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EarningsReview / Equity
- Favourable market conditions by BNP Paribas
- A positive second derivative on flows by BNP Paribas
- Schibsted (Sell, TP: NOK270.00) - Mixed report from Adevinta by DnB Markets
- CGG (Buy, TP: EUR2.00) - Strong equipment sales by DnB Markets
- D/S Norden (Buy, TP: DKK139.00) - Fewer assets, more tanker days by DnB Markets
- Mowi (Sell, TP: NOK170.00) - Feed and consumer products weighing on estimates by DnB Markets
- Kingsoft Corp - 1Q19: Cloud growth robust; Company raises 2019 margin expectation. by UOB
- Bumitama Agri (BAL SP) - 1Q19: Unexpected high expenses; FFB production in line by UOB
- Golden Agri-Resources (GGR SP) - Results within expectations with higher sales volume despite lower production and ASP. by UOB
- Oxley Holdings (OHL SP) - 3QFY19: Deleveraging in progress by UOB
- 100 questions into the Investor Day by BNP Paribas
- Q1''19 roughly in line but Q2 likely to be weaker by BNP Paribas
- Espresso | Lucas Bols | Buy | Tough 2019, but better 2020 seen by Kepler Cheuvreux
- Q1 beat on EBIT; Q2 ad trends likely unchanged by BNP Paribas
- Poor Q1 but new orders to diversify end-markets by BNP Paribas
- Better before worse by BNP Paribas
- A solid start to the year by BNP Paribas
- Le dessalement dans un monde tiraillé par les crises de l’eau by Oddo BHF
- Q119 results postview (+15 questions for management) by BNP Paribas
- Trading its way out of a weak operational environment by BNP Paribas
- The H2 ''monkey'' bridge (+ questions for management) by BNP Paribas
- The end of the rally? by BNP Paribas
- Weak Q1 results, too much hope resting on H2 by BNP Paribas
- Schibsted (Sell, TP: NOK270.00) - Soft Q1 We consider this a slightly negative report, despite a strong performance from finn.no, and reiterated guidance. We expect consensus EBITDA for Schibsted excluding Adevinta and IFRS16 to come down 2%, and believe by DnB Markets
- NRC Group (Buy, TP: NOK75.00) - Low-season beat by DnB Markets