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EarningsReview / Equity
- Grieg Seafood (Sell, TP: NOK105.00) - Good Q1, spoilt by Shetland by DnB Markets
- Bakkafrost (Sell, TP: NOK390.00) - Russia weighs on results again by DnB Markets
- Austevoll Seafood (Hold, TP: NOK101.00) - Let down by Lerøy Seafood by DnB Markets
- AF Gruppen (Sell, TP: NOK108.00) - Order beat but margin miss by DnB Markets
- Schibsted (Hold, TP: NOK230.00) - Adios Adevinta by DnB Markets
- Alibaba Group - 4QFY19: In-line results; heavy investments down the road. by UOB
- First Resources (FR SP) - 1Q19: Results within expectation; lower FFB production growth guidance by UOB
- PropNex (PROP SP) - 1Q19: Expect a better 2H19 by UOB
- ST Engineering (STE SP) - 1Q19: Beats expectations, expects higher orderbook recognition for next three quarters by UOB
- Sunpower Group (SPWG SP) - 1Q19: Results in line, robust growth led by green investment segment by UOB
- Pipeline optionality by BNP Paribas
- Impressive diet discipline by BNP Paribas
- Heading in the right direction by BNP Paribas
- Espresso | Intertek | Hold | Q1 preview by Kepler Cheuvreux
- Investment Daily 16/05/2019 by BNP Paribas
- Egypt (Pharos): Housing and Development Bank – 1Q2019 – Strong bottom line despite pressured margins by Tellimer
- Margin recovery delayed, but with stronger backlog by BNP Paribas
- If you only own one bank... by BNP Paribas
- Avance Gas (Buy, TP: NOK32.00) - Leverage to spot rates by DnB Markets
- Scandi Standard (Hold, TP: SEK65.00) - Dust settles after accounting changes by DnB Markets
- Sbanken (Hold, TP: NOK83.00) - Decelerating lending growth by DnB Markets
- Frontline (Buy, TP: NOK87.00) - Rates flat but share price up 90% since February by DnB Markets
- Flex LNG (Buy, TP: NOK162.00) - Rates pointing up by DnB Markets
- Banyan Tree Holdings (BTH SP) - 1Q19: Core earnings in line with expectations by UOB
- Charts of the week: Copper - ripe for a rise by BNP Paribas
- Maersk Drilling (Buy, TP: DKK740.00) - Debut quarter by DnB Markets
- Pacific Drilling (Buy, TP: USD18.00) - Few surprises in Q1 – Zonda arbitration next focus point by DnB Markets
- Adevinta (Sell, TP: NOK70.00) - by DnB Markets
- Selvaag Bolig (Hold, TP: NOK47.00) - Low-season miss by DnB Markets
- Fjord1 (Hold, TP: NOK40.00) - Soft Q1; down to HOLD by DnB Markets
- Ausnutria Dairy - 1Q19: Gearing up for a strong 2019 finish. by UOB
- Tencent Holdings - 1Q19: Soft top-line growth, margins improve as fewer games released; downgrade to HOLD. by UOB
- SingTel (ST SP) - 4QFY19: Within expectations, offers 5.6% dividend yield in FY20 by UOB
- Jumbo Group (JUMBO SP) - 2QFY19: Results in line by UOB
- Not your usual European Telecom by BNP Paribas
- A new Sage. Cloud accelerating. by BNP Paribas
- FY20 guidance disappoints due to release timing by BNP Paribas
- April sunshine by BNP Paribas
- Solid Q1, but order growth pauses by BNP Paribas
- City Developments (CIT SP) - 1Q19: Higher margins for development projects; expanding in China by UOB
- CMD: long term potential in Asset Management by BNP Paribas
- All eyes on Oslo by BNP Paribas
- Fremantle drives Q1 growth; outlook reiterated by BNP Paribas
- Bergman & Beving (Buy, TP: SEK130.00) - Entering the next phase by DnB Markets
- Solon Eiendom (Hold, TP: NOK37.00) - Low-margin luxury in Q1 by DnB Markets
- Golar LNG (Buy, TP: USD42.00) - Rates finally on the rise by DnB Markets
- BW LPG (Buy, TP: NOK51.00) - Record exports and inventory build by DnB Markets
- Seafood - The Fat Trout Weekly by DnB Markets
- NetEase - 1Q19: Strong game performance, bottom-line beat on increased operating efficiency. e-commerce growth missed our expectation. by UOB
- The ten key debates by BNP Paribas