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EarningsReview / Equity
- SpareBank 1 Helgeland (Buy, TP: NOK147.00) - Returned NII momentum by DnB Markets
- MTG (Buy, TP: SEK105.00) - Play it simple, return to growth by DnB Markets
- Assa Abloy (Buy, TP: SEK325.00) - If you don’t know me by now by DnB Markets
- Valmet (Buy, TP: EUR28.00) - Widespread order misses by DnB Markets
- AMSC ASA (Hold, TP: NOK23.30) - Set to be a derivative of Solstad by DnB Markets
- SSAB (Buy, TP: SEK100.00) - Cash glut and green transition by DnB Markets
- Sparebanken Vest (Buy, TP: NOK122.00) - Enhanced NII tailwinds by DnB Markets
- Jm Ab (Sell, TP: SEK100.00) - Significant miss in Q3 by DnB Markets
- VEF (No_rec, TP: SEK) - Mixed signals by DnB Markets
- Billerud (Buy, TP: SEK126.00) - Earnings growth is on by DnB Markets
- Holmen (Sell, TP: SEK376.00) - Valuation remains too rich by DnB Markets
- Bufab (Buy, TP: SEK345.00) - Organic growth dips, cash flow rips by DnB Markets
- Sparebanken Møre (Buy, TP: NOK93.00) - Improved asset-quality outlook by DnB Markets
- Novozymes (Buy, TP: DKK350.00) - Awaiting final merger approval by DnB Markets
- Paradox Interactive (Buy, TP: SEK285.00) - Focus on Q4 onwards by DnB Markets
- Swedbank (Buy, TP: SEK287.00) - Anticipated NII slowdown by DnB Markets
- Kesko (Hold, TP: EUR16.50) - HOLDing up
Kesko’s Q3 results were resilient overall, despite Grocery Trade’s (GT) profitability missing our expectation. We reiterate our HOLD but have reduced our target price to EUR16.5 (17), after trimming our 2024–2025e c by DnB Markets
- Cargotec (Buy, TP: EUR52.00) - Swift cost actions on the agenda by DnB Markets
- Alligator Bioscience (Buy, TP: SEK1.00) - OPTIMIZE-1 data in Q1 2024e by DnB Markets
- Dometic (Buy, TP: SEK96.00) - Motoring through the storm by DnB Markets
- Essity (Buy, TP: SEK325.00) - Profitability and volumes improving by DnB Markets
- SpareBank 1 Sørøst-Norge (Hold, TP: NOK61.00) - Set to form SpareBank 1 Sør-Norge by DnB Markets
- Komplett (Hold, TP: NOK7.40) - Tough markets, but margins holding by DnB Markets
- Loomis (Buy, TP: SEK425.00) - Capital allocation alternatives by DnB Markets
- Betsson (Buy, TP: SEK160.00) - Profitable expansion continues by DnB Markets
- Schibsted (Buy, TP: NOK290.00) - Q3 beat, but all eyes on Adevinta by DnB Markets
- Stillfront Group (Buy, TP: SEK25.00) - 2023 looks like a lost year by DnB Markets
- AAK (Buy, TP: SEK260.00) - Structurally higher margins by DnB Markets
- Elkem (Hold, TP: NOK18.00) - The downturn deepens by DnB Markets
- Atlas Copco (Hold, TP: SEK145.00) - Strong margins across the board by DnB Markets
- Axfood (Buy, TP: SEK300.00) - Customers stickier for longer by DnB Markets
- ISS (Buy, TP: DKK168.00) - Q3 could be the turning point by DnB Markets
- Kone (Hold, TP: EUR43.00) - Mixed results by DnB Markets
- Coor Service Management (Buy, TP: SEK56.00) - Instituting action programme by DnB Markets
- Bravida (Buy, TP: SEK83.00) - Working capital headwinds by DnB Markets
- Volvo Cars (Sell, TP: SEK33.00) - Roadblocks ahead by DnB Markets
- SpareBank1 SR-Bank (Buy, TP: NOK161.00) - Merger announced after strong Q3 by DnB Markets
- Höegh Autoliners ASA (Buy, TP: NOK124.00) - Committed to shareholder returns by DnB Markets
- Trelleborg (Buy, TP: SEK316.00) - Another undramatic quarter by DnB Markets
- TGS (Hold, TP: NOK150.00) - Solid showing on its own merit by DnB Markets
- Resurs Holding (Hold, TP: SEK24.00) - Margins on the mend by DnB Markets
- PGS (Hold, TP: NOK10.00) - Signs of fading late sales by DnB Markets
- Sats (Buy, TP: NOK14.00) - Fitness reboot by DnB Markets
- Orkla (Hold, TP: NOK78.00) - Biscuit blues, margin woes by DnB Markets
- Otovo (No_rec, TP: NOK) - Recommendation and target price withdrawn by DnB Markets
- Metsa Board (Hold, TP: EUR7.50) - Volume pain continues by DnB Markets
- Evolution (Buy, TP: SEK1640.00) - Dealing with the expansion by DnB Markets
- Nolato (Buy, TP: SEK61.00) - Q3: the free cash flow show by DnB Markets
- Sparebanken Sør (Buy, TP: NOK154.00) - Collecting further repricing benefits by DnB Markets
- Millicom (Buy, TP: SEK255.00) - Seeing clear EFCF turnaround by DnB Markets