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ABGSC Construct. & Real Estate Research ... (+4)

ABGSC Construct. & Real Estate Research
Fredrik Stensved
Markus Henriksson
Viktor Stenlöf

JM-SE JM

Miss on most key items

04/23/24 April 23, 2024 1 EN

ABGSC Construct. & Real Estate Research ... (+4)

ABGSC Construct. & Real Estate Research
Fredrik Stensved
Markus Henriksson
Viktor Stenlöf

JM-SE JM

Many positive data points

Housing prices up 4.7% YTD. Sentiment improving and transaction volumes normalising. Building costs inflation is fading - we reiterate BUY.

04/17/24 April 17, 2024 1 EN

ABGSC Construct. & Real Estate Research ... (+4)

ABGSC Construct. & Real Estate Research
Fredrik Stensved
Markus Henriksson
Viktor Stenlöf

JM-SE JM

Buckle up and BUY

Weak Q4, but comforting guidance for 2024 starts. Residential prices to bottom in H1'24. P/E of ~8x at normalised earnings, up to BUY (Hold).

02/05/24 February 5, 2024 1 EN

ABGSC Construct. & Real Estate Research ... (+4)

ABGSC Construct. & Real Estate Research
Fredrik Stensved
Markus Henriksson
Viktor Stenlöf

JM-SE JM

Worse than feared

01/30/24 January 30, 2024 1 EN

ABGSC Construct. & Real Estate Research ... (+4)

ABGSC Construct. & Real Estate Research
Fredrik Stensved
Markus Henriksson
Viktor Stenlöf

JM-SE JM

Light at the end of the tunnel

01/23/24 January 23, 2024 1 EN

ABGSC Construct. & Real Estate Research ... (+4)

ABGSC Construct. & Real Estate Research
Fredrik Stensved
Markus Henriksson
Viktor Stenlöf

JM-SE JM

In need of consumer confidence

EBIT cuts on both lower volumes and margins. Facing tough comps in Q4, 2023 DPS at risk. Too early, HOLD, TP SEK 120 (140).

10/25/23 October 25, 2023 1 EN

ABGSC Construct. & Real Estate Research ... (+4)

ABGSC Construct. & Real Estate Research
Fredrik Stensved
Markus Henriksson
Viktor Stenlöf

JM-SE JM

Price cuts behind major miss

10/25/23 October 25, 2023 1 EN

ABGSC Construct. & Real Estate Research ... (+3)

ABGSC Construct. & Real Estate Research
Fredrik Stensved
Markus Henriksson

JM-SE JM

Rebound pushed into the future

Consumers not yet willing to sign up for apartments. EBIT down -9-17% for '24e/'25e due to volumes. Consensus DPS estimate likely too high.

10/11/23 October 11, 2023 1 EN

ABGSC Construct. & Real Estate Research ... (+3)

ABGSC Construct. & Real Estate Research
Fredrik Stensved
Markus Henriksson

JM-SE JM

Higher costs filtering through

Lower starts and weaker margins hit estimates. Net debt up SEK 1.9bn q-o-q, to SEK 1.5bn. 2023/2024e P/E of ~10x, HOLD, TP of SEK 150 (160).

07/12/23 July 12, 2023 1 EN

ABGSC Construct. & Real Estate Research ... (+3)

ABGSC Construct. & Real Estate Research
Fredrik Stensved
Markus Henriksson

JM-SE JM

Non-recs and weak underlying margin

07/12/23 July 12, 2023 1 EN

ABGSC Construct. & Real Estate Research ... (+3)

ABGSC Construct. & Real Estate Research
Fredrik Stensved
Markus Henriksson

JM-SE JM

Tempting, but too early

Underlying EBIT revisions -0-2%. Expect a soft Q2 in terms of starts and sold units. Solid LT upside, ST headwinds remain.

07/05/23 July 5, 2023 1 EN

ABGSC Construct. & Real Estate Research ... (+3)

ABGSC Construct. & Real Estate Research
Fredrik Stensved
Markus Henriksson

JM-SE JM

Soft Q1 and low guidance for starts

The Q1 report delivered sales above expectations. However, this was partly driven by project development and boosted by non-recurrring items. No need to rush into the share, HOLD, TP SEK 160 (200).

04/28/23 April 28, 2023 1 EN

ABGSC Construct. & Real Estate Research ... (+3)

ABGSC Construct. & Real Estate Research
Fredrik Stensved
Markus Henriksson

JM-SE JM

Low activity and underlying miss

04/27/23 April 27, 2023 1 EN

ABGSC Construct. & Real Estate Research ... (+3)

ABGSC Construct. & Real Estate Research
Fredrik Stensved
Markus Henriksson

JM-SE JM

Wait for the second step down in prices

04/19/23 April 19, 2023 1 EN

ABGSC Credit Research ... (+8)

ABGSC Credit Research
Andreas Johannessen
Bendik Fougner Engebretsen
Benedicte Aass
Glenn Kringhaug
Haakon Amundsen
Jonathan Angestjärna
Patrik Brattelius

IOG Independent Oil...
LINK Link Bilgisayar... ... (+38)

Nordic High Yield Bond Coverage 2023

This year we have 69 high yield issuers in our booklet, including a one-page summary of each credit and key focus areas and any credit triggers.

IOG INDEPENDENT OIL & GAS
LINK LINK BILGISAYAR SISTEMLERI YAZILIMI VE DONANIMI SANAYI VE TICARET AS
DNO DNO ASA CLASS A
STA STRANDLINE RESOURCES
NYF NYFOSA AB
OKEA OKEA
LIME LIME TECHNOLOGIES
DistIT DISTIT AB
Extenda EXTENDA RETAIL
Bakkegrupbond BAKKEGRUPPEN
SUBC-NO SUBSEA 7
HPUR-NO HEXAGON PURUS
AKH-NO AKER HORIZONS
BWO-NO BW OFFSHORE LIMITED
AKRBP-NO AKER BP
DNO-NO DNO
OKEA-NO DESENIO HOLDING AB
Desenio ZALARIS
Zalaris AKER ASA
AKER-NO AKER SOLUTIONS
AKSO-NO WALDORF PRODUCTION
Waldorf KMC PROPERTIES
KMC OREXO
Orexo CATELLA
Catella ADVANZIA BANK
Advanzia ØYFJELLET WIND INVESTMENTS
Øyfjellet CRAYON GROUP HOLDING
Bond1 FIRST CAMP GROUP AB
0LLF7F-E NORWEGIAN ENERGY COMPANY
Noreco BAYPORT MANAGEMENT LTD
BOND.BAYP-MU 2020 BULKERS LTD.
2020-NO ARCTIC BIOSCIENCE
ABS-NO AKASTOR
AKAST-NO ICA GROUP
ICA-SE JM
JM-SE LINK MOBILITY
LINK-NO SCANDINAVIAN TOBACCO GROUP
STG-DK TEST COMPANY

04/03/23 April 3, 2023 1 EN

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