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EarningsReview / Equity
- Borr Drilling (Buy, TP: NOK110.00) - Set to shine in 2024e by DnB Markets
- Alvotech (Buy, TP: USD11.00) - Key FDA inspection in January 2024 by DnB Markets
- UPM-Kymmene - Weaker pulp market limits upside by Danske Bank Equity Research
- SCA - Pulp and forestland weaker; down to Sell by Danske Bank Equity Research
- Holmen - Forestlands buckling; down to Hold by Danske Bank Equity Research
- Very bearish scenario reflected by BNP Paribas Exane
- Back to Essentials by BNP Paribas Exane
- Top pick for 2024 & amyloidosis deep dive by BNP Paribas Exane
- To give you a flavour by BNP Paribas Exane
- Feedback From Verizon Ahead of 4Q23 by BNP Paribas Exane
- INVEST SECURITIES – VALBIOTIS : Ultime levée avant l'autofinancement - SOUSCRIRE vs ACHAT, OC 10,1€ vs 13,0€ by Invest Securities
- Immix Biopharma - Encouraging stream of ALA data newsflow by Edison Investment Research
- Non material data changes by BNP Paribas Exane
- abrdn Asian Income Fund - Quality and value focus with an attractive yield by Edison Investment Research
- OSE Immunotherapeutics - Timely FR104/VEL-101 update with Phase II plans by Edison Investment Research
- discoverIE Group - Resilience from focus on strategic growth markets by Edison Investment Research
- FQ2’24 postview: Another noisy quarter, but a cleaner FY’25 taking shape by BNP Paribas Exane
- Nano Dimension - Outlining the path to profitabililty by Edison Investment Research
- Eagle Bulk Shipping (Buy, TP: USD48.00) - Star Bulk offers USD52.3/share by DnB Markets
- Elektroimportøren (Buy, TP: NOK18.00) - Early signs of improvement by DnB Markets
- Lerøy Seafood (Buy, TP: NOK52.00) - Below consensus for Q4e by DnB Markets
- Genmab (Buy, TP: DKK2600.33) - R&D expectations set for 2024 by DnB Markets
- UPM (Buy, TP: EUR47.00) - Earnings growth is on by DnB Markets
- Valuation update by DnB Markets
- Margins normalising by BNP Paribas Exane
- Systemair (Buy, TP: SEK90.00) - Green shoots by DnB Markets
- Scope for further generous distributions by DnB Markets
- Stora Enso - Market outlook not supportive near term by Danske Bank Equity Research
- Metsä Board - Recovery still pending by Danske Bank Equity Research
- Great Expectations by BNP Paribas Exane
- Healthcare fix & evidence of LS recovery required by BNP Paribas Exane
- Investing today for a brighter tomorrow by BNP Paribas Exane
- On its way to the top by BNP Paribas Exane
- Valuation Station - Baby it’s cold outside by BNP Paribas Exane
- Billerud - Limited upside as packaging to remain weak into H1 by Danske Bank Equity Research
- Vianet Group - 1HFY24 results - As expected, 2HFY24 stronger by Capital Access Group
- Baillie Gifford China Growth Trust - China’s recovery well worth the wait by Edison Investment Research
- Vection Technologies - Established strategy to drive scalable growth by Edison Investment Research
- Prices, volumes, arbitrage opportunities, and implications on company profits by BNP Paribas Exane
- 2Q24 Preview: Thoughts Ahead of the Print by BNP Paribas Exane
- FAA reignites PW1100G debate with proposed AD by BNP Paribas Exane
- by BNP Paribas Exane
- Star Bulk (Buy, TP: USD21.00) - Set to acquire Eagle Bulk for shares by DnB Markets
- Sandvik (Hold, TP: SEK215.00) - Q4e similar to Q3 by DnB Markets
- Komplett (Buy, TP: NOK12.00) - At a turning point by DnB Markets
- Millicom (Buy, TP: SEK255.00) - Colombia at a crossroads by DnB Markets
- Nyfosa (Buy, TP: SEK87.00) - Saved by the bell, now more to give by DnB Markets
- Genmab (Buy, TP: DKK2600.00) - R&D expectations set for 2024 by DnB Markets
- ITC Analyst Meet - What’s next after 2x in 2y by BNP Paribas Exane
- Playing to the themes by BNP Paribas Exane