View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

   reports
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
HEX HEXAGON COMPOSITES ASA
PEN PANORO ENERGY ASA
SSO SCATEC ASA
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
OTL ODFJELL TECHNOLOGY LTD
DOFG DOF GROUP ASA
SEA1 SEA1 OFFSHORE INC.
19h / 30m 19h / 30m 1 EN
ABGSC Shipping & Transport Research ... (+4)
  • ABGSC Shipping & Transport Research
  • Martin Mauseth
  • Oliver Dunvold
  • Petter Haugen
07/24/25 July 24, 2025 1 EN
ABGSC Shipping & Transport Research ... (+4)
  • ABGSC Shipping & Transport Research
  • Martin Mauseth
  • Oliver Dunvold
  • Petter Haugen
07/17/25 July 17, 2025 1 EN
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
NOR NORWEGIAN ENERGY CO. ASA
AKAST AKASTOR ASA
ODL ODFJELL DRILLING
07/10/25 July 10, 2025 1 EN
Julia Sundvall ... (+2)
  • Julia Sundvall
  • Philip Ekengren
07/09/25 July 9, 2025 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Martin Mauseth
  • Simon Brun
KOG KONGSBERG GRUPPEN ASA
07/09/25 July 9, 2025 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Martin Mauseth
  • Petter Haugen
07/09/25 July 9, 2025 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Martin Mauseth
  • Simon Brun
KOG KONGSBERG GRUPPEN ASA
07/09/25 July 9, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+5)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
AKRBF 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 Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
ODL ODFJELL DRILLING
OTL ODFJELL TECHNOLOGY LTD
SEA1 SEA1 OFFSHORE INC.
06/17/25 June 17, 2025 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Simon Brun
KOG KONGSBERG GRUPPEN ASA
06/13/25 June 13, 2025 1 EN
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
SOC SUBSEA 7 S.A.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
TC TEST COMPANY
DOFG DOF GROUP ASA
PLSV PARATUS ENERGY SERVICES LTD.
VTURA VENTURA OFFSHORE HLDGS LTD
06/06/25 June 6, 2025 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Martin Mauseth
  • Petter Haugen
05/20/25 May 20, 2025 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Martin Mauseth
  • Petter Haugen
05/20/25 May 20, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Njål Kleiven
  • Stian Wibstad
ODL ODFJELL DRILLING
05/16/25 May 16, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Njål Kleiven
  • Stian Wibstad
ODL ODFJELL DRILLING
05/16/25 May 16, 2025 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Martin Mauseth
  • Petter Haugen
05/16/25 May 16, 2025 1 EN
ABGSC Services Research ... (+2)
  • ABGSC Services Research
  • Stefan Knutsson
05/09/25 May 9, 2025 1 EN
Martin Huseby Karlsen
  • Martin Huseby Karlsen
Free Trial
SDRL SEADRILL LTD
ODL Odfjell Drillin... ... (+10)

Needs to lock in 2026

Offshore Drilling (DNB Markets) (, ) - (39 pages)

SDRL SEADRILL LTD
ODL ODFJELL DRILLING
RIGN TRANSOCEAN LTD.
BORR BORR DRILLING
SHLF SHELF DRILLING LTD.
VAL VALARIS LTD
NE NOBLE CORP NEW
DDRIL DOLPHIN DRILLING
VTURA VENTURA OFFSHORE
PLSV PARATUS ENERGY SERVICES LTD.
05/08/25 May 8, 2025 1 EN
Niclas Gehin
  • Niclas Gehin
Free Trial
KOG Kongsberg Grupp...

Kongsberg Gruppen (Sell, TP: NOK1250.00) - Expectations are set too hi...

We have downgraded Kongsberg Gruppen to SELL (HOLD) and lowered our target price to NOK1,250 (1,450). We believe the 2025e P/E of 46x overstates its growth capabilities 1) on an absolute basis, in a scenario where all of NATO reaches defence spending of 3.3% of GDP; and 2) compared to other defence companies as, in our view, the market appears to miss that only 20% of its 2024 sales were from European defence spending.

KOG KONGSBERG GRUPPEN ASA
05/08/25 May 8, 2025 1 EN
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest
Save

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
Save

ResearchPool Subscriptions

Get the most out of your insights

Get in touch