reports
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Mikkel Kousgaard Rasmussen
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Pandora A/S and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 16 July 2025 in which we reassessed the appropriateness of the ratings in the context of the re...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Mikkel Kousgaard Rasmussen
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Mikkel Kousgaard Rasmussen
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Mikkel Kousgaard Rasmussen
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Mikkel Kousgaard Rasmussen
Notice of Yara Annual General Meeting 2025
Notice of Yara Annual General Meeting 2025 Yara International ASA will hold its Annual General Meeting on Wednesday, 28 May 2025 at 10:00 CEST.Notice of the Annual General Meeting together with all relevant documents is available at The Annual General Meeting will be held as a digital meeting with electronic voting via Lumi platform. It is also possible to cast votes or give proxy authorizations in advance. No pre-registration is required for shareholders who wish to participate, apart from nominee-registered shareholders. For detailed information about participation and voting, please s...
Innkalling til Yara generalforsamling 2025
Innkalling til Yara generalforsamling 2025 Yara International ASA vil avholde sin ordinære generalforsamling onsdag, 28. mai 2025 kl. 10.00. Innkalling til generalforsamling og alle relevante dokumenter er publisert på Generalforsamlingen avholdes som et digitalt møte hvor aksjonærer kan stemme elektronisk via Lumi-plattformen. Det er også mulig å forhåndsstemme eller å gi fullmakt. Det gjelder ingen påmeldingsfrist for aksjonærer for å delta på generalforsamlingen, med unntak av aksjonærer som eier forvalterregistrerte aksjer. For mer informasjon om deltakelse og stemmegivning se Innkall...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Mikkel Kousgaard Rasmussen
- Jesper Ingildsen
Pandora (Buy, TP: DKK1400.00) - Still shining, but potential pressure
We expect Pandora to report a solid start to the year, with 6.4% LFL growth (consensus 5.6%) in Q1e, but believe focus is more likely to be on the implications (direct and indirect) of tariffs and higher silver prices. However, we believe these concerns are more than priced in after recent share-price weakness. We reiterate our BUY, but have lowered our target price to DKK1,400 (1,550).
- Niclas Gehin
Yara (Buy, TP: NOK425.00) - Volumes/costs aid Q1 EBITDA beat
Q1 EBITDA beat our estimate by 19% and consensus by 22%, with help from solid volumes, lower energy costs and a higher share of premium products sold, FX tailwinds and further cost reductions. Its FID on the blue ammonia projects is still set for H1 2026 and it continues to highlight the strategic rationale of the investment. Our estimates are largely unchanged (no change to 2026–2027e EPS), with higher earnings following the report broadly offset by slightly lower nitrate prices in recent weeks...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
Yara reports strong deliveries and margins
Yara reports strong deliveries and margins Yara reports first quarter 2025 EBITDA excluding special items1 of USD 638 million compared with USD 435 million in first quarter 2024. Net income was USD 295 million compared with USD 16 million a year earlier. First quarter 2025 highlights: EBITDA excl. special items1 up 47%, with strong deliveries and marginsCost reductions on track and continuous improvements through portfolio optimizationSupportive nitrogen upgrading margins in the medium termYara’s scale and global optimization provide flexibility in volatile times “We are pleased with rep...
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