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EarningsReview / Equity
- No major changes following Q3’24 results by BNP Paribas Exane
- 3Q First Take: cost reductions drive a 43% EBIT beat by BNP Paribas Exane
- Quick look: Q3 top-line and EPS miss by BNP Paribas Exane
- Strong beat on cost-cuts, but used units remain tepid by BNP Paribas Exane
- Q3 First Take: -6% EPS miss on weaker margins by BNP Paribas Exane
- Atlas Copco (Hold, TP: SEK195.00) - A narrow path ahead by DnB Markets
- Volvo Cars (Hold, TP: SEK25.00) - Margins up, guidance down – again by DnB Markets
- Alimak (Hold, TP: SEK125.00) - Limited changes ahead of Q3 by DnB Markets
- DHT Holdings (Buy, TP: USD14.20) - Still-attractive optionality by DnB Markets
- Hafnia (Buy, TP: NOK96.00) - Appeal holds despite slowdown by DnB Markets
- Norwegian Air Shuttle (Buy, TP: NOK15.00) - Minor model adjustments by DnB Markets
- Tele2 (Buy, TP: SEK120.00) - 9% sustainable dividend yield by DnB Markets
- Wallenstam (Sell, TP: SEK48.00) - Willing to take on more capex by DnB Markets
- Storebrand (Buy, TP: NOK140.00) - Set for continued insurance uplift by DnB Markets
- Cargotec (Buy, TP: EUR60.00) - Strong core Hiab – solid non-core by DnB Markets
- Swedbank (Buy, TP: SEK257.00) - NII normalisation delayed by DnB Markets
- Stillfront Group (Buy, TP: SEK14.00) - Optimisation; what about growth? by DnB Markets
- Dometic (Buy, TP: SEK75.00) - Factoring in a new (tougher) reality by DnB Markets
- Pemex effect looks to be limited for now by DnB Markets
- Forest and the Trees: Remains Core Staples Holding Post Mixed 3Q Results by BNP Paribas Exane
- Solid results, but demand is not accelerating by BNP Paribas Exane
- Weak sales drive Q3 EPS miss; FY’24 sales outlook maintained by BNP Paribas Exane
- Coforge Ltd (COFORGE IN) by HSBC
- SBI sluggishness affects growth; still best positioned though by BNP Paribas Exane
- The wait gets longer by BNP Paribas Exane
- Post 3Q24 sales, we cut our EBIT/EPS estimates c.2% by BNP Paribas Exane
- Thoughts ahead of the print and investor day by BNP Paribas Exane
- Kuehne + Nagel (KNIN SW) by HSBC
- 3Q24 first take - Disappointment on costs, FCF better + new USD 2bn buyback by BNP Paribas Exane
- Bilia AB (Buy, TP: SEK150.00) - Mixed Q3 by DnB Markets
- Assa Abloy (Buy, TP: SEK385.00) - PAC back in business by DnB Markets
- Scatec (Hold, TP: NOK80.00) - HOLDing on for divestments by DnB Markets
- Frontline (Buy, TP: NOK340.00) - In position, awaiting market upturn by DnB Markets
- Scorpio Tankers (Buy, TP: USD93.00) - Robust cash-flow potential by DnB Markets
- Teekay Tankers (Buy, TP: USD75.00) - Discounted tanker exposure by DnB Markets
- Elopak (Hold, TP: NOK44.00) - Boost on both sides of the Atlantic by DnB Markets
- Bravida (Buy, TP: SEK112.00) - Attractive case for 2025–2026e by DnB Markets
- Hexagon Purus (Buy, TP: NOK10.00) - Hit by market headwinds by DnB Markets
- BW Energy (Buy, TP: NOK33.00) - Line of sight for Hibiscus plateau by DnB Markets
- Svenska Handelsbanken (Buy, TP: SEK145.00) - High-yield outlook crystallising by DnB Markets
- SSAB (Hold, TP: SEK54.00) - Strong position in harsh markets by DnB Markets
- Lundbeck (Buy, TP: DKK56.00) - New adj. EBITDA margin target by DnB Markets
- Nyfosa (Buy, TP: SEK125.00) - Waiting for its next captain by DnB Markets
- Non material data changes by BNP Paribas Exane
- Strong margins drive Q3 beat; FY’24 guidance raised slightly by BNP Paribas Exane
- TMUS 3Q24 Results - Consistently consistent by BNP Paribas Exane
- Q3'24 postview: winning new business can prove to be cyclical by BNP Paribas Exane
- Some signs of growth moderation by BNP Paribas Exane
- Higher operating costs and discretionary provisions mute PAT by BNP Paribas Exane
- Itaú BBA on Vista: In-Line 3Q24 EBITDA; All Eyes on Annual Guidance by Itau