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ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Oscar Rönnkvist
  • Simon Jönsson
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath
ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Alexander Krämer
ABGSC Strategy Research ... (+3)
  • ABGSC Strategy Research
  • Amanda Alla
  • Christer Linde
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath

Negative risk/reward over Q1

Recent data continues to be negative, and several headwinds in Q1. Q1e EBITA -30% y-o-y (vs Q4 -18%), and we are 11% below cons. We would be careful over Q1, but earnings recovery from Q2e; HOLD.

ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson

A stylish start to the year

Earnings beat on the back of strong GM. Improved sales momentum ahead. Positive earnings trend, reiterate BUY.

ABGSC Financials Research ... (+5)
  • ABGSC Financials Research
  • Albert Broock
  • Jan Erik Gjerland
  • Magnus Andersson
  • Patrik Brattelius

Nordic banks – Statistical update – Swedish lending February 2024

Total lending decreased by 0.2% y-o-y (corporate lending -1.6% and retail lending 0.6%) and by -0.1% m-o-m. Last month, total lending was down by 0.1% y-o-y (corporate lending -1.3% and retail lending 0.6%)

ABGSC Renewable Energy Research ... (+8)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Olof Cederholm
  • Stian Wibstad

Renewable Weekly – 27 March 2024

Of our basket of 41 stocks, returns were positive for 33 and negative for 8 over the week. Median performance 4.1%, average 9.9%. Sub-sectors: Wind (3%), Solar (7%), Hydrogen (7%), Cleantech/other (2%).

ABGSC Financials Research ... (+5)
  • ABGSC Financials Research
  • Albert Broock
  • Jan Erik Gjerland
  • Magnus Andersson
  • Patrik Brattelius

Nordic banks – Statistical update - Danish lending February 2024

Total lending in February was up 3.3% y-o-y (corporate +4.8%; retail +2.4%) and was flat (0.0%) m-o-m. Last month, total lending was up 2.7% y-o-y (corporate +4.3%; retail +1.8%).

ABGSC Credit Research ... (+7)
  • ABGSC Credit Research
  • Andreas Johannessen
  • Bendik Fougner Engebretsen
  • Glenn Kringhaug
  • Haakon Amundsen
  • Patrik Brattelius
  • Son Thanh Luu
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC Telecom Operators Research ... (+3)
  • ABGSC Telecom Operators Research
  • Oscar Rönnkvist
  • Simon Granath
ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun

Salmon price of NOK 120-121/kg next week

The Norwegian salmon price is likely to decrease to a level of NOK 120-121/kg (weighted avg. FCA Oslo) next week vs. NOK 123-124/kg this week, according to market participants.

ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun

Chile: February smolt release -13% y-o-y

February smolt release in Chile was 11.0m (-13% y-o-y), with smolt release for '25e harvest down 12% y-o-y (ABGSCe +2%). Chilean biomass down 7% y-o-y, suggesting limited harvest potential short-term

ABGSC Credit Research ... (+7)
  • ABGSC Credit Research
  • Andreas Johannessen
  • Bendik Fougner Engebretsen
  • Glenn Kringhaug
  • Haakon Amundsen
  • Patrik Brattelius
  • Son Thanh Luu

High Yield Bonds Daily

Intrum, Proximar, Bakkegruppen, Fastator/Point Properties, Oil

ABGSC Metals & Mining Research ... (+2)
  • ABGSC Metals & Mining Research
  • Adrian Gilani

No clear upside after recent performance

Q1e: higher volumes, but strikes weigh on EBIT. March metal rally supply-driven, but demand still weak. HOLD: recent performance leaves little valuation upside.

ABGSC Metals & Mining Research ... (+2)
  • ABGSC Metals & Mining Research
  • Adrian Gilani

Premium valuation and mediocre distribution

Q1e: lower prices, higher volumes, and strike impact. '24e EBIT up 6%, driven by Europe, but '25e-'26e fairly flat. Keep SELL: declining prices and mediocre distribution.

ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
ABGSC Telecom Equipment Research ... (+4)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Øystein Elton Lodgaard
  • Simon Granath
ABGSC Credit Research ... (+7)
  • ABGSC Credit Research
  • Andreas Johannessen
  • Bendik Fougner Engebretsen
  • Glenn Kringhaug
  • Haakon Amundsen
  • Patrik Brattelius
  • Son Thanh Luu

High Yield Bonds Daily

SBB, Seapeak, NRC, Bulk Infrastructure

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