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We estimate Q1'24 NAV of NOK 814/share. Preventing dilution in AKH by selling ACC. Current NAV NOK ~861/share at 24% discount - BUY, TP NOK 850.
AKER ASA-A SHARES Aker ASA Class A
Q4 NAV of NOK 851 per share, likely NOK 31/share dividend. Creating value, but perhaps not moving the needle short-term. BUY, TP NOK 850 (910).
Reports Q4’23 NAV of NOK 851 per shareDeclares DPS Of NOK 31 per share (5% yield)ICP plans scaled downShare trading at ~22% discount to M-t-M NAV (NOK 779)
Flattish trends in Q4e. We consider its portfolio attractive. BUY, TP NOK 910 (925).
Q3 NAV of NOK 862 per share. Using its key strengths doing interesting investments. Discount has widened while it performs well - BUY.
With the global energy markets undergoing a disruptive period, AKER remains well positioned to capitalize on the key trends: increased energy demand, decarbonization and increased energy efficiency. Our constructive view is supported by AKER’s solid track record of undertaking countercyclical investments and developing strong industrial collaborations and partnerships. Following a change of analyst, we rate the share BUY with a TP of NOK 925 (827).
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