reports
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
Evolution AB: 1 director
A director at Evolution AB bought 100,000 shares at 671.272SEK and the significance rating of the trade was 72/100. 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 clearl...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
Avanza Bank Holding AB: 2 directors
Two Directors at Avanza Bank Holding AB bought 784 shares at between 327.400SEK and 339.000SEK. The significance rating of the trade was 51/100. 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 o...
Telenor ASA: 1 director
A director at Telenor ASA bought 3,247 shares at 154.000NOK and the significance rating of the trade was 69/100. 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 s...
- ABGSC Telecom Operators Research
- Herman Caspersen
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Martin Huseby Karlsen
- Martin Huseby Karlsen
Seadrill (Buy, TP: USD35.00) - Countdown to 2027
Despite a tough deepwater market, on our estimates, Seadrill is trading at a c4x EV/EBITDA for 2025–2026e, falling to 2.8x for 2027e (with our 2026–2027e EBITDA 21–23% below consensus). We see limited cash flow yield potential near-term, rising to c15% for 2027e. Tier-2 rig challenges have been a key investor concern, and while we model only a small contribution from these rigs (7–5% of our 2026–2027e EBITDA). We estimate c50% upside potential on asset values even in a scenario where we assign z...
- Christoffer Wang Bjørnsen
Telenor (Sell, TP: NOK142.00) - Mixed set of results
While Telenor reported decent Q1 headline results adjusted for a one-off VAT provision in Norway, slightly above consensus and our estimates, the FCF beat was seemingly driven by lower-quality transitory tailwinds, leaving us still uncertain about its ability to cover its dividends with underlying FCF before M&A this year and in 2026. Thus, given our view of a stretched company and sector valuation, we reiterate our SELL, while we have raised our target price to NOK142 (140).
- ABGSC Telecom Operators Research
- Herman Caspersen
- Oscar Rönnkvist
- Øystein Elton Lodgaard
Notice of Yara Annual General Meeting 2025
Notice of Yara Annual General Meeting 2025 Yara International ASA will hold its Annual General Meeting on Wednesday, 28 May 2025 at 10:00 CEST.Notice of the Annual General Meeting together with all relevant documents is available at The Annual General Meeting will be held as a digital meeting with electronic voting via Lumi platform. It is also possible to cast votes or give proxy authorizations in advance. No pre-registration is required for shareholders who wish to participate, apart from nominee-registered shareholders. For detailed information about participation and voting, please s...
Innkalling til Yara generalforsamling 2025
Innkalling til Yara generalforsamling 2025 Yara International ASA vil avholde sin ordinære generalforsamling onsdag, 28. mai 2025 kl. 10.00. Innkalling til generalforsamling og alle relevante dokumenter er publisert på Generalforsamlingen avholdes som et digitalt møte hvor aksjonærer kan stemme elektronisk via Lumi-plattformen. Det er også mulig å forhåndsstemme eller å gi fullmakt. Det gjelder ingen påmeldingsfrist for aksjonærer for å delta på generalforsamlingen, med unntak av aksjonærer som eier forvalterregistrerte aksjer. For mer informasjon om deltakelse og stemmegivning se Innkall...
- Chris Hoare
Telenor (Buy, TP: NOK 183, +17%) Q1 25: Strong results support contin...
Telenor has reported a good set of Q1 numbers, with SR c0.5% ahead of consensus and EBITDA in line; 2025 guidance was re-iterated, which is now in line with consensus expectations, but we think this could be raised later in the year if the further OpEx efficiencies management are expecting are realised.
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- ABGSC Telecom Operators Research
- Herman Caspersen
- Oscar Rönnkvist
- Øystein Elton Lodgaard
Steady course in turbulent times
Steady course in turbulent times Fornebu, Norway - May 6, 2025 - Telenor Group increased its revenues during a quarter of global economic instability due to fast-changing tariffs and geopolitical turmoil. This unpredictability has also created new business opportunities in the Nordics. First quarter highlights: Service revenues of NOK 16.1 billion in the quarterAdjusted EBITDA of NOK 8.6 billion in the quarterFree cash flow before M&A of NOK 3.0 billion in the quarter During the first quarter, Telenor delivered year-over-year organic growth in service revenues of 2.1 percent, and org...
Stø kurs i urolige tider
Stø kurs i urolige tider (Fornebu, 06. mai 2025) Telenor økte inntektene i et kvartal med global økonomisk ustabilitet grunnet skiftende tollpolitikk og geopolitisk uro. Denne uforutsigbarheten har også skapt nye forretningsmuligheter i Norden. Høydepunkter i første kvartal: Tjenesteinntekter på 16,1 milliarder kroner i kvartaletJustert EBITDA på 8,6 milliarder kroner i kvartalet Fri kontantstrøm før M&A på totalt 3,0 milliarder kroner i kvartalet I første kvartal leverte Telenor en organisk vekst i tjenesteinntekter på 2,1 prosent sammenlignet med første kvartal i fjor, og organisk EB...
- Martin Huseby Karlsen
Another round of Aramco suspensions expected
Market sources suggest Saudi Aramco will further reduce its rig count in the coming months through early contract terminations and potentially more suspensions, which would mark the ‘fourth round’ of rig reductions. This follows last month’s request for dayrate discussions (historically, such requests have preceded it suspending rigs). We believe this round could be extensive, affecting c10 jackups out of its current rig count of c57 rigs. At the peak, Aramco had 92 jackups (22% of global demand...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
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