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EarningsReview / Equity
- Guidance cut with move-outs to weigh on shares; d/g to Neutral by BNP Paribas Exane
- Cloudflare reports strong FQ3 results but FQ4 guidance a miss by BNP Paribas Exane
- Grand Slam by BNP Paribas Exane
- FQ1 25 call feedback: prudent assumptions could lead to more positive surprises by BNP Paribas Exane
- Elmera Group (Sell, TP: NOK21.00) - Q3 above, guidance maintained by DnB Markets
- Odfjell SE (Buy, TP: NOK210.00) - Solid tanker yield at a discount by DnB Markets
- Arctic Fish (Buy, TP: NOK80.00) - Operational progress and strong 2025 volume guidance by DnB Markets
- Latour (Buy, TP: SEK335.00) - In a good place ahead of 2025e by DnB Markets
- GN Group (Buy, TP: DKK230.00) - Looking for an upturn in Enterprise by DnB Markets
- B2Impact (Buy, TP: NOK11.00) - Set for Q4 investment ramp-up by DnB Markets
- Rogaland Sparebank (Hold, TP: NOK125.00) - Raised ROE target and dividend policy by DnB Markets
- Odfjell Drilling (Buy, TP: NOK100.00) - Set to deliver on dividend story by DnB Markets
- DNO (Buy, TP: NOK15.00) - Set for North Sea growth by DnB Markets
- Hexagon Composites (Buy, TP: NOK54.00) - Margin expansion materialising by DnB Markets
- Camurus (Buy, TP: SEK725.00) - Strong earnings, raised guidance by DnB Markets
- AKVA group (Buy, TP: NOK85.00) - Strong Q3 and positive outlook by DnB Markets
- Novonesis (Buy, TP: DKK500.00) - Top end of guidance looks reachable by DnB Markets
- Cambi (Buy, TP: NOK19.00) - Optimistic on order outlook by DnB Markets
- The weekly navigator by DnB Markets
- Strong Q3, bad news flow and guidance better than it looks by BNP Paribas Exane
- Earnings call feedback by BNP Paribas Exane
- Q3 24 first take: another (stronger) adjusted EBITDA beat, GAAP EBIT margin up to 9.0% by BNP Paribas Exane
- First take on pro forma AAP results post Worldpac sale by BNP Paribas Exane
- DTC…Down to Costco by BNP Paribas Exane
- Itaú BBA on BR Partners: A Good Quarter by Itau
- First take on Q3 results by BNP Paribas Exane
- Q3 EBITDA beats but Q4 EBITDA guidance cut 39% by BNP Paribas Exane
- Abominable tariffs by BNP Paribas Exane
- Clas Ohlson (Buy, TP: SEK190.00) - Strong growth into high season by DnB Markets
- Elektroimportøren (Hold, TP: NOK9.50) - Q3 above on improved profitability by DnB Markets
- Pandora (Buy, TP: DKK1350.00) - Silver overshadows solid quarter by DnB Markets
- Kambi (Buy, TP: SEK210.00) - Improving with sizeable buybacks by DnB Markets
- Securitas (Buy, TP: SEK175.00) - Another step in the right direction by DnB Markets
- SFL Corporation Ltd (Hold, TP: USD10.80) - Risk/reward points to fair value by DnB Markets
- Veidekke (Buy, TP: NOK140.00) - Q3 revenues below, EPS above by DnB Markets
- Alm. Brand (Buy, TP: DKK15.00) - Focus on profitability into 2025 by DnB Markets
- Elmera Group (Sell, TP: NOK24.00) - Earnings beat, but valuation still rich by DnB Markets
- Norconsult (Buy, TP: NOK43.00) - Cost-driven low-season beat by DnB Markets
- Borr Drilling (Buy, TP: NOK65.00) - Volatile times set to remain by DnB Markets
- Selvaag Bolig (Sell, TP: NOK30.00) - Q3 miss, Urban Property covenants by DnB Markets
- Harvia (Buy, TP: EUR53.00) - Achieving where it matters most by DnB Markets
- Noble (Buy, TP: USD46.00) - Increased risk of idle time by DnB Markets
- Truecaller (Buy, TP: SEK60.00) - iOS launch improving growth by DnB Markets
- GE to no longer have a stake in GEHC by BNP Paribas Exane
- 3Q miss, incremental negative by BNP Paribas Exane
- Results in-line, FX headwinds should subside from 4Q by BNP Paribas Exane
- Q324 results: top-line reaccelerating, margins better. But only c. +1% upside to FY24e consensus, and uncertainty on FY25e margin direction. by BNP Paribas Exane
- AI customers helped boost Q3 - will it repeat? by BNP Paribas Exane
- Mahindra & Mahindra (MM IN) by HSBC
- Itaú BBA on CMPC: Stronger 3Q24 Thanks To Better P&F Division by Itau