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EarningsReview / Equity
- Q2’24 Previews by BNP Paribas Exane
- CHEGG: coverage dropped by BNP Paribas Exane
- Results Flash - Q2 slight EBITDA miss, FCF disappoints, HRC to “firm” by BNP Paribas Exane
- Norconsult (Buy, TP: NOK37.00) - Focusing on Q2 billing rate by DnB Markets
- Peab (Sell, TP: SEK67.00) - Hot and cold by DnB Markets
- Boliden (Buy, TP: SEK480.00) - Mining division boosting the group by DnB Markets
- Demant (Buy, TP: DKK370.00) - Managed care decisions hurt by DnB Markets
- Investor (Buy, TP: SEK325.00) - Discount contraction warranted by DnB Markets
- Sweco (Buy, TP: SEK185.00) - Billing ratio improvement by DnB Markets
- Vitrolife (Buy, TP: SEK250.00) - Solid beat in Q2 by DnB Markets
- Svenska Handelsbanken (Buy, TP: SEK140.00) - Leap in the right direction by DnB Markets
- VEF (Buy, TP: SEK3.50) - Creditas profitable growth in sight by DnB Markets
- Tele2 (Buy, TP: SEK115.00) - Meeting the guidance by DnB Markets
- Scandic Hotels (Buy, TP: SEK80.00) - Solid demand into Q3 high season by DnB Markets
- Bracken’s Vision Coming into Focus by BNP Paribas Exane
- Q2 preview - slower momentum on stretched valuation by BNP Paribas Exane
- Re-leaf: Summary Q2 expectations by BNP Paribas Exane
- Momentum keeps building by BNP Paribas Exane
- The Alchemist: No green shoots just yet by BNP Paribas Exane
- Assa Abloy - Hold: Sustained solid execution; fairly priced by Nordea
- Thule - Sell/SEK 270: Market outlook remains challenging by Nordea
- Nobia - Buy/SEK 8: Moving in the right direction by Nordea
- Terveystalo - Buy/EUR 11: Margin trajectory to remain positive by Nordea
- K2A - Hold: Liquidity will improve after divestments by Nordea
- Nel - Sell/NOK 4.40 (4.80): Running out of time to secure utilisation in 2025 by Nordea
- Memory Monthly: NAND Pricing + MU Call Takeaways by BNP Paribas Exane
- Reiterate Petco Underperform on CEO announcement by BNP Paribas Exane
- Assa Abloy (Buy, TP: SEK355.00) - Group still optimistic on US recovery by DnB Markets
- Nyfosa (Hold, TP: SEK120.00) - Fairly valued by DnB Markets
- Balder (Hold, TP: SEK83.00) - FCF finally positive on R12-basis by DnB Markets
- Swedish Orphan Biovitrum (Buy, TP: SEK335.00) - Solid Q2, but Vonjo on soft side by DnB Markets
- Castellum (Hold, TP: SEK145.00) - Mixed Q2 by DnB Markets
- Nel (Sell, TP: NOK3.50) - Headwinds remain by DnB Markets
- Borregaard (Buy, TP: NOK210.00) - Weighed down by costs by DnB Markets
- Hexpol (Hold, TP: SEK132.00) - New CEO introduced by DnB Markets
- UPM (Buy, TP: EUR45.00) - All eyes on Uruguay by DnB Markets
- OKEA (Hold, TP: NOK23.00) - Fairly valued by DnB Markets
- Kemira (Buy, TP: EUR27.00) - Case intact despite small Q2 miss by DnB Markets
- Softer SoCal narrative to persist, but we remain constructive longer term by BNP Paribas Exane
- Asian Paints (APNT IN) by HSBC
- Significant leasing a positive; guidance adjusted higher by BNP Paribas Exane
- China welcoming foreign companies in its stimulus package by BNP Paribas Exane
- Under the lens by BNP Paribas Exane
- Concerns over further US restrictions on China by BNP Paribas Exane
- Scandic Hotels - Buy/SEK 74: Looking forward to an eventful Q3 by Nordea
- Investor - Hold: Patricia Industries boosts activity in Q2 by Nordea
- Svenska Handelsbanken - Hold: Q2 beat takes us back to square one by Nordea
- HEXPOL - Buy/SEK 145: Executing according to plan by Nordea
- Munters - Hold: Firing on all cylinders but little margin for error by Nordea
- Another warning in the US: Leslie’s by BNP Paribas Exane