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EarningsReview / Equity
- Read across: P&G Q224 conf call: colour on US & China by BNP Paribas Exane
- 2024 ODDO BHF Forum: the 3 “T”s - Transparency, Talent and Transition - are this year’s buzzwords by Oddo BHF
- Entering the sector downcycle as a proven turnaround by BNP Paribas Exane
- Lowering our estimates; FY23 EBITDA still expected at high end of guidance by BNP Paribas Exane
- Alleima - Well positioned for 2024 by Danske Bank Equity Research
- Beat and raise, but short-term risks by BNP Paribas Exane
- Emerson Electric (EMR US) by HSBC
- Non material data changes by BNP Paribas Exane
- OX2 - Initiation of coverage - High energy (r)evolution by DnB Markets
- Valmet (Buy, TP: EUR30.00) - Focus on orders and guidance by DnB Markets
- Kinnevik (Buy, TP: SEK145.00) - Darkest before the dawn by DnB Markets
- Truecaller (Buy, TP: SEK40.00) - Continued weak advertising market by DnB Markets
- Ericsson (Buy, TP: SEK76.00) - Not a top-line case by DnB Markets
- Valuation update by DnB Markets
- Clicks Group (CLS SJ) by HSBC
- Informa (INF LN) by HSBC
- Deep cut - the EU’s 90% target by BNP Paribas Exane
- Just Rent It by BNP Paribas Exane
- Topdanmark - Hold: Not the best start for Oona by Nordea
- An important first step by BNP Paribas Exane
- Top trucks, big bucks by BNP Paribas Exane
- Outlook 2024 - Friends: Pivot, Pivot, Pivot! by BNP Paribas Exane
- Prices, volumes, arbitrage opportunities, and implications on company profits by BNP Paribas Exane
- Flat 2024 guidance confirmed, strong 2025 taking shape by BNP Paribas Exane
- Advicenne - Confirmation du décollage des ventes de Sibnayal® by MidCap Partners