reports
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
GN Store Nord: 1 director
A director at GN Store Nord bought 25,000 shares at 94.840DKK and the significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...
Trading in GN Store Nord shares by board members, executives and assoc...
Trading in GN Store Nord shares by board members, executives and associated persons GN Store Nord has received notification pursuant to article 19 of regulation (EU) no. 596/2014 of the below transactions related to shares in GN Store Nord made by persons discharging managerial responsibilities in GN Store Nord and/or persons closely associated with them. 1.Details of the person discharging managerial responsibilities/person closely associated NamePeter Karlstromer2.Reason for the notification Position/statusChief Executive Officer Initial notification/AmendmentInitial notification3.Det...
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
Major shareholder notification – BlackRock, Inc.
Major shareholder notification – BlackRock, Inc. GN Store Nord A/S hereby announces that on May 22, 2025, pursuant to Section 38(1) and Section 39(1) of the Danish Capital Markets Act, it received a notification from BlackRock, Inc. stating that on May 21, 2025, BlackRock, Inc. increased its aggregate direct and indirect holding of shares and financial instruments, cf. Section 38 and Sections 39(2)(1) and (2) of the Danish Capital Markets Act, to above 5% of the share capital and voting rights in GN Store Nord A/S. For further information, please contact: Investor RelationsRune Sandager ...
Trading in GN Store Nord shares by board members, executives and assoc...
Trading in GN Store Nord shares by board members, executives and associated persons GN Store Nord has received notification pursuant to article 19 of regulation (EU) no. 596/2014 of the below transactions related to shares in GN Store Nord made by persons discharging managerial responsibilities in GN Store Nord and/or persons closely associated with them. 1.Details of the person discharging managerial responsibilities/person closely associated NameJukka Pekka Pertola2.Reason for the notification Position/statusChair of the Board of Directors Initial notification/AmendmentInitial notif...
Trading in GN Store Nord shares by board members, executives and assoc...
Trading in GN Store Nord shares by board members, executives and associated persons GN Store Nord has received notification pursuant to article 19 of regulation (EU) no. 596/2014 of the below transactions related to shares in GN Store Nord made by persons discharging managerial responsibilities in GN Store Nord and/or persons closely associated with them. 1.Details of the person discharging managerial responsibilities/person closely associated NameJørgen Bundgaard Hansen2.Reason for the notification Position/statusMember of the Board of Directors Initial notification/AmendmentInitial ...
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Healthcare Research
- Alexander Krämer
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- Jørgen Lian
Wallenius Wilhelmsen ASA (Buy, TP: NOK87.00) - Still-attractive value
We have cut our near-term forecast to reflect heightened uncertainty and more cautious full-year guidance, but remain confident that the majority (79%) of the current market cap should be derisked by end-2027e, leaving an attractive stub value for the long-term business potential in the world-leading car carrier. We reiterate our BUY, but have cut our target price to NOK87 (91).
- Helene Kvilhaug Brøndbo
Scatec (Buy, TP: NOK95.00) - Progressing as planned
We consider Scatec’s Q1 report a solid status report, showing that the equity story is evolving as planned with: 1) asset sales reducing net debt on a corporate level; and 2) significant scale on growth through 2027e, with ~NOK16bn in remaining EPC revenues to be recognised from projects under construction and in the company’s backlog. The stock is trading at around our core NAV, suggesting that investors are currently getting unannounced growth at no cost. We reiterate our BUY and have raised o...
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Petter Haugen
- Jørgen Lian
2020 Bulkers Minor model adjustments
We have updated our estimates for the Q1 results, the company’s latest business update, and other minor model adjustments. Hence, we have raised our 2025e EBITDA by 2%, lowered 2026e by 1%, and maintain 2027e. We continue to believe that 2020 Bulkers’ highly transactable assets, robust financial set-up, and current discount to underlying values (EV/GAV of 0.87x) should cap the downside risk related to our cautious stance on the dry bulk segment near-term and find the risk/reward balanced. We do ...
- Rune Majlund Dahl
Lundbeck (Buy, TP: DKK48.00) - Focus on Vyepti sales
We forecast Q1 sales c0.5% above consensus and an adj. EBITDA margin of 31.3%. We expect the strategic brands sales to rise by 18.3% YOY, including Vyepti sales of DKK913m (c2.2% above consensus). We forecast unchanged 2025 guidance for CER figures. From the pipeline, the FDA AdCom for Rexulti in PTSD is still unscheduled and the PROCEED trial has recently been expanded to additional IV doses. We reiterate our BUY, but have cut our target price to 48 (56).
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Petter Haugen
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.