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Benjamin Silverstone ... (+2)
  • Benjamin Silverstone
  • Morten Larsen

ALK-Abello - EBITDA guidance upgrade on the horizon

Strongest ever Q2, beat cons. across the board Strong H1’22 leads us to expect FY’22 EBITDA upgrade Target price and BUY recommendation reiterated

John Olaisen ... (+3)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Martin Mauseth

DNO - Cash position building up

Somewhat soft Q2 due to lower achieved gas price Increased production guidance for Tawke Net cash position reached

Benjamin Wahlstedt ... (+3)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
  • Petter Nystrøm

Viva Wine Group - Wining about e-commerce

We expect organic sales decline of 4% in Q2’22 A softer outlook for the e-commerce market We reiterate BUY but cut our TP to SEK 65 (70)

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Fractal Gaming Group - Too many negative data points

Sales set to improve in H2e… …but many negative data points make us cautious We downgrade to HOLD (Buy), TP of SEK 25 (28)

Benjamin Silverstone ... (+2)
  • Benjamin Silverstone
  • Fredrik Ivarsson

Royal Unibrew - First quarter with Hansa Borg (1 month)

Q2’22 expected to see positive on-trade development M&A history continues, but likely not hunting for targets Reiterate BUY with TP of DKK 780

Benjamin Silverstone ... (+2)
  • Benjamin Silverstone
  • Fredrik Ivarsson

Carlsberg - Q2 should be strong, driven by on-trade

FY’22 guidance upgrade indicates better than consensus… …expected margins, despite inflation headwinds Reiterate BUY with TP up to DKK 1,030 (970)

Peter Sehested
  • Peter Sehested

ISS - Positive fine-tuning of numbers after H1 report

Estimates raised by around 1-2% Razor sharp focus on investors’ capital, says CEO Reiterate BUY and TP DKK 176

Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath

Readly - Making good progress

Small beat in Q2, demonstrating progress FPS trend remains a concern BUY: deep value support

Adam Karlsson ... (+3)
  • Adam Karlsson
  • Erik Cassel
  • Jakob Lembke

Photocure - The path to enlightenment takes many turns

Slightly weaker Q2 sales but signs of operating leverage Attractive at ’23-‘24e EV/EBITDA of 20-12x

Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard

IDEX Biometrics - Uncertainty around revenue timing

Sales largely in line, but the gross margin was weak Reducing staff due to uncertainty around revenue timing Expect negative revisions to sales and GP from cons.

Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard

Kahoot! - Adj. EBITDA 28% above

Invoiced revenue +3%, adj. EBITDA +28% Clever better and ~30% organic growth on Kahoot platform BUY: Cash flow to increase significantly from Q3

Adam Karlsson
  • Adam Karlsson

Oncopeptides - Eyes on the FDA and commerical potential

No material updates in the Q2 report Solid cost control, opex to rise in coming quarters ODAC on Sep 22 the next material milestone

Petter Haugen ... (+2)
  • Petter Haugen
  • Torjus Loftheim

Höegh Autoliners - Q-o-Q volumes up 7.3%, net rate up 8.4%

EBITDA USD 99m (ABGSC 80m, cons 78m) Still positive outlook Stock should be up 5-10%

John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen

DNO - Soft Q2 but production guidance increased

Increased FY22 production guidance at Tawke Q2 impacted by lower realized gas prices In sum, report seems neutral

Hanna Skolt ... (+2)
  • Hanna Skolt
  • Jan Erik Gjerland

SpareBank 1 SMN - Q2: Stronger NCI but higher costs

Adj. net profit beat of 13% vs ABG, 3% vs cons Drivers are higher NCI and loan loss reversals Stock likely +0-1% given cons. beat

Benjamin Silverstone ... (+2)
  • Benjamin Silverstone
  • Morten Larsen

ALK-Abello - Strongest ever Q2 - Europe sales back on track

Q2’22 beat cons across the board FY’22 guidance upgrade announced last week We expect a positive share reaction today

Hanna Skolt ... (+2)
  • Hanna Skolt
  • Jan Erik Gjerland

Sparebank 1 SR-Bank - Q2: beat on both adj. PBLL as well as adj. PTP

Q2 adj. PTP (for trading) beat ABG +17% & cons by 21% Better income & costs gives PBLL beat, plus write backs Cons. prelim. EPS chg. up 1-3%; stock +1-3% today

Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath

Readly - Q2 slightly better, co. delivering on strategy

Sales +1% vs. ABGSCe Contribution margin improved from -10% to +20% y-o-y Stock should trade up on solid report

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