View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports

Vestas Wind Systems A/S: Update following rating affirmation

Our credit view of this issuer reflects its solid liquidity profile and a conservative financial policy, constrained by its input cost inflation.

Vestas Wind Systems AS: 1 director

A director at Vestas Wind Systems AS sold 4,500 shares at 181.560DKK and the significance rating of the trade was 58/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years ...

Vestas Wind Systems A/S: Gradual improvement of op. performance in Q2 ...

We take comfort from a gradual improvement in Vestas' operating perfomance during Q2 2023 and expect a return to solid profitability during 2024.

Vestas Wind Systems A/S: Update following downgrade to Baa2

Our credit view of this issuer reflects its solid liquidity profile and a conservative financial policy, constrained by high input cost inflation.

Vestas Wind Systems A/S: Update following outlook change

Our credit view of this issuer reflects its moderate financial leverage and high cash balance, against its input cost inflation.

Vestas Wind Systems A/S: Update following rating affirmation

Our credit view of this issuer reflects its solid liquidity profile and conservative financial policy, against its impact of COVID-19 pandemic and its challenging market environment.

Vestas Wind Systems A/S: Profit guidance for 2021 lowered, a credit ne...

Moody's view on Vestas' 2nd profit warning in 2021 - a credit negative. Rating remains unchanged albeit with limited headroom.

Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - cost ...

Typical cost split for offshore wind farms The life cycle costs of offshore wind farms Solid week for Nordic renewable shares

Casper Blom
  • Casper Blom

Vestas Wind Systems - Heads-up for report 3 November

Vestas will report Q3 on Wednesday 3 November. A conference call will follow at 10:00 am CET, dial in: 4 or , pin code: 46050492#

Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - Offsh...

Offshore substations explained Need for substations increases with wind farm capacity & distance to shore Strong week for Nordic renewable shares

Casper Blom
  • Casper Blom

Vestas Wind Systems - Act with caution ahead of Q3

Steel prices and freight costs a burden We lower our EBIT estimates by 7-8% HOLD stands, with target price down to DKK 225 (250)

Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weeky: Theme of the week - the EU...

EU ETS crucial for meeting GHG emission targets Carbon price now at ATH, positive for renewables Soft week for Nordic renewable shares

Casper Blom
  • Casper Blom

Vestas Wind Systems - Q3 orders a touch below ABGSCe

Q3 2021 announced orders of 3.2 GW US in the lead, average service length of 17 years We expect a neutral share price reaction

Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - the o...

We published a report on the offshore wind construction market Initiation of Cadeler and OHT Solid week for Nordic renewable shares

Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - cost ...

Transportation costs increase when deviating from the original plan Steel prices are up ~150% Soft week for Nordic renewable shares

Casper Blom
  • Casper Blom

Vestas Wind Systems - Q3 order intake estimate within reach

Reaching our order forecast is not at all impossible We worry more about costs and 2022 earnings… … and stay cautious – HOLD

Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - lead ...

Lead times for offshore wind parks are 7-11 years Lead times for onshore wind parks are 4-8 years Solid week for Nordic renewable shares

Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - elect...

Real-time overview of carbon intensity of electricity Hydrogen seminar on 16 September Strong week for Nordic renewable shares

Moody's announces completion of a periodic review of ratings of Vestas...

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Vestas Wind Systems A/S. Global Credit Research- 25 Aug 2021. Frankfurt am Main, August 25, 2021-- Moody's Investors Service has completed a periodic review of the ratings of Vestas Wind Systems A/S and other ratings that are associated with the same analytical unit.

Casper Blom
  • Casper Blom

Sector Fast Comment - MingYang enters the scene

First 16 GW turbine comes from MingYang Increased competition for the OEMs? Should help drive down LCOE

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch