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EarningsReview / Equity
- Non material data changes by BNP Paribas Exane
- Q4'24 First Take: 41% EBIT miss; Vague growth outlook by BNP Paribas Exane
- Trump uncertainty persists by BNP Paribas Exane
- DeepSeek could help accelerate adoption of “vision” in automation by BNP Paribas Exane
- Still room to deliver by BNP Paribas Exane
- Cloudberry (Buy, TP: NOK13.50) - Power production boost after Skovgaard acquisition by DnB Markets
- Lime Technologies (Hold, TP: SEK340.00) - Waiting for underlying improvement by DnB Markets
- Kongsberg Gruppen (Hold, TP: NOK1300.00) - Ticking all the boxes but valuation by DnB Markets
- Dometic (Buy, TP: SEK70.00) - Step in the right direction by DnB Markets
- Kambi (Buy, TP: SEK210.00) - Growth from Brazilian stake by DnB Markets
- Novo Nordisk (Buy, TP: DKK1040.00) - Wegovy sales hinge on supply by DnB Markets
- Trelleborg (Hold, TP: SEK435.00) - Continuing to raise the margin bar by DnB Markets
- Hexagon Composites (Buy, TP: NOK52.00) - Consensus too conservative on margins by DnB Markets
- Itaú BBA on Entel: Strong Top Line, With Weak EBITDA Margin by Itau
- Earnings downgrades likely as margins turn down and EPS stagnates by BNP Paribas Exane
- In need of a catalyst by BNP Paribas Exane
- Itaú BBA on Microsoft: Disappointing Guidance Means More Patience Is Needed; Nice Risk-Return For LT Investors by Itau
- A Dinner with “Everything on the Table” by BNP Paribas Exane
- Trelleborg - Buy/SEK 475 (450): Strong Q4 raises expectations for 2025 by Nordea
- Brand innovation: steady state ahead by BNP Paribas Exane
- Cloetta - Hold: Sweet earnings despite high input prices by Nordea
- Tele2 - Buy/SEK 133 (125): Guidance confirms improving operational leverage by Nordea
- TIME to accelerate energy, materials and industrial transformation by BNP Paribas Exane
- FQ4’24 first take: FY25 FCF guide impresses, at first glance by BNP Paribas Exane
- Organic growth to disappoint by BNP Paribas Exane
- Deja vu by BNP Paribas Exane
- T-Mobile US, Inc. (TMUS US) by HSBC
- Valuation still looks attractive post rights issue by BNP Paribas Exane
- Q4’24 first take: in line, ’25 outlook modestly soft & likely to raise Q’s by BNP Paribas Exane
- Volvo (Hold, TP: SEK305.00) - A truckload of orders by DnB Markets
- XVIVO Perfusion (Buy, TP: SEK567.00) - Growth engine still pumping by DnB Markets
- Pandora (Buy, TP: DKK1550.00) - Bright outlook for growth by DnB Markets
- GN Group (Buy, TP: DKK230.00) - Focus on Enterprise outlook by DnB Markets
- Europris (Buy, TP: NOK95.00) - Norway leading the way by DnB Markets
- SEB (Hold, TP: SEK170.00) - Capital expectations still too optimistic by DnB Markets
- Borregaard (Buy, TP: NOK240.00) - Price increases and FX tailwinds by DnB Markets
- SSAB (Buy, TP: SEK65.00) - Tailwind from the mix and the cycle by DnB Markets
- Corning Incorp (GLW US) by HSBC
- Itaú BBA on Banco del Bajío: Positive Surprise in 4Q24 Results, Negative Surprise in Guidance by Itau
- FQ4’24 first take: Noisy 2025 guide and flirting with sub 20% growth by BNP Paribas Exane
- Itaú BBA on Meta: Debuting The Earnings Season In Style; We Remain Bullish by Itau
- R R Kabel (RRKABEL IN) by HSBC
- Brands vs net unit growth: not about to change gear by BNP Paribas Exane
- Cautious on ST; gradual recovery expected by BNP Paribas Exane
- When brand momentum says it all by BNP Paribas Exane
- SSAB - Hold: Pressure's on by Nordea
- Volvo - Buy/SEK 375 (340): Orders reaching an inflection point by Nordea
- 4Q24 preview - sequential strength by BNP Paribas Exane
- FY24 post-view: a solid wrap-up to 2024 by BNP Paribas Exane
- More Than Fair: Deep-Dive on Promising Fairlife Growth Opportunity in the US; KO Remains Top-Pick by BNP Paribas Exane