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ABGSC Renewable Energy Research ... (+8)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Olof Cederholm
  • Stian Wibstad
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+16)

Renewable Weekly – 15 May 2024

This week, we take a preliminary look at Vestas' Q2 announced order intake quarter to date.

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
05/15/24 May 15, 2024 1 EN
ABGSC Renewable Energy Research ... (+8)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Olof Cederholm
  • Stian Wibstad
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+16)

Renewable Weekly – 8 May 2024

This week, we look at key takeaways from GWEC's 2024 Global Wind Report.

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
05/08/24 May 8, 2024 1 EN
ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Ali Shemmari
  • Petter Nystrøm
PREMIUM
ZAP ZAPTEC

CF calling for a refresh

Outperformance: sales up 14% y-o-y, better opex. Q2 to show strength on higher sales & GM, positive cash flow. Depressed valuation, P/E 8.2x. We expect a rebound: BUY.

05/07/24 May 7, 2024 1 EN
ABGSC Renewable Energy Research ... (+8)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Olof Cederholm
  • Stian Wibstad
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+16)

Renewable Weekly – 29 April 2024

This week, we summarise our Q1 previews for the sector.

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
04/29/24 April 29, 2024 1 EN
ABGSC Renewable Energy Research ... (+2)
  • ABGSC Renewable Energy Research
  • Petter Nystrøm
PREMIUM
ZAP ZAPTEC

Sluggish market hitting numbers

Challenging market: EV sales down 18% y-o-y in key markets. Q1 sales of NOK 299m, up 13% y-o-y but weak profitability. Q1 likely to be close to the trough. BUY reiterated.

04/24/24 April 24, 2024 1 EN
Petter Nystrøm
  • Petter Nystrøm
PREMIUM
ZAP ZAPTEC

Zaptec - BUY ahead of ‘23e

Investing for growth: Ests. down for ’22, ’23 unchanged Production de-risked: UK approved, Germany next Record sales in Q4e, accelerating growth in ‘23e: BUY

11/14/22 November 14, 2022 1 EN
Petter Nystrøm
  • Petter Nystrøm
PREMIUM
ZAP ZAPTEC

Zaptec - Q3: +70% growth, clean EBITDA below

+70% yoy sales growth, clean GM in-line, higher cost Charger approved with UK regulations, securing growth Production ramp-up on track - comforting

11/09/22 November 9, 2022 1 EN
Petter Nystrøm
  • Petter Nystrøm
PREMIUM
ZAP ZAPTEC

Zaptec - +70% sales growth y-o-y

Sales 7% our estimate, but still impressive, up 71% yoy Record high orders, and high growth expected in Q4 Production is ramping up, sales will follow. Stock also

10/10/22 October 10, 2022 1 EN
Bengt Jonassen
  • Bengt Jonassen
PREMIUM
PGS PGS ASA
NOD Nordic Semicond... ... (+9)

Strategy Report PowerPoint - Norway: Best Ideas Q3'22

Retail recession ongoing, industrial cycle to follow No help from central banks before 2023 Large-cap BUYs: MOW, ORK. Small/mid-cap BUYs: AKER, NOD, PGS, SSG, VEI, VÅR and ZAP.

PGS PGS ASA
NOD NORDIC SEMICONDUCTOR ASA
MOWI MOWI ASA
AKER AKER ASA CLASS A
ORK ORKLA ASA
VEI VEIDEKKE ASA
SSG SELF STORAGE GROUP
ZAP ZAPTEC
VAR VAR ENERGI ASA
09/13/22 September 13, 2022 1 EN
Petter Nystrøm
  • Petter Nystrøm
PREMIUM
ZAP ZAPTEC

Zaptec - Full blast around the corner

Q3e: Record sales and massive margin improvement ’22e and ’23 EPS up 5% and 7.7%, respectively BUY ahead of Q3: EV /EBIT below 10x

08/30/22 August 30, 2022 1 EN
Petter Nystrøm
  • Petter Nystrøm
PREMIUM
ZAP ZAPTEC

Zaptec - Back in business

Weaker GM on mix, but better clean opex – EBIT above Components back in stock Limited est revisions, pos share price reaction today

08/25/22 August 25, 2022 1 EN
Petter Nystrøm
  • Petter Nystrøm
PREMIUM
ZAP ZAPTEC

Zaptec - 70% sales growth, EV/EBIT ~11x

’22e EBIT down, ’23e and ’24e EBIT up Megatrends lifting sales – transformation of the car fleet Production confidence needed: BUY, 100% upside to TP

06/22/22 June 22, 2022 1 EN
Petter Nystrøm
  • Petter Nystrøm
PREMIUM
ZAP ZAPTEC

Zaptec - Production back

Numbers as expected Production restarted: Key trigger in our view Limited estimate revisions,

04/28/22 April 28, 2022 1 EN
Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+19)

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

Great growth opportunities for Nordic renewable companies Offshore wind and energy storage are key for the transition Solid week for Nordic renewable shares

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
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
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
OX2 OX2
VWS VESTAS WIND SYSTEMS
GREENH GREEN HYDROGEN SYSTEMS AS
EWIND EDDA WIND ASA
04/05/22 April 5, 2022 1 EN
Petter Nystrøm
  • Petter Nystrøm
PREMIUM
ZAP ZAPTEC

Zaptec - Record high orders

Sales NOK 133, up 88% y-o-y, but 17% below Record high purchase orders, NOK 193m, up 164% y-o-y Export share now 68% of sales

04/05/22 April 5, 2022 1 EN
Petter Nystrøm
  • Petter Nystrøm
PREMIUM
ZAP ZAPTEC

Zaptec - Production stop

Temporarily production stop due to component shortage Production expected back in May at a “normal” run rate Estm risk increased, ’22 sales likely down ~10%

04/01/22 April 1, 2022 1 EN
Adrian Gilani ... (+5)
  • Adrian Gilani
  • 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: Renew...

Comparing renewable company growth targets Companies have ambitious targets Solid week for Nordic renewable shares last week

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
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
OX2 OX2
VWS VESTAS WIND SYSTEMS
GARO GARO AKTIEBOLAG
GREENH GREEN HYDROGEN SYSTEMS AS
EWIND EDDA WIND ASA
03/24/22 March 24, 2022 1 EN
Adrian Gilani ... (+5)
  • Adrian Gilani
  • 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 - Ecocl...

Ecoclime saves energy and costs for property owners Initiating with fair value range of SEK 12-20 per share Average week for Nordic renewable shares

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
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
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
OX2 OX2
VWS VESTAS WIND SYSTEMS
GARO GARO AKTIEBOLAG
GREENH GREEN HYDROGEN SYSTEMS AS
EWIND EDDA WIND ASA
ECC B ECOCLIME GROUP AB
03/10/22 March 10, 2022 1 EN
Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+19)

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

The New York Bight auction attracted record-high bids Significant increase in price and bidders over time Strong week for Nordic renewable shares

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
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
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
OX2 OX2
VWS VESTAS WIND SYSTEMS
GREENH GREEN HYDROGEN SYSTEMS AS
EWIND EDDA WIND ASA
03/03/22 March 3, 2022 1 EN
Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+19)

Powerpoint Sector Report - Theme of the week: Renewable return targets

Comparing Orsted, Equinor and Scatec's return guidance Are the return targets too optimistic? Soft week for Nordic renewable shares

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
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
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
OX2 OX2
VWS VESTAS WIND SYSTEMS
GREENH GREEN HYDROGEN SYSTEMS AS
EWIND EDDA WIND ASA
02/09/22 February 9, 2022 1 EN
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