View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

   reports
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
PREMIUM
BOOZT BOOZT AB

Ready for spring

Softer top line as campaign goods are scarce. We raise '25e-'26e adj. EBIT by 1-2%. Share trading at 15x '24e EV/EBIT, we reiterate BUY.

1h / 48m 1h / 48m 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Henric Hintze
PREMIUM
SAAB B SAAB AB CLASS B

Consensus does not make the market

~10% order and EBIT beat, but the share traded down today. Main negative was -2.4bn in FCF, but should have been expected. Share reaction demonstrates exceedingly high expectations, SELL

2h / 18m 2h / 18m 1 EN
ABGSC Financials Research ... (+4)
  • ABGSC Financials Research
  • Albert Broock
  • Magnus Andersson
  • Patrik Brattelius
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
3h / 48m 3h / 48m 1 EN
ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
4h / 24m 4h / 24m 1 EN
ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
  • Olof Cederholm
PREMIUM
SKF B SKF AB CLASS B

Comfortingly undramatic

In-line Q1 as Auto margin recovered. Estimates unchanged; return to growth modelled for Q4. Adds some support even after partial cyclical re-rating. HOLD.

4h / 24m 4h / 24m 1 EN
ABGSC Financials Research ... (+5)
  • ABGSC Financials Research
  • Albert Broock
  • Jan Erik Gjerland
  • Magnus Andersson
  • Patrik Brattelius
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
5h 5h 1 EN
ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf
PREMIUM
CATE CATENA AB

Enjoy the ride

We trim estimates somewhat. Reassuring outlook for new construction. Potential for >15% share price CAGR until 2026. BUY.

5h / 6m 5h / 6m 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
PREMIUM
METSB Metsa Board Oyj...

One step forward, two steps back

Q1: 9% beat, but Kemi shutdown to weigh on Q2. Early-cyclicals improve, late-cyclicals to follow. Kemi and Husum projects could add >50% to EBIT. HOLD.

METSB METSA BOARD OYJ CLASS B
7h 7h 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath
ANOD B ADDNODE GROUP AKTIEBOLAG (PUBL)
7h / 30m 7h / 30m 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist
BEIJ B BEIJER REF AB
NIBE B NIBE INDUSTRIER AB
7h / 48m 7h / 48m 1 EN
ABGSC Renewable Energy Research ... (+2)
  • ABGSC Renewable Energy Research
  • Olof Cederholm
PREMIUM
OX2-SE OX2

Strong sales outlook

Weak Q1, but increased sales pipeline. More transparency on near-term project sales. Reiterate BUY, project sales the key catalyst for re-rating.

8h / 54m 8h / 54m 1 EN
ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf
PREMIUM
SLP B SWEDISH LOGISTI...

The little growth engine that could

+5% beat on rec. PTP and recent acquisitions, leading us to raise 2024e CEPS by 5%, and lift our TP to SEK 40 (35).

SLP B SWEDISH LOGISTIC PROPERTY AB
9h / 48m 9h / 48m 1 EN
ABGSC Media Research ... (+2)
  • ABGSC Media Research
  • Petter Nystrøm
PREMIUM
SCH Schibsted Asa C...

NP 3% below, cost cuts paused

Q1: Group EBITDA 0% vs cons: NP 3% below. Cost cuts paused until Media separation. Targets paused.

SCH SCHIBSTED ASA CLASS A
10h / 6m 10h / 6m 1 EN
ABGSC Chemicals Research ... (+3)
  • ABGSC Chemicals Research
  • Bengt Jonassen
  • Martin Melbye
YAR YARA INTERNATIONAL ASA
10h / 24m 10h / 24m 1 EN
ABGSC Credit Research ... (+7)
  • ABGSC Credit Research
  • Andreas Johannessen
  • Bendik Fougner Engebretsen
  • Glenn Kringhaug
  • Haakon Amundsen
  • Patrik Brattelius
  • Son Thanh Luu
PREMIUM

High Yield Bonds Daily

Oscar Properties/HL18,K2A, Pandion

10h / 24m 10h / 24m 1 EN
ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun
PREMIUM

Chile: March smolt release +24% y-o-y

March smolt release in Chile was 13.2m (+24% y-o-y), with smolt release for '25e harvest down 7% y-o-y (ABGSCe +2%). Chilean biomass down 2% y-o-y, suggesting muted harvest potential short-term

10h / 24m 10h / 24m 1 EN
ABGSC Strategy Research ... (+3)
  • ABGSC Strategy Research
  • Amanda Alla
  • Christer Linde
PREMIUM

Weekly agenda 29 Apr - 3 May

Nordic reports: Novo Nordisk, Vestas, Danske bank, Maersk

10h / 24m 10h / 24m 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM

ABGSC Shipping Daily 25 April

Mixed tanker and dry bulk market, LPG down. Shipping peer group trades at P/NAV 0.83x. DNORD: Trading reset implies upside.

10h / 42m 10h / 42m 1 EN
ABGSC Consumer Goods Research ... (+3)
  • ABGSC Consumer Goods Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
10h / 42m 10h / 42m 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
TOM TOMRA SYSTEMS ASA
10h / 48m 10h / 48m 1 EN
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest
Save

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search
Save

ResearchPool Subscriptions

Get the most out of your insights

Get in touch