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EarningsReview / Equity
- AKVA group (Buy, TP: NOK80.00) - Attractive entry point by DnB Markets
- MPC Container Ships (Sell, TP: NOK18.20) - Early stages of a longer downturn by DnB Markets
- Sagax (Hold, TP: SEK260.00) - Past its growth trough by DnB Markets
- Lundbeck (Buy, TP: DKK56.00) - Strategic brands in focus by DnB Markets
- NTG (Buy, TP: DKK385.00) - Looking for sequential growth by DnB Markets
- SpareBank1 Nord-Norge (Hold, TP: NOK123.00) - Strong Q3, but reduced DPS potential by DnB Markets
- Novo Nordisk (Buy, TP: DKK1150.00) - Consensus Wegovy sales aligning by DnB Markets
- Kesko (Buy, TP: EUR23.00) - Paradigm shift by DnB Markets
- Elopak (Hold, TP: NOK45.00) - Uneventful Q3 by DnB Markets
- Valmet (Buy, TP: EUR32.00) - Earnings growth needed in Q4 by DnB Markets
- Scorpio Tankers Minor model adjustments by DnB Markets
- Record bookings lead to a higher guide, valuation attractive by BNP Paribas Exane
- China Banks by HSBC
- PetroChina (857 HK/601857 CH) by HSBC
- FQ1’25 first take: Transition quarter, with light appearing at the end of the investment tunnel by BNP Paribas Exane
- Itaú BBA on Bci: 3Q24 Beat, but Consuming Coverage by Itau
- Itaú BBA on CTEEP: In-Line and Uneventful 1Q24 Results by Itau
- Itaú BBA on Log CP: Neutral 3Q24 Results by Itau
- MGM China (2282 HK) by HSBC
- Campari (CPR IM) by HSBC
- Gränges - Rolling over the rough spots by Danske Bank Equity Research
- Oriola - Hold: Positive changes in distribution contracts by Nordea
- Aker BP - Buy/NOK 370: Steady as she goes by Nordea
- Sydbank - Buy/DKK 400 (Hold): Good starting point for the new growth strategy by Nordea
- Cyber Beat: Maintain Underperform Post Noisy 1Q EPS Beat by BNP Paribas Exane
- Carasent (Buy, TP: NOK27.00) - Strategic initiatives bearing fruit by DnB Markets
- Electrolux Professional (Hold, TP: SEK79.00) - Improving performance by DnB Markets
- UPM (Buy, TP: EUR42.00) - Earnings growth and buybacks by DnB Markets
- GN Group (Buy, TP: DKK230.00) - Adding company consensus by DnB Markets
- Wärtsilä (Buy, TP: EUR22.00) - Weak core, strong non-core by DnB Markets
- Borregaard (Buy, TP: NOK230.00) - High bioethanol sales drive beat by DnB Markets
- Aker Solutions (Hold, TP: NOK46.00) - Low visibility beyond 2025 by DnB Markets
- Sparebanken Vest (Buy, TP: NOK158.00) - Strong revenues and firm cost control by DnB Markets
- Scandic Hotels (Buy, TP: SEK80.00) - Building a dividend case by DnB Markets
- Transocean (Buy, TP: USD5.50) - Better positioned than peers by DnB Markets
- 2025 consensus still a challenge by BNP Paribas Exane
- Reassuring tone heading into 2025 by BNP Paribas Exane
- Very strong Q4 required to match FY guidance by BNP Paribas Exane
- AIA (1299 HK) by HSBC
- Meta and Microsoft Capex Implications To AI Compute & Networking by BNP Paribas Exane
- Itaú BBA on ENGIE Energía Chile: 3Q24 YoY Improvement, but Below Our Estimate by Itau
- US FDA’s VAI classification for Goa unit is a positive by BNP Paribas Exane
- Itaú BBA on Auren & AES Brasil: Neutral Results; Auren’s Solid Trading Strategy Was the Highlight by Itau
- Larsen & Toubro (LT IN) by HSBC
- Prestige Estates Projects (PEPL IN) by HSBC
- Kesko - Hold: BTT turning around, but the question is how fast by Nordea
- SKF - Hold: Lower for longer with limited visibility ahead by Nordea
- Devyser Diagnostics - Buy/SEK 140: Order phasing negatively affected Q3 by Nordea
- Telenor - Buy/NOK 157 (156): Nordics offsetting temporary Bangladesh weakness by Nordea
- Status quo quarter in our view; acquisition activity increased by BNP Paribas Exane