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EarningsReview / Equity
- 1Q20 results and questions for management by BNP Paribas Exane
- Guangdong Investment (270 HK) by HSBC
- Elekta - Shares to recover from here by Danske Bank Equity Research
- Itaú BBA on Santander Brasil: Solid 1Q20 Results During First Signs of the Crisis by Itau
- Itaú BBA on Genomma Lab: Defensive but Not Immune, Although Set to Continue Outperforming by Itau
- ÅF Pöyry - In control of operations by Danske Bank Equity Research
- Home Product Center (HMPRO TB) by HSBC
- LG Chemical Limited (051910 KS) by HSBC
- China Construction Bank (939 HK/601939 CH) by HSBC
- Rovio - Negative sales trend but new game pipeline looks solid by Danske Bank Equity Research
- The benefits of not having a chemicals business anymore by BNP Paribas Exane
- Shenzhen Inovance Tech (300124 CH) by HSBC
- Valaris (No_rec, TP: USD) - Wanted: restructuring update by DnB Markets
- Jm Ab (Sell, TP: SEK160.00) - No Q1 Covid-19 effects; weak KPIs by DnB Markets
- Skanska (Sell, TP: SEK160.00) - Super disposal profit drives Q1 beat by DnB Markets
- Latour (Hold, TP: SEK150.00) - Premium to NAV defying gravity by DnB Markets
- Elekta (Buy, TP: SEK105.00) - Guidance update, due to Covid-19 by DnB Markets
- Hexpol (Buy, TP: SEK79.00) - Q2 to be the real challenge by DnB Markets
- FLSmidth (Hold, TP: DKK170.00) - Some weakness, some relief by DnB Markets
- Swedish Match (Buy, TP: SEK685.00) - ZYN margin on the rise by DnB Markets
- Klövern (Hold, TP: SEK15.00) - Upcoming bond maturity by DnB Markets
- Itaú BBA on Walmex: Good but Expected 1Q20 Results by Itau
- Axis Bank (AXSB IN) by HSBC
- Itaú BBA on Banco del BajÃo: Negative 1Q20 Results – Asset Quality Raises Concerns by Itau
- Suez (SEV FP) by HSBC
- Postal Savings Bank (1658 HK) by HSBC
- Midsona - Substantial improvements in Q1 20 by Danske Bank Equity Research
- Pre-provision profit to absorb higher provisions by BNP Paribas Exane
- Vanguard Int'l Semicon (5347 TT) by HSBC
- Itaú BBA on Hapvida: COVID-19 Daily Monitor – Tracking the Evolution of the Virus Within the Company’s Network by Itau
- Royal Unibrew - Lost year, but we still expect growth in 2021 vs 2019 by Danske Bank Equity Research
- Kesko - Resilient, but priced in by now by Danske Bank Equity Research
- Not Quite Ragnarok 2020 by BNP Paribas Exane
- Wihlborgs - 9% cash earnings yield is too good to ignore by Danske Bank Equity Research
- Kemira - More resilient than feared by Danske Bank Equity Research
- NTT DoCoMo (9437 JP) by HSBC
- SAS (Hold, TP: SEK11.00) - Lays off 50% of the workforce by DnB Markets
- Aker Solutions (Hold, TP: NOK8.00) - Tough years ahead by DnB Markets
- Ocean Yield (Buy, TP: NOK38.00) - Assuming DPS cut in half by DnB Markets
- Ncc (Buy, TP: SEK165.00) - Healthy low-season beat by DnB Markets
- Vow (Buy, TP: NOK30.00) - Q1 a positive, outlook unchanged by DnB Markets
- Demant (Buy, TP: DKK200.00) - Government help to ease impact by DnB Markets
- ABB (Buy, TP: SEK205.00) - Approaching payday by DnB Markets
- Boliden (Buy, TP: SEK240.00) - Value story intact by DnB Markets
- SSAB (Buy, TP: SEK35.00) - Market leader at a discount by DnB Markets
- JB Financial (175330 KS) by HSBC
- Itaú BBA on Grupo Cementos de Chihuahua: EBITDA Beat in 1Q20; Guidance Withdrawn on Uncertainty by Itau
- Itaú BBA on Ternium: Good 1Q20, but Weaker Results Ahead; Cutting Estimates by Itau
- Itaú BBA on Liverpool: Weak, In-Line 1Q20 Results by Itau
- Itaú BBA on América Móvil: Neutral 1Q20, but Effects of COVID-19 Rearing Their Head by Itau