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EarningsReview / Equity
- Capital becoming a catalyst by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- CFO call back, talking underlying Q125 trends by BNP Paribas Exane
- What to expect from FY’24 numbers by BNP Paribas Exane
- Bergman & Beving - Waiting until someone turns up the thermostat by Danske Bank Equity Research
- Alfa Laval - Order intake concerns a risk for 2026E and valuation by Danske Bank Equity Research
- Plastic to paper to dollars (& Q’s for management) by BNP Paribas Exane
- Too early to turn positive by BNP Paribas Exane
- Wärtsilä - Back on track to continue double-digit growth by Danske Bank Equity Research
- Resisting temptation to catch a falling knife by BNP Paribas Exane
- Vitec Software - Acquisitions adding much more than expected by Danske Bank Equity Research
- The Cocoa Crash by BNP Paribas Exane
- Global Health Ltd (MEDANTA IN) by HSBC
- Too early to give the benefit of the doubt by BNP Paribas Exane
- Hoping for increased deal flow in 25, share buyback announced by BNP Paribas Exane
- Quick look: Q4 comps beat, but margins and EPS miss by BNP Paribas Exane
- Bilia AB (Buy, TP: SEK145.00) - Better-than-expected Q4 results by DnB Markets
- Alfa Laval (Buy, TP: SEK590.00) - The strong signs nobody saw by DnB Markets
- Solstad Offshore (Buy, TP: NOK60.00) - Continued contracting success by DnB Markets
- Bonava (Hold, TP: SEK10.00) - KPIs lead the way by DnB Markets
- Kinnevik (Buy, TP: SEK110.00) - Have perk, will travel by DnB Markets
- AAK (Buy, TP: SEK370.00) - Still-solid CBE appetite by DnB Markets
- Wärtsilä (Buy, TP: EUR22.00) - Strong and attractive core business by DnB Markets
- MPC Container Ships (Sell, TP: NOK17.10) - Facing a lasting container storm by DnB Markets
- Embla Medical (Buy, TP: DKK39.00) - Mixed Q4, 2025e Medicare tailwind by DnB Markets
- Mixed 3Q; US sales remain flat while India sales growth slows by BNP Paribas Exane
- Chemical no-mance (& Q’s for mgmt.) by BNP Paribas Exane
- Loomis - Productivity improvements bearing fruit by Danske Bank Equity Research
- 4Q & flash call feedback; reassuring on demand; full CagriSema competitive profile still requires REDEFINE-2.-4 & -11 by BNP Paribas Exane
- Equinor - Going in the right direction, becoming more attractive by Danske Bank Equity Research
- Lundbeck - Another record year in the making by Danske Bank Equity Research
- Q3 FY25 first look - guidance cut by BNP Paribas Exane
- UPM-Kymmene - Still another round of estimate cuts needed by Danske Bank Equity Research
- Keppel (KEP SP) by HSBC
- Embla Medical - Limited catalysts for now by Danske Bank Equity Research
- Q424 results and 15 questions for management by BNP Paribas Exane
- Activist investor bites by BNP Paribas Exane
- 2025 revenue guidance lowered on Breast Health and FX by BNP Paribas Exane
- The Forgotten Icon: Cloud 6 by BNP Paribas Exane
- 4Q24 EPS 2% above but 1Q25/FY25 guidance implies -2%/-1% EPS cuts by BNP Paribas Exane
- Q4 in-line, warning on 2025 nowhere near as dramatic as FMC by BNP Paribas Exane
- AAK (Buy, TP: SEK370.00) - Neutral Q4 results by DnB Markets
- Assa Abloy (Buy, TP: SEK390.00) - US residential still hitting snooze by DnB Markets
- Klaveness Combination Carriers (Buy, TP: NOK128.00) - Attractive risk/reward by DnB Markets
- Addtech (Hold, TP: SEK310.00) - Continually improving by DnB Markets
- DSV (Buy, TP: DKK1800.00) - Waiting for the Schenker closing by DnB Markets
- Svenska Handelsbanken (Buy, TP: SEK147.00) - Executing on cost efficiencies by DnB Markets
- DNB (No_rec, TP: NOK) - Further core revenue expansion by DnB Markets
- Demant (Buy, TP: DKK320.00) - Back-end-loaded 2025e recovery by DnB Markets
- Alm. Brand (Buy, TP: DKK17.00) - Improved underlying performance by DnB Markets