reports
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- Njål Kleiven
- Martin Huseby Karlsen
- Luis de Toledo Heras
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
EO FAURECIA SA
ZIL2 ELRINGKLINGER AG
NXI NEXITY SA CLASS A
ACX ACERINOX SA
FR VALEO SE
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
SIX2 SIXT SE
VID VIDRALA SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
CIE CIE AUTOMOTIVE S.A.
KENDR KENDRION NV
BPOST BPOST SA
CON CONZZETA AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
MEL MELIA HOTELS INTERNATIONAL S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
CASH PROSEGUR CASH SA
BP. BP P.L.C.
DIGI DIGI COMMUNICATIONS NV
SMCP SMCP SA
SFG SPHERA FRANCHISE GROUP SA
GEST GESTAMP AUTOMOCION S.A.
EAT AMREST HOLDINGS SE
VK VALLOUREC SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHUR SHURGARD SELF STORAGE LIMITED
ENER GRUPO ECOENER S.A.
PLNW PLANISWARE
VIRI VIRIDIEN
- Luis de Toledo Heras
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
EO FAURECIA SA
ZIL2 ELRINGKLINGER AG
NXI NEXITY SA CLASS A
ACX ACERINOX SA
FR VALEO SE
SOC SUBSEA 7 S.A.
SIX2 SIXT SE
VID VIDRALA SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
CIE CIE AUTOMOTIVE S.A.
KENDR KENDRION NV
BPOST BPOST SA
CON CONZZETA AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
MEL MELIA HOTELS INTERNATIONAL S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
CASH PROSEGUR CASH SA
BP. BP P.L.C.
DIGI DIGI COMMUNICATIONS NV
SMCP SMCP SA
GEST GESTAMP AUTOMOCION S.A.
VK VALLOUREC SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHUR SHURGARD SELF STORAGE LIMITED
ENER GRUPO ECOENER S.A.
PLNW PLANISWARE
VIRI VIRIDIEN
- Martin Huseby Karlsen
Subsea 7 (Hold, TP: NOK205.00) - Operating excellence continued
Although its operating performance continues to exceed expectations (Q4 was the fifth consecutive quarter with a c10% beat on EBITDA estimates), investor excitement has eased following the Saipem7 announcement. We consider the market outlook for Subsea 7 to be solid, forecasting sustained margin expansion. At the same time, inside the Saipem conglomerate ahead, we believe a discount multiple will be applied by investors. Hence, we reiterate our HOLD and NOK205 target price.
- Martin Huseby Karlsen
Petrobras claim to drilling contractors related to Sete project
Seadrill said on its earnings call that it recently had received a claim of USD213m from Petrobras related to its involvement in the Sete project in Brazil. Sete was launched in 2011, looking to build 29 deepwater rigs in Brazil, with involvement from several drilling contractors; Seadrill, Odfjell Drilling, Queiroz Galvao (now Constellation), Odebrecht (now Foresea), Petroserv (now Ventura Offshore) and Etesco. Seadrill said local and international peers have received similar claims. It further...
- Martin Huseby Karlsen
Update on Aramco and Pemex
In the jackup market, suspensions by Saudi Aramco and Pemex over the past 12 months have created continued uncertainty among investors. We see the overhang of 11 ex-Aramco premium jackups yet to be re-contracted extending through 2025. Looking ahead, we believe the worst is behind us, but we still see a risk of further reductions in Saudi Aramco’s rig count, possibly through additional suspensions of 2–5 rigs, while other rigs are set to be extended. In Mexico, uncertainty remains high, and it i...
- Aaron Brodjanac
- Baptiste Salaville
- Chaima Ferrandon
- Charlotte Vaisse
- Marc Lavaud
- Sven Edelfelt
- Thomas Zlowodzki
1COV COVESTRO AG
VIE VEOLIA ENVIRONNEMENT SA
PEO BANK POLSKA KASA OPIEKI SA
TKA THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
SLB.N SCHLUMBERGER NV
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SK SEB SA
GTT GAZTRANSPORT & TECHNIGAZ SA
SSAB A SSAB AB CLASS A
FGR EIFFAGE SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
AGS AGEAS SA/NV
SZG SALZGITTER AG
BEI BEIERSDORF AG
VOE VOESTALPINE AG
EOAN E.ON SE
ACX ACERINOX SA
ENI ENI S.P.A.
GRF GRIFOLS S.A. CLASS A
GEBN GEBERIT AG
ERA ERAMET SA
UCB UCB S.A.
DTE DEUTSCHE TELEKOM AG
P2F PETROFAC LIMITED
CRG CRH PLC
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
NDA AURUBIS AG
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
KGX KION GROUP AG
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
PRY PRYSMIAN S.P.A.
RACE FERRARI NV
TRE TECNICAS REUNIDAS SA
GRF.P GRIFOLS S.A. PREF CLASS B
RIO RIO TINTO PLC
TEC TECHNIPFMC PLC
BHP BHP GROUP LTD
BP. BP P.L.C.
PIRC PIRELLI & C. S.P.A.
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
AKZA AKZO NOBEL N.V.
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
STLA STELLANTIS N.V.
TE TECHNIP ENERGIES NV
CTPNV CTP NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
SYENS SYENSQO
VIRI VIRIDIEN
- Baptiste Salaville
- Charlotte Vaisse
- Emmanuel Matot
- Marc Lavaud
IPS IPSOS
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
SOP SOPRA STERIA GROUP SA
SLB.N SCHLUMBERGER NV
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
GTT GAZTRANSPORT & TECHNIGAZ SA
SSAB A SSAB AB CLASS A
MF WENDEL SE
SZG SALZGITTER AG
ITP INTERPARFUMS
FII LISI SA
FNAC FNAC DARTY SA
VOE VOESTALPINE AG
ACX ACERINOX SA
G24 SCOUT24 AG
ERA ERAMET SA
P2F PETROFAC LIMITED
IMPN IMPLENIA AG
POS PORR AG
GLB GLANBIA PLC
CFEB COMPAGNIE D'ENTREPRISES CFE SA
SUN SULZER AG
VRNL VERNEUIL PARTICIPATIONS
TUB TUBACEX S.A.
HEIJM HEIJMANS N.V. CERT
SOC
SIX2 SUBSEA 7 S.A.
CTAC SIXT SE
AIXA CTAC N.V.
NDA AIXTRON SE
FTON AURUBIS AG
WIE FEINTOOL INTERNATIONAL HOLDING AG
VLK WIENERBERGER AG
SBO VAN LANSCHOT KEMPEN NV CERT. OF SHS
SESL SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AALB SES-IMAGOTAG SA
AMG AALBERTS N.V.
FDR AMG ADVANCED METALLURGICAL GROUP N.V.
SIGHT FLUIDRA S.A.
CON GENSIGHT BIOLOGICS SA
TGS CONZZETA AG
CSM TGS-NOPEC GEOPHYSICAL COMPANY ASA
TRE CORBION NV
IDR TECNICAS REUNIDAS SA
RIO INDRA SISTEMAS S.A. CLASS A
TEC RIO TINTO PLC
BHP TECHNIPFMC PLC
HOME BHP GROUP LTD
BFSA NEINOR HOMES SA
AMAG BEFESA SA
CAF AMAG AUSTRIA METALL AG
GRE CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
DSC1 GRENERGY RENOVABLES
HAG DUTCH STAR C SHAR
VK HENSOLDT AG
UPG VALLOUREC SA
AML UNIFIEDPOST GROUP
TE ASTON MARTIN LAGONDA GLOBAL HOLDINGS
EFIC1 TECHNIP ENERGIES NV
CTPNV EUROPEAN FINTECH IPO CO 1 BV
DEME CTP NV
SPM DEME GROUP NV
ADTN SAIPEM S.P.A.
TEN ADTRAN HOLDINGS INC
PLNW TENARIS S.A.
VIRI PLANISWARE
VIRIDIEN
- Baptiste Salaville
- Charlotte Vaisse
- Emmanuel Matot
- Marc Lavaud
IPS IPSOS
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
SOP SOPRA STERIA GROUP SA
SLB.N SCHLUMBERGER NV
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
GTT GAZTRANSPORT & TECHNIGAZ SA
SSAB A SSAB AB CLASS A
MF WENDEL SE
SZG SALZGITTER AG
ITP INTERPARFUMS
FII LISI SA
FNAC FNAC DARTY SA
VOE VOESTALPINE AG
ACX ACERINOX SA
G24 SCOUT24 AG
ERA ERAMET SA
P2F PETROFAC LIMITED
IMPN IMPLENIA AG
POS PORR AG
GLB GLANBIA PLC
CFEB COMPAGNIE D'ENTREPRISES CFE SA
SUN SULZER AG
VRNL VERNEUIL PARTICIPATIONS
TUB TUBACEX S.A.
HEIJM HEIJMANS N.V. CERT
SOC
SIX2 SUBSEA 7 S.A.
CTAC SIXT SE
AIXA CTAC N.V.
NDA AIXTRON SE
FTON AURUBIS AG
WIE FEINTOOL INTERNATIONAL HOLDING AG
VLK WIENERBERGER AG
SBO VAN LANSCHOT KEMPEN NV CERT. OF SHS
SESL SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AALB SES-IMAGOTAG SA
AMG AALBERTS N.V.
FDR AMG ADVANCED METALLURGICAL GROUP N.V.
SIGHT FLUIDRA S.A.
CON GENSIGHT BIOLOGICS SA
TGS CONZZETA AG
CSM TGS-NOPEC GEOPHYSICAL COMPANY ASA
TRE CORBION NV
IDR TECNICAS REUNIDAS SA
RIO INDRA SISTEMAS S.A. CLASS A
TEC RIO TINTO PLC
BHP TECHNIPFMC PLC
HOME BHP GROUP LTD
BFSA NEINOR HOMES SA
AMAG BEFESA SA
CAF AMAG AUSTRIA METALL AG
GRE CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
DSC1 GRENERGY RENOVABLES
HAG DUTCH STAR C SHAR
VK HENSOLDT AG
UPG VALLOUREC SA
AML UNIFIEDPOST GROUP
TE ASTON MARTIN LAGONDA GLOBAL HOLDINGS
EFIC1 TECHNIP ENERGIES NV
DEME EUROPEAN FINTECH IPO CO 1 BV
SPM DEME GROUP NV
ADTN SAIPEM S.P.A.
TEN ADTRAN HOLDINGS INC
PLNW TENARIS S.A.
VIRI PLANISWARE
VIRIDIEN
- Aaron Brodjanac
- Baptiste Salaville
- Chaima Ferrandon
- Charlotte Vaisse
- Marc Lavaud
- Sven Edelfelt
- Thomas Zlowodzki
1COV COVESTRO AG
VIE VEOLIA ENVIRONNEMENT SA
PEO BANK POLSKA KASA OPIEKI SA
TKA THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
SLB.N SCHLUMBERGER NV
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SK SEB SA
GTT GAZTRANSPORT & TECHNIGAZ SA
SSAB A SSAB AB CLASS A
FGR EIFFAGE SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
AGS AGEAS SA/NV
SZG SALZGITTER AG
BEI BEIERSDORF AG
VOE VOESTALPINE AG
EOAN E.ON SE
ACX ACERINOX SA
ENI ENI S.P.A.
GRF GRIFOLS S.A. CLASS A
GEBN GEBERIT AG
ERA ERAMET SA
UCB UCB S.A.
DTE DEUTSCHE TELEKOM AG
P2F PETROFAC LIMITED
CRG CRH PLC
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
NDA AURUBIS AG
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
PRY PRYSMIAN S.P.A.
RACE FERRARI NV
TRE TECNICAS REUNIDAS SA
GRF.P GRIFOLS S.A. PREF CLASS B
RIO RIO TINTO PLC
TEC TECHNIPFMC PLC
BHP BHP GROUP LTD
BP. BP P.L.C.
PIRC PIRELLI & C. S.P.A.
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
AKZA AKZO NOBEL N.V.
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
STLA STELLANTIS N.V.
TE TECHNIP ENERGIES NV
CTPNV CTP NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
SYENS SYENSQO
VIRI VIRIDIEN
- Baptiste Lebacq
- Jean-François Granjon
GTT GAZTRANSPORT & TECHNIGAZ SA
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
VIRI VIRIDIEN
- Baptiste Lebacq
- Jean-François Granjon
GTT GAZTRANSPORT & TECHNIGAZ SA
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
VIRI VIRIDIEN
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- Njål Kleiven
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
Key information relating to the proposed cash dividend to be paid by S...
Key information relating to the proposed cash dividend to be paid by Subsea 7 S.A. Luxembourg – 27 February 2025 - Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY, the Company) today announced that its Board of Directors will recommend to the shareholders at the Annual General Meeting of the Company to be held on 8 May 2025 (the AGM) that a dividend of NOK 13.00 per share be paid, in two instalments, equivalent to a total dividend of approximately USD 350 million. Key information relating to the first instalment of the cash dividend to be paid by Subsea 7 S.A. Dividend amount: 6.5 per shareA...
Subsea 7 S.A. Announces Fourth Quarter and Full Year 2024 Results
Subsea 7 S.A. Announces Fourth Quarter and Full Year 2024 Results Luxembourg – 27 February 2025 – Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY, ISIN: LU0075646355, the Company) announced today results of Subsea7 Group (the Group, Subsea7) for the fourth quarter and full year which ended 31 December 2024. Unless otherwise stated the comparative period is the full year which ended 31 December 2023. Highlights Full year Adjusted EBITDA of $1,090 million, up 53% on the prior year, equating to a margin of 16%Fourth quarter Adjusted EBITDA of $315 million, up 29% on the prior year period, eq...
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