Report
Alexander Aukner ...
  • Jesper Ingildsen
  • Jon Masdal
  • Martin Huseby Karlsen
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
Underlyings
ALK-abello A/S Class B

Alk-Abello is engaged in the development and marketing of pharmaceutical products for the treatment, prevention and diagnosis of allergies. Co.'s product portfolio comprises allergy vaccines, emergency treatments and allergy diagnostics products. Co.'s allergy vaccines product offering comprises tablet vaccines, sublingual vaccines and subcutaneous vaccines. Co.'s emergency treatments product offering comprises products for the management of anaphylaxis. Co.'s allergy diagnostics product offering comprises allergen extracts for allergy testing, such as skin-prick tests.

Leroy Seafood Group ASA

Leroy Seafood Group is a supplier of seafood. Co.'s primary products are Atlantic salmon and trout. Co. reports within two main segments: Production and Sales and Distribution. The Production segment includes Co.'s activities within production and processing, mainly Atlantic salmon and trout. The subsidiaries in this segment are a main employer along the Norwegian coastline and other areas. The Sales and Distribution segment has a global reach, comprising sales, marketing, product development and distribution of both Co.'s own produced products as well as for external suppliers. Co. is also engaged in nationwide distribution of fresh fish on the Norwegian market.

SAS AB

SAS is engaged in providing transportation services. The core business of Co. is operating passenger flights on a Nordic and international route network. Co.'s three main operational hubs in Copenhagen, Stockholm and Oslo form the backbone of its flight network. In addition to passenger flights, Co. provides air cargo and other aviation services at selected airports in its route network. Co.'s operations include Scandinavian Airlines. In addition to the airline operations of the consortium Scandinavian Airlines System, Scandinavian Airlines also comprises ground operations, technical operations, SAS Cargo and Blue1. Scandinavian Airlines includes SAS Cargo and SAS Ground Handling.

Spectrum ASA

Spectrum ASA is a Norway-based company, which provides seismic data and seismic imaging services to the global oil and gas industry. It operates within two divisions, namely Multi-Client services and Seismic Imaging. The Company's library of Multi-Client data specializes in regional coverage and includes projects from oil producing regions of the world. The Seismic Imaging offers data processing services, such as time imaging, velocity analysis, depth imaging and model building, among others. The Company is organized into four regions: North and South America, North West Europe and Africa, Mediterranean and Middle East, and Asia Pacific.The Company wholly owned six subsidiaries, such as Spectrum Geo Ltd, Fugro, Carmot Seismic AS, Carmot Processing AS, Spectrum Geo Inc and Spectrum Geo Pte Ltd, among others, as well as had two dormant joint ventures.

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

Jesper Ingildsen

Jon Masdal

Martin Huseby Karlsen

Ole Martin Westgaard

Ole-Andreas Krohn

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Alexander Aukner
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