reports
- Linus Sigurdson
- ABGSC IT Research
- Herman Caspersen
- Øystein Elton Lodgaard
- Linus Sigurdson
The weekly navigator
From the past week, we highlight: 1) Bure reported Q3 results, outperforming the SIXRX by more than 5%-points; 2) VEF’s largest holding, Creditas, reported Q3 numbers, with origination improving 17% QOQ ahead of a profitable growth reacceleration and potential listing; 3) Apotea (10% of Creades’ unlisted assets) announced its intention to go public before year-end; and 4) Kinnevik’s chair is set to step down in 2025.
- ABGSC Strategy Research
- Christer Linde
TechnipFMC Awarded Major iEPCI™ Contract for TotalEnergies’ GranMorgu ...
NEWCASTLE & HOUSTON--(BUSINESS WIRE)-- TechnipFMC (NYSE: FTI) (“the Company”) has been awarded a major(1) integrated Engineering, Procurement, Construction, and Installation (iEPCI™) contract by TotalEnergies for its GranMorgu project on Block 58, the first oil and gas development offshore Suriname. This iEPCI™ award supports the development of an emerging frontier and is enabled by the Company’s vessel ecosystem. The project will combine TechnipFMC’s leading subsea architecture with Saipem’s (MILAN:SPM) EPCI solutions and best-in-class pipelay capabilities—notably J-Lay, the optimal solutio...
- ABGSC IT Research
- Herman Caspersen
- Øystein Elton Lodgaard
TechnipFMC to Speak at BofA Securities Global Energy Conference 2024
NEWCASTLE & HOUSTON--(BUSINESS WIRE)-- TechnipFMC (NYSE: FTI) announced today that Doug Pferdehirt, Chair and Chief Executive Officer, will speak at the BofA Securities Global Energy Conference on Wednesday, November 13, 2024, at 8:50 a.m. CT in Houston, TX. The live webcast will be available at the time of the event and can be accessed at the . There will be no presentation materials associated with the event. An audio replay of the webcast will be available on this website for one year. About TechnipFMC TechnipFMC is a leading technology provider to the traditional and new energy industri...
- Linus Sigurdson
The weekly navigator
From the past week, we highlight: 1) Latour reported c9% NAV growth QOQ in Q3, outperforming the SIXRX, while the premium to our NAV is now only 2%; 2) Aker raised its dividend payout policy to 4–6% of NAV, giving it the sector’s highest dividend yield; and 3) Bure is due to report its Q3 results tomorrow, 8 November.
- ABGSC IT Research
- Herman Caspersen
- Øystein Elton Lodgaard
Tomra Systems ASA: 1 director
A director at Tomra Systems ASA bought 3,000 shares at 157.672NOK and the significance rating of the trade was 50/100. 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 cle...
Crayon rejoint la Generative AI Partner Innovation Alliance d'AWS
OSLO, Norvège--(BUSINESS WIRE)-- Crayon annonce ce jour une collaboration avec Amazon Web Services (AWS), une société d’Amazon.com, Inc., dans le cadre de sa nouvelle alliance pour l’innovation des partenaires d’IA générative. La Generative AI Partner Innovation Alliance aidera à étendre la portée du (GenAIIC) d'AWS, un programme qui aide les clients AWS à construire et déployer avec succès des solutions d'IA générative. , l'AWS GenAIIC met en relation les clients avec des scientifiques et des experts en stratégie AI/ML d'AWS, et aide les entreprises à prévoir, identifier et développer des s...
Crayon Joins AWS Generative AI Partner Innovation Alliance
OSLO, Norway--(BUSINESS WIRE)-- Today, Crayon announced it will work with Amazon Web Services (AWS), an Amazon.com, Inc. company as part of the company’s new Generative AI Partner Innovation Alliance. The Generative AI Partner Innovation Alliance will help scale and expand the reach of the AWS (GenAIIC) - a program that helps AWS customers successfully build and deploy generative AI solutions. Initially , the AWS GenAIIC connects customers with AWS AI/ML scientists and strategy experts, and helps companies envision, identify, and develop generative AI solutions. Since its inception, the GenA...
TechnipFMC and Prysmian Announce Floating Offshore Wind Collaboration ...
NEWCASTLE & HOUSTON & MILAN--(BUSINESS WIRE)-- TechnipFMC (NYSE: FTI) and Prysmian (MILAN: PRY) today announced the two companies have signed a collaboration agreement to further accelerate the global development of floating offshore wind to help meet growing demand for renewable electricity. This press release features multimedia. View the full release here: The collaboration agreement brings together the technologies and competencies of these two offshore industry leaders, providing the unique capabilities to pioneer a complete water column solution, from seabed to ocean surface. The collab...
- Linus Sigurdson
The weekly navigator
From the past week, we highlight: 1) VNV Global wrote down its unlisted portfolio by 3% QOQ in its Q3 report, as its Gett sale remains under regulatory review; 2) starting in this issue, we include Spiltan Invest in our sector overview (SEK9.2bn NAV with the key asset being Paradox Interactive); and 3) Latour is set to report Q3 results next week.
- ABGSC IT Research
- Herman Caspersen
- Øystein Elton Lodgaard
- ABGSC IT Research
- Herman Caspersen
- Øystein Elton Lodgaard
- Luis de Toledo Heras
ATO ATOS SE
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
MF WENDEL SE
EXE EXEL INDUSTRIES SA
BIO BB BIOTECH AG
MERY MERCIALYS SA
ASY ASSYSTEM SA
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
CGM CEGEDIM SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
VID VIDRALA SA
TIETO TIETOEVRY OYJ
VIS VISCOFAN S.A.
MONT MONTEA SCA
SIGHT GENSIGHT BIOLOGICS SA
WAF SILTRONIC AG
LIGHT SIGNIFY NV
NVG NAVIGATOR COMPANY SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
LFDE LA FRANCAISE DE L'ENERGIE SA
TEC TECHNIPFMC PLC
XFAB X-FAB SILICON FOUNDRIES SE
SPM SAIPEM S.P.A.
- Luis de Toledo Heras
ATO ATOS SE
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
MF WENDEL SE
EXE EXEL INDUSTRIES SA
BIO BB BIOTECH AG
MERY MERCIALYS SA
ASY ASSYSTEM SA
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
CGM CEGEDIM SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
VID VIDRALA SA
TIETO TIETOEVRY OYJ
VIS VISCOFAN S.A.
MONT MONTEA SCA
SIGHT GENSIGHT BIOLOGICS SA
WAF SILTRONIC AG
LIGHT SIGNIFY NV
NVG NAVIGATOR COMPANY SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
LFDE LA FRANCAISE DE L'ENERGIE SA
TEC TECHNIPFMC PLC
XFAB X-FAB SILICON FOUNDRIES SE
SPM SAIPEM S.P.A.
- Baptiste Lebacq
TechnipFMC : A key player to take positions in Subsea momentum
>Outperformance rating and TP of $33 reiterated - Following the Q3 publication and the conference call, we reiterate our Outperformance rating as well as our TP of $33 based on an SOTP valuation. Despite the robust YTD performance of almost 30%, we believe the share harbours further upside (after restoring pre-Covid 12m P/E multiples) and since the size of the potential market and the extent of pricing power have hit incomparable levels). The adjustment to our 2024/26...
- Baptiste Lebacq
TechnipFMC : Acteur clef pour se positionner sur la dynamique en Subse...
>Opinion Surperformance et OC 33 $ réitérés - A l’issue de la publication et de la conférence call, nous réitérons notre opinion Surperformance ainsi que notre OC de 33 $, basé sur une SOP. Malgré une performance solide de près de 30% YtD, nous pensons que le titre continue de revêtir du potentiel (il est revenu sur ses multiples de PE 12m pré-COVID et depuis la taille du marché potentiel ainsi que le pricing power sont sans commune mesure). L’ajustement de nos attent...
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