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EarningsReview / Equity
- SalMar - Hold: It's getting hot in here by Nordea
- Coloplast - Sell/DKK 750: Houston, we have a problem by Nordea
- Trump or Harris, it’s steel that wins by BNP Paribas Exane
- Latour - Hold: We turn more optimistic on growth by Nordea
- Coloplast - Earnings momentum picking up by Danske Bank Equity Research
- Trifork - Soft Q2/H1 – but optimism about H2 recovery by Danske Bank Equity Research
- MT, CLF, ACX, TRUMP, US SCRAP by BNP Paribas Exane
- Itaú BBA on Espaçolaser: In Line Results by Itau
- AAC Clyde Space - Volatility affecting progress by Edison Investment Research
- Key Microsoft Reseller lowers FY guide, but sees high CoPilot adoption by BNP Paribas Exane
- Bank of Suzhou (002966 CH) by HSBC
- 中国生物制药(1177 HK) by HSBC
- Q224 results and 15 questions for management by BNP Paribas Exane
- ZTO Express (ZTO US) by HSBC
- 和黄医药(HCM LN) by HSBC
- Non material data changes by BNP Paribas Exane
- PA Good Doctor (1833 HK) by HSBC
- CGN Power (1816 HK) by HSBC
- SITC International (1308 HK) by HSBC
- Henderson Land (12 HK) by HSBC
- 3Q24 Preview: Thoughts ahead of the print by BNP Paribas Exane
- Grieg Seafood (Buy, TP: NOK88.00) - Weak Q2 and Q3 guidance by DnB Markets
- Lerøy Seafood (Buy, TP: NOK55.00) - Good progress by DnB Markets
- SalMar (Buy, TP: NOK690.00) - Sea-lice levels increase uncertainty by DnB Markets
- Catella (Buy, TP: SEK34.00) - AUM up in Q2 despite slow market by DnB Markets