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PAAL B Per Aarsleff Ho...

Per Aarsleff Holding AS: 1 director

A director at Per Aarsleff Holding AS bought 500 shares at 312.000DKK and the significance rating of the trade was 52/100. 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...

PAAL B PER AARSLEFF HOLDING A/S
12/20/23 December 20, 2023 1 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - Delivering an early Christmas present

Strong activity and order intake for Q4’20/21 Guiding for a strong FY’21/22 with upside from execution We raise TP by 8% in line with est. changes, BUY

PAAL B PER AARSLEFF HOLDING A/S
12/22/21 December 22, 2021 1 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - A very strong end to a 2020/21 FY

Q4 EBIT/Orders: +10%/+36% vs. cons. As expected, a careful DKK 700m guidance for ‘21/22e Strong momentum continues, we reiterate BUY

PAAL B PER AARSLEFF HOLDING A/S
12/21/21 December 21, 2021 1 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - Early procurement had hedged inflation

A solid Q3 EBIT and expected guidance upgrade Miss on underlying order intake but pipeline seems solid We reiterate our TP of DKK 370 and BUY rating

PAAL B PER AARSLEFF HOLDING A/S
08/27/21 August 27, 2021 15 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - No drama this late in the financial year

Q3 EBIT +17% vs. cons, but guidance adj. in-line Order intake suggests limited underlying growth in Q3 Limited est. changed expected; we reiterate BUY

PAAL B PER AARSLEFF HOLDING A/S
08/26/21 August 26, 2021 5 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - Healthy activity continuing into the summer

Healthy underlying order growth plus Chr. Hansen HQ The market has likely priced in a small guidance upgrade We maintain BUY and include recent M&A in estimates

PAAL B PER AARSLEFF HOLDING A/S
07/07/21 July 7, 2021 14 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - Momentum supports a share buyback

EBIT and order intake +18% and +16% vs. cons for Q2 Slight guidance upgrade with DKK 125m in SBB Overall strong momentum continues

PAAL B PER AARSLEFF HOLDING A/S
05/28/21 May 28, 2021 5 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - Higher completion rates lower risk profile

We forecast a significant share buyback in the Q2 report Pre-close call with CFO shows confidence in pipeline TP +9% to DKK 380 (350), reiterate BUY

PAAL B PER AARSLEFF HOLDING A/S
04/23/21 April 23, 2021 15 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - Another busy quarter of high utilisation

Momentum in orders and delayed pipeline is returning Order pipeline remains strong in Nordics Guidance reiterated, we maintain the TP and BUY

PAAL B PER AARSLEFF HOLDING A/S
02/26/21 February 26, 2021 15 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - Heads-up for report 25 February

The company will report its Q1 on Thursday 25 February. An investor conference call will follow at CET 10:30, hosted by ABGSC

PAAL B PER AARSLEFF HOLDING A/S
02/21/21 February 21, 2021 5 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - Slow and steady is positive in cyclical markets

Lowers equity and increases distribution to investors Margin uplift in H2e following project de-risking We increase our TP by 13%, we reiterate BUY

PAAL B PER AARSLEFF HOLDING A/S
12/22/20 December 22, 2020 17 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - Adding risk to the business, but carefully

Strong Q4 order intake with limited worries for next FY Guides EBIT of DKK 600m (we expected DKK 620-650m) But with larger/complex projects, are more conservative

PAAL B PER AARSLEFF HOLDING A/S
12/21/20 December 21, 2020 6 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - Heads-up for report on 21 December

Company will report Q4/FY on Monday, 21 December. A conference call will follow the following day at 08:30.

PAAL B PER AARSLEFF HOLDING A/S
12/18/20 December 18, 2020 5 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - Q4 order book closes in-line with estimates

We’re comfortable with our order intake for Q4 … we expect 12% y-o-y growth adj. for two orders We hope to see an upbeat guidance incl. in our estimates

PAAL B PER AARSLEFF HOLDING A/S
10/01/20 October 1, 2020 5 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - Strong order intake momentum this week

Geotechnical study for DKK 3.4bn Nordhavn won today … well aligned with Fehmarn statements last week Well aligned with our high order intake estimate. BUY.

PAAL B PER AARSLEFF HOLDING A/S
09/01/20 September 1, 2020 5 EN
Aksel Øverland Engebakken ... (+4)
  • Aksel Øverland Engebakken
  • Erik Moberg
  • Laurits Kjærgaard
  • Martin Kaland
PREMIUM
BOUV BOUVET ASA
NRS Norway Royal Sa... ... (+5)

Talking Points - Bakkafrost (Buy): Signs of improvement in Scotland

Per Aarsleff Holding (Buy) Post-result: Underlying performance remains strong Challenging to reap price premiums, but adapting well High quality and high growth, reiterate BUY

BOUV BOUVET ASA
NRS NORWAY ROYAL SALMON ASA
PAAL B PER AARSLEFF HOLDING A/S
BAKKA BAKKAFROST P/F
BETCO BETTER COLLECTIVE A/S
08/26/20 August 26, 2020 6 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - Underlying performance remains strong

Strong Q3 EBIT margin of 5.7% (+2pp vs. cons) The 7% EBIT upgrade was already in our estimates TP +10% on estimates, still trades at a discount to peers

PAAL B PER AARSLEFF HOLDING A/S
08/26/20 August 26, 2020 17 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Haakon Amundsen
  • Laurits Kjærgaard
PREMIUM
GABR Gabriel Holding...
ARCHERO ARCHER ... (+4)

Talking Points - Archer Limited (Hold): Probably better than feared

Argentina again the weak spot Less balance sheet risk if we avoid another round

GABR GABRIEL HOLDING A/S
ARCHERO ARCHER
TOBII TOBII AB
PAAL B PER AARSLEFF HOLDING A/S
08/11/20 August 11, 2020 5 EN
Laurits Kjærgaard
  • Laurits Kjærgaard
PREMIUM
PAAL B Per Aarsleff Ho...

Per Aarsleff Holding - 8-12% EBIT guidance upgrade is likely

Q3’19/20e: flat growth and -1pp EBIT margin reduction …but with a high possibility for an 8-12% EBIT upgrade We increase TP by 10% to DKK 280 (250), reiterate BUY

PAAL B PER AARSLEFF HOLDING A/S
08/10/20 August 10, 2020 18 EN
Laurits Kjærgaard ... (+2)
  • Laurits Kjærgaard
  • Lukas Daul
PREMIUM
PAAL B Per Aarsleff Ho...
GOGLO Golden Ocean Gr...

Talking Points - Per Aarsleff Holding (Buy): One-offs less relevant fo...

Company seems too careful for H2’19/20e expectations We increase the TP to DKK 250, including Fehmarn. BUY

PAAL B PER AARSLEFF HOLDING A/S
GOGLO GOLDEN OCEAN GROUP LTD
05/29/20 May 29, 2020 5 EN
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