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AWP ARISE AB

Arise AB: 1 director

A director at Arise AB bought 10,000 shares at 42.940SEK and the significance rating of the trade was 54/100. 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 clearly show...

02/26/24 February 26, 2024 1 EN
Hanna Forsgren ... (+2)
  • Hanna Forsgren
  • Olof Cederholm
AWP ARISE AB

Arise - A solid report but weak winds

We lower ’23e EBIT by 4% Negatively affected by hedge prices The share is trading at ~6x P/E on 2023e

11/10/22 November 10, 2022 1 EN
Hanna Forsgren ... (+2)
  • Hanna Forsgren
  • Olof Cederholm
AWP ARISE AB

Arise - Strong Q3 helped by Kölvallen

EBITDA SEK 713m vs. ABGSCe SEK 718m Renewable energy project portfolio of >2,600 MW Conference call at 11.00 CET

11/09/22 November 9, 2022 1 EN
Hanna Forsgren ... (+2)
  • Hanna Forsgren
  • Olof Cederholm
AWP ARISE AB

Arise - Boosted by Kölvallen sale

Q3 due on Wednesday, 9 November Sale of Kölvallen the key EBIT driver Share trading at ~3x adj. EV/EBIT on 2023e

11/04/22 November 4, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
AWP ARISE AB

Arise - Kölvallen transaction a key value driver

Q2 report overshadowed by Kölvallen divestment Kölvallen to add SEK 690m to Q3 Value range at SEK 80-130

07/19/22 July 19, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
AWP ARISE AB

Arise - Solid start to 2022

Q1’22 EBITDA in line with our expectation We leave ’22e-’23e EBITDA roughly unchanged Maintain SEK 60-120 fair value range

05/04/22 May 4, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
AWP ARISE AB

Arise - Good Q1 with EBITDA in line with expectations

Q1’22 EBITDA of SEK 61m, in line with ABGSCe Production EBITDA SEK 65m above ABGSCe SEK 59m Limited earnings revisions expected

05/04/22 May 4, 2022 1 EN
Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+22)

Powerpoint Sector Report - Renewable weekly - Theme of the week: Renew...

Comparing renewable company growth targets Companies have ambitious targets Solid week for Nordic renewable shares last week

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
AWP ARISE AB
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
QFUEL QUANTAFUEL AS
CADLR CADELER
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
OHT OHT
AKH AKER HORIZONS
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
OX2 OX2
VWS VESTAS WIND SYSTEMS
GARO GARO AKTIEBOLAG
GREENH GREEN HYDROGEN SYSTEMS AS
EWIND EDDA WIND ASA
03/24/22 March 24, 2022 1 EN
Christer Linde
  • Christer Linde
PREMIUM
OSSR OSSUR HF.
GOMX GS SWEDEN AB ... (+25)

Strategy Fast Comment - Summary of ABGSC Investor Days, 8-9 March

38 companies presented at the seminar Mostly Swedish small caps attending See links to all company recordings

OSSR OSSUR HF.
GOMX GS SWEDEN AB
BRG B BERGS TIMBER
RROS ROTTNEROS AB
PREC PRECISE BIOMETRICS AB A
INXL AVENSIA INNOVATION AB
FPIP FORMPIPE SOFTWARE AB
AWP ARISE AB
MAHA A MAHA ENERGY
STEF B STENDOERREN FASTIGHETER AB CLASS B
VEFL SDB VOSTOK EMERGING FINANCE LTD
TRIAN B FASTIGHETS AB TRIANON CLASS B
MTHH MT HOJGAARD HOLDING
ULTI ULTIMOVACS
BOUL BOULE DIAGNOSTICS AB
IVACC INTERVACC AB
FAST A FASTPARTNER AB
ADDT B ADDTECH AB CLASS B
THUNDR THUNDERFUL GROUP
SEAF SEAFIRE
NWG NORDIC WATERPROOFING HOLDING AB
ORN ORN SOFTWARE
IRLAB A IRLAB THERAPEUTICS
PTRK PHYSITRACK
SECARE SWEDENCARE AB
03/21/22 March 21, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
AWP ARISE AB

Arise - Electricity price outlook remains strong

Q4’21 adj. EBIT of SEK 45m vs. ABGSCe SEK 52m Kölvallen still planned to be sold in Q2 Lower EBIT on lower margins & realised electricity prices

02/25/22 February 25, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
AWP ARISE AB

Arise - High electricity prices support estimates

Q4’21 report due on 17 February We raise ’21-’23e EBIT by 2-5% on higher electricity prices Increase fair value range to SEK 60-140 (50-118)

01/20/22 January 20, 2022 1 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+22)

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

Accelerating renewable growth rates Renewable capacity growth driven by solar and wind Soft week for Nordic renewable shares

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
AWP ARISE AB
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
QFUEL QUANTAFUEL AS
CADLR CADELER
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
OHT OHT
AKH AKER HORIZONS
FERRO FERROAMP ELEKTRONIK
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
GREENH GREEN HYDROGEN SYSTEMS
OX2 OX2
VWS VESTAS WIND SYSTEMS
GARO GARO AKTIEBOLAG
12/02/21 December 2, 2021 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
AWP ARISE AB

Arise - Hedging lowers ’22e earnings risks

Q3’21 EBIT of SEK 61m vs. ABGSCe of SEK 56m Hedging of electricity prices for Q4’21e and ‘22e Maintain SEK 50-118 value range

11/11/21 November 11, 2021 12 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
AWP ARISE AB

Arise - Good Q3, hedging high electricity prices

Q3’21 EBITDA of SEK 76m, +4% vs. ABGSCe Hedging 1/3 of ‘22e electricity production at EUR 80/MWh Project pipeline at 2.6 GW, ongoing projects as expected

11/10/21 November 10, 2021 5 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
AWP ARISE AB

Arise - Expect better Q3 from development/production

Q3 report due on Nov 10 at 8.00 CET We expect Q3 EBITDA of SEK 73m Fair value range of SEK 50-118 reiterated

11/09/21 November 9, 2021 11 EN
Ofelia Aspemyr
  • Ofelia Aspemyr
AWP ARISE AB

Arise - Good project execution needed

Q2’21 EBIT of SEK -6m (vs. ABGSCe at SEK 7m) Est. revisions from postponed projects and lower margins New value range of SEK 50-118 (53-122)

07/21/21 July 21, 2021 10 EN
Ofelia Aspemyr
  • Ofelia Aspemyr
AWP ARISE AB

Arise - Pipeline expansion from partnership

Entering partnership with HT Skogar in price area SE3 Increases development portfolio to >2.6 GW (~1.1 GW) We raise our fair value range to SEK 53-122 (49-114)

07/19/21 July 19, 2021 9 EN
Ofelia Aspemyr
  • Ofelia Aspemyr
AWP ARISE AB

Arise - Materialising the divestment of 240 MW

Divesting the Ranasjö and Salsjöhöjden wind farms ’21-’23e est. adjustments due to project timing and profits Fair value range reiterated; SEK 49-114 per share

05/28/21 May 28, 2021 10 EN
Ofelia Aspemyr
  • Ofelia Aspemyr
AWP ARISE AB

Arise - Own producion showed improved profitability

Q1 EBITDA of SEK 23m (ABGSCe at SEK 20m) Own production slightly better than expected Trading at 9.5x ‘21e EV/EBITDA, down to 2.3x in ‘22e

05/05/21 May 5, 2021 4 EN
Ofelia Aspemyr
  • Ofelia Aspemyr
AWP ARISE AB

Arise - Taking a long-term perspective

A closer look at the project business Valuing the long-term portfolio with 100-300 MW added p.a. Value range of SEK 53-117/share, depending on pipeline

04/20/21 April 20, 2021 23 EN
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