reports
- 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
- Oliver Dunvold
- Petter Haugen
- ABGSC Construct. & Real Estate Research
- Åsne Holsen
- Bengt Jonassen
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
Coloplast A/S - Invitation to Coloplast's Capital Markets Day on 2 Sep...
Coloplast A/S - Invitation to Coloplast's Capital Markets Day on 2 September 2025 The event will take place on Tuesday, 2 September 2025 at Clarion Hotel (Copenhagen airport)Ellehammersvej 20, 2770 Kastrupfrom 10.30 - 17.00 CEST(Central European Summer Time) Coloplast invites institutional investors, equity analysts and media to attend our 2025 Capital Markets Day.The event will be held in person at Clarion Hotel in Copenhagen, Denmark, with the option to join virtually for the plenary session.The purpose of the event is to give institutional investors and financial analysts an introductio...
- ABGSC Construct. & Real Estate Research
- Åsne Holsen
- Bengt Jonassen
- ABGSC Renewable Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- ABGSC Construct. & Real Estate Research
- Åsne Holsen
- Bengt Jonassen
- ABGSC Construct. & Real Estate Research
- Åsne Holsen
- Bengt Jonassen
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
- 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).
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
Coloplast AS: 1 director
A director at Coloplast AS bought 18,450 shares at 650.500DKK and the significance rating of the trade was 67/100. 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...
- 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 ...
- Martin Huseby Karlsen
Hornsea 4 cancellation adds to uncertainty
Ørsted today announced it is cancelling development of the 2.4GW Hornsea 4 project off the UK due to increased supply chain costs, higher interest rates, and greater construction and operational risk (FID was expected later in 2025). The cancellation adds to uncertainty for the offshore wind services industry and overall project profitability within offshore wind. No installation contracts for Hornsea 4 had been disclosed yet, but with Cadeler responsible for foundations and half the turbines on...
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