reports
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Stian Wibstad
Prosafe SE: Third-quarter results 2024
Prosafe SE: Third-quarter results 2024 (Figures in brackets refer to the corresponding period last year) 14 November 2024 – Prosafe SE reported EBITDA of USD 5.0 million (USD 8.4 million) for the third quarter of 2024. The company had four active vessels during the quarter. Operations and HSSE Good operating and safety performance on all vessels Q3 2024 utilisation of 57% (52%), four out of seven vessels operating during the quarterSafe Concordia, Safe Notos and Safe Eurus all had 100% utilisation, Safe Zephyrus 99% utilisationStrong commercial performance with close to doubling of ba...
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- ABGSC Renewable Energy Research
- Adrian Gilani
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Stian Wibstad
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
- Roy Külter
- Steven Boumans
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/06/2024
Our baseline scenario materialised last night: Donald Trump seems to be on course to win the US presidential election, and the choice of the electorate is unlikely to be challenged. He could end up with a majority in both houses of Congress. US equities will be the first to benefit from this development. In European equities, the biggest winners will be Energy, Media, Metals, Construction & Materials, Financial Services and Insurance. More at risk, however, are the Utilities, Spirits,...
AKE ARKEMA
BMW BAYERISCHE MOTOREN WERKE AG
UBSN UBS GROUP AG
PUM PUMA SE
EN BOUYGUES SA
VNA VONOVIA SE
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
NEX NEXANS SA
HEN3 HENKEL AG & CO. KGAA PREF
EDW EDP RENOVAVEIS SA
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
COLO B COLOPLAST A/S CLASS B
RACE FERRARI NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
VOD VODAFONE GROUP PLC
SHL SIEMENS HEALTHINEERS AG
NEOEN NEOEN S.A.
VWS VESTAS WIND SYSTEMS
CTPNV CTP NV
NOVO B NOVO NORDISK A/S
UN0 UNIPER SE
- Roy Külter
- Steven Boumans
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/11/2024
Notre scénario central s’est concrétisé dans la nuit : Donald Trump remporte la présidentielle américaine, et le choix des électeurs ne devrait pas être contesté. Il pourrait disposer d’une majorité dans les deux assemblées. Les actions américaines en seront les premières bénéficiaires. Sur les actions européennes, les secteurs les plus gagnants seront l’Energie, les Médias, les Métaux, Construction & Materials, Financial Services, Insurance. Sont en revanche plus à risque Utilities, ...
AKE ARKEMA
BMW BAYERISCHE MOTOREN WERKE AG
UBSN UBS GROUP AG
PUM PUMA SE
EN BOUYGUES SA
VNA VONOVIA SE
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
NEX NEXANS SA
HEN3 HENKEL AG & CO. KGAA PREF
EDW EDP RENOVAVEIS SA
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
COLO B COLOPLAST A/S CLASS B
RACE FERRARI NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
VOD VODAFONE GROUP PLC
SHL SIEMENS HEALTHINEERS AG
NEOEN NEOEN S.A.
VWS VESTAS WIND SYSTEMS
CTPNV CTP NV
NOVO B NOVO NORDISK A/S
UN0 UNIPER SE
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Stian Wibstad
- Louis Boujard
- CFA
- Philippe Ourpatian
Ørsted : Underlying earnings a shade below our expectations
>Release boosted by reversal of exceptional charges - Ørsted reported yesterday its operating performances for Q3 2024. Adjusted EBITDA came to DKK 9,548m (vs DKK 5,055m forecast by ODDO BHF and DKK 4,657m by the consensus). This significant beat reflects the completion of the negotiation of the contract for Orsted’s exit from Ocean Wind 1 which resulted in lower costs than initially expected at DKK 5.1bn. This amount is recognised in the group’s EBITDA but is not inc...
- Louis Boujard
- CFA
- Philippe Ourpatian
Ørsted : Des résultats sous-jacents une peu inférieurs à nos attentes
>Une publication aidée par des reprises de charges exceptionnelles - Ørsted a publié hier matin ses performances opérationnelles pour le T3 2024. L'EBITDA ajusté s'est établi à 9 548 MDKK(contre 5 055 MDKK attendus par ODDO BHF et 4 657 MDKK selon le consensus). Ce dépassement important par rapport aux prévisions est lié à la finalisation de la négociation du contrat pour la sortie d’Orsted et d’Ocean Wind 1 qui se traduit par des frais plus faibles que prévu initiale...
- ABGSC Renewable Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Damien Choplain
- Martial Descoutures
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/05/2024
European equity markets weakened in October following multiple disappointments across the earnings season. The impending US election, the outcome of which is highly uncertain according to the polls, may also have prompted some traders to adopt a cautious stance. Sovereign long rates rose sharply, particularly in the US, on the back of macro indicators likely to provide arguments to the most hawkish of central bankers. All eyes are now on the November 5 elections and their repercussion...
- Damien Choplain
- Martial Descoutures
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 05/11/2024
Les marchés actions européens ont fléchi en octobre après les nombreuses déceptions sur la saison des résultats. L’approche de l’élection US, très incertaine selon les sondages, pourrait également avoir poussé à la prudence certains opérateurs. Les taux longs souverains ont nettement remonté, en particulier aux Etats-Unis, sur la base d’indicateurs macro susceptibles de donner des arguments aux plus faucons des banquiers centraux. Tous les yeux sont désormais rivés sur le scrutin du 5...
- Louis Boujard
- CFA
- Philippe Ourpatian
Ørsted : Underlying performance remains weak
>Result mostly boosted by reversal in cancellation fee - Ørsted released this morning its operational performance for the 9M 2024. Adjusted EBITDA came in at DKK 9,548m (vs DKK 5,055m expected by ODDO BHF and DKK 4,657m by the consensus). This large beat vs forecast is related to the reversal of the cancellation fee for DKK 5.1bn which is a non-cash effect and will have no consequence in the actual operating performance which was below our forecast. EBIT (after impair...
- Louis Boujard
- CFA
- Philippe Ourpatian
Ørsted : Underlying performance remains weak
>Result mostly boosted by reversal in cancellation fee - Ørsted released this morning its operational performance for the 9M 2024. Adjusted EBITDA came in at DKK 9,548m (vs DKK 5,055m expected by ODDO BHF and DKK 4,657m by the consensus). This large beat vs forecast is related to the reversal of the cancellation fee for DKK 5.1bn which is a non-cash effect and will have no consequence in the actual operating performance which was below our forecast. EBIT (after impair...
- ABGSC Renewable Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Stian Wibstad
Delivering on business plan with CfD awards for Hornsea 3 and 4 in the...
Ørsted A/S (Orsted) Delivering on business plan with CfD awards for Hornsea 3 and 4 in the UK, a significant divestment, and better than assumed settlements for Ocean Wind. Solid 9M operational earnings and EBITDA guidance narrowed 05-Nov-2024 / 07:58 CET/CEST 5.11.2024 07:58:29 CET | Ørsted A/S | Interim report (Q1 and Q3) Today, Ørsted’s Board of Directors approved the interim report for the first nine months of 2024. Mads Nipper, Group President and CEO of Ørsted, says in a comment to the interim report for the first nine months of 2024:“I am pleased with our operatio...
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