reports
Annual General Meeting of Orrön Energy AB
Annual General Meeting of Orrön Energy AB The Annual General Meeting of Shareholders (the “AGM”) of Orrön Energy AB (“Orrön Energy” or the "Company") was held today, 15 May 2024, in Stockholm. The Company's and the Group's income statements and balance sheets for the financial year 2023, were adopted and the members of the Board of Directors and the Chief Executive Officers were discharged from liability for the financial year 2023. The AGM resolved that no dividends should be paid for the financial year 2023 and that the distributable reserves are brought forward. The AGM re...
Årsstämma i Orrön Energy AB
Årsstämma i Orrön Energy AB Årsstämma i Orrön Energy AB (”Orrön Energy” eller ”Bolaget”) hölls idag, den 15 maj 2024 i Stockholm. Moderbolagets och koncernens resultat- och balansräkningar för räkenskapsåret 2023 fastställdes och styrelseledamöter samt verkställande direktörer beviljades ansvarsfrihet för räkenskapsåret 2023. Årsstämman beslutade att ingen utdelning skulle lämnas för räkenskapsåret 2023, och att utdelningsbara medel balanseras i ny räkning. Årsstämman beslutade att godkänna den av styrelsen upprättade ersättningsrapporten. Årsstämman beslutade att godkän...
Report for the three months ended 31 March 2024
Report for the three months ended 31 March 2024 Highlights Power generation in the first quarter amounted to 274 GWh, which is a record high quarterly production for the Company.Sale of the 50 percent interest in the non-core Leikanger hydropower plant in April 2024 for MEUR 53, demonstrating the value of the Company’s underlying asset base and enabling recycling of capital into higher return opportunities.Acquired a greenfield portfolio in January 2024 of up to 180 MW of wind and battery projects in Finland, with land secured for all wind turbine locations and initiation of the first pe...
Rapport för tremånadersperioden som avslutades den 31 mars 2024
Rapport för tremånadersperioden som avslutades den 31 mars 2024 Sammanfattning Elproduktionen uppgick till 274 GWh under det första kvartalet, vilket är den högsta produktionen i bolagets historia för ett kvartal.Bolaget avyttrade sin 50-procentiga ägarandel i vattenkraftverket Leikanger i april 2024, vilket var en tillgång som inte utgjorde bolagets kärnverksamhet. Transaktionen inbringade 53 MEUR, vilket påvisar det värde som finns i bolagets underliggande tillgångsbas och frigör kapital för att investera i möjligheter med högre avkastning.I januari 2024 förvärvade bolaget en portfölj ...
- Karl-Johan Bonnevier
AcadeMedia AB (Buy, TP: SEK65.00) - Finnish market entry
Q3 was solid, with growth, profit and FCF driven by volume and price. The Touhula acquisition appears value-enhancing and AcadeMedia’s recent share redemption makes sense, now starting to address its track record of weak capital allocation. We see a solid demand outlook and an attractive valuation, and reiterate our BUY. We have raised our target price to SEK65 (63), still implying no near-term multiples expansion.
Intrum AB: 8 directors
A director at Intrum AB bought 149,750 shares at 25.663SEK and the significance rating of the trade was 89/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...
- ABGSC Services Research
- Stefan Knutsson
- ABGSC Healthcare Research
- Morten Larsen
- Rune Majlund Dahl
Demant (Buy, TP: DKK400.00) - Better quarters should lie ahead
Q1 organic growth was a soft c3% YOY on tough comparables, reflecting growth of c4% for Hearing Aids and c7% for Diagnostics, but a weak c0% for Hearing Care due to slowing momentum in France. We expect 2024 to be back-end loaded and driven by Oticon Intent. The 2024 guidance was unchanged for key lines, including organic growth of 4–8%, EBIT of DKK4.6bn–5.0bn, and share buybacks of DKK2.0bn+. We reiterate our BUY and DKK400 target price.
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
INFINEON INFINEON TECHNOLOGIES AG
LR LEGRAND SA
AMS AMS AG
RCO REMY COINTREAU SA
DEMANT DEMANT A/S
GLE SOCIETE GENERALE S.A. CLASS A
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ISP INTESA SANPAOLO S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
SIX2 SIXT SE
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
INFINEON INFINEON TECHNOLOGIES AG
LR LEGRAND SA
AMS AMS AG
RCO REMY COINTREAU SA
DEMANT DEMANT A/S
GLE SOCIETE GENERALE S.A. CLASS A
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ISP INTESA SANPAOLO S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
SIX2 SIXT SE
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
- Oliver Metzger
Demant A/S : Slower start to 2024, weaker dynamics in France, UK and C...
>Q1 review – slower organic growth leads to miss on sales forecast - Demant’s Q1 revenues of DKK 5,423m (-1.5% y-o-y,) were driven by organic growth of 3% (vs ODDO BHF 6.2%/consensus 4.7%) and were -3%-2% vs ODDO BHF/consensus. The Communication business is excluded from the operating development as the asset is booked as discontinued operation. No bottom line was reported on a quarterly basis.Hearing aids impacted by flat growth in Europe - Hearing a...
- ABGSC Healthcare Research
- Morten Larsen
- Jørgen Lian
A. P. Møller Mærsk (Sell, TP: DKK9000.00) - Challenging the deep value...
The Q1 results proved disappointing to buy-side expectations, though reasonably aligned and even bullish compared to near-term consensus. Their market commentary could raise expectations above the upper end of the potentially conservative guidance, but we struggle to see the intrinsic value when facing the bleak container markets for 2025–2026e. We reiterate our SELL and have cut our target price to DKK9,000 (9,600).
- ABGSC Services Research
- Stefan Knutsson
- ABGSC Shipping & Transport Research
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Oliver Dunvold
- Petter Haugen
Webcast details for Orrön Energy’s Q1 presentation
Webcast details for Orrön Energy’s Q1 presentation Orrön Energy AB (“Orrön Energy”) will publish its financial report for the first quarter 2024 on Tuesday, 14 May 2024 at 07:30 CEST, followed by a webcast at 14.00 CEST. Listen to Daniel Fitzgerald, CEO and Espen Hennie, CFO commenting on the report and describing the latest developments in Orrön Energy at a webcast on 14 May 2024 at 14:00 CEST, followed by a question-and-answer session. Registration for the webcast presentation is available on the website and the below link: For further information, please contact: Rob...
Inbjudan till webbpresentation av Orrön Energys rapport för det första...
Inbjudan till webbpresentation av Orrön Energys rapport för det första kvartalet 2024 Orrön Energy AB (“Orrön Energy”) publicerar den finansiella rapporten för det första kvartalet 2024 på tisdagen den 14 maj 2024 klockan 07.30, vilket följs av en webbpresentation klockan 14.00. Lyssna till Daniel Fitzgerald, vd och Espen Hennie, CFO som kommenterar rapporten och den senaste tidens utveckling inom Orrön Energy vid en webbpresentation den 14 maj 2024 klockan 14.00. Presentationen kommer att åtföljas av möjlighet att ställa frågor. Registrering för webbpresentationen finns på hemsid...
- Russell Waller
Telenor (Buy, TP: NOK145, +14%) Q1 24: Good numbers, impressive FCF g...
Telenor has reported a good set of Q1 numbers, with SR and EBITDA c1% ahead, and FCF 49% ahead. FY24 guidance has not been lifted (but has been reiterated) despite the good Q1 numbers, with phasing of payments/items to impact FCF throughout the rest of the year, and this is perhaps a little disappointing, but momentum is clearly with Telenor at present, and if current trends persist, then guidance and estimates will move up.
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