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Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
FERRO Ferroamp Elektr...

Ferroamp Elektronik - Terminating coverage

ABGSC ceases coverage of Ferroamp… …due to the end of the contractual period Last published estimates are shown in this report

FERRO FERROAMP ELEKTRONIK
01/31/22 January 31, 2022 1 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+22)

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

Accelerating renewable growth rates Renewable capacity growth driven by solar and wind Soft week for Nordic renewable shares

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
AWP ARISE AB
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
QFUEL QUANTAFUEL AS
CADLR CADELER
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
OHT OHT
AKH AKER HORIZONS
FERRO FERROAMP ELEKTRONIK
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
GREENH GREEN HYDROGEN SYSTEMS
OX2 OX2
VWS VESTAS WIND SYSTEMS
GARO GARO AKTIEBOLAG
12/02/21 December 2, 2021 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
FERRO Ferroamp Elektr...

Ferroamp Elektronik - Outlook remains positive despite Q3 hit

Decent growth, margin down on component price hikes ’21e-’22e total sales down 8-7%‚ ’23e down 2% 3.1x ’22e EV/sales, fair value SEK 75-115 (80-120)

FERRO FERROAMP ELEKTRONIK
11/10/21 November 10, 2021 10 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
FERRO Ferroamp Elektr...

Ferroamp Elektronik - Component issues hit hard, but decent growth

Margin hit from component issues Ests. would be down 8-2% on isolated numbers Trading at 3.0x ’22e EV/sales on pre-Q3 numbers

FERRO FERROAMP ELEKTRONIK
11/10/21 November 10, 2021 4 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
FERRO Ferroamp Elektr...

Ferroamp Elektronik - PowerShare approved in Sweden

Swedish govt. approves energy sharing solutions Opens up the market for Ferroamp PowerShare PowerShare projects can start in Jan-22

FERRO FERROAMP ELEKTRONIK
11/05/21 November 5, 2021 4 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
FERRO Ferroamp Elektr...

Ferroamp Elektronik - Component struggles, but still strong growth

Q3 report due on Wednesday, 10 November Estimate revisions from supply chain disruptions 2.6x ’22e EV/sales, 84% ’20-’23e sales CAGR

FERRO FERROAMP ELEKTRONIK
10/18/21 October 18, 2021 9 EN
Adrian Gilani ... (+3)
  • Adrian Gilani
  • Ofelia Aspemyr
  • Olof Cederholm
FERRO Ferroamp Elektr...

Ferroamp Elektronik - Production scaling is taking effect

Q2 sales of SEK 38m (vs. ABGSCe at SEK 34m) Sales up by 4% ’21e and 2% ’22-’23e on higher volumes New fair value of SEK 85-127 (85-125) per share

FERRO FERROAMP ELEKTRONIK
08/19/21 August 19, 2021 9 EN
Ofelia Aspemyr ... (+2)
  • Ofelia Aspemyr
  • Olof Cederholm
FERRO Ferroamp Elektr...

Ferroamp Elektronik - Q2’21: marked by strong sales growth

Q2 net sales of SEK 38m (vs. ABGSCe at SEK 34m) Estimates up by 2-4% on isolated Q2 numbers 2.4x ’22e EV/sales (pre Q2 numbers) on positive outlook

FERRO FERROAMP ELEKTRONIK
08/18/21 August 18, 2021 4 EN
Ofelia Aspemyr ... (+2)
  • Ofelia Aspemyr
  • Olof Cederholm
FERRO Ferroamp Elektr...

Ferroamp Elektronik - Q2: set for tailwinds in SSO and battery demand

Q2 report due on 18 August Minor estimate changes from strong demand We raise our value range slightly to SEK 85-125 (83-124)

FERRO FERROAMP ELEKTRONIK
07/19/21 July 19, 2021 9 EN
Ofelia Aspemyr ... (+2)
  • Ofelia Aspemyr
  • Olof Cederholm
FERRO Ferroamp Elektr...

Ferroamp Elektronik - Decent Q1 despite disruptions in PV market

Improved y-o-y, but below our expectations Outlook intact despite COVID and component shortages New fair value range of SEK 83-124 (86-128)/share

FERRO FERROAMP ELEKTRONIK
05/24/21 May 24, 2021 9 EN
Ofelia Aspemyr ... (+2)
  • Ofelia Aspemyr
  • Olof Cederholm
FERRO Ferroamp Elektr...

Ferroamp Elektronik - Pent-up demand during Q1

Q1 net sales of SEK 21m (vs. ABGSCe at SEK 29m) Pent-up demand during the quarter Outlook appears solid – despite C-19 impact

FERRO FERROAMP ELEKTRONIK
05/20/21 May 20, 2021 4 EN
Ofelia Aspemyr ... (+2)
  • Ofelia Aspemyr
  • Olof Cederholm
FERRO Ferroamp Elektr...

Ferroamp Elektronik - Expect a soft Q1, but longer term looks better

Q1’21 report due on Wednesday 19 May We keep our estimates unchanged Reiterate fair value range of SEK 86-128 per share

FERRO FERROAMP ELEKTRONIK
05/07/21 May 7, 2021 8 EN
Adrian Gilani ... (+3)
  • Adrian Gilani
  • Ofelia Aspemyr
  • Olof Cederholm
FERRO Ferroamp Elektr...

Ferroamp Elektronik - A winner on electrification and renewable energy

Provider of intelligent energy balancing solutions We estimate operational profitability in ’22 Fair value range of SEK 86-128, '22e EV/sales of 3.0-4.5x

FERRO FERROAMP ELEKTRONIK
03/26/21 March 26, 2021 54 EN
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