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EarningsReview / Equity
- Q1 24 results first take: solid start by BNP Paribas Exane
- Peab (Sell, TP: SEK60.00) - Q1 beat, but still needs to divest by DnB Markets
- Nolato (Buy, TP: SEK64.00) - Positive margin surprise by DnB Markets
- Axactor (Hold, TP: NOK4.60) - Challenging collection climate by DnB Markets
- Cambi (Buy, TP: NOK20.00) - Preparing for higher activity by DnB Markets
- BlueNord (Buy, TP: NOK615.00) - Look past the near-term noise by DnB Markets
- Bravida (Buy, TP: SEK97.00) - Quality discount an opportunity by DnB Markets
- Loomis (Buy, TP: SEK425.00) - US strength, Euro weakness by DnB Markets
- 1Q24 beat and reaffirmed FY24 guidance by BNP Paribas Exane
- Itaú BBA on VTEX: Argentina Brings Short-Term Growth Risks, But Long Term Story Remains Intact; We Would Buy on Any Weakness by Itau
- Itaú BBA on Telefônica Brasil: Good Albeit Expected Results; Net Income Miss on Non-Cash FX Variations by Itau
- Promising initiatives but unappetising valuation by BNP Paribas Exane
- Itaú BBA on Blau: Profitability Recovery Measures Start to Materialize by Itau
- Itaú BBA on Vulcabras: A Soft Quarter by Itau
- Itaú BBA on Auren: Headwinds on the operational front, but tailwinds on the energy trading desk. by Itau
- Itaú BBA on RD: Sound 1Q24 Results on Higher-Than-Anticipated Profitability by Itau
- Itaú BBA on Engie: Results Boosted by One-Off Impact; In-Line Recurring EBITDA by Itau
- Itaú BBA on Carrefour: Positive 1Q24; Improving Trends in All BUs by Itau
- Instalco - Leaving kindergarten for the big league by Danske Bank Equity Research
- Crayon Group - Checking the boxes! by Danske Bank Equity Research
- Axactor - Hold (Buy/NOK 8): Too close to bond covenants for comfort by Nordea
- NTG - Buy/DKK 380 (370): Q1 in line while we await more growth by Nordea
- Taaleri - Commissioned research: Strong Q1 boosted by investment gains by Nordea
- A GREET-ing to the new CEO by BNP Paribas Exane
- Nordic Transport Group - The sky is clearing by Danske Bank Equity Research
- Norwegian Air Shuttle (Buy, TP: NOK21.00) - April traffic statistics by DnB Markets
- Bakkafrost (Hold, TP: NOK600.00) - High expectations by DnB Markets
- Coloplast (Buy, TP: DKK1050.00) - Next up: ‘Meet the Management’ by DnB Markets
- Sparebanken Sør (Buy, TP: NOK162.00) - Robust Q1 profitability by DnB Markets
- Ultimovacs (Sell, TP: NOK4.00) - Slower recruitment, FOCUS in focus by DnB Markets
- Sampo Oyj (Buy, TP: EUR47.00) - Set for capital release in H2 by DnB Markets
- GN Group (Buy, TP: DKK250.00) - Management setting the direction by DnB Markets
- Valuation update by DnB Markets
- Q1 24 conf call feedback by BNP Paribas Exane
- Next-Gen Changeover Creates Unavoidable 1H24 Noise; Full-Year Outlook Intact by BNP Paribas Exane
- Itaú BBA on Cury: Meeting The Expectations – Positive 1Q24 Results by Itau
- Slight margin beat; valuations remain rich by BNP Paribas Exane
- Itaú BBA on Fras-le: Challenging Start of the Year, but Positive Outlook for the Coming Quarters by Itau
- Itaú BBA on BRF: 1Q24 Results – A Home Run by Itau
- Itaú BBA on PRIO: 1Q24; Above Expectations Results by Itau
- Itaú BBA on JSL: Resilient 1Q24 Figures Despite Tough Seasonality; Tailwinds in Sight for Remainder of the Year by Itau
- Itaú BBA on Mater Dei: Top-Down Favors Volume Growth; Profitability Pressured Due to Personnel Cost Increase by Itau
- Wynn Macau (1128 HK) by HSBC
- Outokumpu - Hopes of short-term recovery are fading by Danske Bank Equity Research
- Anora - Buy/EUR 8.10 (8.50): Slow start to the year by Nordea
- Bravida - Hold: A tough print, but should be the trough by Nordea
- Suominen Oyj - Commissioned research: Slow profit improvement pace continued in Q1 by Nordea
- On the ascent by BNP Paribas Exane
- RVRC Holding - Higher growth for longer by Danske Bank Equity Research
- Raisio - Buy/EUR 2.30: Recovering volumes support profitability by Nordea