A director at Ambea AB sold 100,000 shares at 112.403SEK 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 show...
A director at Wilh. Wilhelmsen Holding Asa bought 1,000 shares at 375.000NOK and the significance rating of the trade was 69/100. 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 tw...
We believe the company is set to receive ample cash distributions from its Wallenius Wilhelmsen stake, in addition to other cash flow, which accounts for 73% of its current market cap by end-2027e. Hence, we see highly attractive value in the stock, as we expect a tightening valuation gap given it does not make sense to us to apply the ~50% discount on a building cash pile. We reiterate our BUY, but have cut our target price to NOK525 (605) on our updated value of its holdings.
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