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ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
Steffen Evjen
  • Steffen Evjen

Valuation update

In this note, we show updated valuation statistics for the E&P sector.

ABGSC Renewable Energy Research ... (+7)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
Steffen Evjen
  • Steffen Evjen

Weekly news, topics & discussion

This week, DNO reported Q3 underlying results fairly in line with our estimates. It also introduced a long-term production guidance for its North Sea operations, which we find a bit too aggressive. Still, we estimate the North Sea net production to increase from 15kboed in 2024 to >20kboed in 2027. In other news, Equinor acquired a 11.8% stake from Sval Energi in the Halten East development, and BlueNord’s preliminary October production figures were at the lower end of its Q4 base production gui...

Stephane Foucaud
  • Stephane Foucaud

AUCTUS ON FRIDAY - 01/11/2024

AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.70 per share: Approvals to start well testing at Welchau received. Rig and test equipment mobilized – All necessary approvals have been received to commence flow testing operations on the Welchau-1 discovery well for the period from 30 October 2024 until 31 March 2025. A workover rig has been mobilised to the Welchau-1 drill site with flow testing due to commence during the second half of Novem...

Roy Külter ... (+3)
  • Roy Külter
  • Steven Boumans
  • Thomas Zlowodzki
DHL DHL GROUP
AKE ARKEMA ... (+25)

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/06/2024

Our baseline scenario materialised last night: Donald Trump seems to be on course to win the US presidential election, and the choice of the electorate is unlikely to be challenged. He could end up with a majority in both houses of Congress. US equities will be the first to benefit from this development. In European equities, the biggest winners will be Energy, Media, Metals, Construction & Materials, Financial Services and Insurance. More at risk, however, are the Utilities, Spirits,...

Roy Külter ... (+3)
  • Roy Külter
  • Steven Boumans
  • Thomas Zlowodzki
DHL DHL GROUP
AKE ARKEMA ... (+25)

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/11/2024

Notre scénario central s’est concrétisé dans la nuit : Donald Trump remporte la présidentielle américaine, et le choix des électeurs ne devrait pas être contesté. Il pourrait disposer d’une majorité dans les deux assemblées. Les actions américaines en seront les premières bénéficiaires. Sur les actions européennes, les secteurs les plus gagnants seront l’Energie, les Médias, les Métaux, Construction & Materials, Financial Services, Insurance. Sont en revanche plus à risque Utilities, ...

Baptiste Lebacq
  • Baptiste Lebacq

Vestas : Caution still the watchword

>Outperform recommendation, target price of DKK 135 (vs DKK 160) - After the Q3 2024 results release and the conference call, we have revised down our sequence of EPS for 2024-2026 and we reiterate our Underperform rating (despite a performance of -44% YtD), with a target price adjusted to DKK 135). Although the situation is normalising for Power Solutions, we see several risks, particularly with regard to the medium-term EBIT target (group margin expected at 10%), i....

Douglas Lindahl
  • Douglas Lindahl

Vestas Wind Systems (Buy, TP: DKK215.00) - Service, service and servic...

The Q2 profit warning noted underlying weaknesses in the Service business, and the Q3 report showed continued profitability issues for Service. Thus, we have become even more conservative on the Service business and have cut our group adj. EBIT by c9% on average in 2024–2026e, reduced our target price to DKK215 (235) in line with these cuts, and reiterate our BUY.

Baptiste Lebacq
  • Baptiste Lebacq

Vestas : La prudence reste de mise

>Opinion Sous-performance OC 135 DKK (vs 160 DKK) - Post publication et conférence call, nous ajustons en baisse notre séquence d’EBITDA 2024/26e de 25% en moyenne et réitérons notre recommandation Sous-performance (malgré une performance YtD de -44%) avec un OC abaissé à 135 DKK. Même si la situation est en voie de normalisation du côté de Power Solutions, nous identifions plusieurs risques notamment sur l’objectif d’EBIT à MT (marge groupe attendue à 10%) à savoir ...

ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
Steffen Evjen
  • Steffen Evjen

Valuation update

In this note, we show updated valuation statistics for the E&P sector.

Stephane Foucaud
  • Stephane Foucaud

Panoro Energy ASA (OSE: PEN): High flow rate at EG infill well

• The C-45 infill well on Block G in Equatorial Guinea has been put on stream at a gross rate of 5 mbbl/d on a restricted choke. Production could increase as the choke size is increased. • While this is line with the company’s expectations, this takes gross production in EG to ~30 mbbl/d. • The second infill well (OF-19) has been drilled and is expected to be on stream in the next two weeks. This could take gross production to ~ 35 mmbbl/d assuming OF-19 is similar to C-45. ` • With gross produc...

ABGSC Renewable Energy Research ... (+7)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad

Renewable Weekly – 1 November 2024

This week, we summarise this week's most important newsflow on the companies under our coverage.

Steffen Evjen
  • Steffen Evjen

Weekly news, topics & discussion

This week, Aker BP reported Q3 results, with underlying figures in line with expectations. We believe operational tailwinds could benefit it going into 2025, with consensus perhaps underestimating the production potential. Meanwhile, although OKEA reported a strong Q3, we believe it was overshadowed by the introduction of production and capex guidance, which we consider soft. In other news, we see several potential share-price catalysts for BlueNord in the coming months, with the Tyra restart se...

Stephane Foucaud
  • Stephane Foucaud

AUCTUS ON FRIDAY - 01/11/2024

AUCTUS PUBLICATIONS ________________________________________ Condor Energies (CDR CN)C; Target price of C$5.80 per share: Another positive operating update – The work-overs of two new existing wells have added 441 boe/d after a combined 20 m of previously unperforated reservoir pay was accessed. The first well is producing 410 boe/d. It was previously shut-in. The second well is producing an extra 31 boe/d (+65%) and continues to clean-up. With a total cost of 100 wells on Condor’s fields includ...

ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
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