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Teekay LNG Partners LP
Adding visibility and improving liquidity

TGP refinances its USD 225m RCF Two new contracts, LNGC contract coverage at 98% in ’20 and 94% in ‘21 Refinancing risk reduced, but it was already very low in our view Bond spreads imply distress that is not there

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  • 04 Apr 20
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NORDIC SEMICONDUCTOR
Apple reportedly unveils AirTag name in video

Reportedly, Apple accidentally unveiled the AirTag name in a video The name was reportedly unveiled in a deleted YouTube support video As NOD is used in Apple products and in a similar device tracker (Tile) we would not be surprised if NOD is used in such a tracker if it’s launched

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  • 03 Apr 20
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TGS NOPEC GEOPHYSICAL CO
Revenue update Wednesday

Q1 revenue update Wednesday morning – Arctic in line with consensus We expect dividend reduction – USD 0.2/quarter vs. guidance at 0.375 New mc 2020 guidance expected at USD 350m (current USD 450m) Bearish market comments expected – TGS in a unique position, though

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  • 03 Apr 20
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ATEA
Interview with CEO: “surprisingly good”

Interview with CEO in CW signals solid near-term development in Atea Reportedly the hardware business is solid, but high uncertainty in service Dustin 1 April: Solid hardware sale but subdued project-related services This has a slight positive read-across to Atea’s near term figures

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  • 03 Apr 20
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PETROLEUM GEO-SERVICES
Withdraws guidance – decides to draw RCF

PGS withdraws from outlook and guidance Decided to fully draw on the RCF – bearish New work has been substantially delayed or postponed Update is largely as expected, but highlights a very challenging situation

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  • 03 Apr 20
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Adevinta ASA
Leboncoin CEO: “Large drop in activity”

Interview with Leboncoin CEO in local media, confirming activity drop We expect Spain and Italy, and secondly France, to be hardest hit COVID-19 prospects should already be reflected in current valuation Solid long-term prospects, and M&A optionality give downside support

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  • 03 Apr 20
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Arctic Securities Research and Daily Commentaries

Research Tree offers Arctic Securities research, providing ongoing coverage of 118 shares , as well as macro-economic categories including: Commodities - Agriculture and Commodities - Energy. We offer 524 reports from Arctic Securities on Research Tree.

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Today’s macro comments

“Flash” PMIs for January suggest firmer growth momentum Demand-led setback for US manufacturing PMI Best reading for Euroland manufacturing PMI since last April

  • 27 Jan 20
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