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EarningsReview / Equity
- Enento Group - Solid margins, but risks remain on growth by Danske Bank Equity Research
- Well placed to outperform its markets by BNP Paribas Exane
- Sanitising crop protection estimates post FMC warning by BNP Paribas Exane
- Infosys (INFO IN) by HSBC
- Destocking dampens near-term outlook by BNP Paribas Exane
- PGS - Q2 beat insufficient to grow the cash position by Danske Bank Equity Research
- Telia Company - The sun doesn’t always shine on TV by Danske Bank Equity Research
- Hindustan Unilever (HUVR IN) by HSBC
- Q1 better than expected, FY 24 guidance remains ambitious by BNP Paribas Exane
- Essity (Buy, TP: SEK330.00) - Q2 miss by DnB Markets
- SKF (Hold, TP: SEK200.00) - Welcome margin progress in Auto by DnB Markets
- Electrolux (Hold, TP: SEK135.00) - Stay on the side-lines by DnB Markets
- Telia Company (Buy, TP: SEK35.00) - Solid EBITDA growth in H2e by DnB Markets
- Komplett (Hold, TP: NOK12.50) - Not out of the woods yet by DnB Markets
- ABB (Hold, TP: SEK450.00) - Targets could be raised at CMD by DnB Markets
- Cargotec (Buy, TP: EUR60.00) - Earnings quality shining through by DnB Markets
- Metso (Buy, TP: EUR13.00) - Expecting more positive news by DnB Markets
- Beijer Ref (Hold, TP: SEK145.00) - Uncertain growth environment by DnB Markets
- Itaú BBA on Kimberly Clark: Sound 2Q23 – Margin Recovery Accelerated by Itau
- Itaú BBA on GF Banorte: In-Line 2Q23 but a Misleading NIM at the Group Level by Itau
- Itaú BBA on Parque Arauco: In-Line 2Q23 – Occupancy Rate Keeps Improving by Itau
- Byggfakta Group - Growth should improve from here by Danske Bank Equity Research
- BHG Group - Stronger than expected cash flow lowers the risk by Danske Bank Equity Research
- F-Secure - Slow growth continues but long-term case intact by Danske Bank Equity Research
- Is a 110% payout ratio sustainable? by BNP Paribas Exane
- Modern Times Group - Progressing on trendline towards 2023 outlook by Danske Bank Equity Research
- Telenor - Proven growth ability – cash flow generation next by Danske Bank Equity Research
- H123 results and 15 questions for management by BNP Paribas Exane
- Kone - Market outlook weakens by Danske Bank Equity Research
- Conference Call Takeaways - Focus on fab by BNP Paribas Exane
- Mips - All eyes on 2024 by Danske Bank Equity Research
- Coforge Ltd (COFORGE IN) by HSBC
- Q2 beat on lower costs by BNP Paribas Exane
- Q2''23 Net pricing and FX delivering a long-telegraphed beat, plus a small raise by BNP Paribas Exane
- Komplett (Hold, TP: NOK14.00) - Q2 broadly in line by DnB Markets
- Novozymes (Hold, TP: DKK372.00) - Q2e organic growth below guidance by DnB Markets
- Bonava (Hold, TP: SEK19.00) - Weak Q2 – more to come by DnB Markets
- Pandora (Buy, TP: DKK815.00) - Q2e likely to outshine consensus by DnB Markets
- Alfa Laval (Buy, TP: SEK440.00) - From cyclical to structural growth by DnB Markets
- Nolato (Buy, TP: SEK67.00) - Slight headwinds, but OK overall by DnB Markets
- Essity (Buy, TP: SEK315.00) - Value beyond 2023e by DnB Markets
- MTG (Buy, TP: SEK90.00) - Potential recovery in the making by DnB Markets
- Polycab India Limited (POLYCAB IN) by HSBC
- Itaú BBA on Vesta: Solid 2Q23 & Upward Revision of Guidance for 2023 by Itau
- Itaú BBA on Terrafina: Good, but Expected, 2Q23 Results by Itau
- Havells India Limited (HAVL IN) by HSBC
- Metso - Margin expansion continues by Danske Bank Equity Research
- Electrolux - Shares back to where they were in Q1 by Danske Bank Equity Research
- Light up the future by BNP Paribas Exane
- UK construction: Let''s rate and see by BNP Paribas Exane