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EarningsReview / Equity
- FY24 sales and 15 questions for management by BNP Paribas Exane
- Modulight - Further moderation with the cash burn by Danske Bank Equity Research
- More than a marginal beat by BNP Paribas Exane
- Itaú BBA on Cielo: Stagnant 1Q24 Topline Aided by Net Positive One-offs by Itau
- Itaú BBA on Megacable: Solid EBITDA Margin and a Much-Needed Drop in Capex by Itau
- COSCO Shipping Energy (1138 HK/600026 CH) by HSBC
- Deal or no deal by BNP Paribas Exane
- Bank of Communications (3328 HK/601328 CH) by HSBC
- An organic ordeal by BNP Paribas Exane
- Pines pressure costs but prices moving the needle (& Q’s for mgmt.) by BNP Paribas Exane
- Strong execution rather than step-change in fundamentals by BNP Paribas Exane
- Growth recovery starting by BNP Paribas Exane
- China Education Group (839 HK) by HSBC
- Korea Autos by HSBC
- Model update by BNP Paribas Exane
- Boozt (Hold, TP: SEK140.00) - Soft start to 2024 by DnB Markets
- ALK-Abello (Buy, TP: DKK145.00) - Set for still-strong European tablets by DnB Markets
- Novo Nordisk (Buy, TP: DKK1100.00) - Company consensus added by DnB Markets
- Fortnox (Buy, TP: SEK85.00) - Set for acceleration quarters by DnB Markets
- Pareto Bank (Buy, TP: NOK68.00) - Loan-loss downtick by DnB Markets
- Axfood (Buy, TP: SEK330.00) - Healthy Q1 by DnB Markets
- OKEA (Hold, TP: NOK28.00) - Limited free cash flow until 2027e by DnB Markets
- Evolution (Buy, TP: SEK1700.00) - Live buying opportunity by DnB Markets
- New Wave Group (Buy, TP: SEK120.00) - Second-half weighted 2024e by DnB Markets
- SpareBank 1 Sørøst-Norge (Hold, TP: NOK68.00) - Q1 ROE above target by DnB Markets
- FCF under pressure again by BNP Paribas Exane
- AGBA - A transformational deal by Edison Investment Research
- Non material data changes by BNP Paribas Exane
- Itaú BBA on Fibra Macquarie: Expected Performance to Start the Year by Itau
- Boozt - Modest start but things will be better by Danske Bank Equity Research
- Non material data changes by BNP Paribas Exane
- Diös Fastigheter - Strengthening the balance sheet by Danske Bank Equity Research
- Hexagon - Good performance in light of 15% of sales at trough by Danske Bank Equity Research
- F-Secure - Tier 1 partners offer upside potential by Danske Bank Equity Research
- China Life Insurance Co (2628 HK/601628 CH) by HSBC
- Maruti Suzuki India (MSIL IN) by HSBC
- Q124 results and 15 questions for management by BNP Paribas Exane
- SBI Life (SBILIFE IN) by HSBC
- 1Q’24: Illustrating the BEV affordability challenge? by BNP Paribas Exane
- WMT, HD, LOW, and WOOF pre-close call takeaways by BNP Paribas Exane
- Aker Biomarine (Buy, TP: NOK75.00) - Q1 broadly in line, positive outlook by DnB Markets
- Sparebanken Møre (Hold, TP: NOK92.00) - Strong capital position by DnB Markets
- Husqvarna (Sell, TP: SEK63.00) - Pressure persists by DnB Markets
- Alfa Laval (Buy, TP: SEK540.00) - Sit back, relax and enjoy the ride by DnB Markets
- AAK (Buy, TP: SEK295.00) - 2024 likely to be a record year by DnB Markets
- Swedish Orphan Biovitrum (Buy, TP: SEK335.00) - Strong start to 2024 by DnB Markets
- Equinor (Hold, TP: NOK300.00) - Upside still hinges on discipline by DnB Markets
- Kambi (Buy, TP: SEK190.00) - New growth and nations incoming by DnB Markets
- Aker Solutions (Hold, TP: NOK40.00) - Probably dead money for a while by DnB Markets
- Alligo (Buy, TP: SEK180.00) - Happy to put Q1 behind us by DnB Markets