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EarningsReview / Equity
- Missing Seven Days in the Sun by BNP Paribas Exane
- NLMK - 2Q20 Trading Update Good; Earnings Preview by Sberbank
- Mowi - Showing the value of being integrated by Danske Bank Equity Research
- Blinded by the light by BNP Paribas Exane
- Axfood - Willys in pole position despite Eurocash by Danske Bank Equity Research
- Anta Sports (2020 HK) by HSBC
- Svenska Handelsbanken - Not enough on this valuation by Danske Bank Equity Research
- Castellum - Strong Q2 and bright future for cash earnings growth by Danske Bank Equity Research
- Tele2 - Resilience confirmed, CEO change creates uncertainty by Danske Bank Equity Research
- Klövern (Hold, TP: SEK14.00) - Rise in already-high vacancy rate by DnB Markets
- Bergman & Beving (Buy, TP: SEK100.00) - Strong signs of resilience by DnB Markets
- HMS Networks (Hold, TP: SEK190.00) - This time was different by DnB Markets
- SEB (Buy, TP: SEK110.00) - Quality at a discount by DnB Markets
- Kongsberg Gruppen (Hold, TP: NOK150.00) - Q2 beat, but outlook still uncertain by DnB Markets
- Sbanken (Buy, TP: NOK75.00) - Continued low-risk lending growth by DnB Markets
- TietoEVRY (Buy, TP: EUR28.00) - BUY the laggard by DnB Markets
- Turkish Consumers by HSBC
- Norway reloaded by BNP Paribas Exane
- Q2 results and 10 questions for management by BNP Paribas Exane
- Axfood - Sell/SEK 152: Q2 was better than feared, but we remain cautious by Nordea
- Strong beat in Q2, but visibility remains low by BNP Paribas Exane
- Kongsberg Gruppen - Buy/NOK 165: Strong progress, but some clouds on the horizon by Nordea
- Storebrand - Buy/NOK 73 (80): Solvency pressure but limited EPS downgrades by Nordea
- Cheerio Huawei. Hello Ericsson market share gains. by BNP Paribas Exane
- Tele2 - Hold: Priced well after 4.5% beat on EBITDAaL by Nordea
- Upgrades post Lockdown by BNP Paribas Exane
- Elisa - Stability in tough times confirmed by Danske Bank Equity Research
- Atea - Deep value with EPS CAGR 2020-22E of 33% by Danske Bank Equity Research
- Free-to-Air broadcasting - Q2 previews by BNP Paribas Exane
- Just a Day by BNP Paribas Exane
- Bastille Day by BNP Paribas Exane
- Semcon - In better shape when pandemic is behind us by Danske Bank Equity Research
- Sbanken - Favourable outlook on several macro scenarios by Danske Bank Equity Research
- SEB - It took some scratching by Danske Bank Equity Research
- Alligator Bioscience (Buy, TP: SEK24.00) - Focus now on clinical projects by DnB Markets
- Pandox (Buy, TP: SEK167.00) - Past the trough, eyeing normalisation by DnB Markets
- Svenska Handelsbanken (Buy, TP: SEK99.00) - Robust through downturn by DnB Markets
- Valmet (Buy, TP: EUR25.00) - Strong orders by DnB Markets
- Storebrand (Buy, TP: NOK70.00) - Favourable front-book trends by DnB Markets
- Tele2 (Buy, TP: SEK142.00) - Proven cost control by DnB Markets
- Infosys Limited (INFO IN) by HSBC
- Turkish Steel by HSBC
- Passing the trough, but pace of recovery modest by BNP Paribas Exane
- LT on track, but some uncertainty clouds short term by BNP Paribas Exane
- Beijer Ref - Hold: Q2 better than expected on good cost control by Nordea
- 2bps - blessing or curse? by BNP Paribas Exane
- SEB - Hold: De-risked, but valuation already reflects this by Nordea
- Svenska Handelsbanken - Hold: Asset quality almost too good to be true by Nordea
- Inwido - Hold: Starting to see light through the window by Nordea
- HMS Networks - Good cost control with positive long-term implications by Danske Bank Equity Research