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EarningsReview / Equity
- Volume volatility (& questions for mgmt.) by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- United Microelectronics (2303 TT) by HSBC
- Non material data changes by BNP Paribas Exane
- China Minsheng Banking (1988 HK/600016 CH) by HSBC
- Weak start to the year, 2025 guidance lowered by BNP Paribas Exane
- Pleasant 2Q outlook before the tariff storm by BNP Paribas Exane
- New Oriental Education (EDU US) by HSBC
- Bad cost performance. EBITDA guidance cut, not FCF’s by BNP Paribas Exane
- Non material data changes by BNP Paribas Exane
- Bajaj Housing Finance Ltd (BAJAJHFL IN) by HSBC
- Robust start to the year by BNP Paribas Exane
- Bank Central Asia (BBCA IJ) by HSBC
- AT&T Inc. (T US) by HSBC
- Pre-call takeaways: Q1 comps beat but EPS misses expectations by BNP Paribas Exane
- Waiting for the next HB order leg by BNP Paribas Exane
- Refreshing message, challenging conditions by BNP Paribas Exane
- Guidance maintained with solid volumes, attractive entry at current levels by BNP Paribas Exane
- Volvo (Sell, TP: SEK240.00) - Margin starting to crack by DnB Markets
- Norconsult (Hold, TP: NOK48.00) - Q1e EPS risk, but raised 2027e by DnB Markets
- Höegh Autoliners ASA (Buy, TP: NOK90.00) - Leaning against the storm by DnB Markets
- Golden Ocean (No_rec, TP: NOK) - Recommendation and target price withdrawn by DnB Markets
- SKF (Buy, TP: SEK225.00) - Resetting expectations by DnB Markets
- Investor (Buy, TP: SEK320.00) - Well-equipped for uncertain times by DnB Markets
- Valmet (Buy, TP: EUR32.00) - Solid beats in ‘stable businesses’ by DnB Markets
- Non material data changes by BNP Paribas Exane
- Volvo - Orders and order mix very supportive for the outlook by Danske Bank Equity Research
- Q1 2025 pre-results templates by BNP Paribas Exane
- Q1 pre-release: momentum continues by BNP Paribas Exane
- Sharp Q1 growth by BNP Paribas Exane
- Zoomlion Heavy Industry (1157 HK/000157 CH) by HSBC
- Q1: Closing the underperformance gap by BNP Paribas Exane
- Not letting tariff risk take them adrift by BNP Paribas Exane
- CGN Power (1816 HK) by HSBC
- 1Q25 Revenues a 2% miss, FY25 EBIT css likely down 15-20% by BNP Paribas Exane
- Outperforming despite challenges by BNP Paribas Exane
- China Data Centres by HSBC
- 1Q25 sales in-line, good D2C and Sun, trends continuing in April, tariff countermeasures being deployed by BNP Paribas Exane
- Cash flow worries by BNP Paribas Exane
- 1Q25 first take - solid start to 2025 by BNP Paribas Exane
- Q1’25 postview: amid tariff uncertainty, 9/10 is graded an A+ by BNP Paribas Exane
- Q1’25 earnings: revenue ahead, margins and EPS light, guidance reiterated by BNP Paribas Exane
- Assa Abloy (Hold, TP: SEK290.00) - Showing resilience by DnB Markets
- Agilyx (Buy, TP: NOK37.00) - CCC construction in focus by DnB Markets
- Tomra (Sell, TP: NOK120.00) - First-quarter fizzle by DnB Markets
- CMB.TECH (No_rec, TP: USD) - Recommendation and target price withdrawn by DnB Markets
- SalMar (Buy, TP: NOK650.00) - Minor model adjustments by DnB Markets
- Equinor (Sell, TP: NOK220.00) - 5% below consensus on Q1e EBIT by DnB Markets
- Coor Service Management (Buy, TP: SEK54.00) - Efficiencies gaining momentum by DnB Markets
- HMS Networks (Buy, TP: SEK615.00) - Broad-based beat shows promise by DnB Markets