buy/SEK 232 (237): Still more to come for Patricia Industries by Nordea
- Orion - Buy/EUR 47 (49): Worse than expected but H2 looks brighter by Nordea
- Volati - Hold: Cost initiatives dampening H2 headwinds by Nordea
- Catana Group SA - T3 : tendance haussière confirmée by MidCap Partners
- INVEST SECURITIES – TRANSGENE : Ventes des actions TASLY, renforcement de 14m€ - ACHAT, 5,4€ by Invest Securities
- Streamwide - Trend in line with expectations by MidCap Partners
- IRLAB Therapeutics - Phase IIb pirepemat obtains safety milestone by Edison Investment Research
- Balder - Stable and predictable with reiterated guidance by Danske Bank Equity Research