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EarningsReview / Equity
- ALK-Abello (Buy, TP: DKK190.00) - Momentum keeps building by DnB Markets
- Austevoll Seafood (Buy, TP: NOK123.00) - Peruvian comeback in Q2 by DnB Markets
- Avance Gas (Hold, TP: NOK138.00) - Significant cash balance ahead by DnB Markets
- Green Landscaping Group (Buy, TP: SEK100.00) - Margin weakness likely temporary by DnB Markets
- Seafood - Fat Trout Weekly by DnB Markets
- Valuation and market update by DnB Markets
- Alcon - FOCUS MOVES TO 2025 PRODUCT LAUNCHES by Equita Sim
- Nyfosa (Buy, TP: SEK125.00) - Ride the momentum by DnB Markets
- Hexagon Composites (Buy, TP: NOK45.00) - Hitting the (natural) gas by DnB Markets
- Recessionary Stress Testing by BNP Paribas Exane
- Norconsult - Buy/NOK 39 (35): Steady performer through uncertain markets by Nordea
- HusCompagniet - Buy/DKK 75 (Hold): More activity and less balance sheet risk by Nordea
- ALK-Abello - On an upgrading spree by Danske Bank Equity Research
- Zhuzhou CRRC Times (3898 HK) by HSBC
- CRRC (1766 HK / 601766 CH) by HSBC
- Jiumaojiu Int’l (9922 HK) by HSBC
- Luxshare Precision (002475 CH) by HSBC
- China Pet Foods (002891 CH) by HSBC
- Shanghai Putailai Tech (603659 CH) by HSBC
- Everbright Environment (257 HK) by HSBC
- PDD Holdings (PDD US) by HSBC
- Norconsult (Buy, TP: NOK39.00) - Q2 earnings beat, forecasts raised by DnB Markets
- Klaveness Combination Carriers (Buy, TP: NOK144.00) - Short-term slump, lasting potential by DnB Markets
- Crayon (Sell, TP: NOK90.00) - This time is (potentially) different by DnB Markets
- Ultimovacs (Sell, TP: NOK2.50) - Slow recruitment continues by DnB Markets
- BW LPG (Buy, TP: NOK250.00) - Leveraging up into solid market by DnB Markets
- Royal Unibrew (Buy, TP: DKK675.00) - Slight miss on weather by DnB Markets
- Surgical Science (Buy, TP: SEK225.00) - Mixed Q2 report; solid growth outlook by DnB Markets
- Adevinta (No_rec, TP: NOK) - Discontinuing coverage by DnB Markets
- Hufvudstaden up to HOLD, layoffs in construction sector and rate cut by DnB Markets
- Weekly news, topics & discussion by DnB Markets
- Coloplast - FIGHTING SEVERAL HEADWINDS by Equita Sim
- Castellum (Buy, TP: SEK155.00) - Yield gap is back by DnB Markets
- Agilyx (Buy, TP: NOK38.00) - Firming up its second CCC by DnB Markets
- In the Flow by BNP Paribas Exane
- Pierce Group AB - Buy/SEK 12.30 (12.40): Strong improvement but uncertainties remain by Nordea
- Aquaporin - On track for profitability by Danske Bank Equity Research
- HusCompagniet - Activity is starting to pick up by Danske Bank Equity Research
- Better Collective - Q2 a relief after recent Google concerns by Danske Bank Equity Research
- US Private Label: Pace of PL Share Gains Little Changed in HPC, Though Moderated in Bevs; Most Negative for CLX by BNP Paribas Exane
- 立讯精密（002475 CH） by HSBC
- 中宠股份（002891 CH） by HSBC
- 璞泰来（603659 CH） by HSBC
- Goldwind Science & Tech (2208 HK/002202 CH) by HSBC
- Beijer Ref - Transformation with all earnings drivers in place by Danske Bank Equity Research
- Bakkafrost (Buy, TP: NOK650.00) - Big miss in Q2 by DnB Markets
- AF Gruppen (Sell, TP: NOK100.00) - Profit warning: EPS and DPS cut by DnB Markets
- Hafnia (Buy, TP: NOK105.00) - Powering onwards by DnB Markets
- Vicore Pharma (Buy, TP: SEK70.00) - Waiting for ASPIRE phase IIb to start recruiting by DnB Markets
- Bakkafrost (Buy, TP: NOK640.00) - Weak Q2 by DnB Markets