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EarningsReview / Equity
- A. P. Møller Mærsk (Buy, TP: DKK13200.00) - We would buy ahead of the CMD by DnB Markets
- Lundin Petroleum (Hold, TP: SEK215.00) - The key catalysts are behind us by DnB Markets
- YIT (Sell, TP: EUR6.40) - We still fear lower starts by DnB Markets
- AcadeMedia AB (Buy, TP: SEK85.00) - Strong start to Vindora acquisition by DnB Markets
- Aker BP ASA (Buy, TP: NOK251.00) - Neutral Q4 report by DnB Markets
- Petroleum Geo-Services (Sell, TP: NOK13.00) - The USD700m question by DnB Markets
- Norway Royal Salmon (Buy, TP: NOK168.00) - ISA related one-offs in Q4 by DnB Markets
- Seafood - The Fat Trout Weekly by DnB Markets
- Rowan (Hold, TP: USD15.00) - Mind the cliff by DnB Markets
- Borregaard (Buy, TP: NOK80.00) - Underappreciated and undervalued by DnB Markets
- Weekly NAV update by DnB Markets
- Husqvarna (Buy, TP: SEK100.00) - Many more years of structural growth to come by DnB Markets
- Metso (Buy, TP: EUR33.00) - Long-term case intact by DnB Markets
- SalMar (Buy, TP: NOK260.00) - Back in our good books by DnB Markets
- Danske Bank (Buy, TP: DKK285.00) - Strong end to 2017 by DnB Markets
- DHT Holdings (Hold, TP: USD4.00) - The bar has been set by DnB Markets
- Stolt-Nielsen (Buy, TP: NOK143.00) - Flat ROCE YOY in Terminals by DnB Markets
- WOOD Flash – Severstal: 4Q17 trading update by Wood and Company
- WOOD Flash – KAZ Minerals: 2017 trading update weaker-than-expected & lower-than-expected guidance for Bozshakol in 2018E by Wood and Company
- WOOD Flash – EVRAZ: 4Q17 trading update – growth in sales qoq, driven by higher semis sales by Wood and Company
- WOOD Flash – Severstal: 4Q – EBITDA & FCF ahead of estimates, but higher capex a risk for dividend outlook by Wood and Company
- Statoil (Buy, TP: NOK193.00) - Set for FCF sweet spot by DnB Markets
- TGS Nopec (Sell, TP: NOK155.00) - Unable to deliver 14% growth by DnB Markets
- Sandvik (Buy, TP: SEK175.00) - ‘Best in class’ in Q4 by DnB Markets
- MTG (Buy, TP: SEK435.00) - More signs of the times by DnB Markets
- Novo Nordisk (Buy, TP: DKK400.00) - by DnB Markets
- Jm Ab (Sell, TP: SEK170.00) - Starts up, risk up by DnB Markets
- DNB (No_rec, TP: NOK) - Positive trend in profitability and payout by DnB Markets
- SKF (Buy, TP: SEK230.00) - Bearing forward by DnB Markets
- Coloplast (Buy, TP: DKK570.00) - by DnB Markets
- Lerøy (Buy, TP: NOK52.00) - Lower costs ahead by DnB Markets
- Norwegian Air Shuttle (Sell, TP: NOK170.00) - by DnB Markets
- Rising swaps and transaction activity by DnB Markets
- Aker BP ASA (Buy, TP: NOK251.00) - Yield and growth – a sweet combo by DnB Markets
- Nokian Tyres (Buy, TP: EUR44.00) - No need to emergency brake by DnB Markets
- Oriflame (Sell, TP: SEK331.00) - Focus on Asia & Turkey by DnB Markets
- Hexpol (Sell, TP: SEK65.00) - Glory days are over by DnB Markets
- Tele2 (Buy, TP: SEK115.00) - Solid guidance on OpFCF by DnB Markets
- Outotec (Hold, TP: EUR7.60) - Strong orders enough for now by DnB Markets
- Fortum (Hold, TP: EUR18.80) - Lack of short-term triggers by DnB Markets
- Trelleborg (Hold, TP: SEK210.00) - Investing in growth affecting leverage by DnB Markets
- WOOD Flash – Electrica: 3Q17 results conference call summary by Wood and Company
- WOOD Flash – DP Eurasia: trading update by Wood and Company
- WOOD Flash – MMK: 4Q trading update – weaker volumes qoq, but higher price growth than peers by Wood and Company
- WOOD Flash – NLMK: 4Q17 production results – higher-than-expected volumes, beating seasonal weakness by Wood and Company
- WOOD Flash – Grivalia: 4Q17 – higher expenses drive miss on FFO (BVPS EUR 9.3; FFOPS EUR 0.37) by Wood and Company
- Statoil (Buy, TP: NOK193.00) - Set for FCF sweet spot by DnB Markets
- Vitrolife (Hold, TP: SEK670.00) - Set to break SEK1bn in sales by DnB Markets
- Prosafe (Sell, TP: NOK9.00) - A non-event by DnB Markets
- Fabege (Hold, TP: SEK170.00) - Forecasts cut on delays, guidance and interest rate by DnB Markets