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EarningsReview / Equity
- US Private Label: What Pre-Election Jitters? PL Loses Share in 4-wks Thru 11/2; CLX, KMB Remain Most Exposed by BNP Paribas Exane
- Entering 2025 with confidence by BNP Paribas Exane
- Mixed 3Q and FY24 guidance by BNP Paribas Exane
- Focus is on the US but ex-US momentum remains solid by BNP Paribas Exane
- Autostore (Sell, TP: NOK9.50) - Improved order intake needed by DnB Markets
- KID (Buy, TP: NOK165.00) - Geared up for busy Q4 by DnB Markets
- Kaldvik (Buy, TP: NOK31.00) - Ramping up harvest in Q3 by DnB Markets
- Uni-President (1216 TT) by HSBC
- Non material data changes by BNP Paribas Exane
- Itaú BBA on Banrisul: Soft 3Q24 by Itau
- Itaú BBA on Cury: Good 3Q24 Results by Itau
- Itaú BBA on Intercorp Financial Services: 3Q24 Confirms Recovery Trend by Itau
- Itaú BBA on SLC Agrícola: 3Q24 – Uneventful Quarter by Itau
- Itaú BBA on CVC Corp: First Post-Pandemic Q with Positive B-Line by Itau
- Getlink Group (GET FP) by HSBC
- Schouw & Co - Buy/DKK 665: Valuation to be unlocked by potential BioMar IPO by Nordea
- Royal Unibrew - Buy/DKK 650 (680): A pipeline of efficiency initiatives by Nordea
- Rock & roll by BNP Paribas Exane
- FLSmidth - Buy/DKK 475: Another strong margin performance by Nordea
- Waking the sleeping giant by BNP Paribas Exane
- Investor feedback & key debate update by BNP Paribas Exane
- Crunch time: CO2, Costs and CFO feedback by BNP Paribas Exane
- 3Q Model Sweep - HASI, CWEN, NEP, BEP, AMRC, SHLS by BNP Paribas Exane
- UK Banks Field Trip Feedback by BNP Paribas Exane
- In the Zone by BNP Paribas Exane