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EarningsReview / Equity
- Yili Industrial (600887 CH) by HSBC
- Vietnam Dairy Products (VNM VM) by HSBC
- Digital Value - SUPPORTIVE MIX OF GROWTH AND FCF, TO CONTINUE IN 2024 by Equita Sim
- ICTSI (ICT PM) by HSBC
- Q1: Mortgage volumes in recovery mode by BNP Paribas Exane
- A good entry point? by BNP Paribas Exane
- ITEQ (6213 TT) by HSBC
- Q1 24 conf call feedback: more to come tomorrow at the Investor Day by BNP Paribas Exane
- Q1'24: a beat on costs, cons unlikely to move by BNP Paribas Exane
- IFF: Q124 results: Material Q1 beat, FY guide looks conservative by BNP Paribas Exane
- Archer (Buy, TP: NOK1.80) - Upside potential to consensus and peer group valuation by DnB Markets
- Avance Gas (Hold, TP: NOK172.00) - Set for Q1 beat, high 2024e DPS by DnB Markets
- BW LPG (Buy, TP: NOK199.00) - US listed, but still at a discount by DnB Markets
- Dorian LPG (Hold, TP: USD43.00) - Solid outlook, but fair valuation by DnB Markets
- 2020 Bulkers (Sell, TP: NOK154.00) - Price surge adds downside risk by DnB Markets
- Rockwool (Buy, TP: DKK2900.00) - by DnB Markets
- Catella (Buy, TP: SEK34.00) - Patiently awaiting the recovery by DnB Markets
- Genco Shipping & Trading (Hold, TP: USD22.60) - Risk/reward deteriorating by DnB Markets
- Camurus (Buy, TP: SEK550.00) - Solid start to 2024e by DnB Markets
- Vicore Pharma (Buy, TP: SEK70.00) - Waiting for more data by DnB Markets
- JSW Infrastructure (JSWINFRA IN) by HSBC
- Phoenix Group (PHNX LN) by HSBC
- Titan Company (TTAN IN) by HSBC
- Itaú BBA on Aura: EBITDA Beat On Stronger-Than-Expected Top-Line by Itau
- Palantir Technologies (PLTR US) by HSBC
- 伊利股份（600887 CH） by HSBC
- Itaú BBA on BB Seguridade: 1Q24 Strong Operational Offset by Financial Results by Itau
- Nan Ya PCB (8046 TT) by HSBC
- Non material data changes by BNP Paribas Exane
- Soft start, FY guide has (too) many moving parts by BNP Paribas Exane
- Policy measures in China expected in July meeting; India unlikely to impose tariff on iron ore exports by BNP Paribas Exane
- Q1 24 first take: FY 2024 EPS outlook raised, led by non-operating items by BNP Paribas Exane
- On the come up by BNP Paribas Exane
- 1Q24 Finishes Light Despite Higher ASPs; Guide Intact; Implied Cash Burn Increases to >$1B by BNP Paribas Exane
- Bakkafrost (Hold, TP: NOK590.00) - Q1 beat driven by Faroes by DnB Markets
- Balder (Hold, TP: SEK70.00) - Uptick in investment activities by DnB Markets
- Norwegian Air Shuttle (Buy, TP: NOK21.00) - April traffic statistics preview by DnB Markets
- AKVA group (Hold, TP: NOK70.00) - In-line Q1 and solid order intake by DnB Markets
- Golden Ocean (Sell, TP: NOK140.00) - Likely topping out for now by DnB Markets
- Millicom (Buy, TP: SEK290.00) - Time to reap the benefits by DnB Markets
- Tokmanni (Buy, TP: EUR17.00) - Q1e hurt by external setbacks by DnB Markets
- Demant (Buy, TP: DKK400.00) - Better quarters should lie ahead by DnB Markets
- Star Bulk (Hold, TP: USD27.00) - Raised estimates, but higher risk by DnB Markets
- Otovo (No_rec, TP: NOK) - Clouds still on the horizon by DnB Markets
- Alligator Bioscience (Buy, TP: SEK1.10) - OPTIMIZE-1 needs more patients by DnB Markets
- Sales growth to recover with price deflation behind by BNP Paribas Exane
- Anatomy of Resi Solar Finance Cash Flows - RUN’s Breakdown by BNP Paribas Exane
- Itaú BBA on Allied Tecnologia: Positive 1Q24 Results by Itau
- Itaú BBA on Entel: Slightly Better-Than-Expected Sales; Bottom-Line Miss on Atypically High Taxes by Itau
- Itaú BBA on Guararapes: Another Quarter of Improving Trends by Itau