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ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Ali Shemmari
  • Petter Nystrøm

Some turbulence ahead

NAS softer, Widerøe better; '24e EBIT down 4.5%. EPS NOK 2 still within reach for '24, i.e. '24e P/E 6.3x. BUY, TP NOK 19 (21) on lower estimates.

Ole Martin Westgaard
  • Ole Martin Westgaard

Norwegian Air Shuttle (Buy, TP: NOK17.00) - Guidance could come down

We expect Q2 results below consensus and potentially a downward adjustment of the guidance, reflecting easing yield momentum and higher-than-expected cost inflation. We reiterate our BUY as we continue to find the valuation attractive, but have lowered our target price to NOK17 (19) on negative estimate revisions.

 PRESS RELEASE

Borregaard ASA: Borregaard invests further into Alginor 

Borregaard ASA: Borregaard invests further into Alginor  Borregaard has participated with its fully diluted pro-rata share (35%) in the NOK 400 million capital raise in the marine biotech company Alginor to fund the next step of the biorefinery expansion. The funds from Borregaard were pre-committed. In aggregate the committed investments into Alginor from Borregaard will now total approximately NOK 408 million.  Alginor intends to carry out a repair offering directed towards existing shareholders and potential new shareholders. A subsequent offering towards Borregaard will be made to ensu...

 PRESS RELEASE

Borregaard ASA: Issuance of Commercial Paper

Borregaard ASA: Issuance of Commercial Paper Borregaard ASA has issued a commercial paper ISIN NO0013264598 of NOK 200,000,000. Start date: 18 June, 2024Maturity: 18 September, 2024Coupon: 4,97 %Organised by: DNB MarketsSarpsborg, 14 June 2024Contact:Director Investor Relations, Knut-Harald Bakke,  164This information is subject to the disclosure requirements pursuant to Section 5-12 of the Norwegian Securities Trading Act.  

 PRESS RELEASE

Tryg analyst day

Tryg analyst day   Tryg is hosting an analyst day today at Tryg's headquarters in Ballerup. The event is dedicated to the sell-side analysts that cover the share. No new financial or strategic targets will be revealed - presentations from different business units will be shown. The presentation can be found on Tryg.com or attached here.   Attachment

Ole Martin Westgaard
  • Ole Martin Westgaard

Norwegian Air Shuttle (Buy, TP: NOK19.00) - May traffic statistics

We consider this a weak report for Norwegian Air Shuttle, with a yield below expectations. We expect 2% negative revisions to consensus 2024e adj. EBITDA and believe a 3–5% negative share price reaction is warranted.

ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Ali Shemmari
  • Petter Nystrøm

Group sales 0.6% below in May

NAS revenues 2% below, Widerøe 12% better on higher yield/load. Group revenues 0.6% below.

Ole Martin Westgaard
  • Ole Martin Westgaard

Norwegian Air Shuttle (Buy, TP: NOK19.00) - Pilot strike called off

Norwegian Air Shuttle announced Saturday morning that it has reached an agreement with the pilots and that the strike is off. We believe the pilots’ salary increase is on the high side, but the cost of a potential strike could have been significantly worse. With the stock trading at a 30% discount to the historical average on P/E and as this has been a key investor concern, we believe a positive share price reaction is warranted.

Ole Martin Westgaard
  • Ole Martin Westgaard

Norwegian Air Shuttle (Buy, TP: NOK19.00) - Potential pilot strike loo...

We reiterate our BUY on Norwegian Air Shuttle, but have cut our target price to NOK19 (21), reflecting negative estimate revisions due to slightly lower yield assumptions and increased earnings risk from the potential pilot strike.

ABGSC Pulp & Paper Research ... (+2)
  • ABGSC Pulp & Paper Research
  • Martin Melbye

Leading indicators

OECD: The indicator points up from a low level. US: The indicator points up (housing starts, monetary policy, interest rates, real FX). EU: The indicator points up from a low level (bond yields, stock market). Japan: The indicator is neutral (monetary policy, housing starts).

 PRESS RELEASE

Borregaard ASA: Reporting of transactions in Borregaard ASA's shares m...

Borregaard ASA: Reporting of transactions in Borregaard ASA's shares made by person discharging managerial responsibilities Today, primary insider Ole Gunnar Jakobsen, Plant Director, Sarpsborg Site, exercised 20,000 stock options at a strike price of NOK 87.60 per share, and in separate transactions, purchased and sold the same number of shares. The shares are drawn from Borregaard’s holdings of treasury shares. Please, see attached notifications for persons discharging managerial responsibilities in Borregaard in accordance with Regulation EU 596/2014 (MAR) article 19. After the transa...

ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Jan Erik Gjerland

CEO repeats its strong repricing message

Repeat its profitable growth, price and cost discipline. Weather effects of 7.2pp in Q1'24 give hope of improved 2H. No estimate changes, ~10% upside to TP of NOK 195, BUY.

 PRESS RELEASE

Borregaard ASA: Reporting of transactions in Borregaard ASA's shares m...

Borregaard ASA: Reporting of transactions in Borregaard ASA's shares made by person discharging managerial responsibilities Today, primary insider Liv Longva, Senior Vice President (SVP), exercised 15,000 stock options at a strike price of NOK 87.60 per share and in separate transactions, purchased and sold the same number of shares. The shares are drawn from Borregaard’s holdings of treasury shares. Please, see attached notifications for persons discharging managerial responsibilities in Borregaard in accordance with Regulation EU 596/2014 (MAR) article 19. After the transactions, Liv L...

 PRESS RELEASE

Borregaard ASA: Reporting of transactions in Borregaard ASA's shares m...

Borregaard ASA: Reporting of transactions in Borregaard ASA's shares made by person discharging managerial responsibilities Today, primary insider Kristin Misund, Senior Vice President, exercised 15,000 stock options at a strike price of NOK 87.60 per share, and in separate transactions, purchased and sold the same number of shares. The shares are drawn from Borregaard’s holdings of treasury shares. Please, see attached notifications for persons discharging managerial responsibilities in Borregaard in accordance with Regulation EU 596/2014 (MAR) article 19. After the transactions, Kristi...

Ole Martin Westgaard
  • Ole Martin Westgaard

Norwegian Air Shuttle (Buy, TP: NOK21.00) - April traffic statistics

We consider this a slightly negative report. For legacy Norwegian Air Shuttle, the yield was slightly below our expectations but with higher PAX, while the Widerøe load and yield missed slightly. We expect 1% negative estimate revision to consensus 2024 EBITDA on the back of the report, and believe a slight negative share price reaction is warranted.

 PRESS RELEASE

Borregaard ASA: Reporting of transactions in Borregaard ASA's shares m...

Borregaard ASA: Reporting of transactions in Borregaard ASA's shares made by person discharging managerial responsibilities Today, primary insider Dag Arthur Aasbø, Senior Vice President (SVP), exercised 15,000 stock options at a strike price of NOK 87.60 per share and in separate transactions, purchased and sold the same number of shares. The shares are drawn from Borregaard’s holdings of treasury shares. Please, see attached notifications for persons discharging managerial responsibilities in Borregaard in accordance with Regulation EU 596/2014 (MAR) article 19. After the transactions,...

Ole Martin Westgaard
  • Ole Martin Westgaard

Norwegian Air Shuttle (Buy, TP: NOK21.00) - April traffic statistics p...

The April traffic statistics are due at 08:00 CET on 7 May. We expect Norwegian Air’s figures to be affected by the early timing of Easter and ramp up of capacity ahead of the summer season, forecasting a lower yield and load YOY. We reiterate our BUY and NOK21 target price.

MarketLine Department
  • MarketLine Department

Finnair Oyj - Mergers & Acquisitions (M&A), Partnerships & Alliances

Summary Marketline's Finnair Oyj Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Finnair Oyj - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports off...

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