reports
- Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
AKVA AKVA GROUP ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
IFISH ICE FISH FARM AS
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
AKBM AKER BIOMARINE
ISLAX ARNARLAX AS
AFISH ARCTIC FISH HOLDING AS
MAS MÅSØVAL
Vow ASA: Approval and publication of prospectus
Vow ASA: Approval and publication of prospectus NOT FOR DISTRIBUTION OR RELEASE, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, CANADA, AUSTRALIA, THE HONG KONG SPECIAL ADMINISTRATIVE REGION OF THE PEOPLE'S REPUBLIC OF CHINA OR JAPAN OR ANY OTHER JURISDICTION IN WHICH THE DISTRIBUTION OR RELEASE WOULD BE UNLAWFUL. OTHER RESTRICTIONS ARE APPLICABLE. THIS ANNOUNCEMENT DOES NOT CONSTITUTE AN OFFER OF ANY OF THE SECURITIES DESCRIBED HEREIN. PLEASE SEE THE IMPORTANT NOTICE AT THE END OF THIS ANNOUNCEMENT. Oslo, 22 November 2024: Reference is made to the stock exchange announcement publis...
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Jayanth Kandalam
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Odigeo, Engineering Group, Teva, Versuni (formerly Philips Domestic Appliances), Alain Afflelou, Eircom, Iliad, Borr Drilling, Ithaca Energy, Tullow Oil, Victoria, TUI Cruises, Axactor, McLaren, EVOCA, Flos B&B Italia (formerly International Design Group)
Vow ASA: Updated key information relating to the Rights Issue
Vow ASA: Updated key information relating to the Rights Issue NOT FOR DISTRIBUTION OR RELEASE, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, CANADA, AUSTRALIA, THE HONG KONG SPECIAL ADMINISTRATIVE REGION OF THE PEOPLE'S REPUBLIC OF CHINA OR JAPAN OR ANY OTHER JURISDICTION IN WHICH THE DISTRIBUTION OR RELEASE WOULD BE UNLAWFUL. OTHER RESTRICTIONS ARE APPLICABLE. THIS ANNOUNCEMENT DOES NOT CONSTITUTE AN OFFER OF ANY OF THE SECURITIES DESCRIBED HEREIN. PLEASE SEE THE IMPORTANT NOTICE AT THE END OF THIS ANNOUNCEMENT. Oslo, 19 November 2024: Reference is made to the stock exchange annou...
Vow ASA: Minutes from extraordinary general meeting
Vow ASA: Minutes from extraordinary general meeting NOT FOR DISTRIBUTION OR RELEASE, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, CANADA, AUSTRALIA, THE HONG KONG SPECIAL ADMINISTRATIVE REGION OF THE PEOPLE'S REPUBLIC OF CHINA OR JAPAN OR ANY OTHER JURISDICTION IN WHICH THE DISTRIBUTION OR RELEASE WOULD BE UNLAWFUL. OTHER RESTRICTIONS ARE APPLICABLE. THIS ANNOUNCEMENT DOES NOT CONSTITUTE AN OFFER OF ANY OF THE SECURITIES DESCRIBED HEREIN. PLEASE SEE THE IMPORTANT NOTICE AT THE END OF THIS ANNOUNCEMENT. Oslo, 19 November 2024: An extraordinary general meeting of Vow ASA (the "Compa...
Vow ASA: Terms of the underwritten Rights Issue
Vow ASA: Terms of the underwritten Rights Issue NOT FOR DISTRIBUTION OR RELEASE, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, CANADA, AUSTRALIA, THE HONG KONG SPECIAL ADMINISTRATIVE REGION OF THE PEOPLE'S REPUBLIC OF CHINA OR JAPAN OR ANY OTHER JURISDICTION IN WHICH THE DISTRIBUTION OR RELEASE WOULD BE UNLAWFUL. OTHER RESTRICTIONS ARE APPLICABLE. THIS ANNOUNCEMENT DOES NOT CONSTITUTE AN OFFER OF ANY OF THE SECURITIES DESCRIBED HEREIN. PLEASE SEE THE IMPORTANT NOTICE AT THE END OF THIS ANNOUNCEMENT. Oslo, 19 November 2024: Reference is made to the stock exchange announcement publis...
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Jan Erik Gjerland
- Patrik Brattelius
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Air Baltic, Aggreko, PHM Group, Rekeep, Hapag-Lloyd, Bite, Applus, Iliad, Digi Communications, Kem One, Axactor, Nomad Foods (Iglo), Premier Foods, CBR Fashion, Telecom Italia, Boparan, Altice France (SFR), Ineos, Ineos Quattro, Casino Guichard-Perrachon
Vow ASA: Invitation to Vow ASA third quarter 2024 presentation and Q&A
Vow ASA: Invitation to Vow ASA third quarter 2024 presentation and Q&A Vow ASA (OSE: VOW) will release its report for the third quarter 2024 on Tuesday 26 November 2024. The update will be published on and on the company’s web site . Vow ASA is pleased to invite shareholders, investors, analysts, and other interested parties to a presentation of the results and a Q&A at 09:00 CET on the same day. Personal attendance is welcomed at Haakon VII's gate 2, 0161 Oslo. The session will also be streamed via webcast. To register and follow the presentation online, please copy and paste the follow...
- ABGSC Renewable Energy Research
- Adrian Gilani
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Stian Wibstad
ORSTED ORSTED
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
VOLUE VOLUE AS
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
- Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
AKVA AKVA GROUP ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
IFISH ICE FISH FARM AS
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
AKBM AKER BIOMARINE
ISLAX ARNARLAX AS
AFISH ARCTIC FISH HOLDING AS
MAS MÅSØVAL
- Ole Martin Westgaard
Elmera Group (Sell, TP: NOK24.00) - Earnings beat, but valuation still...
Given the better-than-expected Q3 results, low power prices limiting switching activity, and high margins on variable contracts for the Consumer business, Elmera looks set to meet its 2025 guidance. We have raised our target price to NOK24 (21) on positive estimate revisions, but with the valuation still looking rich, reiterate our SELL.
- Helene Kvilhaug Brøndbo
Cambi (Buy, TP: NOK19.00) - Optimistic on order outlook
Q3 EBITDA of NOK68m was NOK7m above our estimate on higher conversion of backlog. We believe the company looks well positioned for new orders on the strong market growth, most notably in the UK, with a new five-year water infrastructure investment cycle due to commence in 2025, where the budget is up 73% from the previous cycle. We reiterate our BUY and NOK19 target price, and find the stock attractively valued on 2024–2026e EV/EBITDAs of 9.3–8.5x.
- ABGSC Renewable Energy Research
- Ali Shemmari
- Petter Nystrøm
- Ole Martin Westgaard
Elmera Group (Sell, TP: NOK21.00) - Q3 above, guidance maintained
We consider this a positive report for Elmera Group, including figures above consensus, higher-than-expected deliveries, and a maintained 2024-2025 guidance. We expect c5% positive revisions to consensus 2024e EBIT on the report and believe a positive share price reaction is warranted.
- ABGSC Renewable Energy Research
- Ali Shemmari
- Petter Nystrøm
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- Alexander Aukner
Bakkafrost (Hold, TP: NOK660.00) - Big miss in Q3, but good biomass
Bakkafrost reported operating EBIT of DKK173m, c31–40% below our estimates and consensus on higher costs in both farming regions. The good quality of standing biomass gives reason to be optimistic on size and price premium into the winter. Thus, we have increased our EPS for 2025e by 9.6%, but cut our 2026e by 2.3% on slower margin recovery in Scotland. We reiterate our HOLD and NOK660 target price.
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
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