Nordic equity strategy chart book
The strong momentum from September continued into October, with large cap stocks (except banks) and Energy and Materials sector outperformance the main themes. The reporting season has been broadly in line with expectations so far, leaving earnings estimates relatively stable in the Nordics (though consensus OSEBX 2018 EPS is reversing some of the negative revisions from earlier in the year).
DNB Markets is the investment banking arm of DNB Bank ASA and is focused primarily on the Nordic region, as well as internationally on niches such as global shipping, energy and related services, and seafood. DNB Markets offers services in FICC, Equities and Investment Banking advisory from offices in Oslo, Stockholm, London, Singapore and New York. Equity research coverage is offered on c250 Nordic companies. DNB was ranked no.2 in Extel Nordic Research 2017. The DNB Markets’ Credit and FICC Macro & FX Research teams are repeatedly highly rated by Prospera Nordic Institutional Investor Surveys.
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