Aker BP (Buy) Preview: Benefits from tax changes not fully absorbed We raise 2020e EBIT by 12%, 2021-2022e by 3% Down to HOLD, fair at 12x ‘21e EV/EBIT, lack of triggers
NetEnt (Buy) Estimate changes: Further synergies from Red Tiger Adj. EPS up 11% for ‘20e driven by net brokerage income Short-term winner on increased volatility – up to BUY