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ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Daniel Thorsson
  • Simon Granath
ABGSC Renewable Energy Research ... (+8)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Olof Cederholm
  • Stian Wibstad

Renewable Weekly – 14 June 2024

This week, we look at the effect of AI/data centres on power demand.

Eolus Vind AB: 2 directors

Two Directors at Eolus Vind AB bought 3,985 shares at between 77.500SEK and 77.880SEK. The significance rating of the trade was 51/100. 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 l...

ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Simon Jönsson
  • Stefan Knutsson
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
ABGSC Renewable Energy Research ... (+8)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Olof Cederholm
  • Stian Wibstad

Renewable Weekly – 6 June 2024

On aggregate, the R&C stocks outperperformed the MSCI Nordic by ~1% throughout the reporting season (16 Apr to 6 Jun).

ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf

Key takeaways from the Nordic Property Tour 2024

Strong demand in logistics rental market during H1 2024. Residential companies more likely to grow through acquisitions than development. Bond financing margins are converging on bank margins across the sector.

ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath

Awardit AB: 1 director

A director at Awardit AB sold 19,324 shares at 129.700SEK and the significance rating of the trade was 78/100. 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 clearly sho...

ABGSC Telecom Operators Research ... (+3)
  • ABGSC Telecom Operators Research
  • Daniel Thorsson
  • Simon Granath
ABGSC Healthcare Research ... (+3)
  • ABGSC Healthcare Research
  • Alexander Krämer
  • Morten Larsen
ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf

Window shopping in Poland

We visited Poland with Eastnine last week. ~EUR 200m to spend on acquisitions, which could lower ’24e P/CEPS to 11x (45% discount to the sector).

ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
ABGSC Renewable Energy Research ... (+8)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Olof Cederholm
  • Stian Wibstad

Renewable Weekly – 23 May 2024

This week we highlight the tight offshore wind transport and installation (T&I) segment.

Napatech AS: 1 director

A director at Napatech AS sold 5,500,000 shares at 32.000NOK and the significance rating of the trade was 79/100. 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 clearly ...

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