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EarningsReview / Equity
- US FMCG volumes sequentially weaker leaving Q1 in negative territory by BNP Paribas Exane
- New CEO focus - Convert, MVF ramp, Customers by BNP Paribas Exane
- On announces CEO transition and several new hires by BNP Paribas Exane
- Q1’25 pre-close call feedback by BNP Paribas Exane
- Q1 pre-close feedback by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Feedback post company contact by BNP Paribas Exane
- Company contact by BNP Paribas Exane
- Catching up with Elanco by BNP Paribas Exane
- ISM Manufacturing PMI: Misses estimates amid tariff uncertainties by BNP Paribas Exane
- Growth recovery helped by inventory build-up by BNP Paribas Exane
- Private Label Monitor: Still Waiting for Other Shoe to Drop; Soft Demand Trends, But PL Share Gains Remain Muted by BNP Paribas Exane
- Sandvik (Hold, TP: SEK210.00) - Estimates cut due to FX by DnB Markets
- Atlas Copco (Buy, TP: SEK180.00) - Shelter from the storm in Vacuum by DnB Markets
- Veidekke (Hold, TP: NOK160.00) - Seasonal low despite mild winter by DnB Markets
- Storytel (Hold, TP: SEK96.00) - A story on pause by DnB Markets
- Selvaag Bolig (Sell, TP: NOK32.00) - Unit sales in line, EPS still trailing by DnB Markets
- DNO (Hold, TP: NOK15.00) - Time for a breather by DnB Markets
- Glass Act: Initiate at Outperform by BNP Paribas Exane
- A step too far? by BNP Paribas Exane
- 1Q25 preview - improving q/q but outlook remains uncertain by BNP Paribas Exane
- March SAAR: Tariff Pre-Buy Drives Outstanding March by BNP Paribas Exane
- Highway to the Data Zone 3 by BNP Paribas Exane
- Racing Force - ACCELERATION IN MOTORSPORT, ADVANCEMENTS IN NEW PROJECTS by Equita Sim
- Roadshow feedback by BNP Paribas Exane
- Q1 pre-close call company feedback by BNP Paribas Exane
- Pre-close call feedback: cautious on pricing and utilization by BNP Paribas Exane
- Itaú BBA on Kora Saúde: Lower Operational Beds and Soft Average Ticket Offset Strong Growth in Oncology by Itau
- Crawling into March: Transitory Slowdown Persists; Non-Alc. Beverages > HPC and Alc. Beverages by BNP Paribas Exane
- T-Mobile and EQT JV closed Lumos acquisition by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Feedback from pre-close call by BNP Paribas Exane
- Q1 Pre Close Call - Key Takeaways by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Epiroc (Hold, TP: SEK220.00) - No earnings growth in 2025e by DnB Markets
- ABB (Buy, TP: SEK600.00) - BUY on recent weakness by DnB Markets
- Alimak (Hold, TP: SEK140.00) - Mean reversion by DnB Markets
- Elmera Group (Sell, TP: NOK24.00) - Fixed prices, variable risks by DnB Markets
- BlueNord (Hold, TP: NOK660.00) - A tough start to the year by DnB Markets
- Trelleborg (Hold, TP: SEK390.00) - FX headwinds by DnB Markets
- Valuation update by DnB Markets
- Remember whose side you are on by BNP Paribas Exane
- SoS 2025: losing its Shein? by BNP Paribas Exane
- US Industry Dashboard: Non-Alc Bevs. Most Resilient Thru 3/22; Industry Growth +ve for MNST, CELH, KO, KDP; -ve for TAP, CLX, STZ, PEP by BNP Paribas Exane
- Key Takeaways from Our CFO Call by BNP Paribas Exane
- Italian Exhibition Group - WELL BEGUN IS HALF DONE by Equita Sim
- FY25 pre-close trading update by BNP Paribas Exane
- Maps - Une nouvelle (belle) acquisition by MidCap Partners