reports
- ABGSC Renewable Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- ABGSC Renewable Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
Scatec first quarter 2024: Pursuing new valuable growth after finalisi...
Scatec first quarter 2024: Pursuing new valuable growth after finalising all time high construction programme Oslo, 30 April 2024: In the first quarter, Scatec reported proportionate revenues of NOK 1.2 billion (2.6 billion), with an EBITDA of NOK 848 million (765 million). Scatec continues to deliver on its strategy of growing renewable energy in emerging markets. The company finalised its largest construction programme during the quarter and reached commercial operations for the solar plants in Brazil (Mendubim) and Pakistan (Sukkur). Together with the hybrid solar and battery storage...
- ABGSC Renewable Energy Research
- Adrian Gilani
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Olof Cederholm
- 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
- ABGSC Renewable Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
Scatec signs PPA with Statkraft for new 142 MW solar plant in Brazil
Scatec signs PPA with Statkraft for new 142 MW solar plant in Brazil Oslo, 24 April 2024: Scatec ASA, a leading renewable energy solutions provider, signed a 10-year power purchase agreement (PPA) with Statkraft Energia do Brasil Ltda in Brazil, for a 142 megawatt (MW) solar plant in Minas Gerais, in Brazil. The BRL-denominated PPA covers about 75% of the expected power produced, while the remainder is expected to be sold under short, medium, and long-term term contracts (PPAs). The project’s estimated equity return exceeds Scatec’s hurdle rate of 1.2x the project’s cost of equity. ...
- Patrik Ling
Getinge (Buy, TP: SEK255.00) - Upgraded to BUY after Q1 beat
Q1 earnings were stronger than we expected, with no negative surprises. We believe consensus for the coming years looks realistic and that Getinge’s valuation (despite the recent share price rise) looks attractive. Thus, we have upgraded to BUY (HOLD) and have raised our target price to SEK255 (210).
- Stefan Gauffin
Elisa (Hold, TP: EUR45.00) - Cost savings continue to lift EBITDA
The Q1 results showed improved mobile service revenue (MSR) growth and a return to growth in International Digital Services (IDS), and group EBITDA beat consensus on cost control. However, due to Elisa’s premium valuation to Nordic peers, we reiterate our HOLD and EUR45 target price.
Scatec ASA - Minutes of Annual General Meeting
Scatec ASA - Minutes of Annual General Meeting Oslo, 18 April 2024: Scatec ASA held its Annual General Meeting today at 10:00 CEST. A total of 113,063,920 shares, representing 71.15% of the share capital was represented at the General Meeting. All proposals were resolved as presented in the notice convening the General Meeting distributed on 26 March 2024 and as further set out in the minutes from the General Meeting attached hereto. For further information, please contact:Andreas Austrell, VP Investor Relations, About Scatec Scatec is a leading renewable energy solutions provid...
Invitation to presentation of Scatec ASA’s first quarter results 2024
Invitation to presentation of Scatec ASA’s first quarter results 2024 Oslo, 16 April 2024: Scatec ASA will release its first quarter results on Tuesday 30 April 2024 at 07:00 am (CEST). A presentation of the results followed by a Q&A session will be held on the same day at 09:00 am at Scatec’s headquarters at Skøyen Atrium III (1st floor), Askekroken 11, 0277 Oslo. The presentation and the Q&A session can be followed through a live webcast from our website , or For further information, please contact: For analysts and investors: Andreas Austrell, VP IR, For media: Meera Bhatia, ...
- Stefan Gauffin
Elisa (Hold, TP: EUR45.00) - First quarter for new CEO
Q2–Q4 2023 revenues were below consensus, due to weakness in International Digital Services (IDS). Ahead of the Q1 results (due at 07:30 CET on 19 April), we are in line with consensus on sales and EBITDA. We reiterate our HOLD and EUR45 target price.
Changes in Scatec’s segment reporting structure effective as of 1 Janu...
Changes in Scatec’s segment reporting structure effective as of 1 January 2024 Oslo, 5 April 2024: As announced in the fourth quarter 2023 financial report, Scatec has reorganised its segment reporting structure from 1 January 2024. The group’s revenues and operating expenses from the Services segment are now reported as part of the Power Production segment. The merger of the two segments results in an increase of Power Production EBITDA corresponding to the EBITDA previously reported in the Services segment. External revenues from Services are now included in revenues in the Power Produ...
- Patrik Ling
Getinge (Hold, TP: SEK210.00) - More of the same
We expect Q1 revenues of cSEK7.7bn and an adj. EBITA margin of c9.8% – basically in line with consensus. Given the issues in Getinge, with packaging in ACT seemingly solved later than previously assumed, it is fair to assume the negative impact will continue into Q1 and Q2 at least. We reiterate our HOLD and SEK210 target price. The Q1 report is due at 08:00 CET on 22 April.
Notice of Annual General Meeting of Scatec ASA
Notice of Annual General Meeting of Scatec ASA 26 March 2024: The Annual General Meeting of Scatec ASA will be held on 18 April 2024 at 10:00 CEST. The meeting will be held as a digital meeting, using the online platform Lumi, and can be accessed using the following link: . There will be no physical attendance of shareholders. Please find attached: Notice of Annual General Meeting with attendance/proxyBoard of Directors' proposed resolutions for the Annual General Meeting for the items listed on the agendaRecommendation by the Nomination Committee to the Annual General MeetingGuideline...
Scatec ASA: Jørgen Kildahl proposed as Chair of the Board, John Anders...
Scatec ASA: Jørgen Kildahl proposed as Chair of the Board, John Andersen steps down 26 March 2024, Oslo: Scatec ASA’s Nomination Committee has proposed Jørgen Kildahl to be appointed Chair of the Board at the Annual General Meeting (AGM) 2024, after long-serving Chair John Andersen has notified the Committee that he has decided to step down. John Andersen will remain Chair until the AGM, which will be held on 18 April. Jørgen Kildahl joined Scatec’s Board in 2021 and has been a member of the Audit and Sustainability Committee. He has extensive leadership experience from the energ...
Scatec publishes Annual Report and ESG Performance Report 2023
Scatec publishes Annual Report and ESG Performance Report 2023 Oslo, 20 March 2024: The Board of Directors of Scatec ASA has approved the annual accounts for 2023, and the 2023 Annual Report including the ESG Performance Report has been published today. “2023 was a year marked by geopolitical uncertainties, a turbulent macroeconomic environment, and volatile interest rates, but significant progress for Scatec. We have strategically positioned the company for continued growth in 2024 with a self-funded and more focused strategy. We have had all-time high construction activity, delivered s...
Scatec ASA: Mandatory notification of trade by primary insider
Scatec ASA: Mandatory notification of trade by primary insider Oslo, 19 March 2024: Mette Krogsrud, board member of Scatec ASA has on 18 March 2024 bought 2,000 shares in Scatec ASA at an average price per share of NOK 66.50. After the transaction Mette Krogsrud owns 3,000 shares in Scatec ASA. Attached is the notification of the transaction in accordance with the Market Abuse Regulation Article 19. This information is subject to the disclosure requirements pursuant to the Market Abuse Regulation article 19 and section 5-12 of the Norwegian Securities Trading act. Attachment ...
Scatec, Hydro Rein and Equinor start commercial operations at Mendubim...
Scatec, Hydro Rein and Equinor start commercial operations at Mendubim solar plant in Brazil Oslo, 8 March 2024 – Scatec ASA, a leading provider of renewable energy solutions, together with its partners Hydro Rein (part of Norsk Hydro ASA) and Equinor ASA is pleased to announce the supply and production of electricity from the Mendubim solar plant in the state of Rio Grande do Norte, Brazil. This marks a significant step in advancing sustainable energy initiatives in one of the world's largest energy-producing countries. The 531-megawatt (MW) solar plant represents Scatec's second ven...
Elisa Oyj: 1 director
A director at Elisa Oyj bought 3,000 shares at 41.910EUR and the significance rating of the trade was 75/100. 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...
- Patrik Ling
Getinge (Hold, TP: SEK210.00) - Limited visibility on 2024
Getinge reported weaker than expected Q4 earnings. The guidance for 2024 related only to sales (and sales was the only bright spot in the Q4 report). Thus, the company left the market in the dark, to a large extent, as to the margin trend for 2024. In Q4, the gross margin missed consensus by c270bp and the adj. EBITA margin by c180bp. The quality issues within cardiopulmonary will most likely not be resolved until H2. We reiterate our HOLD but have cut our target price to SEK210 (225).
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