reports
- Patrik Ling
BioArctic (Buy, TP: SEK350.00) - Limited news on EU approval
The Q1 report was in line with expectations, with a small beat on the operating loss. The cash position at end-Q1 was nearly SEK1bn. There was limited news on the delayed EU approval (waiting on a SAG meeting). Eisai recently guided for Leqembi sales of JPY56.5bn (year to March 2025), implying royalties to BioArctic of cSEK360m. We reiterate our BUY and SEK350 target price.
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Olof Cederholm
VOLV B VOLVO AB CLASS B
WRT1V WARTSILA OYJ ABP
ABB ABB LTD.
SAND SANDVIK AB
TREL B TRELLEBORG AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
HPOL B HEXPOL AB CLASS B
ALFA ALFA LAVAL AB
MTRS B MUNTERS GROUP
HEXA B HEXAGON AB
EPI A EPIROC AB
NIBE B NIBE INDUSTRIER AB
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
Danske Bank AS: 1 director
A director at Danske Bank AS sold 80,305 shares at 195.460DKK and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearl...
Danske Bank A/S, transactions by persons discharging managerial respon...
Danske Bank A/S, transactions by persons discharging managerial responsibilities 17 May 2024 Notification no. 52/2024 Transactions made by persons obliged to report transactions to the Danish FSA and Nasdaq Copenhagen, cf. the EU Market Abuse Regulation. In connection with the share buy-back program in Danske Bank A/S, APMH Invest A/S continuously sells shares pro rata. For further details, please find the attached templates for notifications and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them...
- Jørgen Lian
DHT Holdings (Buy, TP: USD14.50) - Potential supporting momentum
VLCC index rates have been hovering steadily around USD40k/day since October, while the market eagerly anticipates the spark that could ignite a prolonged upcycle based on absent fleet-growth prospects for the next two-three years. We believe DHT still represents favourable exposure to a boom with potential dayrates of cUSD100k pegging valuation at 3x P/E. We reiterate our BUY, and have raised our target price to USD14.5 (12.7).
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Jan Erik Gjerland
- Rune Majlund Dahl
Lundbeck (Buy, TP: DKK44.00) - Good start to the year
The Q1 results beat our estimates and consensus, with a strong EBIT margin of 24.2%, benefitting from operating leverage. The 2024 guidance was revised on FX for reported revenue growth to c3%-points (c4%-points) lower than in constant exchange rate (CER) terms, and adj. EBITDA growth to c8%-points (c9%-points) lower than in CER. However, in CER terms it was maintained for revenue up 7–10% YOY and adj. EBITDA up 10–16% YOY. We reiterate our BUY and DKK44 target price.
- Håkon Astrup
B2Impact (Buy, TP: NOK10.70) - Strong collection performance
Q1 PTP increased by 3% YOY, following a long-awaited drop in financial costs, largely on improved funding margins and a lower debt base. Collection performance remained solid, with unsecured collections at 105% of management’s forecast, and a positive revaluation after “sustained overperformance”. The company reiterated its disciplined investment outlook, along with its guidance of lower run-rate financing costs, prompting us to raise our 2025–2026e EPS by 1–2%. We reiterate our BUY and have rai...
Danske Bank A/S, ledende medarbejderes transaktioner
Danske Bank A/S, ledende medarbejderes transaktioner 15. maj 2024 Indberetning nr. 51/2024 Ændring i aktiebesiddelser hos Danske Banks indberetningspligtige i henhold til EU-forordningen om markedsmisbrug I forbindelse med Danske Bank A/S’ aktietilbagekøbsprogram sælger APMH Invest A/S løbende aktier i Danske Bank A/S pro rata. For yderligere detaljer henvises til de vedhæftede skemaer, hvori transaktioner udført af personer med ledelsesansvar og personer med nær tilknytning til disse skal indberettes og offentliggøres. Kontakt: Stefan Singh Kailay, Head of Media...
Danske Bank A/S, transactions by persons discharging managerial respon...
Danske Bank A/S, transactions by persons discharging managerial responsibilities 15 May 2024 Notification no. 51/2024 Transactions made by persons obliged to report transactions to the Danish FSA and Nasdaq Copenhagen, cf. the EU Market Abuse Regulation. In connection with the share buy-back program in Danske Bank A/S, APMH Invest A/S continuously sells shares pro rata. For further details, please find the attached templates for notifications and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them. Contact: Stef...
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Jan Erik Gjerland
DHT Holdings, Inc. First Quarter 2024 Results
DHT Holdings, Inc. First Quarter 2024 Results HAMILTON, BERMUDA, May 14, 2024 – DHT Holdings, Inc. (NYSE:DHT) (“DHT” or the “Company”) today announced its results for the quarter ended March 31, 2024. The full report is available and in the below attachment. About DHT Holdings, Inc.DHT is an independent crude oil tanker company. Our fleet trades internationally and consists of crude oil tankers in the VLCC segment. We operate through our integrated management companies in Monaco, Norway, Singapore, and India. You may recognize us by our renowned business approach as an experience...
- Hanna Lindbo
Nobia (Hold, TP: SEK5.10) - Soft project market
We have cut our 2024e adj. EBIT by 17%, mainly on lower margin assumptions for Nordic. Nobia expects continued challenging market conditions in 2024 (driven by the project segment), and plans to reduce its fixed cost base further. We reiterate our HOLD, but have raised our target price to SEK5.1 (5.0) on valuation.
Danske Bank A/S, ledende medarbejderes transaktioner
Danske Bank A/S, ledende medarbejderes transaktioner 14. maj 2024 Indberetning nr. 50/2024 Ændring i aktiebesiddelser hos Danske Banks indberetningspligtige i henhold til EU-forordningen om markedsmisbrug I forbindelse med Danske Bank A/S’ aktietilbagekøbsprogram sælger APMH Invest A/S løbende aktier i Danske Bank A/S pro rata. For yderligere detaljer henvises til de vedhæftede skemaer, hvori transaktioner udført af personer med ledelsesansvar og personer med nær tilknytning til disse skal indberettes og offentliggøres. Kontakt: Stefan Singh Kailay, Head of Media...
Danske Bank A/S, transactions by persons discharging managerial respon...
Danske Bank A/S, transactions by persons discharging managerial responsibilities 14 May 2024 Notification no. 50/2024 Transactions made by persons obliged to report transactions to the Danish FSA and Nasdaq Copenhagen, cf. the EU Market Abuse Regulation. In connection with the share buy-back program in Danske Bank A/S, APMH Invest A/S continuously sells shares pro rata. For further details, please find the attached templates for notifications and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them...
Danske Bank share buy-back programme: Transactions in week 19
Danske Bank share buy-back programme: Transactions in week 19 Company announcement no. 20 2024 Group CommunicationsBernstorffsgade 40DK-1577 København VTel. 13 May 2024 Danske Bank share buy-back programme: Transactions in week 19 On 2 February 2024, Danske Bank A/S announced a share buy-back programme for a total of DKK 5.5 billion, with a maximum of 70 million shares, in the period from 5 February 2024 to 31 January 2025, at the latest, as described in company announcement no. 2 2024. The programme is being carried out under Regulation (EU) No. 596/2014 of the European Parliament and o...
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
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