Report
Alexander Aukner ...
  • David Martinsson
  • Frank Maaø
  • Håkon Astrup
  • Jørgen Lian
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Patrik Ling
  • Rune Majlund Dahl
  • Simen Mortensen
  • Viktor Trollsten
Underlyings
Fjordkraft Holding ASA

Fjordkraft Holding ASA is a Norway-based holding company for Fjordkraft Group. The Group is a national electricity retailer and provider of related services to households, private and public companies, as well as municipalities. The core business includes the purchase, sale and portfolio management of electrical power. The Company operates within two segments: Consumer segment, which implies the sale of electrical power and related services to private consumers; and Business segment, which covers the sale of electrical power and related services to business consumers. Additional services comprise mobile phone subscriptions to private consumers and insurance sales, among others.

Genmab A/S

Genmab is a biotechnology company specializing in the creation and development of differentiated human antibody therapeutics focused on the treatment of cancer. Co.'s product pipeline includes one marketed product, Arzerra, daratumumab in late stage clinical development, four antibodies in clinical development, and over 20 in-house and partnered pre-clinical programs. Co.'s Arzerra (ofatumumab) is a human monoclonal antibody which targets an epitope on the CD20 molecule. Co.'s proprietary technologies include the DuoBody technology, which creates antibodies that can target two molecules at once, and the HexaBody technology, which allows for the creation of more potent antibodies.

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.

Isofol Medical AB

Isofol Medical AB (publ) is a Sweden-based clinical stage pharmaceutical company. Its primary product is Modufolin, the active metabolite. Modufolin is a folate-based compound, which increases the efficiency and reduces the side effects of chemotherapy. Modufolin contains the key active substance methylenetetrahydrofolate (MTHF), which is the active metabolite in all folate-based medicines and therefore does not require metabolic activation to exert its action. The Company cooperates with pharmaceutical manufacturer Merck & Co Inc, as well as the Company has a worldwide supply and licence agreement for the use of Modufolin in cancer treatment. The Company's main shareholders are Biofol AB and Yield Life Science AB.

Olav Thon Eiendomsselskap ASA

Olav Thon Eiendomsselskap is engaged as a property operator. Co.'s property portfolio is broken down into the following property segments: shopping centres and commercial property. At Dec 31 2013, Co.'s shopping centres comprised the management of 87 shopping centres, of which 27 are managed for external owners.

Safe Bulkers Inc.

Safe Bulkers is an international provider of marine drybulk transportation services, transporting bulk cargoes, particularly coal, grain and iron ore, along worldwide shipping routes for consumers of marine drybulk transportation services. As of Feb. 9, 2018, Co. had a fleet of 39 drybulk vessels, with an aggregate carrying capacity of 3,513,800 dwt and an average age of 7.6 years. Co. deploys its vessels on both period time charters and spot time charters. The vessels on period time charters provide Co. with relatively stable cash flow and utilization rates, while the vessels in the spot market allow Co. to maintain its flexibility in low charter market conditions.

Salmones Camanchaca SA

Sbanken

Sbanken ASA, formerly Skandiabanken ASA, is a Norway-based online retail bank. The Bank operates a digital platform, through which serves individual customers in Norway. Its financial products and services comprise current accounts, payment and card services, savings, investment products, as well as long- and short-term loans.

SSAB AB Class A

SSAB is a supplier of high strength steels with products comprising various qualities and dimensions within wear steels and structural steels. Co.'s solutions also include services, from concept to finished delivery. SSAB Wear Services also provides advice, repairs, and sales of spare parts to the aftermarket. The business is organized into three business areas; SSAB Americas, SSAB EMEA and SSAB APAC as well as the subsidiary, Tibnor, which is a steel distributor in the Nordic region. SSAB EMEA consist of Europe, the Middle East and Africa; SSAB Americas of North and Latin America; SSAB APAC of Asia, Australia and New Zealand and Tibnor of steel and metal distribution in northern Europe.

Teekay Tankers

Ultimovacs

Ultimovacs ASA Formerly known as Ultimovacs AS. Ultimovacs ASA, formerly Ultimovacs AS, is a Norway-based pharmaceutical company developing immunotherapies against cancer. The Company's lead product candidate is UV1, a peptide-based vaccine inducing a specific T cell response against the universal cancer antigen telomerase. UV1 is being developed as a therapeutic cancer vaccine which may serve as a platform for use in combination with other immuno-oncology drugs which require an ongoing T cell response for their mode of action. The Company is performing a broad clinical development program with clinical trials in Europe and the USA.

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

David Martinsson

Frank Maaø

Håkon Astrup

Jørgen Lian

Ole Martin Westgaard

Ole-Andreas Krohn

Patrik Ling

Rune Majlund Dahl

Simen Mortensen

Viktor Trollsten

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