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ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
Pierre FerraguÊ
  • Pierre FerraguÊ

AI spending, Auto Cycle, Semicap in 2026, and more, our Weekly wrap-up...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 4 names we followed last week, follow the link below.

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

Mowi’s acquisition of Nova Sea approved

Mowi’s acquisition of Nova Sea approved (Bergen, 21 October 2025) Mowi’s acquisition of a controlling stake in Nova Sea AS has received final approval. Reference is made to the stock exchange notice of 30th January 2025 regarding Mowi’s agreement to increase its ownership share of Nova Sea AS from 49% to 95%. Following approval of the transaction by the EU Commission last week, Mowi has today been informed that the Norwegian competition authority has also approved the transaction. This means that all formal approvals are now in place and the transaction can be completed. With Nova Sea, Mo...

 PRESS RELEASE

Mowis oppkjøp av Nova Sea endelig godkjent

Mowis oppkjøp av Nova Sea endelig godkjent (Bergen, 21. oktober 2025) Mowis oppkjøp av Nova Sea AS er endelig godkjent av EU og norske myndigheter. Det vises til børsmelding av 30. januar 2025 hvor Mowi kjøper seg opp fra 49% til 95% eierandel i Nova Sea. Mowi er i dag orientert om at selskapets oppkjøp av Nova Sea er godkjent av norske konkurransemyndigheter. Forrige uke ble avtalen godkjent av EU-kommisjonen. Det betyr at alle formelle godkjenninger er på plass og transaksjonen kan gjennomføres. Mowi vil nå gå videre med frivillig tilbud til øvrige aksjonærer. Med Nova Sea vil Mowi i 20...

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

Interim report: January – September 2025

Interim report: January – September 2025 Third quarter Order intake increased by 26% to SEK 855 m (677). Organically, order intake increased by 22%Net sales increased by 13 % to SEK 894 m (792). Organically, net sales increased by 8%Adjusted EBIT reached SEK 244 m (194), equal to a 27.3% (24.5) adjusted operating marginEBIT reached SEK 213 m (163), equal to a 23.9% (20.6) operating marginAdjusted profit after tax totaled SEK 195 m (126) and adjusted basic earnings per share were SEK 3.88 (2.51)Profit after tax totaled SEK 164 m (95) and basic earnings per share were SEK 3.26 (1.89)Cash flo...

 PRESS RELEASE

Delårsrapport: januari - september 2025

Delårsrapport: januari - september 2025 Kvartalet Orderingången ökade med 26 % till 855 MSEK (677). Organiskt ökade orderingången med 22 %Nettoomsättningen ökade med 13 % till 894 MSEK (792). Organiskt ökade nettoomsättningen med 8 %Justerad EBIT uppgick till 244 MSEK (194), motsvarande en justerad rörelsemarginal på 27,3 % (24,5)EBIT uppgick till 213 MSEK (163), motsvarande en rörelsemarginal på 23,9 % (20,6)Justerat resultat efter skatt uppgick till 195 MSEK (126) och justerad vinst per aktie till 3,88 SEK (2,51)Resultat efter skatt uppgick till 164 MSEK (95) och vinst per aktie till 3...

 PRESS RELEASE

Mowi’s acquisition of Nova Sea approved by EU Commission

Mowi’s acquisition of Nova Sea approved by EU Commission (Bergen, 17 October 2025) Mowi’s acquisition of a controlling stake in Nova Sea AS has received the approval of the EU Commission. Reference is made to the stock exchange notice of 30th January 2025 regarding Mowi’s agreement to increase its ownership share of Nova Sea AS from 49% to 95%. Mowi has today been informed that the EU Commission has approved the transaction. Now only approval by the Norwegian competition authority is still pending before the transaction can be closed. This information is subject to the disclosure requirem...

ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
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