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EarningsReview / Equity
- Strong Q1 beat; FY’25 EPS outlook maintained, Q2 guided below by BNP Paribas Exane
- Alfa Laval (Buy, TP: SEK515.00) - Marine margin thesis playing out by DnB Markets
- Epiroc (Hold, TP: SEK220.00) - Solid equipment demand by DnB Markets
- Millicom (Buy, TP: USD39.00) - Solid underlying performance by DnB Markets
- Sea1 Offshore (Buy, TP: NOK30.00) - Waiting for newbuilds by DnB Markets
- Axactor (Hold, TP: NOK4.30) - Staying focused by DnB Markets
- Instalco (Buy, TP: SEK45.00) - Looking forward by DnB Markets
- Carlsberg (Buy, TP: DKK1075.00) - Soft Q1, but with bright spots by DnB Markets
- Norsk Hydro (Sell, TP: NOK55.00) - Q1 shipments delayed to Q2 by DnB Markets
- Entra (Buy, TP: NOK130.00) - Net lettings slip again by DnB Markets
- YIT (Sell, TP: EUR2.00) - 2025 guidance unchanged, we see EPS close to zero by DnB Markets
- XXL ASA (Hold, TP: NOK11.00) - Encouraging LFL growth by DnB Markets
- Catena (Hold, TP: SEK480.00) - Strong Q1 margin, but muted activity by DnB Markets
- Kesko (Buy, TP: EUR21.50) - Steady progress by DnB Markets
- SSAB (Buy, TP: SEK82.00) - Special steel keeps shining by DnB Markets
- Billerud (Buy, TP: SEK130.00) - Rosy outlook for cash by DnB Markets
- Another round of Aramco suspensions expected by DnB Markets
- Feedback from earnings call by BNP Paribas Exane
- Itaú BBA on Bimbo: Solid Mexico but Still Questions on the US by Itau
- Itaú BBA on Televisa: Slightly Better EBITDA Margin, But Trends Remain Weak by Itau
- Itaú BBA on Ternium: 1Q25 EBITDA Beat on Strong Cost Performance by Itau
- Itaú BBA on Fibra Prologis: Strong 1Q25 Results; New Tenants Is a Point to Monitor by Itau
- Corning Incorp (GLW US) by HSBC
- Itaú BBA on Alsea: Healthy Top Line but, Below Forecast Profitability by Itau
- Itaú BBA on Chedraui: Impressive Quarterly Results Ignoring Non-Recurring Effects by Itau
- XXL ASA (No_rec, TP: NOK) - Q1 below, but back to growth by DnB Markets
- Atlas Copco (Buy, TP: SEK170.00) - Solid story lacking execution by DnB Markets
- Western Bulk Chartering (Hold, TP: NOK15.30) - Bruised but not broken by DnB Markets
- Klaveness Combination Carriers (Buy, TP: NOK112.00) - Set for tanker tailwinds by DnB Markets
- NTG (Buy, TP: DKK385.00) - M&A set to boost guidance by DnB Markets
- Edda Wind (No_rec, TP: NOK) - Recommendation and target price withdrawn by DnB Markets
- Volvo Cars (Hold, TP: SEK17.60) - I roll…into the kitchen sink by DnB Markets
- Kalmar (Hold, TP: EUR29.00) - Still-solid demand by DnB Markets
- Gjensidige Forsikring (Hold, TP: NOK235.00) - Profitable growth ahead by DnB Markets
- Latour (Buy, TP: SEK300.00) - Orders the key positive by DnB Markets
- SEB (Hold, TP: SEK149.00) - Premium called into question by DnB Markets
- Ncc (Buy, TP: SEK210.00) - Slightly larger seasonal losses by DnB Markets
- The Kingfish Company (No_rec, TP: NOK) - Discontinuing coverage by DnB Markets
- Storytel (Hold, TP: SEK83.00) - Struggled to live up to expectations by DnB Markets
- Royal Unibrew (Buy, TP: DKK670.00) - Q1 softer than expected by DnB Markets
- Valuation update by DnB Markets
- Guidance maintained with volumes generally tracking outlook by BNP Paribas Exane
- Valeo (FR FP) by HSBC
- Itaú BBA on Walmex: Strictly In Line Performance but, Keep and Eye on Cash Flow Generation by Itau
- Itaú BBA on Becle: Positive 1Q25 Despite Volumes by Itau
- Itaú BBA on Marcopolo: Worse Than Expected 1Q25 by Itau
- Snap, and LlamaCon, highlight Meta Advertising dependency risk by BNP Paribas Exane
- Midea Group (000333 CH/300 HK) by HSBC
- 美的集团（000333 CH/300 HK） by HSBC
- Itaú BBA on La Comer: Good, Yet Expected 1Q25 Results by Itau