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ABGSC Renewable Energy Research ... (+2)
  • ABGSC Renewable Energy Research
  • Daniel Vårdal Haugland
FORTUM FORTUM OYJ
BONHR BONHEUR ASA
ORSTED ORSTED
AFK ARENDALS FOSSEKOMPANI
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
NIBE B NIBE INDUSTRIER AB
TOM TOMRA SYSTEMS ASA
ITECH I-TECH AB
IWS-NO INTEGRATED WIND SOLUTIONS
4h / 9m 4h / 9m 1 EN
ABGSC Renewable Energy Research ... (+2)
  • ABGSC Renewable Energy Research
  • Daniel Vårdal Haugland
4h / 47m 4h / 47m 1 EN
CON CONTINENTAL AKTIENGESELLSCHAFT
INFINEON INFINEON TECHNOLOGIES AG
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DB1 DEUTSCHE BOERSE AG
BN DANONE SA
ORA ORANGE SA
EN BOUYGUES SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ENI ENI S.P.A.
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
ORSTED ORSTED
VOW3 VOLKSWAGEN AG PREF
REP REPSOL SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
SIK SIKA AG
JEN JENOPTIK AG
EQT EQT AB
SHEL SHELL PLC
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
IFCN INFICON HOLDING AG
01/22/26 January 22, 2026 1 EN
CON CONTINENTAL AKTIENGESELLSCHAFT
INFINEON INFINEON TECHNOLOGIES AG
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DB1 DEUTSCHE BOERSE AG
BN DANONE SA
ORA ORANGE SA
EN BOUYGUES SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ENI ENI S.P.A.
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
ORSTED ORSTED
VOW3 VOLKSWAGEN AG PREF
REP REPSOL SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
SIK SIKA AG
JEN JENOPTIK AG
EQT EQT AB
SHEL SHELL PLC
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
IFCN INFICON HOLDING AG
01/22/26 January 22, 2026 1 FR
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
PREMIUM
ORSTED ORSTED

Ørsted : Changement de régime. Surperformance vs Neutre

Nous relevons notre recommandation à Surperformance et notre objectif de cours à 170 DKK vs 130 DKK afin de refléter un changement de régime structurel dans le profil économique, financier et stratégique du groupe. Après plusieurs années marquées par une croissance de capacité extensive, une forte consommation de trésorerie et une dégradation de la perception du risque, Ørsted entre désormais dans une phase de normalisation du free cash et de discipline renforcée dans l’allocation du capital.

01/21/26 January 21, 2026 1 FR
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
PREMIUM
ORSTED ORSTED

Ørsted : Change of regime. Outperform vs Neutral

We are upgrading our rating to Outperform and raising our target price to DKK 170 from DKK 130 to reflect a structural change of regime in the group's economic, financial and strategic profile. After several years marked by extensive capacity growth, high cash consumption and a worsening perception of risk, Ørsted is now entering a phase of free cash flow normalisation and greater discipline in the allocation of capital.

01/21/26 January 21, 2026 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
FORTUM FORTUM OYJ
BONHR BONHEUR ASA
ORSTED ORSTED
AFK ARENDALS FOSSEKOMPANI
01/20/26 January 20, 2026 1 EN
ABGSC Renewable Energy Research ... (+2)
  • ABGSC Renewable Energy Research
  • Daniel Vårdal Haugland
FORTUM FORTUM OYJ
BONHR BONHEUR ASA
ORSTED ORSTED
AFK ARENDALS FOSSEKOMPANI
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
NIBE B NIBE INDUSTRIER AB
TOM TOMRA SYSTEMS ASA
ITECH I-TECH AB
IWS-NO INTEGRATED WIND SOLUTIONS
01/19/26 January 19, 2026 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
ORSTED ORSTED
DNO DNO ASA CLASS A
ODL ODFJELL DRILLING
RIGN TRANSOCEAN LTD.
VAL VALARIS LTD
NE NOBLE CORP (NEW)
DOFG DOF GROUP ASA
SEA1 SEA1 OFFSHORE INC.
SDRL SEADRILL LTD
01/19/26 January 19, 2026 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
DETNOR AKER BP ASA
EQNR EQUINOR ASA
ORSTED ORSTED
BWE BW ENERGY
VWS VESTAS WIND SYSTEMS
BORR BORR DRILLING LTD
VAR VAR ENERGI ASA
01/16/26 January 16, 2026 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
AKAST AKASTOR ASA
ORSTED ORSTED
ARCHERO ARCHER
DNO DNO ASA CLASS A
01/15/26 January 15, 2026 1 EN
ABGSC Renewable Energy Research ... (+2)
  • ABGSC Renewable Energy Research
  • Daniel Vårdal Haugland
01/13/26 January 13, 2026 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
ORSTED ORSTED
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
VWS VESTAS WIND SYSTEMS
COSH EQURO ISSUER SERVICES AS
01/13/26 January 13, 2026 1 EN
ABGSC Renewable Energy Research ... (+2)
  • ABGSC Renewable Energy Research
  • Daniel Vårdal Haugland
FORTUM FORTUM OYJ
BONHR BONHEUR ASA
ORSTED ORSTED
AFK ARENDALS FOSSEKOMPANI
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
NIBE B NIBE INDUSTRIER AB
TOM TOMRA SYSTEMS ASA
ITECH I-TECH AB
IWS-NO INTEGRATED WIND SOLUTIONS
01/12/26 January 12, 2026 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
ORSTED ORSTED
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
01/09/26 January 9, 2026 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
EQNR EQUINOR ASA
NOR NORWEGIAN ENERGY CO. ASA
ORSTED ORSTED
IPCO INTERNATIONAL PETROLEUM CORP
BORR BORR DRILLING LTD
VAR VAR ENERGI ASA
01/07/26 January 7, 2026 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
EQNR EQUINOR ASA
ORSTED ORSTED
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
RIGN TRANSOCEAN LTD.
CADLR CADELER
VTURA VENTURA OFFSHORE HLDGS LTD
COSH EQURO ISSUER SERVICES AS
01/06/26 January 6, 2026 1 EN
ABGSC Renewable Energy Research ... (+2)
  • ABGSC Renewable Energy Research
  • Daniel Vårdal Haugland
FORTUM FORTUM OYJ
BONHR BONHEUR ASA
ORSTED ORSTED
AFK ARENDALS FOSSEKOMPANI
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
NIBE B NIBE INDUSTRIER AB
TOM TOMRA SYSTEMS ASA
ITECH I-TECH AB
IWS-NO INTEGRATED WIND SOLUTIONS
01/05/26 January 5, 2026 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
ORSTED ORSTED
SOC SUBSEA 7 S.A.
VWS VESTAS WIND SYSTEMS
SPM SAIPEM S.P.A.
01/02/26 January 2, 2026 1 EN
ABGSC Renewable Energy Research ... (+2)
  • ABGSC Renewable Energy Research
  • Daniel Vårdal Haugland
FORTUM FORTUM OYJ
BONHR BONHEUR ASA
ORSTED ORSTED
AFK ARENDALS FOSSEKOMPANI
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
NIBE B NIBE INDUSTRIER AB
TOM TOMRA SYSTEMS ASA
ITECH I-TECH AB
IWS-NO INTEGRATED WIND SOLUTIONS
12/29/25 December 29, 2025 1 EN
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