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EarningsReview / Equity
- UPM (Hold, TP: EUR26.00) - Near-term pain by DnB Markets
- BioArctic (Buy, TP: SEK200.00) - Steady progress by DnB Markets
- Self Storage Group ASA (Hold, TP: NOK25.00) - Q2 and 2020 estimates cut by DnB Markets
- Europris (Buy, TP: NOK52.00) - It’s a record by DnB Markets
- Q2 reporting season kicks off by DnB Markets
- Xvivo Perfusion - The worst is behind us by Danske Bank Equity Research
- BMW (BMW GR) by HSBC
- Europris ASA - Hold: Limited estimate changes and fairly valued by Nordea
- 2Q20 results and the lockdown effect by BNP Paribas Exane
- Chilean Banks by HSBC
- Q3 preview; earnings/cash burn in the eye of the storm by BNP Paribas Exane
- Carlsberg - Strong earnings development in H1 by Danske Bank Equity Research
- 06 – 10 July 2020 by Oddo BHF
- Q220 results and 15 questions for management by BNP Paribas Exane
- Nordic Semiconductor - Strengthened outlook by Danske Bank Equity Research
- Steel Authority of India (SAIL IN) by HSBC
- In the Flow by BNP Paribas Exane
- Vitrolife - We see limited upside by Danske Bank Equity Research
- Atrium Ljungberg (Hold, TP: SEK140.00) - Small bounce in asset values by DnB Markets
- Vitrolife (Sell, TP: SEK150.00) - Weaker than assumed H2e by DnB Markets
- MPC Container Ships (Buy, TP: NOK3.50) - Ready for a rebound by DnB Markets
- Nordic Semiconductor (Buy, TP: NOK115.00) - Further accelerating momentum by DnB Markets
- Essity (Hold, TP: SEK295.00) - Normalising after high volatility by DnB Markets
- Securitas (Buy, TP: SEK155.00) - Record relative P/E discount by DnB Markets
- Swedish Match Minor model adjustments by DnB Markets
- Stora Enso (Hold, TP: EUR10.50) - Discounting our biggest concerns by DnB Markets
- Entra (Buy, TP: NOK150.00) - Strong and stable by DnB Markets
- Norwegian Property (Buy, TP: NOK15.00) - Investing in developments by DnB Markets
- Carlsberg (Buy, TP: DKK1093.00) - Covid-19 hangover not so bad by DnB Markets
- The weekly navigator by DnB Markets
- Avenue Supermarts (DMART IN) by HSBC
- Protector Forsikring - Buy/NOK 72 (60): Business has finally turned around by Nordea
- Vitec Software Group - Hold: Q2 shows exceptional cost control by Nordea
- Pulp and Packer: Mills additions may impact box prices by BNP Paribas Exane
- Back for good? by BNP Paribas Exane
- Investment Daily 13/07/2020 by BNP Paribas Exane
- Semaine du 06 au 10 juillet 2020 by Oddo BHF
- Severstal - 2Q20 Trading Update Good; Earnings Preview by Sberbank
- Orkla - Navigating through changing consumer behaviour by Danske Bank Equity Research
- Kinnevik - Several steps ahead of the future trends by Danske Bank Equity Research
- Jyske Bank - Finally a real cost cutting story? by Danske Bank Equity Research
- NIBE - Cool company, valuation overheating by Danske Bank Equity Research
- DNB - Asset density & Central Bank rate to drive share price by Danske Bank Equity Research
- MTG (Hold, TP: SEK110.00) - Not too bad given cancelled events by DnB Markets
- Aker Solutions (Hold, TP: NOK8.00) - North Sea exposure proving vital by DnB Markets
- Orkla (Hold, TP: NOK85.00) - Positive margin surprise by DnB Markets
- Kinnevik (Buy, TP: SEK315.00) - Rejuvenated and reborn by DnB Markets
- DNB (No_rec, TP: NOK) - Loan losses set to decline by DnB Markets
- Handicare (Buy, TP: SEK41.00) - Improvement since June update by DnB Markets
- Orkla (Hold, TP: NOK85.00) - Q2 above on higher margins by DnB Markets