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EarningsReview / Equity
- Kongsberg Gruppen (Hold, TP: NOK180.00) - Strong backlog into 2021e by DnB Markets
- GN Group (Hold, TP: DKK550.00) - Post-Covid-19 normalisation in H2e by DnB Markets
- Alimak (Hold, TP: SEK135.00) - CEO making a solid impression by DnB Markets
- Camurus (Buy, TP: SEK315.00) - Sales momentum set to continue by DnB Markets
- Kungsleden (Buy, TP: SEK100.00) - Aiming high by DnB Markets
- Elektroimportøren (Buy, TP: NOK86.00) - Firing on all cylinders by DnB Markets
- Sbanken (Buy, TP: NOK87.00) - Conservative asset mix bearing fruit by DnB Markets
- Sparebank1 Nord-Norge (Hold, TP: NOK82.00) - Capital rich, but fairly valued by DnB Markets
- Itaú BBA on CESP: 4Q20 – Weak EBITDA, but Reasons to Celebrate by Itau
- Itaú BBA on Cyrela Commercial Properties: 4Q20 – Decent P&L Overshadowed by Higher Vacancies by Itau
- Itaú BBA on Multiplan: Encouraging 4Q20 Operationals and Mixed Bag for P&L by Itau
- Solar - Dedicated focus pays off by Danske Bank Equity Research
- Fireside Chat with Levi Strauss and Co. by BNP Paribas Exane
- GN Store Nord - Buy/DKK 602 (607): Sweet Audio tunes set to play on during 2021E by Nordea
- Kongsberg Gruppen - Buy/NOK 225 (190): Continuing to excel by Nordea
- Revenio Group - Sell/EUR 36 (35): Imaging recovery to boost growth in H1 by Nordea
- Saab - Hold: Limited leverage on growth by Nordea
- Missing the wood for the trees (+Qs to management) by BNP Paribas Exane
- Sampo - Buy/EUR 45 (43): Record-strong underwriting by Nordea
- Uponor - Buy/EUR 22 (21.60): Solid outlook for 2021 confirmed by Nordea
- What goes on Tour by BNP Paribas Exane
- Orkla - Buy/NOK 103: Q4 performance better than headlines suggest by Nordea
- FX and Covid-19 delay return to growth by BNP Paribas Exane
- Coor Service Management - Buy/SEK 80: Soon entering growth territory by Nordea
- Terveystalo - Buy/EUR 12: Normalised demand outlook with upside potential by Nordea
- Orkla (Buy, TP: NOK100.00) - Soft Q4 but still attractive valuation by DnB Markets
- Gentian Diagnostics (Buy, TP: NOK81.00) - Primed for strong 2021e growth by DnB Markets
- Adevinta (Sell, TP: NOK120.00) - Nothing to move the needle by DnB Markets
- Pandox (Buy, TP: SEK165.00) - Geared to a recovery and reduced travel restrictions by DnB Markets
- Coor Service Management (Buy, TP: SEK79.00) - Yield case re-established by DnB Markets
- Sparebank1 SR-Bank (Buy, TP: NOK110.00) - Asset-quality uncertainty abating by DnB Markets
- Sampo Oyj (Buy, TP: EUR40.00) - Strong underwriting by DnB Markets
- Itaú BBA on Alpek: In-Line 4Q20 Results; Eyes on 2021 Guidance by Itau
- Itaú BBA on Lojas Renner: Digital Was the Highlight, Profitability Was the Lowlight by Itau
- Itaú BBA on Banco do Brasil: 4Q20 Matches Expectations and Neutral FY21 Guidance by Itau
- Royal Mail Plc (RMG LN) by HSBC
- Humana - Buy/SEK 76 (72): A solid finish to 2020 by Nordea
- Caverion - Buy/EUR 6.80 (7.10): Margin recovery should continue after H1 by Nordea
- Grieg Seafood - Buy/NOK 95: Attractive recovery case for the patient ones by Nordea
- New Wave Group - Buy/SEK 80 (Hold): Buy on valuation and market recovery by Nordea
- Rockwool - Sell/DKK 1,900 (1,945): Disappointing 2021 guidance and rich valuation by Nordea
- More than a few bricks up their sleeve by BNP Paribas Exane
- Huhtamaki - Hold: We expect headwinds to persist in H1 2021 by Nordea
- Spar Nord Bank - Hold: Strong revenue but high costs in Q4 by Nordea
- Vitec Software Group - Hold: Strong finish to 2020 and active start to 2021 by Nordea
- Metsae Board - Buy/EUR 11 (10.10): We remain positive as momentum picks up by Nordea
- Still fuel in the tank + roadshow feedback by BNP Paribas Exane
- Big oils green push by BNP Paribas Exane
- Sweco - Hold: Risky in the short term by Nordea
- Guidance leaves potential upside for FY21 by BNP Paribas Exane