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EarningsReview / Equity
- Itaú BBA on JSL: Notes From 1Q24 Conference Call by Itau
- A solid Q1 and a clean setup for Q2 by BNP Paribas Exane
- Mixed start to the year by BNP Paribas Exane
- Kojamo - Weaker occupancy rate diluted Q1 figures by Danske Bank Equity Research
- Solid execution in a more challenging environment by BNP Paribas Exane
- Margin expansion continues by BNP Paribas Exane
- Autohome Inc (ATHM US) by HSBC
- Non material data changes by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- UOB Ltd (UOB SP) by HSBC
- Q124 results and 15 questions for management by BNP Paribas Exane
- Industry tailwinds; prioritising volume growth by BNP Paribas Exane
- Q1: Running at full speed by BNP Paribas Exane
- Wicked Roadshow by BNP Paribas Exane
- Salmon Evolution (Buy, TP: NOK9.90) - First profitable land-based farmer by DnB Markets
- Elmera Group (Sell, TP: NOK21.00) - Q1 EBIT above by DnB Markets
- Truecaller (Buy, TP: SEK46.00) - Solid underlying growth by DnB Markets
- Klaveness Combination Carriers (Buy, TP: NOK137.00) - Harvesting steady premiums by DnB Markets
- Skanska (Buy, TP: SEK230.00) - Q1 miss, but underlying solid by DnB Markets
- Veidekke (Buy, TP: NOK125.00) - Low-season beat, and raised EPS by DnB Markets
- TGS (Hold, TP: NOK125.00) - Few reasons to engage near-term by DnB Markets
- Sparebank 1 SMN (Buy, TP: NOK167.00) - Sustained NII momentum by DnB Markets
- PGS (Hold, TP: NOK8.50) - Negative underlying FCF by DnB Markets
- Kojamo (Hold, TP: EUR10.50) - Q1 miss, FFO forecasts reduced by DnB Markets
- Odfjell SE (Buy, TP: NOK225.00) - Bullish earnings outlook by DnB Markets
- Dotting i’s and crossing t’s by BNP Paribas Exane
- Sanoma - As good as it gets in ’24; cash flow recovery due in ‘25 by Danske Bank Equity Research
- Q124 results and 15 questions for management by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Cost of capital feedback loop tough to break by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- DFDS - A good place from which to grow by Danske Bank Equity Research
- Non material data changes by BNP Paribas Exane
- Pipeline beginning to build and balance sheet strengthens by BNP Paribas Exane
- TOD'S: coverage dropped by BNP Paribas Exane
- EchoStar (NR) 1Q24: Read-x to Wireless Industry by BNP Paribas Exane
- 4QFY24 results beat but margin guidance disappointing by BNP Paribas Exane
- A buying opportunity by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Mowi (Buy, TP: NOK235.00) - Neutral Q1, positive cost outlook by DnB Markets
- Himalaya Shipping (Hold, TP: NOK99.00) - Set to face market headwinds by DnB Markets
- NTG (Buy, TP: DKK350.00) - Q1 EBIT miss on one-offs by DnB Markets
- Lundbeck (Buy, TP: DKK44.00) - Strategic brands off to a good start by DnB Markets
- Elopak (Hold, TP: NOK37.00) - Higher-than-expected Q1 margins by DnB Markets
- Multiconsult (Buy, TP: NOK165.00) - Above consensus, in line with DNBe by DnB Markets
- Arctic Fish (Buy, TP: NOK80.00) - A strong start to the year by DnB Markets
- Elmera Group (Sell, TP: NOK21.00) - Time to recharge by DnB Markets
- SpareBank1 Nord-Norge (Buy, TP: NOK115.00) - Loan-loss downtick by DnB Markets
- SpareBank 1 Østlandet (Hold, TP: NOK140.00) - On HOLD after strong Q1 by DnB Markets
- 2020 Bulkers Minor model adjustments by DnB Markets