reports
- ABGSC Pulp & Paper Research
- Martin Melbye
NHY NORSK HYDRO ASA
SCA B SVENSKA CELLULOSA AKTIEBOLAGET CLASS B
STERV STORA ENSO OYJ CLASS R
HUH1V HUHTAMAKI OYJ
RROS ROTTNEROS AB
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
ATC ARCTIC PAPER SA
BRG BORREGAARD
ELK ELKEM ASA
HOLM B HOLMEN AB CLASS B
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
NSKOG NORSKE SKOG ASA
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
Borregaard ASA: Reporting of transactions in Borregaard ASA's shares m...
Borregaard ASA: Reporting of transactions in Borregaard ASA's shares made by person discharging managerial responsibilities Today, primary insider Ole Gunnar Jakobsen, Plant Director, Sarpsborg Site, exercised 20,000 stock options at a strike price of NOK 87.60 per share, and in separate transactions, purchased and sold the same number of shares. The shares are drawn from Borregaard’s holdings of treasury shares. Please, see attached notifications for persons discharging managerial responsibilities in Borregaard in accordance with Regulation EU 596/2014 (MAR) article 19. After the transa...
Valmet Oyj: 1 director
A director at Valmet Oyj sold 25,000 shares at 25.688EUR and the significance rating of the trade was 77/100. 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 show...
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
Benedicte Schilbred Fasmer is appointed new President & CEO in Telenor...
Benedicte Schilbred Fasmer is appointed new President & CEO in Telenor Group Oslo (May 23rd 2024) - Telenor Group’s Board of Directors has appointed Benedicte Schilbred Fasmer as new President & CEO. Sigve Brekke is stepping down December 1st after more than 9 years as President & CEO of Telenor. Telenor’s Board of Directors has carried out an extensive process to identify the right candidate for the position of President & CEO, as Sigve Brekke, the current CEO, has a contract that stipulates retirement at the end of 2024. "The board has been looking for the most qualified cand...
- ABGSC IT Research
- Øystein Elton Lodgaard
Borregaard ASA: Reporting of transactions in Borregaard ASA's shares m...
Borregaard ASA: Reporting of transactions in Borregaard ASA's shares made by person discharging managerial responsibilities Today, primary insider Liv Longva, Senior Vice President (SVP), exercised 15,000 stock options at a strike price of NOK 87.60 per share and in separate transactions, purchased and sold the same number of shares. The shares are drawn from Borregaard’s holdings of treasury shares. Please, see attached notifications for persons discharging managerial responsibilities in Borregaard in accordance with Regulation EU 596/2014 (MAR) article 19. After the transactions, Liv L...
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
Vitrolife AB: 1 director
A director at Vitrolife AB bought 22,000 shares at 179.245SEK and the significance rating of the trade was 56/100. 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...
Borregaard ASA: Reporting of transactions in Borregaard ASA's shares m...
Borregaard ASA: Reporting of transactions in Borregaard ASA's shares made by person discharging managerial responsibilities Today, primary insider Kristin Misund, Senior Vice President, exercised 15,000 stock options at a strike price of NOK 87.60 per share, and in separate transactions, purchased and sold the same number of shares. The shares are drawn from Borregaard’s holdings of treasury shares. Please, see attached notifications for persons discharging managerial responsibilities in Borregaard in accordance with Regulation EU 596/2014 (MAR) article 19. After the transactions, Kristi...
Borregaard ASA: Reporting of transactions in Borregaard ASA's shares m...
Borregaard ASA: Reporting of transactions in Borregaard ASA's shares made by person discharging managerial responsibilities Today, primary insider Dag Arthur Aasbø, Senior Vice President (SVP), exercised 15,000 stock options at a strike price of NOK 87.60 per share and in separate transactions, purchased and sold the same number of shares. The shares are drawn from Borregaard’s holdings of treasury shares. Please, see attached notifications for persons discharging managerial responsibilities in Borregaard in accordance with Regulation EU 596/2014 (MAR) article 19. After the transactions,...
- 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.
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
Solid momentum into the year for Telenor
Solid momentum into the year for Telenor Telenor showed good momentum going into the first quarter with top-line growth in both the Nordics and Asia. "The first quarter was yet another solid quarter for Telenor. We continue to develop security services to protect our customers against digital attacks, and we see that it is important for our customers," says Sigve Brekke, CEO of Telenor. Services revenues in the first quarter ended at NOK 15.8 billion, corresponding to an organic increase of 5.6 per cent compared to the same period last year. EBITDA ended at NOK 8.5 billion, correspondin...
God fart inn i året for Telenor
God fart inn i året for Telenor Telenor hadde god fart inn i første kvartal med solid topplinjevekst i både Norden og Asia. – Første kvartal var nok et solid kvartal for Telenor. Vi fortsetter å utvikle sikkerhetstjenester som kan sikre våre kunder mot digitale angrep, og ser at det er viktig for kundene våre, sier Sigve Brekke, konsernsjef i Telenor. Tjenesteinntektene i første kvartal endte på 15,8 milliarder kroner, tilsvarende en organisk økning på 5,6 prosent sammenlignet med samme periode i fjor. EBITDA endte på 8,5 milliarder kroner, tilsvarende en organisk vekst på 6,9 prosent. ...
Europris ASA: 1 director
A director at Europris ASA bought 7,232 shares at 68.704NOK 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...
- Ole Martin Westgaard
Europris (Buy, TP: NOK80.00) - Not its best report
Both the Q1 results and the 2024 cost guidance disappointed. However, we reiterate our BUY as we continue to find the valuation attractive and believe Europris has a winning concept in the current market, but have lowered our target price to NOK80 (85), reflecting our estimate cuts.
- ABGSC Retail Research
- Ali Shemmari
- Petter Nystrøm
- Ole Martin Westgaard
Europris (Buy, TP: NOK85.00) - Weak report and guidance
We consider this a weak report, below expectations due to lower gross margins and higher costs, and a cost guidance above expectations. We expect consensus 2024e EBITDA to come down 7.5–10% and believe a c5–10% negative share price reaction is warranted.
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