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Martin Huseby Karlsen
  • Martin Huseby Karlsen
Free Trial
CADLR CADELER
NETI ENETI INC ... (+4)

Takeaways from WindEurope

At the WindEurope event in Copenhagen, we met with companies representing approximately 75% of the global offshore wind installation fleet, gaining insights that support a constructive outlook for the sector. Addressing recent investor concerns related to market growth, the industry has already reflected and anticipated recent downward adjustments in third-party forecasts. With respect to a slowdown ahead in the US market, a second investor concern lately, near-term vessel demand could surprise ...

CADLR CADELER
NETI ENETI INC
OHT OHT
EWIND EDDA WIND ASA
04/10/25 April 10, 2025 1 EN
ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
04/09/25 April 9, 2025 1 EN
ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
03/28/25 March 28, 2025 1 EN
Martin Huseby Karlsen
  • Martin Huseby Karlsen
Free Trial
CADLR CADELER

Cadeler (Buy, TP: NOK90.00) - Progressing well

Q4 EBITDA was solid, 12% above our forecast and consensus, and 94% of our 2025e EBITDA of EUR296m is supported by firm backlog. Newbuilds are progressing well, and given the backlog coverage, we find Cadeler well positioned to pay dividends in 2027, when all newbuilds are due to be delivered. We calculate a c30% FCF yield to equity after debt amortisation in 2027 (assuming flat NWC), and reiterate our BUY and NOK90 target price.

03/27/25 March 27, 2025 1 EN
ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
03/25/25 March 25, 2025 1 EN
Martin Huseby Karlsen
  • Martin Huseby Karlsen
Free Trial
CADLR CADELER

Cadeler (Buy, TP: NOK90.00) - Execution today, reward tomorrow

In a market with focus on offshore wind headlines, we believe company-specific factors, such as solid execution and backlog build, will eventually benefit shareholders. We maintain our BUY and NOK90 target price.

03/24/25 March 24, 2025 1 EN
ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
03/19/25 March 19, 2025 1 EN
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Njål Kleiven
  • Stian Wibstad
03/18/25 March 18, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
EWIND EDDA WIND ASA
NE NOBLE CORP (NEW)
03/03/25 March 3, 2025 1 EN
Åsne Holsen ... (+2)
  • Åsne Holsen
  • Daniel Vårdal Haugland
02/28/25 February 28, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
EWIND EDDA WIND ASA
NE NOBLE CORP (NEW)
02/28/25 February 28, 2025 1 EN
ABGSC Renewable Energy Research ... (+4)
  • ABGSC Renewable Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • John Olaisen
02/27/25 February 27, 2025 1 EN
ABGSC Renewable Energy Research ... (+4)
  • ABGSC Renewable Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • John Olaisen
02/26/25 February 26, 2025 1 EN
ABGSC Renewable Energy Research ... (+7)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+16)

Renewable Weekly – 20 February 2025

This week, we summarise this week's most important newsflow on the companies under our coverage.

BONHR BONHEUR ASA
ORSTED ORSTED
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
VOLUE VOLUE AS
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
02/20/25 February 20, 2025 1 EN
Åsne Holsen ... (+2)
  • Åsne Holsen
  • Daniel Vårdal Haugland
02/07/25 February 7, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
ORSTED ORSTED
ODL ODFJELL DRILLING
IPCO INTERNATIONAL PETROLEUM CORP
CADLR CADELER
02/04/25 February 4, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
BONHR BONHEUR ASA
ORSTED ORSTED
ARCHERO ARCHER
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
CADLR CADELER
01/30/25 January 30, 2025 1 EN
ABGSC Renewable Energy Research ... (+7)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+16)

Renewable Weekly – 27 January 2024

This week, we summarise this week's most important newsflow on the companies under our coverage.

BONHR BONHEUR ASA
ORSTED ORSTED
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
VOLUE VOLUE AS
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
01/27/25 January 27, 2025 1 EN
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Njål Kleiven
  • Stian Wibstad
AKRBF AKER BP ASA
AKSOO AKER SOLUTIONS ASA
BWE BW ENERGY
CADLR CADELER
VAR VAR ENERGI ASA
01/27/25 January 27, 2025 1 EN
ABGSC Energy Research ... (+8)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
ORSTED ORSTED
SOC SUBSEA 7 S.A.
CADLR CADELER
01/21/25 January 21, 2025 1 EN
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