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Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
BONHR BONHEUR ASA
VWS Vestas Wind Sys... ... (+14)

Powerpoint Sector Report - Renewable Energy: Theme of the week: Taking...

Following an in-depth report on Arise yesterday… …we raise our fair value range to SEK 53-117 (35-60) Soft week for Nordic renewable shares

BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
AKH AKER HORIZONS
IWS INTEGRATED WIND SOLUTIONS
04/21/21 April 21, 2021 67 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
BONHR BONHEUR ASA
VWS Vestas Wind Sys... ... (+14)

Powerpoint Sector Report - Renewable Weekly - Theme of the week: IWS

We initiated coverage of IWS last week… …the first listed, pure offshore wind O&M Mixed week for Nordic renewable shares

BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
AKH AKER HORIZONS
IWS INTEGRATED WIND SOLUTIONS
04/15/21 April 15, 2021 69 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
BONHR BONHEUR ASA
VWS Vestas Wind Sys... ... (+13)

Powerpoint Sector Report - Renewable Weekly - Theme of the week: Ferro...

We initiated sponsored coverage of Ferroamp in March …profitability in ’22e and fair value range of SEK 86-128 A strong week for Nordic renewable shares

BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
AKH AKER HORIZONS
04/07/21 April 7, 2021 65 EN
Erlend Godager ... (+2)
  • Erlend Godager
  • Petter Nystrøm
PREMIUM
ZAP-ME ZAPTEC

Zaptec - Another beat

Q1 revenues up 62% y-o-y (all organic) Export revenues accelerating, now 38% of sales Growth set to accelerate from Q2’2. BUY

04/07/21 April 7, 2021 4 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
BONHR BONHEUR ASA
VWS Vestas Wind Sys... ... (+13)

Powerpoint Sector Report - Renewable Energy - Theme of the week: Offsh...

Useful videos explaining aspects of offshore wind Virtual electrification seminar Mixed bag for Nordic renewable shares last week

BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AKH AKER HORIZONS
AOW AKER OFFSHORE WIND HOLDING
03/17/21 March 17, 2021 60 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
RECSI REC SILICON ASA
BONHR BONHEUR ASA ... (+13)

Powerpoint Sector Report - Renewable Weekly - Theme of the week: Risin...

US bond yields increasing, putting pressure on shares It looks like some shares have dropped too much Mixed bag for Nordic renewable shares last week

RECSI REC SILICON ASA
BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
03/11/21 March 11, 2021 60 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
RECSI REC SILICON ASA
BONHR BONHEUR ASA ... (+13)

Powerpoint Sector Report - Renewable Weekly - Theme of the week: Energ...

We hosted our annual energy conference today Summary of presentations in the slide deck Soft week for Nordic renewable shares last week

RECSI REC SILICON ASA
BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
02/25/21 February 25, 2021 55 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
RECSI REC SILICON ASA
BONHR BONHEUR ASA ... (+13)

Powerpoint Sector Report - Renewable Weekly - Theme of the week: Float...

Offshore wind market to grow >5x by 2030 Aker Offshore Wind offers good exposure Mixed week for Nordic renewable shares last week

RECSI REC SILICON ASA
BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
02/19/21 February 19, 2021 68 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
RECSI REC SILICON ASA
BONHR BONHEUR ASA ... (+12)

Powerpoint Sector Report - Renewable Weekly - Theme of the week: An is...

Denmark to build the world’s first energy island Biggest construction project in the history of Denmark Strong week for Nordic renewable shares last week

RECSI REC SILICON ASA
BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
02/10/21 February 10, 2021 53 EN
Erlend Godager ... (+2)
  • Erlend Godager
  • Petter Nystrøm
PREMIUM
ZAP-ME ZAPTEC

Zaptec - Ready - GO

Launching «GO»; a new home charger Smallest, fastest and most cost-effective charger A milestone; Zaptec has capacity to NOK 1bn in sales

02/10/21 February 10, 2021 4 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
RECSI REC SILICON ASA
BONHR BONHEUR ASA ... (+12)

Powerpoint Sector Report - Renewable Weekly - Theme of the week: stron...

European EV sales were up ~200% y-o-y in Q4’20 We expect a CAGR of ~40% (2020-2025) Soft week for Nordic renewable shares last week

RECSI REC SILICON ASA
BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
02/03/21 February 3, 2021 53 EN
Erlend Godager ... (+2)
  • Erlend Godager
  • Petter Nystrøm
PREMIUM
ZAP-ME ZAPTEC

Zaptec - Market is exploding; Zaptec to follow

’21e & ’22e EBIT up ~30% on higher sales Market is exploding: EV sales up 200% y-o-y in Europe Earnings growth set to accelerate; BUY, new TP NOK 80

02/02/21 February 2, 2021 23 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
RECSI REC SILICON ASA
BONHR BONHEUR ASA ... (+12)

Powerpoint Sector Report - Renewable Weekly - Theme of the Week: Scand...

We initiate coverage of Scandinavian Biogas… …and est. a 14% production increase p.a. until 2024e Mixed bag for Nordic renewable shares last week

RECSI REC SILICON ASA
BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
01/27/21 January 27, 2021 54 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
RECSI REC SILICON ASA
BONHR BONHEUR ASA ... (+11)

Powerpoint Sector Report - Renewable Energy - Theme of the Week: Equin...

We dive deep into the renewables business of Equinor Could be worth NOK 100-160bn Another strong week for Nordic renewables shares

RECSI REC SILICON ASA
BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE AS
01/21/21 January 21, 2021 53 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
RECSI REC SILICON ASA
BONHR BONHEUR ASA ... (+11)

Powerpoint Sector Report - Renewable Weekly - Theme of the Week: Nel H...

Initiation of Nel Hydrogen Strong market outlook, demanding valuation Another strong week for Nordic renewable shares

RECSI REC SILICON ASA
BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE
01/13/21 January 13, 2021 55 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
RECSI REC SILICON ASA
BONHR BONHEUR ASA ... (+10)

Powerpoint Sector Report - Renewable Weekly - Theme of the week: Vesta...

Conference calls with Vestas and Orsted Things seem on track while valuation has expanded Another strong week for Nordic renewable shares

RECSI REC SILICON ASA
BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE
01/06/21 January 6, 2021 50 EN
Erlend Godager ... (+2)
  • Erlend Godager
  • Petter Nystrøm
PREMIUM
ZAP-ME ZAPTEC

Zaptec - Beat, Beat, Beat!

Q4 sales 11% better than the positive PW from Dec 4. Q4 revenues up 66% y-o-y. EBITDA materially better Export revenues also accelerating. Just BUY it.

01/05/21 January 5, 2021 4 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
RECSI REC SILICON ASA
BONHR BONHEUR ASA ... (+10)

Powerpoint Sector Report - Renewable Weekly - Theme of the week: Chris...

Our Christmas card can be seen on slide 2 Several events lined up for January Strong end to the year for renewable shares

RECSI REC SILICON ASA
BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE
12/16/20 December 16, 2020 48 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Ofelia Aspemyr
PREMIUM
RECSI REC SILICON ASA
BONHR BONHEUR ASA ... (+10)

Powerpoint Sector Report - Renewable Weekly - Theme of the week: Bioga...

The biogas cycle, a truly green cycle Paradigm shift from CBG into LBG offers flexibility Also: Offshore wind park in Legoland

RECSI REC SILICON ASA
BONHR BONHEUR ASA
VWS VESTAS WIND SYSTEMS A/S
ORSTED ORSTED
SCHO SCHOUW & CO A/S
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
ZAP-ME ZAPTEC
QFUEL QUANTAFUEL AS
VOLUE VOLUE
12/09/20 December 9, 2020 51 EN
Erlend Godager ... (+2)
  • Erlend Godager
  • Petter Nystrøm
PREMIUM
ZAP-ME ZAPTEC

Zaptec - It’s a WINNER

New guidance: 35% yoy growth in ’20 (previously ~28%) Implies 51% yoy growth in Q4 (we had 27%) We keep out positive view on Zaptec. BUY

12/07/20 December 7, 2020 5 EN
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