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EarningsReview / Equity
- Negative UPS readthrough? Quite the opposite. by BNP Paribas Exane
- Kinsus (3189 TT) by HSBC
- BBVA - We welcome reduced sensitivity to rates; Buy by JB Capital Markets
- Modest 4Q23 miss, more than offset by robust 2024 guide by BNP Paribas Exane
- Kesko - Exemplary margin management by Danske Bank Equity Research
- Epwin Group - Solid H223 leads to useful earnings upgrade by Edison Investment Research
- KPIT Technologies Ltd (KPITTECH IN) by HSBC
- Non material data changes by BNP Paribas Exane
- FLSmidth & Co - One small step for man, one giant leap for FLS by Danske Bank Equity Research
- Vinhomes JSC (VHM VM) by HSBC
- Don’t get distracted by the beat by BNP Paribas Exane
- Feedback from sell-side meeting with CEO by BNP Paribas Exane
- 2024 guidance unchanged; deceleration of KPIs a headwind by BNP Paribas Exane
- Cost headaches spoiling a solid quarter by BNP Paribas Exane
- 4Q23 Quick Take by BNP Paribas Exane
- Arctic Bioscience (Hold, TP: NOK10.00) - HeROPA readout expected in Q3 by DnB Markets
- Hexagon Purus (Buy, TP: NOK13.00) - Capacity ramp-up taking longer by DnB Markets
- DHT Holdings (Buy, TP: USD12.50) - First-rate tanker exposure by DnB Markets
- Lundbeck (Buy, TP: DKK44.00) - Focus on guidance and M&A by DnB Markets
- B2Impact (Buy, TP: NOK10.50) - Well positioned for growth by DnB Markets
- Jm Ab (Sell, TP: SEK130.00) - KPI boost, but weak margins by DnB Markets
- Ncc (Buy, TP: SEK150.00) - Tax-driven EPS beat by DnB Markets
- Valuation update by DnB Markets
- Itaú BBA on GCC: Strong 4Q23, Thanks to Better Prices And Costs by Itau
- Petronet LNG Ltd (PLNG IN) by HSBC