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EarningsReview / Equity
- Back to the grind (and 15-ish Qs) by BNP Paribas Exane
- AgChem listing potentially coming earlier? by BNP Paribas Exane
- Strong 4Q24 sales and positive comments on growth drivers overshadow 2H24 margin miss by BNP Paribas Exane
- 4Q24 feedback - bracing for J&J’s decision on Darzalex 2.0 by BNP Paribas Exane
- FY24 results and 15 questions for management by BNP Paribas Exane
- Q4'24 conf. call feedback by BNP Paribas Exane
- Q4 beat; Q1 sales guidance slightly below by BNP Paribas Exane
- Elektroimportøren (Buy, TP: NOK14.50) - Q4 in line with expectations by DnB Markets
- Frontline (Buy, TP: NOK305.00) - Sun breaking through the mist by DnB Markets
- Latour (Buy, TP: SEK340.00) - M&A sets 2025e up nicely by DnB Markets
- Aker Solutions (Sell, TP: NOK30.00) - Extending the happy days by DnB Markets
- Norske Skog (Buy, TP: NOK30.00) - Starting a new chapter by DnB Markets
- SpareBank 1 Sør-Norge (Buy, TP: NOK167.00) - Raised ROE and synergy ambitions by DnB Markets
- Storytel (Hold, TP: SEK96.00) - A story on hold by DnB Markets
- Sparebanken Øst (Hold, TP: NOK74.00) - Solid distribution prospects by DnB Markets
- Sparebank 1 SMN (Buy, TP: NOK190.00) - Room for solid distributions by DnB Markets
- Aker Biomarine (Buy, TP: NOK75.00) - Delivery needed in 2025 by DnB Markets
- Ambea (Buy, TP: SEK123.00) - In capital-allocation mode by DnB Markets
- Selvaag Bolig (Sell, TP: NOK32.00) - DPS recovery still some way off by DnB Markets
- SpareBank 1 Helgeland (Hold, TP: NOK156.00) - Solid revenues and lower costs by DnB Markets
- FIRST RESPONSE: FY25 guidance disappoints by BNP Paribas Exane
- Guidance raised on strong deal flow, growth well above peers by BNP Paribas Exane
- Data Center Daydreams by BNP Paribas Exane
- Guide below street on FX headwinds, demand still positive by BNP Paribas Exane
- Itaú BBA on Suzano: In Line, High Quality 4Q24 Results by Itau
- FY24: strong print but limited earnings growth in updated guidance by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- As the dust starts to settle, disappointing news by BNP Paribas Exane
- 1Q25 Preview: Thoughts ahead of the Print by BNP Paribas Exane
- Itaú BBA on Arca Continental: Strong 4Q24 Results; Impressive Margins in the U.S. and Mexico by Itau
- Non material data changes by BNP Paribas Exane
- LEO Satellites expert event - key takeaways by BNP Paribas Exane
- Evolution (Buy, TP: SEK1440.00) - Race to get back on track by DnB Markets
- Hexagon Purus (Sell, TP: NOK1.80) - Hurt by low demand visibility by DnB Markets
- Stora Enso (Buy, TP: EUR13.00) - Value story with a potential catalyst by DnB Markets
- Elekta (Hold, TP: SEK70.00) - Focus on guidance for Q4 by DnB Markets
- Storebrand (Buy, TP: NOK140.00) - Strong repricing momentum by DnB Markets
- Sats (Buy, TP: NOK34.00) - Group training boosts profitability by DnB Markets
- Elektroimportøren (Buy, TP: NOK15.00) - Back to core by DnB Markets
- Rogaland Sparebank (Hold, TP: NOK127.00) - Awaiting capital tailwinds by DnB Markets
- Cargotec (Buy, TP: EUR53.00) - Strong and encouraging Q4 by DnB Markets
- Entra (Buy, TP: NOK130.00) - FFO slipped, and net lettings missed by DnB Markets
- Lindab International (Hold, TP: SEK225.00) - No rush by DnB Markets
- NRC Group (Hold, TP: NOK4.50) - Results will speak for themselves by DnB Markets
- Wallenius Wilhelmsen ASA (Buy, TP: NOK123.00) - Start of something good by DnB Markets
- Good marks on cost-outs, work in progress on productivity by BNP Paribas Exane
- Soft ‘rock, not a shock (& Q’s for mgmt.) by BNP Paribas Exane
- Growth recovers; margin pressure continues by BNP Paribas Exane
- Little surprises with guidance inline, remain Neutral by BNP Paribas Exane
- Guidance inline, solid fundamentals to persist in 2025 by BNP Paribas Exane