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EarningsReview / Equity
- Pandora - Running out of the surprise factor by Danske Bank Equity Research
- Carlsberg - Growth at the top of the agenda by Danske Bank Equity Research
- FY23 results and 15 questions for management by BNP Paribas Exane
- DBS Group Holdings Ltd (DBS SP) by HSBC
- First take on Q4 results by BNP Paribas Exane
- 2Q24 beat, 2024E adj. guidance unch. (lower GAAP guidance) by BNP Paribas Exane
- Bilia AB (Buy, TP: SEK150.00) - Mixed Q4 by DnB Markets
- Assa Abloy (Buy, TP: SEK325.00) - Stable assa rock by DnB Markets
- AFRY (Hold, TP: SEK170.00) - Potential Infrastructure turnaround by DnB Markets
- ChemoMetec (Buy, TP: DKK525.00) - Relief on improved momentum by DnB Markets
- Multiconsult (Buy, TP: NOK160.00) - Operationally leveraged Q4 beat by DnB Markets
- Svenska Handelsbanken (Buy, TP: SEK142.00) - Green shoots on capital and costs by DnB Markets
- AAK (Buy, TP: SEK270.00) - Nearing 10% EBIT margin by DnB Markets
- Storebrand (Buy, TP: NOK118.00) - Further insurance repricing needed by DnB Markets
- Equinor (Hold, TP: NOK300.00) - Staying overcapitalised for longer by DnB Markets
- Lundbeck (Buy, TP: DKK44.00) - New guidance structure by DnB Markets
- Securitas (Buy, TP: SEK158.00) - Back to investment grade by DnB Markets
- A trade-off between margin and growth by BNP Paribas Exane
- Equinor - We want focus on 2024, not 2035 by Danske Bank Equity Research
- On the road with Givaudan by BNP Paribas Exane
- Execution hurdle heightens despite strong backlog growth by BNP Paribas Exane
- Valmet - Resilient earnings, but a slow recovery by Danske Bank Equity Research
- Rockwool - Hold: Uncertainty for 2024, but buyback made the day by Nordea
- Storebrand - Buy/NOK 104: Q4 results largely a distraction by Nordea
- Vestas Wind Systems - Buy/DKK 245 (235): Strong on all lines, impressive underlying margin by Nordea
- AAK - Batter up – keep buying by Danske Bank Equity Research
- Concentric - Destocking doesn’t change solid growth prospects by Danske Bank Equity Research
- A decent print, but what’s next by BNP Paribas Exane
- Quick look: Q4 mixed print and FY 2024 below Cons by BNP Paribas Exane
- Management Meeting Takeaways by BNP Paribas Exane
- More with more by BNP Paribas Exane
- AAK (Buy, TP: SEK260.00) - Yet another strong quarter by DnB Markets
- Husqvarna (Sell, TP: SEK63.00) - Under pressure by DnB Markets
- Paradox Interactive (Buy, TP: SEK280.00) - Set for strong 2024e earnings by DnB Markets
- A. P. Møller Mærsk (Sell, TP: DKK10400.00) - Expect the unexpected by DnB Markets
- Byggfakta Group (Buy, TP: SEK57.00) - We still expect a raised bid by DnB Markets
- Schibsted (Hold, TP: NOK320.00) - News Media disguises softness by DnB Markets
- Norion Bank (Buy, TP: SEK52.00) - A dividend offer you can’t ignore by DnB Markets
- Lindab International (Buy, TP: SEK250.00) - M&A adds value by DnB Markets
- Bilia AB (Buy, TP: SEK145.00) - Car recovery delayed to H2 2024e by DnB Markets
- Valmet (Buy, TP: EUR30.00) - Solid Q4, optimism for 2024 by DnB Markets
- Itaú BBA on Axtel: EBITDA Beat Drives FY23 Figures Above Guidance by Itau
- Wynn Macau (1128 HK) by HSBC
- Valmet - Buy/EUR 31.90 (31.40): 2024 looking relatively stable overall by Nordea
- Commodity constrained by BNP Paribas Exane
- Self-Help Story Still Needs Volume by BNP Paribas Exane
- Sanoma - Buy/EUR 7.40 (8.70): Guidance partly anticipated, partly disappointing by Nordea
- Securitas - Buy/SEK 130: Cashflow bonanza by Nordea
- Svenska Handelsbanken - Hold: Front-end-loaded DPS, but reflected in valuation by Nordea
- Will capital return? by BNP Paribas Exane