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EarningsReview / Equity
- Hyundai Motor (005380 KS) by HSBC
- Guidance still looks more than achievable by BNP Paribas Exane
- Keyence Corp (6861 JP) by HSBC
- New Wave Group - Sports & leisure, the positive delta in Q2 by Danske Bank Equity Research
- Gjensidige - Turning the tide by Danske Bank Equity Research
- Itaú BBA on Arca Continental: Positive 1Q24 Results to Start the Year by Itau
- High AUM-growth guidance maintained by BNP Paribas Exane
- Broadband sentiment likely to deteriorate further by BNP Paribas Exane
- IndusInd Bank (IIB IN) by HSBC
- 1Q24: Another quarter of clear-cut delivery by BNP Paribas Exane
- Hybrid bonding orders offset weak underlying market by BNP Paribas Exane
- Restoring credibility (& Q’s for mgmt.) by BNP Paribas Exane
- Europris (Buy, TP: NOK85.00) - Weak report and guidance by DnB Markets
- Lyko Group (Hold, TP: SEK128.00) - Gross margin trend still negative by DnB Markets
- Wallenstam (Sell, TP: SEK40.00) - Eyeing project starts once again by DnB Markets
- Atlas Copco (Hold, TP: SEK195.00) - In one word: Strong by DnB Markets
- DSV (Buy, TP: DKK1400.00) - EBIT miss in a seasonally low Q1 by DnB Markets
- Trelleborg (Hold, TP: SEK395.00) - Sunnier skies await by DnB Markets
- Scandic Hotels (Buy, TP: SEK75.00) - Solid outlook for Q2 and onwards by DnB Markets
- Höegh Autoliners ASA (Buy, TP: NOK161.00) - Ample shareholder returns ahead by DnB Markets
- Fabege (Hold, TP: SEK85.00) - Rental market concerns remain by DnB Markets
- Europris (Buy, TP: NOK80.00) - Not its best report by DnB Markets
- Pandox (Hold, TP: SEK175.00) - Q1 in line, fairly valued by DnB Markets
- Gjensidige Forsikring (Buy, TP: NOK197.00) - Turning point in sight by DnB Markets
- Essity (Buy, TP: SEK330.00) - Financial targets up next by DnB Markets
- Still keeping a lid on it (& questions for mgmt.) by BNP Paribas Exane
- BHG Group - Signalling a difficult market by Danske Bank Equity Research
- Positioning, perception, and history by BNP Paribas Exane
- Subsea 7 - Risk on the upside in 2024 by Danske Bank Equity Research
- Stora Enso - Faster than expected recovery in early 2024 by Danske Bank Equity Research
- Steady, not spectacular by BNP Paribas Exane
- Bank Rakyat Indonesia (BBRI IJ) by HSBC
- Q1: Weakness in Pulp & Paper continued by BNP Paribas Exane
- Q2 likely the trough by BNP Paribas Exane
- Tech Mahindra (TECHM IN) by HSBC
- Stay calm by BNP Paribas Exane
- Essity (Buy, TP: SEK325.00) - Good Q2, but no buybacks by DnB Markets
- Axfood (Buy, TP: SEK330.00) - A neutral Q1 report by DnB Markets
- AAK (Buy, TP: SEK270.00) - Yet another strong quarter by DnB Markets
- Assa Abloy (Buy, TP: SEK345.00) - “Boring” is good by DnB Markets
- Volvo Cars (Hold, TP: SEK39.00) - Better than it looked by DnB Markets
- MTG (Buy, TP: SEK120.00) - Profitable growth and buybacks by DnB Markets
- Electrolux Professional (Hold, TP: SEK72.00) - Food delivery by DnB Markets
- Coor Service Management (Buy, TP: SEK59.00) - 2024 renewals already derisked by DnB Markets
- SpareBank1 SR-Bank (Buy, TP: NOK158.00) - Solid growth and asset quality by DnB Markets
- KMC Properties (Hold, TP: NOK8.00) - Changing of the guard by DnB Markets
- Konecranes (Buy, TP: EUR55.00) - No drama by DnB Markets
- Alimak (Hold, TP: SEK102.00) - Facade Access progress by DnB Markets
- XVIVO Perfusion (Buy, TP: SEK468.00) - Bullish start to the year by DnB Markets
- NCAB (Hold, TP: SEK72.00) - Positive order intake trend by DnB Markets