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EarningsReview / Equity
- China Unicom (762 HK) by HSBC
- Chailease Holding Co Ltd (5871 TT) by HSBC
- Itaú BBA on Arcos Dorado: 2Q20 Better Than Expected by Itau
- CTBC Financial Holding (2891 TT) by HSBC
- Genmab - Strong Tepezza launch triggers FY20 upgrade by Danske Bank Equity Research
- Cathay Pacific (293 HK) by HSBC
- Vestas Wind Systems (Hold, TP: DKK860.00) - More upbeat on 2021e by DnB Markets
- Novozymes (Sell, TP: DKK280.00) - Guidance reinstated by DnB Markets
- Hexagon Composites (Sell, TP: NOK37.00) - Solid Agility and LPG, weak MP by DnB Markets
- Sparebank1 Nord-Norge (Buy, TP: NOK75.00) - Solid quarter boosted by trading by DnB Markets
- Tencent Holdings (700 HK) by HSBC
- Itaú BBA on Ultrapar: Positive 2Q20 – Focus on Oxiteno’s Recovery by Itau
- Itaú BBA on Aliansce Sonae: 2Q20 – Soft as Expected, but With Several Silver Linings by Itau
- Itaú BBA on Locaweb: Positive 2Q20 – Online Demand Intensifies by Itau
- Passing the trough, but margins to remain pressured by BNP Paribas Exane
- Lundin Gold - Buy/SEK 91 (Hold): Attractive again by Nordea
- Oersted - Hold: Little drama in Q2 by Nordea
- Stillfront - Buy/SEK 950 (940): Strong return on UA spend set to continue by Nordea
- Genmab - Hold: In-line Q2 – estimate boost from Tepezza royalties by Nordea
- SimCorp - Quality at a high price by Danske Bank Equity Research
- ISS - Hold: Not there yet but keep an eye on this one by Nordea
- Q220 postview (+15 questions for management) by BNP Paribas Exane
- WOOD Daily: AEFES TI, TTKOM TI, TUPRS TI, AYGAZ TI, BVB RO, EAT PW, PGE PW, YNDX US, Previews - ROSN LI, BFT PW by Wood and Company
- DEUTSCHE TELEKOM: RDOS. 2T’20 (ANÃLISIS BANCO SABADELL) by Sabadell
- SG Micro (300661 CH) by HSBC