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EarningsReview / Equity
- IntERPreting Q2 results by BNP Paribas Exane
- SKF - Lower price/mix is starting to bite by Danske Bank Equity Research
- F-Secure - Combined product offering (Total+Lookout) out in Q3 by Danske Bank Equity Research
- Refreshing estimates by BNP Paribas Exane
- Publicis stays well ahead of the pack by BNP Paribas Exane
- Sartorius guidance cut increases likelihood of a Watson-Marlow cut by BNP Paribas Exane
- Solid Q2 24 - but was it really that exceptional? by BNP Paribas Exane
- Delayed growth by BNP Paribas Exane
- Approaching the moment of truth with next AAA games release by BNP Paribas Exane
- Schibsted (Sell, TP: NOK270.00) - Mixed Q2 by DnB Markets
- Komplett (Hold, TP: NOK9.50) - Weak Q2 and revised covenants by DnB Markets
- Bilia AB (Buy, TP: SEK160.00) - Soft Q2 by DnB Markets
- Volvo Cars (Hold, TP: SEK35.00) - Margins up, guidance down by DnB Markets
- Volvo (Buy, TP: SEK320.00) - Mixed takeaways by DnB Markets
- Kojamo (Hold, TP: EUR10.00) - Guidance cut by DnB Markets
- Resurs Holding (Hold, TP: SEK23.50) - Waiting for the acquisition by DnB Markets
- SSAB (Buy, TP: SEK90.00) - Special Steels supports the group by DnB Markets
- MTG (Buy, TP: SEK120.00) - Earnings growth the key positive by DnB Markets
- Schibsted (Sell, TP: NOK270.00) - Soft Q2, cautious outlook and cuts in progress by DnB Markets
- Komplett (Hold, TP: NOK8.50) - Weak Q2, saved by waiver by DnB Markets
- Getinge (Buy, TP: SEK240.00) - Solid Q2 report by DnB Markets
- Indutrade (Buy, TP: SEK350.00) - Continued strong momentum by DnB Markets
- Trelleborg (Hold, TP: SEK430.00) - Recognition reflected in valuation by DnB Markets
- Nolato (Buy, TP: SEK66.00) - Continued margin improvement by DnB Markets
- The weekly navigator by DnB Markets
- Havells India Limited (HAVL IN) by HSBC
- Husqvarna - Growth prospects still in place post cyclical weakness by Danske Bank Equity Research
- ABB - Healthy growth by Danske Bank Equity Research
- 1Q broadly in line; Lloyd provided a further boost by BNP Paribas Exane
- Building for the future by BNP Paribas Exane
- The Sky is the Limit by BNP Paribas Exane
- Lack of organic leverage led to an EBIT miss by BNP Paribas Exane
- Q2 in-line, FY guidance trimmed on margins rather than topline by BNP Paribas Exane
- Red Bull(ish): Industry Expert Call with Former Red Bull and Bang Exec by BNP Paribas Exane
- Essity (Buy, TP: SEK330.00) - Strong margins by DnB Markets
- Lyko Group (Sell, TP: SEK95.00) - Mixed signals in Q2 by DnB Markets
- AAK (Buy, TP: SEK335.00) - Neutral Q2 report by DnB Markets
- ABB (Buy, TP: SEK635.00) - Limited near-term earnings risk by DnB Markets
- Atlas Copco (Hold, TP: SEK200.00) - Not enough for the darling by DnB Markets
- AFRY (Buy, TP: SEK230.00) - Infrastructure turnaround by DnB Markets
- Alligo (Buy, TP: SEK180.00) - Geared for 2025–2026e recovery by DnB Markets
- Citycon (Sell, TP: EUR3.75) - Decent Q2, but FFO risk remains by DnB Markets
- Dometic (Buy, TP: SEK100.00) - Light at the end of the tunnel by DnB Markets
- Stora Enso (Buy, TP: EUR16.50) - Moving in the right direction by DnB Markets
- Momentum Group (Hold, TP: SEK180.00) - Acquisitions contributing strongly by DnB Markets
- Bilia AB (Buy, TP: SEK160.00) - On the right track despite mixed Q2 by DnB Markets
- AAK (Buy, TP: SEK335.00) - Cocoa alternatives still on the rise by DnB Markets
- Essity (Buy, TP: SEK330.00) - Resilient gross margin by DnB Markets
- Telia Company (Buy, TP: SEK34.50) - Good risk/reward over CMD by DnB Markets
- Itaú BBA on Kimberly Clark de México: Continued Margin Expansion in 2Q24 by Itau