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EarningsReview / Equity
- Blocking and tackling by BNP Paribas Exane
- Swedish Orphan Biovitrum (Buy, TP: SEK365.00) - Haemophilia the highlight in Q1 by DnB Markets
- Zealand Pharma (Buy, TP: DKK1000.00) - Focus on pipeline progression by DnB Markets
- Embla Medical (Buy, TP: DKK35.50) - Better start to the year than expected by DnB Markets
- Betsson (Buy, TP: SEK195.00) - Resilient growth and new markets by DnB Markets
- Valaris (Buy, TP: USD40.00) - All roads lead to 2027 by DnB Markets
- Komplett (Hold, TP: NOK11.00) - Soft Q1, but outlook improves on gaming product launches by DnB Markets
- Arjo (Hold, TP: SEK35.00) - Soft start to 2025 by DnB Markets
- Elkem (Buy, TP: NOK30.00) - Mixed Q1 results by DnB Markets
- Pareto Bank (Buy, TP: NOK84.00) - Solid start to the year by DnB Markets
- Kone (Hold, TP: EUR55.00) - Limited surprises by DnB Markets
- The weekly navigator by DnB Markets
- Personality Plus: Remains Top Pick Post 1Q25 Beat and Reaffirmed FY25 Guidance (The New ‘Raise’ in Staples) by BNP Paribas Exane
- China Education Group (839 HK) by HSBC
- The CNMC approves BBVA's offer - implications by BNP Paribas Exane
- Microsoft leads GenAI ROI race as revenue growth accelerates while Capex growth slows by BNP Paribas Exane
- Growth Outlook Even Firmer (& Unphased by Tariff Chaos) by BNP Paribas Exane
- Itaú BBA on Banco del Bajío: Fully In Line 1Q25 - NIM Feeling The Lower Rates by Itau
- Itaú BBA on Genomma Lab: Solid EPS Growth but a Touch Below EBITDA by Itau
- Kone - Stability confirmed by Danske Bank Equity Research
- Svenska Handelsbanken - Returning capital and avoiding risk by Danske Bank Equity Research
- Starting slow by BNP Paribas Exane
- 1Q25 beat; occupancy positioned well ahead of peak leasing season by BNP Paribas Exane
- 1Q25 earnings beat; Operating performance continues to see improvement by BNP Paribas Exane
- DSV - Buy/DKK 1,600: DKK 9.0bn in Schenker synergies by Nordea
- 1Q25 First Take: EBITDA, cash flow & 2Q guide slightly ahead of consensus but increased risk to 2H recovery by BNP Paribas Exane
- Vimian (Buy, TP: SEK55.00) - 2025 off to a good start by DnB Markets
- 2020 Bulkers (Hold, TP: NOK116.00) - Tempered for now by DnB Markets
- Momentum Group (Hold, TP: SEK175.00) - Weak Q1 offset by acquisitions by DnB Markets
- Truecaller (Buy, TP: SEK90.00) - Set for continuation of Q4 trends by DnB Markets
- Aurora Eiendom (No_rec, TP: NOK) - Recommendation and target price withdrawn by DnB Markets
- Borregaard (Buy, TP: NOK230.00) - Agricultural products boost Q1 EPS by DnB Markets
- Sparebanken Møre (Hold, TP: NOK95.00) - Higher margin pressure and costs by DnB Markets
- Sparebanken Vest (Buy, TP: NOK157.00) - Strong pre-merger quarter by DnB Markets
- Sea1 Offshore (Buy, TP: NOK30.00) - Another strong performance by DnB Markets
- Aker Biomarine (Buy, TP: NOK65.00) - Mostly mitigating tariffs by DnB Markets
- Q1 largely in line, Q2 sales guided slightly below; CEO transition announced by BNP Paribas Exane
- Bank Rakyat Indonesia (BBRI IJ) by HSBC
- No European summer? by BNP Paribas Exane
- Strong demand leading to increased guidance, KPIs decent by BNP Paribas Exane
- Impressive Advertising growth (and capex ramp) continues by BNP Paribas Exane
- Aberdeen (ABDN LN) by HSBC
- Itaú BBA on JBS: PPC’s 1Q25 – Lackluster Quarter by Itau
- PICC P&C (2328 HK) & PICC Group (1339 HK) by HSBC
- DSV - Stronger than expected synergies by Danske Bank Equity Research
- Results/Guide slightly better; No tariff impact through Sept-Q by BNP Paribas Exane
- Q125 results and 15 questions for management by BNP Paribas Exane
- 1Q25 Beat, Guidance affirmed ahead of peak leasing season by BNP Paribas Exane
- Guidance affirmed, strong deal flow and b/s improvement by BNP Paribas Exane
- Foeroya Banki - Commissioned research: Solid start to the year by Nordea