Back to the main directory
EarningsReview / Equity
- Charter 4Q23 Results by BNP Paribas Exane
- Vanguard Int'l Semicon (5347 TT) by HSBC
- Smiths News - On track to meet guidance by Edison Investment Research
- And then what? by BNP Paribas Exane
- CHTR 4Q23 Conf Call and Q's for Management by BNP Paribas Exane
- Itaú BBA on Southern Copper: Weaker-Than-Expected Copper Volumes by Itau
- Itaú BBA on Grupo Mexico: 4Q23 Miss on Weaker-Than-Expected Mining Results by Itau
- Husqvarna - Improving profitability despite weak demand by Danske Bank Equity Research
- Itaú BBA on Santander Chile: 4Q23 – the First Green Shoots by Itau
- Volvo Cars (Hold, TP: SEK35.00) - Distributing the elephant in the room by DnB Markets
- PGS (Hold, TP: NOK6.50) - Tagging along by DnB Markets
- Euronav (Hold, TP: USD17.90) - Last quarter as pure tanker name by DnB Markets
- ALK-Abello (Buy, TP: DKK127.00) - Looking for continued tablet growth by DnB Markets
- DSV (Buy, TP: DKK1465.00) - 2024 yields stabilisation by DnB Markets
- Chr. Hansen (No_rec, TP: DKK) - Discontinuing coverage by DnB Markets
- Dorian LPG (Hold, TP: USD41.80) - Near-term headwinds by DnB Markets
- Danske Bank (Buy, TP: DKK230.00) - Set for excess capital distribution by DnB Markets
- AFRY Minor model adjustments by DnB Markets
- Weekly news, topics & discussion by DnB Markets
- Q4s, a tender offer and a bond issue by DnB Markets
- Tata Motors (TTMT IN) by HSBC
- Industrivärden (Hold, TP: SEK340.00) - Value well reflected at these levels by DnB Markets
- JSW Infrastructure (JSWINFRA IN) by HSBC
- Strong growth priced in by BNP Paribas Exane
- State Bank of India (SBIN IN) by HSBC
- KDDI Corp (9433 JP) by HSBC
- FQ4’23 postview: Steady improvements all round, despite ongoing AWS share loss by BNP Paribas Exane
- In line 4Q/FY23, soft FY24 outlook by BNP Paribas Exane
- SK IE Technology (361610 KS) by HSBC
- There is upside to being reasonable by BNP Paribas Exane
- 2024 optimism may be misplaced by BNP Paribas Exane
- Konecranes - Good outlook and low valuation, but may lack triggers by Danske Bank Equity Research
- End of destocking hints at earnings recovery by BNP Paribas Exane
- A resetting event? Not quite by BNP Paribas Exane
- TGS (Hold, TP: NOK105.00) - Not enough fish in the sea by DnB Markets
- Electrolux Professional (Hold, TP: SEK62.00) - Signs of improvement in the US by DnB Markets
- Evolution (Buy, TP: SEK1700.00) - Stabilising Live growth is promising by DnB Markets
- Stolt-Nielsen (Buy, TP: NOK500.00) - Solid outlook for 2024e earnings by DnB Markets
- Hexagon (Buy, TP: SEK140.00) - Short story closed by DnB Markets
- SBB Norden (No_rec, TP: SEK) - Recommendation and target price
withdrawn by DnB Markets
- Konecranes (Buy, TP: EUR50.00) - On the right track by DnB Markets
- Peab (Hold, TP: SEK52.00) - Q4 as warned by DnB Markets
- Seafood - Fat Trout Weekly by DnB Markets
- Valuation and market update by DnB Markets
- Vitrolife (Buy, TP: SEK230.00) - No drama in pre-announced Q4 by DnB Markets
- Surgical Science (Buy, TP: SEK241.00) - Still-tough comparables in Q4e by DnB Markets
- Trelleborg (Hold, TP: SEK350.00) - Becoming less negative on 2024e by DnB Markets
- Delhivery (DELHIVER IN) by HSBC
- Growth catalysts delayed by BNP Paribas Exane
- Loan growth and credit cost were the highlights by BNP Paribas Exane