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On aggregate, the R&C stocks underperformed (equal weight) the MSCI Nordic by ~1% throughout the reporting season (10 July to today).
Companies: FKRAFT ORSTED ARISE BON EOLUB HEX GREENH SSO SCATC APV NEL ORSTED IWS ECCB AKH VWS BONHR TOM NEL ZAP CADLR HPUR ECCB EWIND ELMRA ARISE VOLUE EOLUB HEX
ABG Sundal Collier
This week, we look at the effect of AI/data centres on power demand.
On aggregate, the R&C stocks outperperformed the MSCI Nordic by ~1% throughout the reporting season (16 Apr to 6 Jun).
This week, we're taking a closer look at Ørsted. Despite challenges in the last few years, we now argue Ørsted is back on the right path. We rate the stock a BUY, and set a 12-month TP of DKK 450/sh.
Companies: TOM ORSTED ARISE BON EOLUB HEX GREENH VWS SSO SCATC APV ORSTED IWS ECCB AKH VWS BONHR TOM ZAP CADLR HPUR ECCB EWIND ELMRA ARISE VOLUE EOLUB HEX
This week , we provide some insight into the marginal pricing of electricity markets in Europe, as well as calculation details and a simple calculator where investors can enter their own assumptions.
This week, we take a look at cost developments in the offshore wind supply chain.
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%).
This week we highlight the offshore wind auction for Sørlige Nordsjø II (SNII). The winning bid was from the consortium Ventyr (Parkwind and Ingka Investments) at a price of NOK 1.15/kWh.
Companies: TOM GARO ORSTED ARISE GARO BON EOLUB HEX GARO GREENH VWS SSO SCATC APV ORSTED IWS ECCB AKH VWS GARO GHC BONHR GRDC TOM ZAP CADLR HPUR ECCB EWIND ELMRA ARISE VOLUE EOLUB HEX
This week, we take a look at the new rules for deposit return systems in EU, following a provisional political agreement between the European Council and European Parliament representatives last week.
On aggregate, the R&Ct stocks underperformed MSCI Nordic by ~13% throughout the season (26 Jan to 4 Mar)
This week, we would like to highlight one of our key long ideas in the sector: Volue (BUY, TP 31.5), which is a Norwegian technology company.
Companies: TOM ORSTED ARISE BON EOLUB HEX VWS SSO SCATC APV ORSTED IWS ECCB AKH VWS BONHR TOM ZAP CADLR HPUR ECCB EWIND ELMRA ARISE VOLUE EOLUB HEX
This week, we summarise the key takeaways from the Nordic Renewables & Cleantech companies that have reported Q4 figures so far.
Of our basket of 42 stocks, returns were positive for 27 and negative for 15 for the week. Median performance +2.7%, average +3.5%. Sub-sectors: Wind (+4%), Solar (+2%), Hydrogen (+4%), Cleantech/other (+4%).
Of our basket of 42 stocks, returns were positive for 27 and negative for 15 for the week. Median performance +0.8%, average +2.2%. Sub-sectors: Wind (+1%), Solar (+6%), Hydrogen (+2%), Cleantech/other (+1%).
This week we focus on the rapid development of wind turbine size.
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