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This week, we summarise this week's most important newsflow on the companies under our coverage.
This week, we summarise our Q3 previews for the sector.
This week, we highlight the Norwegian Water Resources and Energy Directorate updated LCOE estimates.
On aggregate, the R&C stocks underperformed (equal weight) the MSCI Nordic by ~1% throughout the reporting season (10 July to today).
A soft week for renewables: of our basket of 38 stocks, returns were positive for 10 and negative for 28 on the week.
A soft week for renewables: of our basket of 38 stocks, returns were positive for 21 and negative for 17 on the week.
This week we provide a summary of news flow and research from our Renewables & Cleantech equity coverage (and related companies) released during the summer break.
Wishing you all a good summer
This week, we highlight our recent case refresher on CADLR.
This week, we look at the effect of AI/data centres on power demand.
On aggregate, the R&C stocks outperperformed the MSCI Nordic by ~1% throughout the reporting season (16 Apr to 6 Jun).
Transaction value ~NOK 65/share. Earnings momentum from Q2'24 - first vessels in operations. Attractive valuation - BUY, TP of NOK 65 (55)
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