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EarningsReview / Equity
- Swedbank - Current P/BV for this delivery is just wrong by Danske Bank Equity Research
- Diverse Income Trust (The) - Delivering on its income and growth mandate by Edison Investment Research
- Tele2 - A cold capex shower by Danske Bank Equity Research
- Delivering in Wealth, providing positive updates by BNP Paribas Exane
- SEB - Another outstanding bank report by Danske Bank Equity Research
- What a difference a year makes. Or does it? by BNP Paribas Exane
- Going Awry in July by BNP Paribas Exane
- Solid results, but margin weakness creates some uncertainty by BNP Paribas Exane
- Still not the peak by BNP Paribas Exane
- Q2 more resilient than expected by BNP Paribas Exane
- Arctic Bioscience (Hold, TP: NOK10.00) - Patient recruitment is key concern by DnB Markets
- Kinnevik (Hold, TP: SEK145.00) - VC reset increasingly priced in by DnB Markets
- SCA (Buy, TP: SEK185.00) - Harsh markets but robust company by DnB Markets
- Instalco AB (Buy, TP: SEK65.00) - Set for continued solid execution by DnB Markets
- DSV (Buy, TP: DKK1610.00) - Yields set to remain resilient in Q2e by DnB Markets
- UPM (Buy, TP: EUR42.00) - Separating the wheat from the chaff by DnB Markets
- Corem (Hold, TP: SEK6.50) - Active seller, and more to come by DnB Markets
- Royal Unibrew (Buy, TP: DKK720.00) - Sunny start, with clouds moving in by DnB Markets
- Dometic (Buy, TP: SEK96.00) - Navigating chopping waters by DnB Markets
- Borregaard (Buy, TP: NOK200.00) - Flexing its diversification muscle by DnB Markets
- Epiroc (Hold, TP: SEK210.00) - Solid Q2, but FX hurts estimates by DnB Markets
- SEB (Buy, TP: SEK162.00) - Full steam but keeping cool by DnB Markets
- Lyko Group (Hold, TP: SEK165.00) - Growth hurting margins by DnB Markets
- ICICI Lombard (ICICIGI IN) by HSBC
- Darktrace Limited (DARK LN) by HSBC
- 2Q results: first reactions by BNP Paribas Exane
- Alligo Group - Synergies outweighed the weaker end markets by Danske Bank Equity Research
- Adjusting estimates and valuation following the capital increase by BNP Paribas Exane
- Little new news sometimes is good news by BNP Paribas Exane
- Dometic - Staying on the right side of the fence by Danske Bank Equity Research
- Raising forecasts on strong execution and buyback by BNP Paribas Exane
- Lyko - Treading water by Danske Bank Equity Research
- Kemira - Pulp & paper weighs on earnings momentum by Danske Bank Equity Research
- IndusInd Bank (IIB IN) by HSBC
- Lyko Group (Hold, TP: SEK185.00) - Weak Q2 by DnB Markets
- Gentian Diagnostics (Buy, TP: NOK53.00) - Things moving in the right direction by DnB Markets
- Investor (Buy, TP: SEK245.00) - Outperformer at a 19% discount by DnB Markets
- Metsa Board (Hold, TP: EUR8.00) - Too-strong market headwinds by DnB Markets
- Nordic Paper Holding (Buy, TP: SEK42.00) - Healthy earnings outlook remains by DnB Markets
- Husqvarna (Hold, TP: SEK100.00) - Muddling through by DnB Markets
- Ncc (Buy, TP: SEK140.00) - Margin-driven beat in Q2 by DnB Markets
- Tele2 (Buy, TP: SEK100.00) - Still a bird in the hand by DnB Markets
- Carlsberg (Buy, TP: DKK1275.00) - Solid H1e by DnB Markets
- Swedbank (Buy, TP: SEK280.00) - High returns, low risk and low P/BV by DnB Markets
- Kesko (Buy, TP: EUR23.00) - More challenging 2023 outlook by DnB Markets
- Schibsted (Buy, TP: NOK280.00) - The gloves are on by DnB Markets
- Lyko Group (Hold, TP: SEK165.00) - Growth hurting margins by DnB Markets
- Camurus (Buy, TP: SEK380.00) - Strong earnings and positive pipeline growth in Q2 by DnB Markets
- Itaú BBA on Liverpool: In-Line 2Q23, Online Sales Reach 27% Share by Itau
- Nel - Strong momentum continues by Danske Bank Equity Research