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ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
ABGSC Media Research ... (+3)
  • ABGSC Media Research
  • Henrik Bartnes
  • Petter Nystrøm

Volume trend continues; Neutral

Volume trend largely in-line with last quarters. Overall neutral. Q3 outlook reiterated; Blocket migration “on plan.

Aker BP ASA - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Simon Brun
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Simon Brun
ABGSC Metals & Mining Research ... (+3)
  • ABGSC Metals & Mining Research
  • Bengt Jonassen
  • Martin Melbye
Stephane Foucaud
  • Stephane Foucaud

AUCTUS ON FRIDAY - 05/12/2025

AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.20 per share: Resource estimates boost in Sicily – ADX has increased its aggregated prospective gas resource estimates for its Sicily Channel permit from 103–369–772 bcf to 188–484–1,265 bcf (P90–P50–P10 cases). The new mean prospective resource of 619 bcf reflects the increased upside potential for the permit. Individual prospect sizes range between 37–111 bcf (P50 case), with four prospects e...

ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
ABGSC Metals & Mining Research ... (+3)
  • ABGSC Metals & Mining Research
  • Bengt Jonassen
  • Martin Melbye
ABGSC Oil & Oil Services Research ... (+4)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
  • Oliver Dunvold
  • Stian Wibstad
ABGSC Metals & Mining Research ... (+3)
  • ABGSC Metals & Mining Research
  • Bengt Jonassen
  • Martin Melbye
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Nordic Semiconductor : Solid momentum in the short term, already well ...

Nordic Semiconductor, leader in Bluetooth Low Energy (BLE), is entering a recovery cycle driven by the rebound in PC accessories and the launch of its nRF54 chip (2026e sales at +16%). But we think this momentum is already largely priced into what is a demanding valuation (relative-to-peer premium of ~40%). This exposes the group to the risk of de-rating in the event of disappointment. Moreover, we think long-term growth in BLE and operating leverage are probably overestimated (we are 18% below ...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Nordic Semiconductor : Solide dynamique CT, déjà bien valorisée, et pr...

Leader du Bluetooth Low Energy (BLE), Nordic Semiconductor aborde un cycle de reprise tiré par le rebond des accessoires PC et le lancement de sa puce nRF54 (CA 26e à +16%). Cette dynamique nous semble néanmoins déjà bien reflétée dans une valorisation exigeante (prime de ~40% vs comparables). Cela expose le groupe à un risque de derating en cas de déception, alors que nous pensons que la croissance LT du BLE et le levier opérationnel sont probablement surestimés (nous sommes 18% < au css sur l’...

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