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EarningsReview / Equity
- Top end of FY guidance now challenging by BNP Paribas Exane
- Global Power Tools by HSBC
- Nippon AMC (NAM IN) by HSBC
- Quick look: top-line and margin rate miss by BNP Paribas Exane
- In the sweet spot - but for how long? by BNP Paribas Exane
- Bilia AB (Buy, TP: SEK145.00) - A turning point in new car orders by DnB Markets
- Rana Gruber (Buy, TP: NOK90.00) - Soft NOK offset soft iron ore prices by DnB Markets
- AFRY (Buy, TP: SEK203.00) - On track by DnB Markets
- Norsk Hydro (Sell, TP: NOK50.00) - Q1 slightly on the soft side by DnB Markets
- Bonava (Hold, TP: SEK9.50) - No KPI recovery in Q1 by DnB Markets
- GN Group (Buy, TP: DKK230.00) - Time to rebuild credibility by DnB Markets
- Kone (Hold, TP: EUR46.00) - Elevator down, escalator up by DnB Markets
- Komplett (Hold, TP: NOK10.00) - Challenging market set to persist by DnB Markets
- Borregaard (Buy, TP: NOK200.00) - Q1 met expectations by DnB Markets
- XXL ASA (No_rec, TP: NOK) - Weak Q1, but better than forecast by DnB Markets
- SSAB (Buy, TP: SEK100.00) - Impressive earnings resilience by DnB Markets
- Valuation and market update by DnB Markets
- Hindustan Unilever (HUVR IN) by HSBC
- Worst hopefully behind by BNP Paribas Exane
- Itaú BBA on Walmex: Strong 1Q24 Performance Beats Consensus but Is in Line With Our Forecasts by Itau
- End of a weak FY24; FY25 to be only slightly better by BNP Paribas Exane
- THG Plc (THG LN) by HSBC
- Servicenow Inc (NOW US) by HSBC
- Husqvarna - Q2 suddenly looks more promising by Danske Bank Equity Research
- What do Astra Zeneca and L'Oreal tell us about bp, Chevron and TotalEnergies? by BNP Paribas Exane
- AWS Summit London Feedback; Dr Jekyll and Mr Hyde by BNP Paribas Exane
- HKEX (388 HK) by HSBC
- Small deviations in Q1 24 by BNP Paribas Exane
- Complex but compelling by BNP Paribas Exane
- XXL ASA (No_rec, TP: NOK) - Soft Q1 in line with pre-warning by DnB Markets
- Elopak (Hold, TP: NOK34.00) - EBITDA set to be largely flat YOY by DnB Markets
- Rusta (Hold, TP: SEK80.00) - A solid run, time to pause by DnB Markets
- Aker Solutions (Hold, TP: NOK40.00) - Cash conversion in focus for 2024 by DnB Markets
- Bilia AB (Buy, TP: SEK148.00) - Inflection point for new car orders by DnB Markets
- Cloudberry (Hold, TP: NOK9.00) - A tough start to the year by DnB Markets
- SEB (Buy, TP: SEK192.00) - Braced for NII downturn by DnB Markets
- Billerud (Buy, TP: SEK130.00) - US bolstering the team by DnB Markets
- Storebrand (Buy, TP: NOK125.00) - Signs of gradual improvement by DnB Markets
- Svenska Handelsbanken (Buy, TP: SEK138.00) - Not what we wanted to see by DnB Markets
- Valmet (Buy, TP: EUR30.00) - Q1 on the weak side by DnB Markets
- Odfjell SE Minor model adjustments by DnB Markets
- Komplett (Hold, TP: NOK12.00) - Weak Q1 and cautious outlook by DnB Markets
- Itaú BBA on Ternium: In-Line Results; Weaker Outlook for 2Q24 by Itau
- Itaú BBA on Banco del Bajío: Neutral Quarter – Higher Rates Are Beginning to Hurt by Itau
- Itaú BBA on La Comer: A Solid Start of the Year by Itau
- Pro Drives 1Q24 Beat; Full-Year Guide Reiterated, but “Tracking” Higher by BNP Paribas Exane
- Axis Bank (AXSB IN) by HSBC
- Modern Times Group - Mispriced, major EV compression in coming years by Danske Bank Equity Research
- Refreshing estimates post 1Q24 results by BNP Paribas Exane
- Past the peak by BNP Paribas Exane