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Eirik Thune Øritsland ... (+2)

Eirik Thune Øritsland
Øystein Elton Lodgaard

BOUV BOUVET ASA

Bouvet - Quality comes at a price

Strong employee growth and hourly rates in Q3 Minor revisions to ’22-’23 EBIT estimates Resilient and stable IT consultancy: maintain BUY

11/21/22 November 21, 2022 1 EN

Eirik Thune Øritsland ... (+2)

Eirik Thune Øritsland
Øystein Elton Lodgaard

BOUV BOUVET ASA

Bouvet - Better EBIT from employee growth and rates

Q3 EBIT +33% above consensus Hourly rates +6.6%, billing ratio 0.1pp, pay rate +3.1% Positive revisions to consensus’ ’22-‘23 EBIT estimates

11/10/22 November 10, 2022 1 EN

Eirik Thune Øritsland ... (+2)

Eirik Thune Øritsland
Øystein Elton Lodgaard

BOUV BOUVET ASA

Bouvet - Normalisation of margins ahead

Previous estimates from Feb, we update our forecast Q3: Expect NOK 640m in revenue and NOK 55m in EBIT Resilient and stable IT consultancy: maintain BUY

11/03/22 November 3, 2022 1 EN

Eirik Thune Øritsland ... (+2)

Eirik Thune Øritsland
Øystein Elton Lodgaard

BOUV BOUVET ASA

Bouvet - Better profitability vs cons in Q2

Q2 EBIT 3% above cons Hourly rates +3.5%, billing ratio +0.5pp, pay rate +2.6% Small positive adj. to cons’ ’22-‘23e EBIT

08/25/22 August 25, 2022 1 EN

Daniel Thorsson ... (+2)

Daniel Thorsson
Simon Granath

KNOW KNOW IT AB
TIETO TIETOEVRY OYJ ... (+6)

Sector Fast Comment - SE IT services lunch confirms strong market

Knowit and CAG CEOs attended a lunch event this week Demand remains strong in Q2, hourly prices on the rise Main challenge is net recruitment, but overall positive

KNOW KNOW IT AB
TIETO TIETOEVRY OYJ
INXL AVENSIA INNOVATION AB
BOUV BOUVET ASA
EWRK EWORK GROUP AB
NETC NETCOMPANY GROUP A/S

06/02/22 June 2, 2022 1 EN

Eirik Thune Øritsland ... (+2)

Eirik Thune Øritsland
Øystein Elton Lodgaard

BOUV BOUVET ASA

Bouvet - Better growth and higher profitability in Q1

EBIT beat: More employees at higher rates and utilisation Billing ratio increased 2.4pp y-o-y vs ABGSCe at 0.0pp Expect a positive share price reaction today

05/19/22 May 19, 2022 1 EN

Eirik Thune Øritsland ... (+3)

Eirik Thune Øritsland
Jonas Bru Lien
Øystein Elton Lodgaard

BOUV BOUVET ASA

Bouvet - Key data points continue in the right direction

Q4’21: Stronger growth than expected Higher-than-expected employee growth & billing ratio Reiterate BUY with a TP of NOK 85

02/18/22 February 18, 2022 1 EN

Eirik Thune Øritsland ... (+3)

Eirik Thune Øritsland
Jonas Bru Lien
Øystein Elton Lodgaard

BOUV BOUVET ASA

Bouvet - Strong Q4: higher growth and utilisation

EBIT 8% above largely driven by higher growth Billing ratio increased 3.1pp y-o-y vs ABGSC at 0.5pp Pos. datapoints: Q4 report should be well received today

02/17/22 February 17, 2022 1 EN

Eirik Thune Øritsland ... (+3)

Eirik Thune Øritsland
Jonas Bru Lien
Øystein Elton Lodgaard

BOUV BOUVET ASA

Bouvet - Encouraging data points in the Q3 report

Q3’21: stronger growth and margins than expected Data points supportive of estimates and investment case Raise TP to NOK 85, reflecting DCF valuation – BUY

11/10/21 November 10, 2021 13 EN

Eirik Thune Øritsland ... (+3)

Eirik Thune Øritsland
Jonas Bru Lien
Øystein Elton Lodgaard

BOUV BOUVET ASA

Bouvet - Continues to deliver, supportive datapoints

Better revenue and EBIT in Q3 vs. ABGSCe Datapoints pointing in the right direction… …supportive to estimates and investment case

11/10/21 November 10, 2021 4 EN

Eirik Thune Øritsland ... (+3)

Eirik Thune Øritsland
Jonas Bru Lien
Øystein Elton Lodgaard

BOUV BOUVET ASA

Bouvet - A quality company worthy of a BUY

Earnings beat in Q2 and uplifting data Potential upside to growth estimates Up to BUY (Hold), TP NOK 70 (65)

08/30/21 August 30, 2021 10 EN

Aksel Øverland Engebakken ... (+4)

Aksel Øverland Engebakken
Eirik Thune Øritsland
Jonas Bru Lien
Øystein Elton Lodgaard

BOUV BOUVET ASA

Bouvet - All is the same: Solid results from Bouvet

Very good quarter in what was an exceptional year Limited longer-term estimate changes Reiterate HOLD: TP NOK 650

02/24/21 February 24, 2021 11 EN

Aksel Øverland Engebakken ... (+7)

Aksel Øverland Engebakken
Bengt Jonassen
Casper Blom
Derek Laliberté
Erik Moberg
Martin Kaland
Rickard Anderkrans

PHO PHOTOCURE ASA
NRC NRC GROUP ASA ... (+7)

Talking Points - Bakkafrost: Scotland struggling to keep up with the F...

Photocure (Buy) Post-results: So much more than meets the eye Impressive farming at Faroes, Scotland lagging High quality company at a fair price, HOLD

PHO PHOTOCURE ASA
NRC NRC GROUP ASA
BOUV BOUVET ASA
CTM CATENA MEDIA
BAKKA BAKKAFROST P/F
NKT NKT A/S
STORY B STORYTEL AB

11/11/20 November 11, 2020 5 EN

Aksel Øverland Engebakken ... (+3)

Aksel Øverland Engebakken
Eirik Thune Øritsland
Øystein Elton Lodgaard

BOUV BOUVET ASA

Bouvet - Near-term uncertainty, long-term positive

Sales 6% above ABGSCe, EBIT beat on lower costs Digitalisation accelerating, but more pressure on prices We reiterate HOLD with a new TP of NOK 650 (600)

11/10/20 November 10, 2020 16 EN

Aksel Øverland Engebakken ... (+4)

Aksel Øverland Engebakken
Erik Moberg
Laurits Kjærgaard
Martin Kaland

BOUV BOUVET ASA
NRS Norway Royal Sa... ... (+5)

Talking Points - Bakkafrost (Buy): Signs of improvement in Scotland

Per Aarsleff Holding (Buy) Post-result: Underlying performance remains strong Challenging to reap price premiums, but adapting well High quality and high growth, reiterate BUY

BOUV BOUVET ASA
NRS NORWAY ROYAL SALMON ASA
PAAL B PER AARSLEFF HOLDING A/S
BAKKA BAKKAFROST P/F
BETCO BETTER COLLECTIVE A/S

08/26/20 August 26, 2020 6 EN

Aksel Øverland Engebakken ... (+3)

Aksel Øverland Engebakken
Eirik Thune Øritsland
Øystein Elton Lodgaard

BOUV BOUVET ASA

Bouvet - Continues to deliver

Strong Q2 report with good utilisation Digitalisation accelerates, but short-term price pressure We reiterate HOLD with a new TP of NOK 600 (500)

08/25/20 August 25, 2020 15 EN

Aksel Øverland Engebakken ... (+3)

Aksel Øverland Engebakken
André Thormann
Petter Nystrøm

BOUV BOUVET ASA
SIM SIMCORP A/S ... (+3)

Talking Points - SimCorp (Sell): Management anticipates a normalisatio...

EBIT did not benefit from cost initiatives in Q1â€™20 We remain cautious on growth for 2020 - SELL

BOUV BOUVET ASA
SIM SIMCORP A/S
KID KID ASA

05/20/20 May 20, 2020 5 EN

Aksel Øverland Engebakken

Aksel Øverland Engebakken

BOUV BOUVET ASA

Bouvet - COVID-19: from headwind to tailwind long term

EBIT was 1% above â”€ 16% growth from own consultants COVID-19: short-term turbulence, but positive long term Reiterate HOLD, TP NOK 500 (413)

05/19/20 May 19, 2020 11 EN

Aksel Øverland Engebakken ... (+6)

Aksel Øverland Engebakken
Casper Blom
Karl Fredrik Schjøtt-Pedersen
Mads Thinggaard
Martin Kaland
Patrik Brattelius

JYSK JYSKE BANK A/S
NOR Norwegian Energ... ... (+6)

Talking Points - Collector (Sell): Rights issue initiated, EPS cut by ...

Nilfisk (Buy) Post-results comments: No dessert in the first half of 2020 Dilutes the number of shares, EPS down 50% â€˜20e-â€˜22e Too expensive â€“ SELL TP SEK 20

JYSK JYSKE BANK A/S
NOR NORWEGIAN ENERGY CO. ASA
COLL COLLECTOR AB
LSG LEROY SEAFOOD GROUP ASA
BOUV BOUVET ASA
NLFSK NILFISK HOLDING A/S

02/26/20 February 26, 2020 5 EN

Aksel Øverland Engebakken

Aksel Øverland Engebakken

BOUV BOUVET ASA

Bouvet - Continued good execution

Good end to the year Limited estimate revisions Reiterate HOLD, TP NOK 413 (350)

02/25/20 February 25, 2020 11 EN

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