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Peter Kurt Nielsen
  • Peter Kurt Nielsen

Telia Company - Q4’21 results and DPS in line

Q4 EBITDA in line with ABG and cons, DPS SEK 2.05 ’22 outlook for telco business in line, but UCL costs weigh Cons estimates slightly down; shares slightly up

Adam Karlsson ... (+3)
  • Adam Karlsson
  • Erik Cassel
  • Jakob Lembke

Getinge - Surgical Workflows saves the quarter

Orders 5% better and adj. EBITA 10% better vs. cons Guides for organic growth in upper range of 4-6% for ‘22 Estimates and share to come up 2-4%

Peter Kurt Nielsen
  • Peter Kurt Nielsen

Elisa Corporation - 5G growth accelerating

FY’21 revenue and EBITDA growth in line with targets Mobile service revenue growth of 6% No change to EUR 50 TP; we keep HOLD

Jan Erik Gjerland ... (+4)
  • Jan Erik Gjerland
  • Jonas Bru Lien
  • Magnus Andersson
  • Patrik Brattelius

Powerpoint Sector Report - Nordic Banks – Statistical update – Danish ...

Total lending was up y-o-y and m-o-m in December. Total lending was up 2.1% y-o-y (corporate +5.6% and retail +0.2%) and 0.6% m-o-m. Last month, total lending grew by 1.9% y-o-y (corporate +4.5% and retail +0.6%). Mortgage lending increased by 1.5% y-o-y (corporate lending +2.7% and retail lending +0.9%) and decreased 0.1% m-o-m. Last month, mortgage lending was up 2.1% y-o-y (corporate lending +3.9% and retail lending +1.3%). Bank lending increased 5.3% y-o-y (corporate lending +13.4% and ret...

Jan Erik Gjerland ... (+4)
  • Jan Erik Gjerland
  • Jonas Bru Lien
  • Magnus Andersson
  • Patrik Brattelius

Powerpoint Sector Report - Nordic Banks – Statistical update – Danish ...

Total lending was up y-o-y and m-o-m in December. Total lending was up 2.1% y-o-y (corporate +5.6% and retail +0.2%) and 0.6% m-o-m. Last month, total lending grew by 1.9% y-o-y (corporate +4.5% and retail +0.6%). Mortgage lending increased by 1.5% y-o-y (corporate lending +2.7% and retail lending +0.9%) and decreased 0.1% m-o-m. Last month, mortgage lending was up 2.1% y-o-y (corporate lending +3.9% and retail lending +1.3%). Bank lending increased 5.3% y-o-y (corporate lending +13.4% and ret...

Jan Erik Gjerland ... (+4)
  • Jan Erik Gjerland
  • Jonas Bru Lien
  • Magnus Andersson
  • Patrik Brattelius

Powerpoint Sector Report - Nordic Banks – Statistical update – Danish ...

Total lending was up y-o-y and m-o-m in December. Total lending was up 2.1% y-o-y (corporate +5.6% and retail +0.2%) and 0.6% m-o-m. Last month, total lending grew by 1.9% y-o-y (corporate +4.5% and retail +0.6%). Mortgage lending increased by 1.5% y-o-y (corporate lending +2.7% and retail lending +0.9%) and decreased 0.1% m-o-m. Last month, mortgage lending was up 2.1% y-o-y (corporate lending +3.9% and retail lending +1.3%). Bank lending increased 5.3% y-o-y (corporate lending +13.4% and ret...

Jan Erik Gjerland ... (+4)
  • Jan Erik Gjerland
  • Jonas Bru Lien
  • Magnus Andersson
  • Patrik Brattelius

Powerpoint Sector Report - Nordic Banks – Statistical update – Danish ...

Total lending was up y-o-y and m-o-m in December. Total lending was up 2.1% y-o-y (corporate +5.6% and retail +0.2%) and 0.6% m-o-m. Last month, total lending grew by 1.9% y-o-y (corporate +4.5% and retail +0.6%). Mortgage lending increased by 1.5% y-o-y (corporate lending +2.7% and retail lending +0.9%) and decreased 0.1% m-o-m. Last month, mortgage lending was up 2.1% y-o-y (corporate lending +3.9% and retail lending +1.3%). Bank lending increased 5.3% y-o-y (corporate lending +13.4% and ret...

Jan Erik Gjerland ... (+4)
  • Jan Erik Gjerland
  • Jonas Bru Lien
  • Magnus Andersson
  • Patrik Brattelius

Powerpoint Sector Report - Nordic Banks – Statistical update – Danish ...

Total lending was up y-o-y and m-o-m in December. Total lending was up 2.1% y-o-y (corporate +5.6% and retail +0.2%) and 0.6% m-o-m. Last month, total lending grew by 1.9% y-o-y (corporate +4.5% and retail +0.6%). Mortgage lending increased by 1.5% y-o-y (corporate lending +2.7% and retail lending +0.9%) and decreased 0.1% m-o-m. Last month, mortgage lending was up 2.1% y-o-y (corporate lending +3.9% and retail lending +1.3%). Bank lending increased 5.3% y-o-y (corporate lending +13.4% and ret...

Jan Erik Gjerland ... (+4)
  • Jan Erik Gjerland
  • Jonas Bru Lien
  • Magnus Andersson
  • Patrik Brattelius

Powerpoint Sector Report - Nordic Banks – Statistical update – Danish ...

Total lending was up y-o-y and m-o-m in December. Total lending was up 2.1% y-o-y (corporate +5.6% and retail +0.2%) and 0.6% m-o-m. Last month, total lending grew by 1.9% y-o-y (corporate +4.5% and retail +0.6%). Mortgage lending increased by 1.5% y-o-y (corporate lending +2.7% and retail lending +0.9%) and decreased 0.1% m-o-m. Last month, mortgage lending was up 2.1% y-o-y (corporate lending +3.9% and retail lending +1.3%). Bank lending increased 5.3% y-o-y (corporate lending +13.4% and ret...

Jan Erik Gjerland ... (+4)
  • Jan Erik Gjerland
  • Jonas Bru Lien
  • Magnus Andersson
  • Patrik Brattelius

Powerpoint Sector Report - Nordic Banks – Statistical update – Danish ...

Total lending was up y-o-y and m-o-m in December. Total lending was up 2.1% y-o-y (corporate +5.6% and retail +0.2%) and 0.6% m-o-m. Last month, total lending grew by 1.9% y-o-y (corporate +4.5% and retail +0.6%). Mortgage lending increased by 1.5% y-o-y (corporate lending +2.7% and retail lending +0.9%) and decreased 0.1% m-o-m. Last month, mortgage lending was up 2.1% y-o-y (corporate lending +3.9% and retail lending +1.3%). Bank lending increased 5.3% y-o-y (corporate lending +13.4% and ret...

Jan Erik Gjerland ... (+4)
  • Jan Erik Gjerland
  • Jonas Bru Lien
  • Magnus Andersson
  • Patrik Brattelius

Powerpoint Sector Report - Nordic Banks – Statistical update – Danish ...

Total lending was up y-o-y and m-o-m in December. Total lending was up 2.1% y-o-y (corporate +5.6% and retail +0.2%) and 0.6% m-o-m. Last month, total lending grew by 1.9% y-o-y (corporate +4.5% and retail +0.6%). Mortgage lending increased by 1.5% y-o-y (corporate lending +2.7% and retail lending +0.9%) and decreased 0.1% m-o-m. Last month, mortgage lending was up 2.1% y-o-y (corporate lending +3.9% and retail lending +1.3%). Bank lending increased 5.3% y-o-y (corporate lending +13.4% and ret...

Benedicte Aass ... (+2)
  • Benedicte Aass
  • Martin Melbye

UPM-Kymmene - Strike and delays, but higher paper prices

Clean EBIT 13% below - strike, delays, weaker outlook Very large paper price increases SOTP points to EUR 42+/share incl. growth projects

Haakon Amundsen ... (+2)
  • Haakon Amundsen
  • John Olaisen

PGS - PGS crisis - again

Risk of covenant breach Risk of not being able to repay 2022 debt maturities Debt to equity or sale of MC library only attractive options

Haakon Amundsen ... (+2)
  • Haakon Amundsen
  • John Olaisen

PGS - Q4 and guidance unlikley to rock the boat

EBITDA USD 96m – a tad above cons Soft Q1, but improving markets from Q2 Estimates unlikely to see big changes

Fredrik Stensved ... (+3)
  • Fredrik Stensved
  • Markus Henriksson
  • Victor Krüeger

JM - Strong fundamentals, potential bid not likely

Swedish apartment prices up ~10% in 2021 Combination of volume and price to drive earnings Returns do not make up for underlying cyclicality

Benedicte Aass ... (+2)
  • Benedicte Aass
  • Martin Melbye

Essity - Yet another delay

EBITA 13% below consensus, lowest margins in ten years Price hikes of 14-15% needed to offset higher input costs Long-term outlook good, valuation potential vs. peers

Martin Kaland
  • Martin Kaland

Sector Fast Comment - Norway: December smolt release up 44% y-o-y

December smolt release up 44% y-o-y December vaccine sales up 16% y-o-y Norwegian biomass down 3% y-o-y

Anna Danfors ... (+2)
  • Anna Danfors
  • Fredrik Ivarsson

BYGGmax - Q4 sales in line but higher costs

Sales +1% vs ABGSC, -1% vs Infront cons. EBIT -51% vs ABGSC, -50% vs Infront cons. Small quarter with no drama

Bengt Jonassen
  • Bengt Jonassen
Fredrik Stensved ... (+3)
  • Fredrik Stensved
  • Markus Henriksson
  • Victor Krüeger

Fabege - Remaining on the sidelines

CEPS growth of 2% in 2022e and 5% in 2023e EPRA NRV growth of 10% y-o-y in Q4’21e 30x 2022e CEPS and 20% EPRA NRV discount

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