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EarningsReview / Equity
- INVEST SECURITIES - Horizontal Software : La rentabilité comme priorité CT - ACHAT, OC 7,1€ vs 11€ by Invest Securities
- WOOD Flash – MMK: 2Q18 financial results – broadly as expected by Wood and Company
- Grieg Seafood (Buy, TP: NOK115.00) - Not firing on all cylinders in Q2 by DnB Markets
- William Demant Holding (Sell, TP: DKK220.00) - by DnB Markets
- Carlsberg (Sell, TP: DKK650.00) - Solid Q2/H1e already priced in by DnB Markets
- Scorpio Tankers (Buy, TP: USD4.00) - Weathering the storm by DnB Markets
- TGS Nopec (Hold, TP: NOK287.00) - Few surprises by DnB Markets
- CGG (Hold, TP: EUR2.30) - A step in the right direction by DnB Markets
- Teekay Tankers (Buy, TP: USD2.00) - USD190m liquidity is enough by DnB Markets
- Lundbeck (Sell, TP: DKK360.00) - Guidance implicitly raised in June by DnB Markets
- GasLog (Hold, TP: USD18.20) - Modest winter leverage by DnB Markets
- Prosafe (Hold, TP: NOK20.00) - Extending the option by DnB Markets
- Focus: Turkey consumer staples – initiating coverage on Ulker, maintaining our BUY on Anadolu Efes and our HOLD on Coca-Cola Icecek; Otokar – 2Q18 results- wider loss than expected; BRD-GSG’s 2Q18 results conference call summary by Wood and Company
- Avance Gas (Hold, TP: NOK22.00) - Headwinds to tailwinds by DnB Markets
- Ore’s H2 after coal-fuelled H1 by DnB Markets
- 3i Group : 3i Group - 7 Aug 2018 by Oddo BHF
- Austevoll Seafood (Sell, TP: NOK102.00) - SELL as stub touches 8-year high by DnB Markets
- Sparebank 1 Østlandet (Buy, TP: NOK103.00) - Solid quarter despite NII headwind by DnB Markets
- Oriflame (Buy, TP: SEK335.00) - Low net recruitment in A&T by DnB Markets
- Animal welfare: sustainability stakes in the agri-food industry by Oddo BHF
- Novo Nordisk (Buy, TP: DKK410.00) - Good organic growth by DnB Markets
- Coloplast (Buy, TP: DKK745.00) - Profitability on the weak side by DnB Markets
- HABIB BANK: Q2 18 earnings miss, but balance sheet changes bode well, Buy by Tellimer
- Nokian Tyres (Buy, TP: EUR42.00) - The numbers speak for themselves by DnB Markets
- Sampo Oyj (Hold, TP: EUR46.00) - Higher growth and lower margins in Q2 by DnB Markets
- INVEST SECURITIES - Affine : Vive accélération de la rotation du patrimoine - NEUTRE, OC 16,3€ by Invest Securities
- 360 Report | Biocartis | Buy | Diagnostics disrupter at a discount by Kepler Cheuvreux
- BioArctic (Buy, TP: SEK206.00) - ApoE4 imbalance in focus by DnB Markets
- Espresso | Coloplast | Reduce | Q3 results on 8 August by Kepler Cheuvreux
- Espresso | Metro | Hold | Q3 conference call reassuring by Kepler Cheuvreux
- 360 Report | SMRE | Hold | Riding the e-mobility boom by Kepler Cheuvreux
- Focus: KAZ Minerals – Baimskaya acquisition – oversold; MOL’s 2Q18 results, EBITDA in line; MMK’s 2Q18 financial results - broadly as expected; Tekfen’s 2Q18 review - strong results, as expected, and guidance revised up by Wood and Company
- Bakkafrost (Sell, TP: NOK430.00) - Set for solid Q2, but stock looks rich by DnB Markets
- Höegh LNG Holdings (Buy, TP: NOK65.00) - Current fleet fully employed by DnB Markets
- Höegh LNG Partners (Hold, TP: USD19.10) - Uncertainty around growth by DnB Markets
- Espresso | Beiersdorf | Hold | Strong H1 expected by Kepler Cheuvreux
- Norwegian Air Shuttle (Hold, TP: NOK240.00) - July yield in positive territory by DnB Markets
- Dorian LPG (Hold, TP: USD8.20) - Marginally below Q1e consensus by DnB Markets
- 3i Group : 3i Group - 7 aout 2018 by Oddo BHF
- Focus: CEZ’s 2Q18 miss on power hedging, CO2 revaluations; Pfleiderer’s major shareholder will not participate in the buyback; Folli Follie to be removed from the MSCI Greece index as of 8 August close; Siauliu Bankas’ 2Q18 results by Wood and Company
- S&U Reaction Note - Cautiously Positive Trading Update by Capital Access Group
- A. P. Møller Mærsk (Buy, TP: DKK10400.00) - Q2 positive against lower guidance by DnB Markets
- 360 Report | Millicom | Buy | Deploying an effective growth strategy by Kepler Cheuvreux
- Bien-être animal : un enjeu de durabilité dans l’industrie agroalimentaire by Oddo BHF
- Lundbeck (Sell, TP: DKK360.00) - by DnB Markets
- Focus: Bank Pekao – no merger with Alior, announcement finally cuts the cord; Bank Pekao – a neutral set of results, cancelling the merger with Alior in full focus; Moneta’s 2Q18 – solid results, 2018E net profit guidance raised again by Wood and Company
- ZENITH BANK: Q2 18 disappoints as trading income weighs, but maintain BUY by Tellimer
- Faroe Petroleum (Buy, TP: GBP158.00) - Just keeps getting better by DnB Markets
- Lundbeck (Sell, TP: DKK340.00) - by DnB Markets
- Coloplast (Buy, TP: DKK745.00) - by DnB Markets