Report
Alexander Aukner ...
  • Frank Maaø
  • Jesper Ingildsen
  • Jon Masdal
  • Martin Hoang Nguyen
  • Nicolay Dyvik
  • Ole-Andreas Krohn
  • Patrik Ling
  • Rune Majlund Dahl
  • Simen Mortensen
Underlyings
AF Gruppen ASA

Kilen Brygge ASSandakerveien 99B KSAF Gruppen ASA is a contracting and industrial company. Through its subsidiaries, Co. is engaged in property, building, civil engineering, environment, and energy businesses in Norway, Sweden, Poland, and the United Kingdom. Co. has divided the business into five operating segments: Civil Engineering, Building, Property, Environment and Energy.

AVANCE GAS HOLDINGS LTD

Avance Gas Holding is principally engaged in the transportation of Liquefied Petroleum Gas ("LPG"). Co. operates a fleet of 14 Very Large Gas Carriers, providing transportation services to oil majors and traders of LPG on a global basis. Co. transports LPG from the Middle East and the U.S. Gulf or U.S.loan facility from BCBloan facility from BCB(excludes dividends satisfied by issue of shares) East Coast to destinations in Europe, South America and Asia.

Frontline Ltd.

GN Store Nord A/S

GN Store Nord is an electronics communication products group based in Denmark. Co. is engaged in the manufacture and marketing of products for personal communication. Co.'s product offering includes hearing instruments, corded and wireless headsets, and audiologic diagnostics equipment used to test people's hearing and sense of balance. In addition, Co. offers products and accessories such as speakers, amplifiers, headset telephones, and adapters, as well as software and equipment for fitting hearing instruments. Co.'s operations are organized along two business divisions: GN Netcom (headsets) and GN ReSound (advanced hearing instruments).

Grieg Seafood ASA

Greig Seafood is a fish farming group, based in Norway, that specialized in salmon and trout. Co. is the parent company of the Greig Seafood Group. Co. is engaged in the production and sale of seafood, and naturally related activities to the sale of seafood. Co. is predominately engaged in the production of farmed salmon and trout, with a production capacity of around 95,00 tons gutted weight annually. Co. has 100 licences for salmon production and five licences for smolt production. Co. has operations in Finnmark and Rogaland in Norway, British Columbia in Canada, and Shetland (the U.K.).

Ice Concept S.A.

Magseis Fairfield

Magseis Fairfield ASA, formerly Magseis ASA, is a Norway-based company engaged in geophysical surveying and mapping. The Company specializes in Ocean Bottom Seismic (OBS) acquisition services dedicated to the oil and gas industry. The Company's Marine Autonomous Seismic System (MASS) consists of the in-sea cable and sensor capsules, automated handling and data download. Together with a range of miniaturized Fairfield Z-nodes, it enables operations in water depths to 3000 meters. The Company divides its operations into six regions, namely Barents Sea (Norway), Malaysia, Singapore, the Red Sea, United Kingdom and Sweden. It has offices in Norway, Sweden, the United Kingdom, Brazil, Singapore and the United States.

Nordic Nanovector ASA

Nordic Nanovector is committed to develop and deliver innovative therapies to patients to address major unmet medical needs and advance cancer care. Co. is engaged in the development of targeted therapies for haematological cancers. Co.'s clinical-stage candidate is Betalutin®, a novel CD37-targeting Antibody Radionuclide Conjugates (ARC) designed to improve upon and complement options for the treatment of non-Hodgkin Lymphoma (NHL). NHL is an indication with substantial unmet medical need and orphan drug opportunities. Co. aims to rapidly develop Betalutin®, alone and in combination with other cancer therapies, for the treatment of major types of NHL.

SalMar ASA

SalMar is a producer of Atlantic salmon and is integrated from roe and smolt to products and sales. Co. has farming operations in Central and Northern Norway, as well as in Scotland. Co. has operating licences for marinephase fish farms and hatcheries in central Norway and Troms County. Co. has 66 licences for production of farmed Atlantic salmon in Norway: 53 in central Norway (More & Romsdal, South and North Trondelag) and 13 in northern Norway (Troms)

Wallenius Wilhelmsen Logistics ASA

Wallenius Wilhelmsen ASA, formerly Wallenius Wilhelmsen Logistics ASA, is a Norway-based shipping company. It is engaged in roll-on/roll-off (ro-ro) shipping and vehicle logistics, transporting cars, trucks, rolling equipment and breakbulk worldwide. The Company's activities are divided into two reporting segments: Ocean and Landbased. The Ocean segment transports cars and ro-ro cargoes and comprises of a fleet of more than 100 vessels. The Landbased segment provides terminal and inland logistics solutions and operates over 10 terminals in more than 15 countries. Wallenius Wilhelmsen ASA operates as a holding company for the Group that consists of Wallenius Wilhelmsen Ocean, Wallenius Wilhelmsen Solutions, EUKOR and ARC.

Wilhelm Wilhelmsen Holding

Provider
DnB Markets
DnB Markets

DNB Markets is the investment banking arm of DNB Bank ASA and is focused primarily on the Nordic region, as well as internationally on niches such as global shipping, energy and related services, and seafood. DNB Markets offers services in FICC, Equities and Investment Banking advisory from offices in Oslo, Stockholm, London, Singapore and New York. Equity research coverage is offered on c250 Nordic companies. DNB was ranked no.2 in Extel Nordic Research 2017. The DNB Markets’ Credit and FICC Macro & FX Research teams are repeatedly highly rated by Prospera Nordic Institutional Investor Surveys.

 

Analysts
Alexander Aukner

Frank Maaø

Jesper Ingildsen

Jon Masdal

Martin Hoang Nguyen

Nicolay Dyvik

Ole-Andreas Krohn

Patrik Ling

Rune Majlund Dahl

Simen Mortensen

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