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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 – 28 Nov 2024

On aggregate, the R&C stocks underperformed (equal weight) the MSCI Nordic by ~4% throughout the reporting season (15 October 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
11/28/24 November 28, 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 ... (+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 ... (+21)

Renewable Weekly – 14 June 2024

This week, we look at the effect of AI/data centres on power demand.

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
06/14/24 June 14, 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 ... (+21)

Renewable Weekly – 6 June 2024

On aggregate, the R&C stocks outperperformed the MSCI Nordic by ~1% throughout the reporting season (16 Apr to 6 Jun).

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
06/06/24 June 6, 2024 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Hanna Forsgren
ECC B ECOCLIME GROUP ...

Ecoclime - New board onboard

Organic growth of 21% vs. ABGSCe 26% New official 15% adj. EBITDA margin target We lower our fair value range to SEK 8-14 (10-17)

ECC B ECOCLIME GROUP AB
11/14/22 November 14, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Hanna Forsgren
ECC B ECOCLIME GROUP ...

Ecoclime - Write-downs weigh earnings, decent growth

21% org growth (ABGSCe 26%), ~SEK 20m write-downs Q3 numbers imply 12-7% adj. EBITDA downgrades 9x ’23e EV/EBITDA on pre-Q3 estimates

ECC B ECOCLIME GROUP AB
11/10/22 November 10, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Hanna Forsgren
ECC B ECOCLIME GROUP ...

Ecoclime - Targets 15% EBITDA margin

15% EBITDA margin target and positive OCF Board disagreements now made clear Shouldn’t have a major impact on operations

ECC B ECOCLIME GROUP AB
10/21/22 October 21, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Hanna Forsgren
ECC B ECOCLIME GROUP ...

Ecoclime - Winner on district heating price hikes

’23e district heating prices raised by up to 20%... …boosting Evertherm ROI and shortening payback Q3 report due on Thursday, 10 November

ECC B ECOCLIME GROUP AB
10/14/22 October 14, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Martin Mauseth
ECC B ECOCLIME GROUP ...

Ecoclime - Evertherm growth comes at a cost

Lower margins on installations, product margins stable Near-term cost base re-assessed Fair value SEK 10-17 (11-18), 13x ’23e EV/EBITDA (adj.)

ECC B ECOCLIME GROUP AB
08/18/22 August 18, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Martin Mauseth
ECC B ECOCLIME GROUP ...

Ecoclime - Some growing pains seen in the cost base

Net sales SEK 57m, adj. EBITDA SEK -4.3m Q2 numbers imply 15-20% adj. EBITDA downgrades 9x ’23e EV/EBITDA (adj.) on pre-Q2 numbers

ECC B ECOCLIME GROUP AB
08/18/22 August 18, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Martin Mauseth
ECC B ECOCLIME GROUP ...

Ecoclime - Rate hikes a risk to Evertherm rollout

Q2 report due on Thursday 18 August Higher ’22e opex, building for long-term growth Evertherm fairly resilient, but not immune to rate hikes

ECC B ECOCLIME GROUP AB
08/08/22 August 8, 2022 1 EN
Adrian Gilani
  • Adrian Gilani
ECC B ECOCLIME GROUP ...

Ecoclime - Promising signs for the Evertherm rollout

Solid growth, especially in Circular Energy Some necessary growing pains lead to higher opex 10x ‘23e EV/EBITDA (adj.), reiterate fair value SEK 12-20

ECC B ECOCLIME GROUP AB
05/06/22 May 6, 2022 1 EN
Adrian Gilani
  • Adrian Gilani
ECC B ECOCLIME GROUP ...

Ecoclime - Strong growth, higher costs to grow the org

79% sales growth, of which 27% organic Adj. EBITDA SEK 2.0m (ABGSCe 7.8m) 14-9x ’22e-’23e EV/EBITDA (adj.) on pre-Q1 numbers

ECC B ECOCLIME GROUP AB
05/05/22 May 5, 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
  • Adrian Gilani
ECC B ECOCLIME GROUP ...

Ecoclime - Cutting costs with clean energy

Saving both energy and costs for property owners ’22e-’24e adj. EBITDA CAGR of 44%, SEK 75m by ’24e ABGSC fair value range of SEK 12-20 per share

ECC B ECOCLIME GROUP AB
03/08/22 March 8, 2022 1 EN
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