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ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
05/26/25 May 26, 2025 1 EN
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
AKRBF AKER BP ASA
AKAST AKASTOR ASA
SSO SCATEC ASA
05/08/25 May 8, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+2)
  • ABGSC Oil & Oil Services Research
  • Njål Kleiven
05/07/25 May 7, 2025 1 EN
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
EQNR EQUINOR ASA
AKAST AKASTOR ASA
ORSTED ORSTED
NEL NEL ASA
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
AKSOO AKER SOLUTIONS ASA
EWIND EDDA WIND ASA
04/30/25 April 30, 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
04/03/25 April 3, 2025 1 EN
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Njål Kleiven
  • Stian Wibstad
AKAST AKASTOR ASA
SOC SUBSEA 7 S.A.
PLSV PARATUS ENERGY SERVICES LTD.
03/05/25 March 5, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
  • Njål Kleiven
02/16/25 February 16, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
AKAST AKASTOR ASA
HEX HEXAGON COMPOSITES ASA
A2QKGG HEXAGON PURUS
AKH AKER HORIZONS
02/13/25 February 13, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+6)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
AKRBF AKER BP ASA
EQNR EQUINOR ASA
AKAST AKASTOR ASA
PGS PGS 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
BORR BORR DRILLING LTD
VAR VAR ENERGI ASA
SEAPT-NO SEACREST PETROLEO
DOFG DOF GROUP ASA
01/10/25 January 10, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Oliver Dunvold
  • Stian Wibstad
AKAST AKASTOR ASA
HEX HEXAGON COMPOSITES ASA
PEN PANORO ENERGY ASA
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
IPCO INTERNATIONAL PETROLEUM CORP
VWS VESTAS WIND SYSTEMS
12/03/24 December 3, 2024 1 EN
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
AKAST AKASTOR ASA
ORSTED ORSTED
HEX HEXAGON COMPOSITES ASA
AKER AKER ASA CLASS A
DNO DNO ASA CLASS A
CADLR CADELER
11/06/24 November 6, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+2)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
11/04/24 November 4, 2024 1 EN
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
AKRBF AKER BP ASA
EQNR EQUINOR ASA
AKAST AKASTOR ASA
SOC SUBSEA 7 S.A.
VWS VESTAS WIND SYSTEMS
BORR BORR DRILLING LTD
VAR VAR ENERGI ASA
TETY-SE TETHYS OIL
10/30/24 October 30, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+6)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
  • John Olaisen
  • Martin Mauseth
  • Oliver Dunvold
  • Stian Wibstad
PREMIUM
AKRBF AKER BP ASA
EQNR EQUINOR ASA ... (+22)

Crude Quarterly Q3'24: Lower oil price

Oil inventory draws for the rest of 2024. IEA is wrong – peak demand is not imminent. Both E&P and oil service shares look highly attractive.

AKRBF AKER BP ASA
EQNR EQUINOR ASA
AKAST AKASTOR ASA
PGS PGS 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
BORR BORR DRILLING LTD
VAR VAR ENERGI ASA
SEAPT-NO SEACREST PETROLEO
SDRL-NO SEADRILL
DOFG DOF GROUP ASA
09/25/24 September 25, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+5)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
  • John Olaisen
  • Martin Mauseth
  • Stian Wibstad
PREMIUM
AKRBF AKER BP ASA
EQNR EQUINOR ASA ... (+22)

Crude Quarterly Q2'24: tighter oil market ahead

Oil inventory draws for the rest of 2024. IEA is wrong – peak demand is not imminent. Both E&P and oil service shares look highly attractive.

AKRBF AKER BP ASA
EQNR EQUINOR ASA
AKAST AKASTOR ASA
PGS PGS 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
BORR BORR DRILLING LTD
VAR VAR ENERGI ASA
SEAPT-NO SEACREST PETROLEO
SDRL-NO SEADRILL
DOFG DOF GROUP ASA
06/26/24 June 26, 2024 1 EN
ABGSC Oil & Oil Services Research ... (+2)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
PREMIUM
AKAST AKASTOR ASA

Another value-accretive event

Q1 net capital employed up to NOK 17.2 per share. More could materialise during the year. Still significant discount to fair value - BUY.

04/28/24 April 28, 2024 1 EN
Haakon Amundsen
  • Haakon Amundsen
PREMIUM
AKAST AKASTOR ASA

Akastor - Fundamentals continue in the right direction

Positive underlying development in the quarter LTM HMH adj. EBITDA of USD 103m Net capital employed NOK 16 per share - BUY

10/27/22 October 27, 2022 1 EN
Haakon Amundsen
  • Haakon Amundsen
PREMIUM
AKAST AKASTOR ASA

Akastor - Exits likely this cycle

Solid HMH Q2, but strength driven by termination fee The sector outlook is strong… …and should provide opportunities to monetise: BUY

07/14/22 July 14, 2022 1 EN
Haakon Amundsen
  • Haakon Amundsen
PREMIUM
AKAST AKASTOR ASA

Akastor - Fundamentals improving across the portfolio

Preparing HMH for a separate listing Strategic roadmap maintained Improvement in fundamentals also facilitates deals - BUY

04/29/22 April 29, 2022 1 EN
Haakon Amundsen ... (+4)
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Stian Wibstad
PREMIUM
AKRBF AKER BP ASA
EQNR EQUINOR ASA ... (+19)

Sector Report - Q1 previews and higher oil price assumptions

Key asset HMH well set for market improvement The offshore cycle should be strong enough to lift HMH Material discount to fair value – BUY (Hold) – NOK 12 (7)

AKRBF AKER BP ASA
EQNR EQUINOR ASA
NOR NORWEGIAN ENERGY CO. ASA
AKAST AKASTOR ASA
PGS PGS ASA
SOC SUBSEA 7 S.A.
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
DRLCO DRILLING COMPANY OF 1972
BORR BORR DRILLING
MSEIS MAGSEIS FAIRFIELD
OKEA OKEA
BWE BW ENERGY
VAR VAR ENERGI ASA
04/22/22 April 22, 2022 1 EN
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