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ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Bengt Jonassen
  • Njål Kleiven
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
PREMIUM
STEF.B-SE Stendörren...
ATRLJ.B-SE Atrium Ljungber... ... (+23)

Weekly Real Estate Matrix

Performance and valuation data for Nordic real estate stocks as of 19 April 2024.

STEF.B-SE STENDöRREN FASTIGHETER
ATRLJ.B-SE ATRIUM LJUNGBERG
CAST-SE CASTELLUM
CATE-SE CATENA
DIOS-SE DIöS FASTIGHETER
EAST-SE EASTNINE
ENTRA-NO ENTRA
FABG-SE FABEGE
FASTAT-SE FASTATOR
FPAR.A-SE FASTPARTNER
HUFV.A-SE HUFVUDSTADEN
K2A.B-SE K2A KNAUST & ANDERSSON FASTIGHETER
KLARA.B-SE KLARABO
NYF-SE NYFOSA
OLT-NO OLAV THON EIENDOMSSELSKAP
PNDX.B-SE PANDOX
PLAZ.B-SE PLATZER FASTIGHETER
SBB.B-SE SBB
WALL.B-SE WALLENSTAM
WIHL-SE WIHLBORGS
BALD.B-SE BALDER
LOGI.B-SE LOGISTEA AB
SLP.B-SE SWEDISH LOGISTIC PROPERTY AB
04/22/24 April 22, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Bengt Jonassen
  • Njål Kleiven
PREMIUM
ENTRA-NO ENTRA
OLT-NO Olav Thon Eiend... ... (+8)

Norway: One downgrade — three top picks

Muted market outlook - some signs of improvement. Selvaag Bolig down to HOLD (Buy). We favour AFG, MULTI, and VEI.

ENTRA-NO ENTRA
OLT-NO OLAV THON EIENDOMSSELSKAP
SBO-NO SELVAAG BOLIG
AFG-NO AF GRUPPEN
NRC-NO NRC GROUP
VEI-NO VEIDEKKE
MULTI-NO MULTICONSULT
KMCP-NO KMC PROPERTIES
04/16/24 April 16, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Bengt Jonassen
  • Njål Kleiven
PREMIUM
SBO-NO SELVAAG BOLIG

Share has outpaced short-term fundamentals

Q1e: ABGSC is 21% below consensus. UP: Divi cut likely in a prolonged distressed market. Down to HOLD (Buy), TP NOK 40 (45)

04/16/24 April 16, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Bengt Jonassen
  • Njål Kleiven
PREMIUM
AFG-NO AF GRUPPEN

Profit potential about to emerge

Q1e: PTP NOK 251m - second highest Q1 profit in AFG's history. Earnings to double y-o-y in '24e. BUY, TP NOK 155 (145).

04/16/24 April 16, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Bengt Jonassen
  • Njål Kleiven
PREMIUM
VEI-NO VEIDEKKE

Green flags from the project portfolio

Q1e: PTP NOK 2m vs. consensus NOK -16m. Loss-making revenue in the backlog the lowest in 9 years. DPS = EPS = 8-9% dividend yield.

04/16/24 April 16, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Bengt Jonassen
  • Njål Kleiven
PREMIUM
MULTI-NO MULTICONSULT

Diligence creates resilience

Q1e: EBITA of NOK 131m vs. consensus NOK 120m. Can add ~25% to EBIT through M&A. Trading at ~20% discount to Nordic peers. BUY.

04/16/24 April 16, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Bengt Jonassen
  • Njål Kleiven
PREMIUM
KMCP-NO KMC PROPERTIES

Preparing for more investments

NOK 100m cash inflow from swap reset. Last BEWI tranche accretive to existing shareholders. Implicit yield ~8%. BUY.

04/16/24 April 16, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Bengt Jonassen
  • Njål Kleiven
PREMIUM
ENTRA-NO ENTRA

A large step towards fixing its balance sheet

Small changes to estimates into report. Large long-term potential. BUY, TP of NOK 135.

04/16/24 April 16, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+2)
  • ABGSC Construct. & Real Estate Research
  • Bengt Jonassen
PREMIUM
OLT-NO Olav Thon Eiend...

Strong run but still cheap

Still outperforming expectations. Sees opportunities for larger acquisitions. BUY reiterated, TP NOK 250.

OLT-NO OLAV THON EIENDOMSSELSKAP
04/16/24 April 16, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Bengt Jonassen
  • Njål Kleiven
PREMIUM
NRC-NO NRC GROUP

Needs to provide margin confidence at CMU

Strong order activity - Q1e book-to-bill 2x. Restructuring of the Norwegian demolition business. CMU in conjunction with Q1'24 report on 23 May. BUY.

04/16/24 April 16, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf
PREMIUM
STEF.B-SE Stendörren...
ATRLJ.B-SE Atrium Ljungber... ... (+23)

Weekly Real Estate Matrix

Performance and valuation data for Nordic real estate stocks as of 12 April 2024.

STEF.B-SE STENDöRREN FASTIGHETER
ATRLJ.B-SE ATRIUM LJUNGBERG
CAST-SE CASTELLUM
CATE-SE CATENA
DIOS-SE DIöS FASTIGHETER
EAST-SE EASTNINE
ENTRA-NO ENTRA
FABG-SE FABEGE
FASTAT-SE FASTATOR
FPAR.A-SE FASTPARTNER
HUFV.A-SE HUFVUDSTADEN
K2A.B-SE K2A KNAUST & ANDERSSON FASTIGHETER
KLARA.B-SE KLARABO
NYF-SE NYFOSA
OLT-NO OLAV THON EIENDOMSSELSKAP
PNDX.B-SE PANDOX
PLAZ.B-SE PLATZER FASTIGHETER
SBB.B-SE SBB
WALL.B-SE WALLENSTAM
WIHL-SE WIHLBORGS
BALD.B-SE BALDER
LOGI.B-SE LOGISTEA AB
SLP.B-SE SWEDISH LOGISTIC PROPERTY AB
04/15/24 April 15, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf
PREMIUM
STEF.B-SE Stendörren...
ATRLJ.B-SE Atrium Ljungber... ... (+23)

Weekly Real Estate Matrix

Performance and valuation data for Nordic real estate stocks as of 5 April 2024.

STEF.B-SE STENDöRREN FASTIGHETER
ATRLJ.B-SE ATRIUM LJUNGBERG
CAST-SE CASTELLUM
CATE-SE CATENA
DIOS-SE DIöS FASTIGHETER
EAST-SE EASTNINE
ENTRA-NO ENTRA
FABG-SE FABEGE
FASTAT-SE FASTATOR
FPAR.A-SE FASTPARTNER
HUFV.A-SE HUFVUDSTADEN
K2A.B-SE K2A KNAUST & ANDERSSON FASTIGHETER
KLARA.B-SE KLARABO
NYF-SE NYFOSA
OLT-NO OLAV THON EIENDOMSSELSKAP
PNDX.B-SE PANDOX
PLAZ.B-SE PLATZER FASTIGHETER
SBB.B-SE SBB
WALL.B-SE WALLENSTAM
WIHL-SE WIHLBORGS
BALD.B-SE BALDER
LOGI.B-SE LOGISTEA AB
SLP.B-SE SWEDISH LOGISTIC PROPERTY AB
04/08/24 April 8, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf
PREMIUM
STEF.B-SE Stendörren...
ATRLJ.B-SE Atrium Ljungber... ... (+23)

Weekly Real Estate Matrix

Performance and valuation data for Nordic real estate stocks as of 29 March 2024.

STEF.B-SE STENDöRREN FASTIGHETER
ATRLJ.B-SE ATRIUM LJUNGBERG
CAST-SE CASTELLUM
CATE-SE CATENA
DIOS-SE DIöS FASTIGHETER
EAST-SE EASTNINE
ENTRA-NO ENTRA
FABG-SE FABEGE
FASTAT-SE FASTATOR
FPAR.A-SE FASTPARTNER
HUFV.A-SE HUFVUDSTADEN
K2A.B-SE K2A KNAUST & ANDERSSON FASTIGHETER
KLARA.B-SE KLARABO
NYF-SE NYFOSA
OLT-NO OLAV THON EIENDOMSSELSKAP
PNDX.B-SE PANDOX
PLAZ.B-SE PLATZER FASTIGHETER
SBB.B-SE SBB
WALL.B-SE WALLENSTAM
WIHL-SE WIHLBORGS
BALD.B-SE BALDER
LOGI.B-SE LOGISTEA AB
SLP.B-SE SWEDISH LOGISTIC PROPERTY AB
04/02/24 April 2, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf
PREMIUM
STEF.B-SE Stendörren...
ATRLJ.B-SE Atrium Ljungber... ... (+23)

Weekly Real Estate Matrix

Performance and valuation data for Nordic real estate stocks as of 22 March 2024.

STEF.B-SE STENDöRREN FASTIGHETER
ATRLJ.B-SE ATRIUM LJUNGBERG
CAST-SE CASTELLUM
CATE-SE CATENA
DIOS-SE DIöS FASTIGHETER
EAST-SE EASTNINE
ENTRA-NO ENTRA
FABG-SE FABEGE
FASTAT-SE FASTATOR
FPAR.A-SE FASTPARTNER
HUFV.A-SE HUFVUDSTADEN
K2A.B-SE K2A KNAUST & ANDERSSON FASTIGHETER
KLARA.B-SE KLARABO
NYF-SE NYFOSA
OLT-NO OLAV THON EIENDOMSSELSKAP
PNDX.B-SE PANDOX
PLAZ.B-SE PLATZER FASTIGHETER
SBB.B-SE SBB
WALL.B-SE WALLENSTAM
WIHL-SE WIHLBORGS
BALD.B-SE BALDER
LOGI.B-SE LOGISTEA AB
SLP.B-SE SWEDISH LOGISTIC PROPERTY AB
03/25/24 March 25, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf
PREMIUM
STEF.B-SE Stendörren...
ATRLJ.B-SE Atrium Ljungber... ... (+23)

Weekly Real Estate Matrix

Performance and valuation data for Nordic real estate stocks as of 15 March 2024.

STEF.B-SE STENDöRREN FASTIGHETER
ATRLJ.B-SE ATRIUM LJUNGBERG
CAST-SE CASTELLUM
CATE-SE CATENA
DIOS-SE DIöS FASTIGHETER
EAST-SE EASTNINE
ENTRA-NO ENTRA
FABG-SE FABEGE
FASTAT-SE FASTATOR
FPAR.A-SE FASTPARTNER
HUFV.A-SE HUFVUDSTADEN
K2A.B-SE K2A KNAUST & ANDERSSON FASTIGHETER
KLARA.B-SE KLARABO
NYF-SE NYFOSA
OLT-NO OLAV THON EIENDOMSSELSKAP
PNDX.B-SE PANDOX
PLAZ.B-SE PLATZER FASTIGHETER
SBB.B-SE SBB
WALL.B-SE WALLENSTAM
WIHL-SE WIHLBORGS
BALD.B-SE BALDER
LOGI.B-SE LOGISTEA AB
SLP.B-SE SWEDISH LOGISTIC PROPERTY AB
03/18/24 March 18, 2024 1 EN
ABGSC Strategy Research ... (+2)
  • ABGSC Strategy Research
  • Bengt Jonassen
PREMIUM
SUBC-NO SUBSEA 7
TGS-NO TGS ... (+11)

Norway: Best ideas Q1'24

Growth momentum picking up. Increased risk on very high US valuation. Best long ideas are: NHY, STB, SUBC, AFG, BONH, NAS, LINK, LSG, TGS, WAWI.

SUBC-NO SUBSEA 7
TGS-NO TGS
BONHR-NO BONHEUR
NAS-NO NORWEGIAN AIR SHUTTLE
NHY-NO HYDRO
EQNR-NO EQUINOR
STB-NO STOREBRAND
LINK-NO LINK MOBILITY
LSG-NO LERØY SEAFOOD GROUP
AFG-NO AF GRUPPEN
WAWI-NO WALLENIUS WILHELMSEN ASA
03/12/24 March 12, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf
PREMIUM
STEF.B-SE Stendörren...
ATRLJ.B-SE Atrium Ljungber... ... (+21)

Weekly Real Estate Matrix

Performance and valuation data for Nordic real estate stocks as of 8 March 2024.

STEF.B-SE STENDöRREN FASTIGHETER
ATRLJ.B-SE ATRIUM LJUNGBERG
CAST-SE CASTELLUM
CATE-SE CATENA
DIOS-SE DIöS FASTIGHETER
EAST-SE EASTNINE
ENTRA-NO ENTRA
FABG-SE FABEGE
FASTAT-SE FASTATOR
FPAR.A-SE FASTPARTNER
HUFV.A-SE HUFVUDSTADEN
K2A.B-SE K2A KNAUST & ANDERSSON FASTIGHETER
KLARA.B-SE KLARABO
NYF-SE NYFOSA
OLT-NO OLAV THON EIENDOMSSELSKAP
PNDX.B-SE PANDOX
PLAZ.B-SE PLATZER FASTIGHETER
SBB.B-SE SBB
WALL.B-SE WALLENSTAM
WIHL-SE WIHLBORGS
BALD.B-SE BALDER
03/11/24 March 11, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf
PREMIUM
STEF.B-SE Stendörren...
ATRLJ.B-SE Atrium Ljungber... ... (+21)

Weekly Real Estate Matrix

Performance and valuation data for Nordic real estate stocks as of 1 March 2024.

STEF.B-SE STENDöRREN FASTIGHETER
ATRLJ.B-SE ATRIUM LJUNGBERG
CAST-SE CASTELLUM
CATE-SE CATENA
DIOS-SE DIöS FASTIGHETER
EAST-SE EASTNINE
ENTRA-NO ENTRA
FABG-SE FABEGE
FASTAT-SE FASTATOR
FPAR.A-SE FASTPARTNER
HUFV.A-SE HUFVUDSTADEN
K2A.B-SE K2A KNAUST & ANDERSSON FASTIGHETER
KLARA.B-SE KLARABO
NYF-SE NYFOSA
OLT-NO OLAV THON EIENDOMSSELSKAP
PNDX.B-SE PANDOX
PLAZ.B-SE PLATZER FASTIGHETER
SBB.B-SE SBB
WALL.B-SE WALLENSTAM
WIHL-SE WIHLBORGS
BALD.B-SE BALDER
03/04/24 March 4, 2024 1 EN
ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Bengt Jonassen
  • Njål Kleiven
PREMIUM
NRC-NO NRC GROUP

Large potential once all moles are whacked

Q4: Weaker earnings, stronger order intake and cash flow. New guidance suggests '24e adj. EBIT of 140-160m. BUY, TP of NOK 14.

02/27/24 February 27, 2024 1 EN
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