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EarningsReview / Equity
- Nyfosa (Hold, TP: SEK100.00) - Sector outperformance petering out by DnB Markets
- Norconsult (Buy, TP: NOK31.50) - Billing ratio in focus by DnB Markets
- Nordnet (Buy, TP: SEK220.00) - Higher activity swelling margins by DnB Markets
- Epiroc (Buy, TP: SEK230.00) - Mix headwind, benefits to come by DnB Markets
- Boliden (Buy, TP: SEK420.00) - In a sweet spot by DnB Markets
- Agilyx (Buy, TP: NOK40.00) - Progressing as planned by DnB Markets
- Jm Ab (Sell, TP: SEK155.00) - Q1 EPS miss by DnB Markets
- Beijer Ref (Hold, TP: SEK156.00) - Building (cash flow) confidence by DnB Markets
- Q1 beat on margins; ’24 guidance raised slightly, but Q2 EPS guidance weak by BNP Paribas Exane
- Itaú BBA on GCC: Solid 1Q24 Results; Off To A Good Start For 2024 by Itau
- Itaú BBA on Chedraui: Strong but Expected 1Q24 Results by Itau
- Itaú BBA on Liverpool: Solid Start of the Year, Strong Consensus Beat by Itau
- Q1 orders and revenues beat. Q2 revenue guide beat. 2024 approx. in-line by BNP Paribas Exane
- AFRY - Small steps in the right direction by Danske Bank Equity Research
- AFRY - Buy/SEK 196 (Hold): Better risk/reward amid Process Industry weakness by Nordea
- Charlie Tango Papa by BNP Paribas Exane
- Epiroc - Time to reduce costs and improve the gross margin by Danske Bank Equity Research
- DNB - Hold: Leaving it to higher powers for now by Nordea
- Not changing course by BNP Paribas Exane
- What’s in the inventory by BNP Paribas Exane
- Hemnet Group - Buy/SEK 350 (370): Underlying fundamentals remain solid by Nordea
- Epiroc - Buy/SEK 230 (Hold): Higher commodity prices drive order growth by Nordea
- Munters - Hold: Encouraging order intake in battery subsegment by Nordea
- Wihlborgs - Buy/SEK 104 (105): In a good position to grow by Nordea
- Signs of stabilization by BNP Paribas Exane
- Wihlborgs (Buy, TP: SEK105.00) - Strong Q1 net lettings, as expected by DnB Markets
- FLSmidth (Buy, TP: DKK400.00) - Another transformation year by DnB Markets
- Entra (Hold, TP: NOK105.00) - Continued asset value decline by DnB Markets
- Norion Bank (Buy, TP: SEK53.00) - Market still overstating risk by DnB Markets
- Embla Medical (Buy, TP: DKK39.00) - Solid start to 2024 by DnB Markets
- Vår Energi (Buy, TP: NOK40.00) - Jotun FPSO sail-away in focus by DnB Markets
- DNB (No_rec, TP: NOK) - Trimmed NII, but strong asset quality by DnB Markets
- Cambi Minor model adjustments by DnB Markets
- Almarai (ALMARAI AB) by HSBC
- Q1 beat on margins; ’24 guidance maintained as Q2 outlook disappoints by BNP Paribas Exane
- Tough fightback, tougher odds yet by BNP Paribas Exane
- Itaú BBA on Alsea: Mexico, the Crown Jewel by Itau
- Earnings call feedback by BNP Paribas Exane
- Embla Medical - A good start to the year by Danske Bank Equity Research
- Corem - Hold: Disappointing deviations by Nordea
- Volume lighter (as expected), but initial guide above Street by BNP Paribas Exane
- Beijer Ref - Buy/SEK 203 (199): Forever Young by Nordea
- Embla Medical - Buy/DKK 36 (35.20): Solid run-rate outshines hiccups by Nordea
- Refreshing estimates by BNP Paribas Exane
- Finnair - Buy/EUR 4.10 (4.50): Good demand for the summer season by Nordea
- Nordnet - Buy/SEK 217 (206): All set for further improved trading and net flows by Nordea
- Inwido - Buy/SEK 190 (185): Ready for a rebound by Nordea
- Vaar Energi - Buy/NOK 47: Strong Q1 should leave headroom to FY guidance by Nordea
- Hot Stocks Q2 2024 by BNP Paribas Exane
- The HDD Cycle Is Turning, But What Multiple Should You Pay? by BNP Paribas Exane