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ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
EQNR EQUINOR ASA
NOR NORWEGIAN ENERGY CO. ASA
AFK ARENDALS FOSSEKOMPANI
DNO DNO ASA CLASS A
RIGN TRANSOCEAN LTD.
VAL VALARIS LTD
VWS VESTAS WIND SYSTEMS
VAR VAR ENERGI ASA
NE NOBLE CORP (NEW)
Noreco BLUENORD
VTURA VENTURA OFFSHORE HLDGS LTD
SDRL SEADRILL LTD
COSH EQURO ISSUER SERVICES AS
01/14/26 January 14, 2026 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
NOR NORWEGIAN ENERGY CO. ASA
E36 SEABIRD EXPLORATION LTD.
OKEA OKEA
VWS VESTAS WIND SYSTEMS
BORR BORR DRILLING LTD
OTL ODFJELL TECHNOLOGY LTD
Noreco BLUENORD
PLSV-NO PARATUS ENERGY SERVICES
11/10/25 November 10, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+5)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
AKRBP AKER BP ASA
EQNR EQUINOR ASA
AKAST AKASTOR ASA
KOG KONGSBERG GRUPPEN ASA
SOC SUBSEA 7 S.A.
PEN PANORO ENERGY ASA
ARCHERO ARCHER
AKER AKER ASA CLASS A
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
BWO BW OFFSHORE LIMITED
PRS PROSAFE
OKEA OKEA
BWE BW ENERGY
VAR VAR ENERGI ASA
SEAPT-NO SEACREST PETROLEO
DOFG DOF GROUP ASA
09/24/25 September 24, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+5)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
AKRBP AKER BP ASA
EQNR EQUINOR ASA
AKAST AKASTOR ASA
KOG KONGSBERG GRUPPEN ASA
SOC SUBSEA 7 S.A.
PEN PANORO ENERGY ASA
ARCHERO ARCHER
AKER AKER ASA CLASS A
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
BWO BW OFFSHORE LIMITED
PRS PROSAFE
OKEA OKEA
BWE BW ENERGY
VAR VAR ENERGI ASA
SEAPT-NO SEACREST PETROLEO
DOFG DOF GROUP ASA
06/25/25 June 25, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+5)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
AKRBP AKER BP ASA
EQNR EQUINOR ASA
AKAST AKASTOR ASA
KOG KONGSBERG GRUPPEN ASA
SOC SUBSEA 7 S.A.
PEN PANORO ENERGY ASA
ARCHERO ARCHER
AKER AKER ASA CLASS A
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
BWO BW OFFSHORE LIMITED
PRS PROSAFE
OKEA OKEA
BWE BW ENERGY
VAR VAR ENERGI ASA
SEAPT-NO SEACREST PETROLEO
DOFG DOF GROUP ASA
04/03/25 April 3, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+6)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
AKRBP AKER BP ASA
EQNR EQUINOR ASA
AKAST AKASTOR ASA
PGS PGS ASA
KOG KONGSBERG GRUPPEN ASA
SOC SUBSEA 7 S.A.
PEN PANORO ENERGY ASA
ARCHERO ARCHER
AKER AKER ASA CLASS A
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
BWO BW OFFSHORE LIMITED
PRS PROSAFE
OKEA OKEA
BWE BW ENERGY
BORR BORR DRILLING LTD
VAR VAR ENERGI ASA
SEAPT-NO SEACREST PETROLEO
DOFG DOF GROUP ASA
01/10/25 January 10, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+6)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
  • John Olaisen
  • Martin Mauseth
  • Oliver Dunvold
  • Stian Wibstad
PREMIUM
AKRBP AKER BP ASA
EQNR EQUINOR ASA ... (+22)

Crude Quarterly Q3'24: Lower oil price

Oil inventory draws for the rest of 2024. IEA is wrong – peak demand is not imminent. Both E&P and oil service shares look highly attractive.

AKRBP AKER BP ASA
EQNR EQUINOR ASA
AKAST AKASTOR ASA
PGS PGS ASA
KOG KONGSBERG GRUPPEN ASA
SOC SUBSEA 7 S.A.
PEN PANORO ENERGY ASA
ARCHERO ARCHER
AKER AKER ASA CLASS A
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
BWO BW OFFSHORE LIMITED
PRS PROSAFE
OKEA OKEA
BWE BW ENERGY
BORR BORR DRILLING LTD
VAR VAR ENERGI ASA
SEAPT-NO SEACREST PETROLEO
SDRL-NO SEADRILL
DOFG DOF GROUP ASA
09/25/24 September 25, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
  • Stian Wibstad
PREMIUM
SDRL-NO SEADRILL

Focus on the PBR rigs

Lowering '24 estimates in line with guidance. Focus on the PBR rigs and West Phoenix. BUY, TP NOK 650 (670)

08/06/24 August 6, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
  • Stian Wibstad
08/06/24 August 6, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
  • Stian Wibstad
PREMIUM
SDRL-NO SEADRILL

Becoming a pure-play deepwater driller

Carving out jackups from estimates. Focus on West Phoenix and the PBR rigs. 5.1-3.0x EBITDA and 12-26% '25e-'26e FCF to EV yield: BUY.

08/01/24 August 1, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+5)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
  • John Olaisen
  • Martin Mauseth
  • Stian Wibstad
PREMIUM
AKRBP AKER BP ASA
EQNR EQUINOR ASA ... (+22)

Crude Quarterly Q2'24: tighter oil market ahead

Oil inventory draws for the rest of 2024. IEA is wrong – peak demand is not imminent. Both E&P and oil service shares look highly attractive.

AKRBP AKER BP ASA
EQNR EQUINOR ASA
AKAST AKASTOR ASA
PGS PGS ASA
KOG KONGSBERG GRUPPEN ASA
SOC SUBSEA 7 S.A.
PEN PANORO ENERGY ASA
ARCHERO ARCHER
AKER AKER ASA CLASS A
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
BWO BW OFFSHORE LIMITED
PRS PROSAFE
OKEA OKEA
BWE BW ENERGY
BORR BORR DRILLING LTD
VAR VAR ENERGI ASA
SEAPT-NO SEACREST PETROLEO
SDRL-NO SEADRILL
DOFG DOF GROUP ASA
06/26/24 June 26, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
  • Martin Mauseth
PREMIUM
SEAPT-NO Seacrest Petrol...

Estimate changes from Crude Quarterly, 26 June

In our 26 June Crude Quarterly report, we update our oil and gas price assumptions for our covered E&Ps. See the report for more details on our new oil market estimates and our updated price assumptions.

SEAPT-NO SEACREST PETROLEO
06/26/24 June 26, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
  • Stian Wibstad
PREMIUM
BORR-NO Borr Drilling L...

Rates still going strong

Impressive new contracts and increasing dividends point to continued solid rates despite Saudi suspensions. EBITDA up 2%/3%/16% for '24/'25e/'26e, BUY and TP of NOK 85 (75).

BORR-NO BORR DRILLING LIMITED
05/27/24 May 27, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+2)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
PREMIUM
BWO-NO BW Offshore Lim...

Good operational performance in Q1

Solid uptime and earnings in Q1. Barossa remains under control, but not completed yet. Another quarter with slightly less worry - BUY, TP NOK 38 (32).

BWO-NO BW OFFSHORE LIMITED
05/27/24 May 27, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
  • Martin Mauseth
05/24/24 May 24, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
  • Stian Wibstad
BORR-NO BORR DRILLING LIMITED
05/23/24 May 23, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
  • Martin Mauseth
PREMIUM
SEAPT-NO Seacrest Petrol...

Estimates down on lowered production assumptions

Q1 figures broadly as expected. Export terminal delay lowers production assumptions. Short-term liquidity risk prevails.

SEAPT-NO SEACREST PETROLEO
05/23/24 May 23, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
  • Martin Mauseth
SEAPT-NO SEACREST PETROLEO
05/22/24 May 22, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
  • Stian Wibstad
PREMIUM
ODL-NO Odfjell Drillin...

Cash flow and market outlook remain strong

Q1 EBITDA at USD 85m, 4% above cons. Higher capex but FCF remains very strong, as does the outlook BUY, TP of NOK 73 (75)

ODL-NO ODFJELL DRILLING
05/21/24 May 21, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
  • Stian Wibstad
05/16/24 May 16, 2024 1 EN
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