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ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
KESKOB KESKO OYJ CLASS B
14h / 13m 14h / 13m 1 EN
ABGSC Financials Research ... (+5)
  • ABGSC Financials Research
  • Albert Broock
  • Jan Erik Gjerland
  • Magnus Andersson
  • Patrik Brattelius
PREMIUM
DANSKE DANSKE BANK A/S
SWED A Swedbank AB Cla... ... (+6)

Nordic banks: Estimates up and value support

We increase our earnings estimates slightly into the Q2 numbers, partly due to a revised central bank scenario. We stay positive on the sector, with three BUY ratings out of six.

DANSKE DANSKE BANK A/S
SWED A SWEDBANK AB CLASS A
SEB A SKANDINAVISKA ENSKILDA BANKEN AB CLASS A
SHB A SVENSKA HANDELSBANKEN AB CLASS A
NDA DK NORDEA BANK ABP
DNB DNB ASA
06/11/24 June 11, 2024 1 EN
ABGSC Financials Research ... (+4)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Magnus Andersson
  • Patrik Brattelius
PREMIUM
NDA DK NORDEA BANK ABP

A preferred choice in the sector

Adjusted EPS up on higher NII and lower loan losses. 11% annual cash yields (incl. buybacks) in 2025e-26e. We keep our BUY rating with a TP of SEK 160 (152).

06/11/24 June 11, 2024 1 EN
Jørgen Lian
  • Jørgen Lian
Free Trial
MAERSK B A.P. Moller - M...

A. P. Møller Mærsk (Sell, TP: DKK9000.00) - USD3bn added to 2024 guida...

We estimate the raised 2024 guidance leaves cUSD2bn potential upside to consensus EBITDA, or DKK820/share added cash flow. However, since its last guidance was released on 2 May, the shares are up DKK2,400, nearly 2x the potential upside for consensus to match the high end of the new guidance. Hence, we believe much should already be priced in, but that the news could raise the share price on continued strong rate momentum.

MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
06/04/24 June 4, 2024 1 EN
ABGSC Financials Research ... (+5)
  • ABGSC Financials Research
  • Albert Broock
  • Jan Erik Gjerland
  • Magnus Andersson
  • Patrik Brattelius
PREMIUM
DANSKE DANSKE BANK A/S
SWED A Swedbank AB Cla... ... (+6)

Nordic banks – statistical update – Swedish bankruptcies May 2024

The total number of bankruptcies was up 9% y-o-y and down 8% m-o-m in May 2024. Corporate bankruptcies were up 12% y-o-y and down 9% m-o-m in May 2024.

DANSKE DANSKE BANK A/S
SWED A SWEDBANK AB CLASS A
SEB A SKANDINAVISKA ENSKILDA BANKEN AB CLASS A
SHB A SVENSKA HANDELSBANKEN AB CLASS A
NDA DK NORDEA BANK ABP
DNB DNB ASA
06/03/24 June 3, 2024 1 EN
ABGSC Financials Research ... (+5)
  • ABGSC Financials Research
  • Albert Broock
  • Jan Erik Gjerland
  • Magnus Andersson
  • Patrik Brattelius
PREMIUM
DANSKE DANSKE BANK A/S
SWED A Swedbank AB Cla... ... (+6)

Nordic banks – Statistical update - Danish lending April 2024

Total lending in April was up 2.9% y-o-y (corporate +4.7%; retail +1.8%) and decreased slightly (0.3%) m-o-m.

DANSKE DANSKE BANK A/S
SWED A SWEDBANK AB CLASS A
SEB A SKANDINAVISKA ENSKILDA BANKEN AB CLASS A
SHB A SVENSKA HANDELSBANKEN AB CLASS A
NDA DK NORDEA BANK ABP
DNB DNB ASA
05/30/24 May 30, 2024 1 EN
ABGSC Financials Research ... (+5)
  • ABGSC Financials Research
  • Albert Broock
  • Jan Erik Gjerland
  • Magnus Andersson
  • Patrik Brattelius
PREMIUM
DANSKE DANSKE BANK A/S
SWED A Swedbank AB Cla... ... (+6)

Nordic banks – Statistical update - Finnish lending April 2024

Total lending was flat (0.0%) y-o-y and down 0.3% m-o-m. Last month, total lending was up 0.4% y-o-y.

DANSKE DANSKE BANK A/S
SWED A SWEDBANK AB CLASS A
SEB A SKANDINAVISKA ENSKILDA BANKEN AB CLASS A
SHB A SVENSKA HANDELSBANKEN AB CLASS A
NDA DK NORDEA BANK ABP
DNB DNB ASA
05/30/24 May 30, 2024 1 EN
ABGSC Financials Research ... (+5)
  • ABGSC Financials Research
  • Albert Broock
  • Jan Erik Gjerland
  • Magnus Andersson
  • Patrik Brattelius
PREMIUM
DANSKE DANSKE BANK A/S
SWED A Swedbank AB Cla... ... (+6)

Nordic banks – Statistical update - Swedish lending April 2024

Total lending was flat (-0.1%) y-o-y (corporate lending -1.4% and retail lending 0.6%) and increased 0.1% m-o-m.

DANSKE DANSKE BANK A/S
SWED A SWEDBANK AB CLASS A
SEB A SKANDINAVISKA ENSKILDA BANKEN AB CLASS A
SHB A SVENSKA HANDELSBANKEN AB CLASS A
NDA DK NORDEA BANK ABP
DNB DNB ASA
05/29/24 May 29, 2024 1 EN
ABGSC Financials Research ... (+5)
  • ABGSC Financials Research
  • Albert Broock
  • Jan Erik Gjerland
  • Magnus Andersson
  • Patrik Brattelius
PREMIUM
DANSKE DANSKE BANK A/S
SWED A Swedbank AB Cla... ... (+6)

Nordic banks – Statistical update - Norwegian lending April 2024

Total lending grew by 3.0% y-o-y (3.3% adjusted for FX effects) and 0.2% m-o-m. Last month, total lending was up 3.3% y-o-y.

DANSKE DANSKE BANK A/S
SWED A SWEDBANK AB CLASS A
SEB A SKANDINAVISKA ENSKILDA BANKEN AB CLASS A
SHB A SVENSKA HANDELSBANKEN AB CLASS A
NDA DK NORDEA BANK ABP
DNB DNB ASA
05/27/24 May 27, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Risks remain too high for us

Q1 miss decreases visibility due to broad-based weakness. Few triggers for re-valuation near-term. Automotive remains too risky for us and FCF still negative: HOLD.

05/17/24 May 17, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
KESKOB KESKO OYJ CLASS B
05/16/24 May 16, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath
05/16/24 May 16, 2024 1 EN
 PRESS RELEASE
Free
NDA DK NORDEA BANK ABP

Replacement of OBX Index and OBX Index Future

Replacement of OBX Index and OBX Index Future Nordea Bank Abp is aiming to replace the underlying asset OBX Index and OBX Index Future with O20 Index Future for all instruments issued under its Warrants & Certificates program which currently are referencing OBX Index and OBX Index Future for Bull & Bear Certificates and Mini Futures The upcoming replacement is a result of the Euronext acquisition of Oslo Børs and Oslo Børs full migration to Euronext. Nordea are currently not able to trade and settle the OBX Index Future on Euronext in its own name. With high implementation costs and increa...

May 13, 2024 1 EN
 PRESS RELEASE
Free
NDA DK NORDEA BANK ABP

Corrected Base Rate in certain BULL and BEAR certificates

Corrected Base Rate in certain BULL and BEAR certificates Corrected Base Rate in certain BULL and BEAR certificates Due to technical errors, the information set out under Base Rate in Part A section 81 of certain Final Terms is incorrect.   With reference to item (i) in the third paragraph of sub-section 18 in the section Terms and Conditions of the Instruments in the Base Prospectus, under which Nordea may correct manifest errors, the Base Rate is hereby corrected to read “As specified in the table in Part B of these Final Terms” for each of the Final Terms listed in the table below. The...

May 13, 2024 1 EN
Jørgen Lian
  • Jørgen Lian
Free Trial
MAERSK B A.P. Moller - M...

A. P. Møller Mærsk (Sell, TP: DKK9000.00) - Challenging the deep value...

The Q1 results proved disappointing to buy-side expectations, though reasonably aligned and even bullish compared to near-term consensus. Their market commentary could raise expectations above the upper end of the potentially conservative guidance, but we struggle to see the intrinsic value when facing the bleak container markets for 2025–2026e. We reiterate our SELL and have cut our target price to DKK9,000 (9,600).

MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
05/03/24 May 3, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
MAERSK B A.P. Moller - M...

Continued strong demand will make a difference

Surprisingly strong container demand makes a big difference. '24e EBITDA of USD 6.2bn. TP of DKK 12,800 (13,260) – BUY.

MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
05/03/24 May 3, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
MAERSK B A.P. Moller - M...

Better guidance, but within expectations

Q1'24 EBITDA of USD 1,590m (ABGSCe at USD 1,941, cons. at USD 1,604m). Segments - miss for Ocean and Logistics & Services, beat in Terminals and Towage. Lower end of guidance lifted, share slightly up today.

MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
05/02/24 May 2, 2024 1 EN
ABGSC Financials Research ... (+5)
  • ABGSC Financials Research
  • Albert Broock
  • Jan Erik Gjerland
  • Magnus Andersson
  • Patrik Brattelius
PREMIUM
DANSKE DANSKE BANK A/S
SWED A Swedbank AB Cla... ... (+6)

Nordic banks – statistical update – Swedish bankruptcies April 2024

The total number of bankruptcies was up 65% y-o-y and up 16% m-o-m in April 2024. Corporate bankruptcies were up 81% y-o-y and up 16% m-o-m in April 2024.

DANSKE DANSKE BANK A/S
SWED A SWEDBANK AB CLASS A
SEB A SKANDINAVISKA ENSKILDA BANKEN AB CLASS A
SHB A SVENSKA HANDELSBANKEN AB CLASS A
NDA DK NORDEA BANK ABP
DNB DNB ASA
05/02/24 May 2, 2024 1 EN
MarketLine Department
  • MarketLine Department
EUR 326.03
NDA DK NORDEA BANK ABP

DNB ASA - Mergers & Acquisitions (M&A), Partnerships & Alliances

Summary Marketline's DNB ASA Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by DNB ASA - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a com...

04/30/24 April 30, 2024 1 EN
MarketLine Department
  • MarketLine Department
EUR 326.03
NDA DK NORDEA BANK ABP

Danske Bank Group - Mergers & Acquisitions (M&A), Partnerships & Allia...

Summary Marketline's Danske Bank Group Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Danske Bank Group - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments...

04/30/24 April 30, 2024 1 EN
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