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GS EUROPEAN EXPRESS: Novonesis | Global Healthcare | Paper & Forest Products | Royal Unibrew | Macro | Global | Corporate Access-20260817
高盛· 2026-08-17 16:11
17 August 2026 | 6:25AM BST Equity Research GS EUROPEAN EXPRESS: Novonesis | Global Healthcare | Paper & Forest Products | Royal Unibrew | Macro | Global | Corporate Access Novonesis (NSISb.CO): 2Q26 Preview: Beat expected (+170bps OSG vs.Cons) into more cautious investor sentiment; reiterate Buy (on CL) - We preview Novonesis's 2Q26 results (due August 20), expecting solid results (9.5% OSG vs. Cons at 7.7%; 37.6% adj. EBITDA margin vs. Cons at 37.8%), but note incremental cautiousness in recent client con ...