Report
Alexander Aukner ...
  • Christoffer Wang Bjørnsen
  • Frank Maaø
  • Joachim Gunell
  • Jon Masdal
  • Karl-Johan Bonnevier
  • Martin Hoang Nguyen
  • Martin Huseby Karlsen
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Rune Majlund Dahl
Underlyings
Bakkafrost P/F

Coloplast A/S Class B

Coloplast is a supplier of intimate healthcare products and services. Co. develops and markets products that support people with diseases of a private nature. Co. operates in three business areas: Ostomy care, products for people whose intestinal outlet has been rerouted through the abdominal wall; Urology and continence care products, for people suffering from diseases of the kidneys, the urinary system and the male reproductive system; Dressings, for the treatment of chronic wounds and skin care products for prevention and treatment. Co. markets and sells its products and services globally. Co. supplies products to hospitals, institutions as well as wholesalers and retailers.

H. Lundbeck A/S

H. Lundbeck develops, produces and markets drugs for treating diseases of the central nervous system. Products include antidepressants for the treatment of depression, panic disorder, and prevention of relapse/recurrence. Antipsychotic products for psychotic disorders; schizophrenia, anxiety, restlessness and insomnia; treatment of psychotic disorders; acute psychotic episodes, exacerbation of psychotic disorders. Co.'s products inclue Cipralex®/Lexapro® for the treatment of depression and anxiety; Ebixa® for the treatment of Alzheimer's disease; Azilect® for the treatment of Parkinson's disease; Xenazine®, Sabril®, Saphris® Sycrest®, Onfi, and other.

Ice Group

Ice Group ASA, formerly Ice Group AS, is a Norway-based telecommunications company and mobile network operator that focuses on broadband wireless data communication services in Nordic countries. It divides its activities into geographical segments according to the markets of operations. The Company operates in Norway under the brand ice, offering a full spectrum of mobile telecommunication services, including data, voice, messaging and mobile broadband, using fourth generation (4G) and Long-Term Evolution (LTE) technology. In Sweden and Denmark the Company operates under the brand name Net1 and offers 4G wireless broadband and Voice over Internet Protocol (VoIP) services. The Company focuses its coverage on rural areas.

Investment Latour AB

Loomis AB

Loomis AB is a holding company. Through its subsidiaries, Co. provides solutions for cash handling in the U.S., majority parts of Europe and in Argentina. Co. provides cash in transit (CIT), cash management services (CMS) and solutions which integrate CIT with CMS. The CIT service transports cash to and from stores, banks and automated teller machines (ATMs). The CMS service counts, quality controls and packages bills and coins in Co.'s cash centers. Co. also provides solutions for retail outlets and for maintenance of ATMs, as well as analysis, forecasting and reporting of customers' cash flow. The services are targeted at banks, retailers, commercial enterprises and the public sector.

Otello Corp ASA

Opera Software is a provider of cloud-based consumer products and services. Co.'s Mobile Operators provides four principal cloud-based solutions and services to operators worldwide. Co.'s Mobile Consumers provides Opera Mini and Opera.com to its users. Co.'s Mobile Publishers and Advertisers provide the Opera Mediaworks brand and the Opera Mediaworks Response brand. Co.'s Desktop Consumers provides its users with a browsing experience, and Co.'s Device Original Equipment Manufactures allow device manufacturers to provide web browsing capabilities and internet access to their operator and consumer end customers.

Pandora A/S

Pandora designs, manufactures and markets jewelry made from genuine metals. Co. designs, produces and sells charms, bracelets, rings, necklaces, pendants and earrings. Co.'s products are made from gold, silver, gemstones, cultured pearls and stones and other jewelry materials. Co.'s jewelry is sold in more than 90 countries on six continents through approximately 9,900 points of sale, including more than 1,400 concept stores. Co.'s products are sold globally through such points of sale as concept stores, silver stores, gold stores, shop-in-shops and white stores.

Polarcus Limited

Scandi Standard publ AB

Scandi Standard is a supplier of chicken-based food products in the Nordic region. Co. offers a range of chilled and frozen products under brands such as KronfAY=gel in Sweden, Danpo in Denmark and Den Stolte Hane in Norway, as well as for private label. Co.'s customers are found in the retail, food service and food industry sectors. Co. has operations in Sweden, Denmark, Norway and Finland. The Swedish operations are conducted through the companies KronfAY=gel AB, SweHatch AB, AB SkAY=nefAY=gel and Bosarpkyckling. The Danish operations are conducted by Danpo A/S. The Norwegian operations are conducted through Scandinavian Standard AS. The Finnish operation is conducted through KronfAY=gel Oy.

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

Christoffer Wang Bjørnsen

Frank Maaø

Joachim Gunell

Jon Masdal

Karl-Johan Bonnevier

Martin Hoang Nguyen

Martin Huseby Karlsen

Ole Martin Westgaard

Ole-Andreas Krohn

Rune Majlund Dahl

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