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ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
A2QFJZ LINK MOBILITY GROUP
04/28/25 April 28, 2025 1 EN
ABGSC Strategy Research ... (+2)
  • ABGSC Strategy Research
  • Bengt Jonassen
NHY NORSK HYDRO ASA
ATEA ATEA ASA
SSO SCATEC ASA
GJF GJENSIDIGE FORSIKRING ASA
SCH SCHIBSTED ASA CLASS A
A2QFJZ LINK MOBILITY GROUP
ZAP ZAPTEC
PUBLI PUBLIC PROPERTY INVEST
03/11/25 March 11, 2025 1 EN
ABGSC Credit Research ... (+2)
  • ABGSC Credit Research
  • Bendik Fougner Engebretsen
A2QFJZ LINK MOBILITY GROUP
02/14/25 February 14, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
A2QFJZ LINK MOBILITY GROUP
02/13/25 February 13, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
A2QFJZ LINK MOBILITY GROUP
02/13/25 February 13, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
ATEA ATEA ASA
BOUV BOUVET ASA
NAPA NAPATECH
NOD NORDIC SEMICONDUCTOR ASA
CRAYN CRAYON GROUP HOLDING
AIRX AIRTHINGS AS
A2QFJZ LINK MOBILITY GROUP
PEXIP PEXIP HOLDING ASA
XPLRA XPLORA TECH AS
SIKRI SIKRI HOLDING ASA
SMOP-NO SMARTOPTICS
SMCRT SMARTCRAFT ASA
01/29/25 January 29, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
A2QFJZ LINK MOBILITY GROUP
01/29/25 January 29, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
TIETO TIETOEVRY OYJ
ATEA ATEA ASA
NAPA NAPATECH
NOD NORDIC SEMICONDUCTOR ASA
CRAYN CRAYON GROUP HOLDING
AIRX AIRTHINGS AS
A2QFJZ LINK MOBILITY GROUP
PEXIP PEXIP HOLDING ASA
XPLRA-NO XPLORA TECHNOLOGIES
SMCRT SMARTCRAFT ASA
11/19/24 November 19, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
A2QFJZ LINK MOBILITY GROUP
11/06/24 November 6, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
A2QFJZ LINK MOBILITY GROUP
11/05/24 November 5, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
A2QFJZ LINK MOBILITY GROUP
10/18/24 October 18, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
A2QFJZ LINK MOBILITY GROUP
09/24/24 September 24, 2024 1 EN
ABGSC Strategy Research ... (+2)
  • ABGSC Strategy Research
  • Bengt Jonassen
YAR YARA INTERNATIONAL ASA
SALM SALMAR ASA
BOUV BOUVET ASA
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
GJF GJENSIDIGE FORSIKRING ASA
SCH SCHIBSTED ASA CLASS A
A2QFJZ LINK MOBILITY GROUP
FRO FRONTLINE PLC
09/24/24 September 24, 2024 1 EN
ABGSC Credit Research ... (+2)
  • ABGSC Credit Research
  • Bendik Fougner Engebretsen
A2QFJZ LINK MOBILITY GROUP
09/19/24 September 19, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
A2QFJZ LINK MOBILITY GROUP
08/15/24 August 15, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
A2QFJZ LINK MOBILITY GROUP
08/14/24 August 14, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
PREMIUM
ATEA ATEA ASA
NAPA NAPATECH ... (+11)

Norway: Rebound to continue

Positive or neutral estimate revisions for most companies. Best risk/reward over Q2 in Crayon, Link, NOD. Top picks: Atea, Crayon, Link, Pexip.

ATEA ATEA ASA
NAPA NAPATECH
NOD NORDIC SEMICONDUCTOR ASA
CRAYN CRAYON GROUP HOLDING
AIRX AIRTHINGS AS
VOLUE VOLUE AS
A2QFJZ LINK MOBILITY GROUP
PEXIP PEXIP HOLDING ASA
SIKRI SIKRI HOLDING ASA
SMOP-NO SMARTOPTICS
SMCRT-NO SMARTCRAFT ASA
06/19/24 June 19, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
PREMIUM
A2QFJZ LINK Mobility G...

Compounder at 8-9% FCF yield

We lift '24e-'26e EBITA by 5-8%. Compounder growing ~10% organically + accretive M&A. BUY: Quality company at 8-9% '24e-'26e FCF yields.

A2QFJZ LINK MOBILITY GROUP
06/19/24 June 19, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
PREMIUM
A2QFJZ LINK Mobility G...

M&A is back

Another solid report, '25e-'26e adj. EBITDA up 2%. Stable business with ~10% org. growth + accretive M&A. BUY: Quality company at 8-10% '24e-'26e FCF yields.

A2QFJZ LINK MOBILITY GROUP
05/13/24 May 13, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
A2QFJZ LINK MOBILITY GROUP
05/13/24 May 13, 2024 1 EN
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