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ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Ali Shemmari
  • Petter Nystrøm
11/13/24 November 13, 2024 1 EN
Mahaut Arnaud ... (+3)
  • Mahaut Arnaud
  • Paul de Froment
  • Thomas Mordelle
PREMIUM
ZAP ZAPTEC

Zaptec: soft Q3 revenue

This morning, Zaptec reported Q3 2024 results confirming a growth slowdown in 2024 compared to 2023 as the EV market pauses for breath, regulations mature and the company faces a negative base effect related to the Easee sales ban in 2023. Q3 revenue came in at NOK299m (-12% QoQ vs. NOK341m in Q2 2

11/13/24 November 13, 2024 1 EN
ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Ali Shemmari
  • Petter Nystrøm
PREMIUM
ZAP ZAPTEC

Soft sales, solid GM and opex

EBITDA NOK 4m, vs us at NOK 7 due to lower sales. Inventories coming down, improving CF

11/13/24 November 13, 2024 1 EN
ABGSC Renewable Energy Research ... (+7)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
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
11/11/24 November 11, 2024 1 EN
ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Ali Shemmari
  • Petter Nystrøm
11/06/24 November 6, 2024 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 – 1 November 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
11/01/24 November 1, 2024 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 – 25 October 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
10/25/24 October 25, 2024 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 – 17 October 2024

This week, we summarise our Q3 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
10/17/24 October 17, 2024 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 ... (+17)

Renewable Weekly – 8 Oct 2024

This week, we highlight the Norwegian Water Resources and Energy Directorate updated LCOE estimates.

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
AKH AKER HORIZONS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
10/08/24 October 8, 2024 1 EN
Mahaut Arnaud ... (+3)
  • Mahaut Arnaud
  • Paul de Froment
  • Thomas Mordelle
PREMIUM
ZAP ZAPTEC

Zaptec: AC smart charging expert

Founded in 2012 with the development of patented technology in super-compact power electronics and transformers, Zaptec has emerged as a prominent European EV charger manufacturer. Leveraging its cloud-based EV charging system infrastructure, with phase balancing technology and APM software, Zaptec

09/30/24 September 30, 2024 1 EN
ABGSC Renewable Energy Research ... (+7)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
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
AKH AKER HORIZONS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
09/24/24 September 24, 2024 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 ... (+21)

Renewable Weekly – 13 Sept 2024

On aggregate, the R&C stocks underperformed (equal weight) the MSCI Nordic by ~1% throughout the reporting season (10 July to today).

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
AKH AKER HORIZONS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
ECC B ECOCLIME GROUP AB
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
ARISE-SE ARISE
GREENH-DK GREEN HYDROGEN SYSTEMS
BIOGAS-SE BIOKRAFT INTERNATIONAL
09/13/24 September 13, 2024 1 EN
ABGSC Renewable Energy Research ... (+6)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+16)

Renewable Weekly – 4 Sep 2024

A soft week for renewables: of our basket of 38 stocks, returns were positive for 10 and negative for 28 on the week.

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
AKH AKER HORIZONS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
09/04/24 September 4, 2024 1 EN
ABGSC Renewable Energy Research ... (+6)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+16)

Renewable Weekly – 30 August 2024

A soft week for renewables: of our basket of 38 stocks, returns were positive for 21 and negative for 17 on the week.

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
AKH AKER HORIZONS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
08/30/24 August 30, 2024 1 EN
ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Ali Shemmari
  • Petter Nystrøm
08/21/24 August 21, 2024 1 EN
ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Ali Shemmari
  • Petter Nystrøm
PREMIUM
ZAP ZAPTEC

Better sales, GM and opex

EBITDA NOK 34m, +74% vs cons on better sales (+6%) and margins. Available liquidity +2% vs ABGSC, set to improve massively from Q3

08/21/24 August 21, 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
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
AKH AKER HORIZONS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
08/19/24 August 19, 2024 1 EN
ABGSC Renewable Energy Research ... (+7)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Olof Cederholm
  • Stian Wibstad
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+17)

Renewable Weekly – 8 August 2024

This week we provide a summary of news flow and research from our Renewables & Cleantech equity coverage (and related companies) released during the summer break.

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
AKH AKER HORIZONS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
08/08/24 August 8, 2024 1 EN
ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Ali Shemmari
  • Petter Nystrøm
07/22/24 July 22, 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
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
AKH AKER HORIZONS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
07/08/24 July 8, 2024 1 EN
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