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EarningsReview / Equity
- 1H21: good flexibility once again by BNP Paribas Exane
- Q2 - still strong by BNP Paribas Exane
- Sea Ltd (SE US) by HSBC
- Epiroc (Hold, TP: SEK200.00) - Order intake still strong by DnB Markets
- TietoEVRY (Buy, TP: EUR35.00) - On the right track by DnB Markets
- Ncc (Buy, TP: SEK182.00) - The margin recovery continues by DnB Markets
- Itaú BBA on Vesta: Better-Than-Expected Results; Upgrading to Outperform by Itau
- Itaú BBA on Alpek: Another Strong Quarter, Another Upward Guidance Revision by Itau
- Stora Enso - Buy/EUR 18.50: We pencil in potential from graphite substitution by Nordea
- GLOBAL DOMINION: RDOS. 2T’21 (ANÁLISIS BANCO SABADELL) by Sabadell
- Thule - Hold: Another fantastic quarter by Nordea
- AEDAS HOMES: RDOS. 1T’21 (ANÁLISIS BANCO SABADELL) by Sabadell
- Saab - Buy/SEK 300 (Hold): Fit for combat – up to Buy by Nordea
- Evolution - Hold: Explosive growth once again by Nordea
- Santander CIB: ASML: 2Q21: Increasing Its FY21 Guidance Again by Santander
- Bay Area Dev (737 HK) by HSBC
- WOOD Flash – Etalon: 2Q21 – strong price growth, management reiterates full-year sales guidance by Wood and Company
- Midsona - Foggy figures by Danske Bank Equity Research
- H121 results and 15 questions for management by BNP Paribas Exane
- UPM-Kymmene - Solid earnings growth, pulp weakness is a risk by Danske Bank Equity Research
- Bajaj Auto (BJAUT IN) by HSBC
- PGS (Hold, TP: NOK5.00) - At least covering interest costs by DnB Markets
- Scatec ASA (Sell, TP: NOK180.00) - Growing, with fading value creation by DnB Markets
- ABB (Hold, TP: SEK325.00) - Continued improvements by DnB Markets
- Valmet (Buy, TP: EUR42.00) - Order beat offsets profit miss by DnB Markets
- Concentric - To benefit from ramp-up among customers short-term by Danske Bank Equity Research
- Supply chain pressures beginning to ease by BNP Paribas Exane
- Asian Paints (APNT IN) by HSBC
- Volvo (Hold, TP: SEK210.00) - VCE weakness by DnB Markets
- Swedish Orphan Biovitrum (Hold, TP: SEK163.00) - Solid Q2 but not yet out of the woods by DnB Markets
- SSAB (Buy, TP: SEK55.00) - Supercycle earnings at a discount by DnB Markets
- Sands China (1928 HK) by HSBC
- Breedon Group Plc (BREE LN) by HSBC
- Accelerated cloud transition on track, despite CCB by BNP Paribas Exane
- Telia Company - Buy/SEK 46: 75 legacy systems removed, plenty more to go by Nordea
- BANKINTER: RDOS. 2T’21 Y CAMBIO DE RECOMENDACIÓN A COMPRAR (ANÁLISIS BANCO SABADELL) by Sabadell
- SSAB - Buy/SEK 56: Estimates keep going up by Nordea
- Licenses still matter by BNP Paribas Exane
- Santander CIB: Línea Directa: Literally Weathering the Storms by Santander
- Suntec REIT (SUN SP) by HSBC
- Order book growth has peaked by BNP Paribas Exane
- H121 results and 15 questions for management by BNP Paribas Exane
- Micro Systemation - Delays to be caught up ahead by Danske Bank Equity Research
- What is the extent of ABB''s AMR ambition? by BNP Paribas Exane
- Korea Steel sector by HSBC
- Posco Chemical (003670 KS) by HSBC
- Telenor (Buy, TP: NOK186.00) - Yield with structure-catalyst upside by DnB Markets
- Electrolux Professional (Hold, TP: SEK70.00) - River deep, mountain high by DnB Markets
- Ossur (Buy, TP: DKK54.00) - Strong Q2, guidance slightly softer by DnB Markets
- UltraTech Cement (UTCEM IN) by HSBC