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Erik Cassel
  • Erik Cassel
PREMIUM
JETPAK Jetpak Top Hold...

Jetpak - Terminating coverage

ABGSC ceases coverage of Jetpak BUY is our final recommendation SEK 130 is our final target price

JETPAK JETPAK TOP HOLDING
10/13/22 October 13, 2022 1 EN
Petter Haugen ... (+2)
  • Petter Haugen
  • Torjus Loftheim
PREMIUM
DHT DHT Holdings I...
DSV DSV Panalpina A... ... (+24)

Sector Fast Comment - Marine Money takeaways

Overall bullish mood despite recession fears Container scepticism and tanker optimism Generalist investors still not that interested in shipping

DHT DHT HOLDINGS INC.
DSV DSV PANALPINA A/S
DNORD S NORDEN A/S
BELCO BELSHIPS ASA
MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
WAWI WALLENIUS WILHELMSEN LOGISTICS ASA
FRO FRONTLINE LTD.
G2O GOLAR LNG LIMITED
NAS NORWEGIAN AIR SHUTTLE ASA
SN6 STOLT-NIELSEN LTD.
HLNG HOEGH LNG AS
BWLPG BW LPG LTD.
GOGLO GOLDEN OCEAN GROUP LTD
BWO BW OFFSHORE LIMITED
AVACF AVANCE GAS HOLDINGS LTD
HUNT HUNTER GROUP ASA
FLNG FLEX LNG LTD.
JETPAK JETPAK TOP HOLDING
OET OKEANIS ECO TANKERS
2020 2020 BULKERS LTD
KCC KLAVENESS COMBINATION CARRIERS
HAUTO HOEGH AUTOLINERS ASA
COOL COOL COMPANY LTD
HSHIP HIMALAYA SHIPPING LTD.
06/27/22 June 27, 2022 1 EN
Casper Blom ... (+3)
  • Casper Blom
  • Erik Cassel
  • Max Bacco
PREMIUM
JETPAK Jetpak Top Hold...

Jetpak - Set to deliver solid 2022 numbers

Sales in line, adj. EBITA 8% below ABGSCe Margin pressure to continue in Q4’21 but ease in ‘22 BUY; 9x ‘22e EV/EBITA on 27% EBITA CAGR ’20-‘23e

JETPAK JETPAK TOP HOLDING
11/29/21 November 29, 2021 1 EN
Casper Blom ... (+3)
  • Casper Blom
  • Erik Cassel
  • Max Bacco
PREMIUM
JETPAK Jetpak Top Hold...

Jetpak - On the road to recovery

Q2 report due on Thursday, 26 August, 06:30 CET EBIT up 2-1% in ’21-‘23e, solid recovery ahead BUY maintained, new TP of SEK 130 (110)

JETPAK JETPAK TOP HOLDING
08/18/21 August 18, 2021 12 EN
Casper Blom ... (+3)
  • Casper Blom
  • Erik Cassel
  • Max Bacco
PREMIUM
JETPAK Jetpak Top Hold...

Jetpak - Solid Q1, indicating strong 2021 recovery

EBIT up 6% vs. ABGSCe, down 2% vs. cons Expect a solid recovery during 2021 BUY maintained, new TP of SEK 110 (100)

JETPAK JETPAK TOP HOLDING
05/28/21 May 28, 2021 10 EN
Casper Blom ... (+3)
  • Casper Blom
  • Erik Cassel
  • Max Bacco
PREMIUM
JETPAK Jetpak Top Hold...

Jetpak - Beat across the board

Sales +9% and EBIT +29% vs. cons Cons EBIT estimates likely to come up by 2-4% Expect positive reaction on strong numbers and guidance

JETPAK JETPAK TOP HOLDING
02/25/21 February 25, 2021 4 EN
Casper Blom ... (+2)
  • Casper Blom
  • Erik Cassel
PREMIUM
JETPAK Jetpak Top Hold...

Jetpak - Delivering the vaccine

Q4’20 report due 25 February Involved in vaccine distribution in Norway Maintain BUY, target price up to SEK 95 (80)

JETPAK JETPAK TOP HOLDING
02/16/21 February 16, 2021 10 EN
Erik Cassel ... (+4)
  • Erik Cassel
  • Johan Brown
  • Laurits Kjærgaard
  • Victor Forssell
PREMIUM
ROCK B Rockwool Intern...
EKTA B Elekta AB Class... ... (+4)

Talking Points - ROCKWOOL Int.: We remain cautious on volume utilisati...

Regional price pressure seems to be becoming an issue Trades at a 35-45% premium to peers. SELL reiterated.

ROCK B ROCKWOOL INTERNATIONAL A/S CLASS B
EKTA B ELEKTA AB CLASS B
LYKO A LYKO GROUP
JETPAK JETPAK TOP HOLDING
11/27/20 November 27, 2020 5 EN
Casper Blom ... (+2)
  • Casper Blom
  • Erik Cassel
PREMIUM
JETPAK Jetpak Top Hold...

Jetpak - Impressive profitability

Sales in line, good opex control behind 64% EBIT beat EBIT up by 23% for ’20e, but down 1-3% for ’21e-’22e Maintain BUY – TP up to SEK 80 (70)

JETPAK JETPAK TOP HOLDING
11/27/20 November 27, 2020 12 EN
Casper Blom ... (+2)
  • Casper Blom
  • Erik Cassel
PREMIUM
JETPAK Jetpak Top Hold...

Jetpak - Strong margins and reiterated targets

Sales slightly below, EBIT 64% above Cons EBIT likely to come up by 17% Expect a positive reaction on clear targets and margins

JETPAK JETPAK TOP HOLDING
11/26/20 November 26, 2020 5 EN
Bengt Jonassen ... (+5)
  • Bengt Jonassen
  • Erik Cassel
  • Haakon Amundsen
  • Lukas Daul
  • Martin Kaland
PREMIUM
SOLON Solon Eiendom A...
SALM SALMAR ASA ... (+5)

Talking Points - SalMar (Buy): Simply the best

Solon Eiendom (Hold) Post-results: It’s a waiting game Estimates up on lower costs and higher volumes from ’21 Quality deserves a premium, reiterate BUY

SOLON SOLON EIENDOM ASA
SALM SALMAR ASA
FRO FRONTLINE LTD.
ODL ODFJELL DRILLING
JETPAK JETPAK TOP HOLDING
08/28/20 August 28, 2020 5 EN
Casper Blom ... (+2)
  • Casper Blom
  • Erik Cassel
PREMIUM
JETPAK Jetpak Top Hold...

Jetpak - Not out of the woods just yet

Q2 sales +13% and EBIT +2% vs. ABGSCe Weak guidance, we lower EBIT by 14% for ’21e We maintain BUY, undervalued when demand normalises

JETPAK JETPAK TOP HOLDING
08/27/20 August 27, 2020 11 EN
Casper Blom ... (+2)
  • Casper Blom
  • Erik Cassel
PREMIUM
JETPAK Jetpak Top Hold...

Jetpak - Numbers in line, but uncertain outlook

Q2 EBIT SEK 8.3m, +2% vs ABGSCe of SEK 8.1m Sales better, but mix reduced gross margin to 29% Share to trade slightly down based on uncertainty

JETPAK JETPAK TOP HOLDING
08/27/20 August 27, 2020 5 EN
Aksel Øverland Engebakken ... (+7)
  • Aksel Øverland Engebakken
  • Bengt Jonassen
  • Casper Blom
  • Edvard Hagman
  • Erik Moberg
  • Laurits Kjærgaard
  • Lukas Daul
PREMIUM
HH H&H Internation...
AFG AF GRUPPEN ASA ... (+8)

Talking Points - MTG (Buy): Media rights potential not to be ignored

H+H International (Buy) Post-results: UK lockdown is bad, but the only current risk …offering an option worth SEK 103/share BUY with target price of SEK 128 (124)

HH H&H INTERNATIONAL
AFG AF GRUPPEN ASA
MTG B MODERN TIMES GROUP MTG AB CLASS B
WAWI WALLENIUS WILHELMSEN LOGISTICS ASA
NLFSK NILFISK HOLDING A/S
INFRO INFRONT
BETCO BETTER COLLECTIVE A/S
JETPAK JETPAK TOP HOLDING
05/18/20 May 18, 2020 5 EN
Casper Blom ... (+2)
  • Casper Blom
  • Edvard Hagman
PREMIUM
JETPAK Jetpak Top Hold...

Jetpak - Higher costs than we anticipated

Demand held up stronger than we expected… …but increasing operational costs burdened the quarter Worsening Q2e, guiding for a recovery during H2’20e

JETPAK JETPAK TOP HOLDING
05/17/20 May 17, 2020 13 EN
Casper Blom ... (+2)
  • Casper Blom
  • Edvard Hagman
PREMIUM
JETPAK Jetpak Top Hold...

Jetpak - EBITA miss in Q1

8% EBITA miss in Q1 (29% miss vs. consensus) Business was good until March, Q2e about to get worse Share should trade down today

JETPAK JETPAK TOP HOLDING
05/14/20 May 14, 2020 6 EN
Casper Blom ... (+2)
  • Casper Blom
  • Edvard Hagman
PREMIUM
JETPAK Jetpak Top Hold...

Jetpak - Limited impact in Q1e, but turbulence awaits

Q1 report due 15 May We expect mid-March ’20e to be the turning point FY ‘20e sales down 8% and EBIT down 21%

JETPAK JETPAK TOP HOLDING
05/05/20 May 5, 2020 14 EN
Casper Blom ... (+11)
  • Casper Blom
  • Daniel Thorsson
  • Edvard Hagman
  • Erik Moberg
  • Jannick Lindegaard Denholt
  • Lukas Daul
  • Mads Thinggaard
  • Oskar Vikström
  • Petter Nystrøm
  • Stefan Knutsson
  • Victor Forssell
PREMIUM
DFDDF DFDS A/S
GETI B Getinge AB Clas... ... (+14)

Talking Points - Sydbank (Hold): De-risked bank in good health for COV...

Getinge (Hold) Estimate changes: Net positive 2020 Sydbank is well-positioned on capital and MREL Upgrade to HOLD (Sell); TP down to DKK 105 (125)

DFDDF DFDS A/S
GETI B GETINGE AB CLASS B
MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
LIFCO B LIFCO AB CLASS B
SYDB SYDBANK A/S
INDT INDUTRADE AB
K90 LOOMIS AB
COLO B COLOPLAST A/S CLASS B
ACAD ACADEMEDIA AB
KID KID ASA
ENG INTERNATIONELLA ENGELSKA SKOLAN I SVERIGE HOLDINGS II AB
HUNT HUNTER GROUP ASA
NET B NETENT AB CLASS B
JETPAK JETPAK TOP HOLDING
03/19/20 March 19, 2020 6 EN
Casper Blom ... (+2)
  • Casper Blom
  • Edvard Hagman
PREMIUM
JETPAK Jetpak Top Hold...

Jetpak - Scheduled delay for a value delivery

Turbulence among airlines and fear of economic slowdown Air travel and express logistics have proven resilient TP down to SEK 70 (80), we reiterate BUY

JETPAK JETPAK TOP HOLDING
03/18/20 March 18, 2020 14 EN
Aksel Øverland Engebakken ... (+5)
  • Aksel Øverland Engebakken
  • Bengt Jonassen
  • Casper Blom
  • Haakon Amundsen
  • Petter Nystrøm
PREMIUM
TIETO TIETOEVRY OYJ
AFG AF GRUPPEN ASA ... (+6)

Talking Points - Aker ASA (Buy): Solid upside in its industrial holdin...

Archer Limited (Buy) Post-results: Close to completing crucial refinancing NOK 3.5bn in dividends from main holdings last year Upside in NAV to drive the share – Discount normalised

TIETO TIETOEVRY OYJ
AFG AF GRUPPEN ASA
ARCHERO ARCHER
AKER AKER ASA CLASS A
JETPAK JETPAK TOP HOLDING
SATS SATS
02/17/20 February 17, 2020 5 EN
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