Growth momentum picking up. Increased risk on very high US valuation. Best long ideas are: NHY, STB, SUBC, AFG, BONH, NAS, LINK, LSG, TGS, WAWI.

12 Mar 2024
Norway: Best ideas Q1'24
Hydro Exploitations (MLHYE:EPA), 0 | HYDROGEN ENGINE CENTER (HYEG:NYSE), 0 | Hydrogen Hybrid Technologies I (HYHY:NYSE), 0 | Hydromer Inc (HYDI:NYSE), 0 | Hydrocarbon Dynamics Limited (HCD:ASX), 0 | Hydropneumotechnics AD (HPT:BUL), 0 | Hydrogen Freehold & Leasehold Real Estate Investment Trust (HYDROGEN:BKK), 0 | HydroGenetics Inc (HYGN:NYSE), 0 | Hydrogen Refueling Solutions SA (ALHRS:PAR), 0 | Hydro One Limited (H:TSE), 0 | Hydrogenics Corporation (HYG:TSE), 0 | Hydromelioracie a.s. (1HML01A:BRA), 0 | Hydrofarm Holdings Group, Inc. (HYFM:NAS), 0 | HYDROTEC AG (HYW:BER), 0 | Hydrograph Clean Power Inc (HG:CNQ), 0 | HYDRO Exploitation SA (MLHYE:PAR), 0 | Hydro Hotel, Eastbourne, plc (HYDP:PLU), 850 | Hydro International (HYD:LON), 0 | Hydrogen Capital Growth plc (HGEN:LON), 27.2 | HydrogenPro ASA (HYPRO:OSL), 0 | Hydro Lithium Inc (101670:KRX), 0 | Hydrogen Utopia International PLC (HUI:LON), 1.4 | Hydrogen Future Industries PLC (HFI:PLU), 1.5 | Hydrogene de France (HDF:PAR), 0 | Hydromash OJSC (NGRM:RUS), 0 | Hydrogen Engine Center, Inc. (HYEG:OTC), 0 | Hydrotek Public Co,. Ltd. (HYDRO:BKK), 0 | Hydrogen Hybrid Technologies, Inc. (HYHY:OTC), 0 | HydroGenetics, Inc. (HYGN:OTC), 0 | Hydromer, Inc. (HYDI:OTC), 0 | Hydro Power Technologies Inc (PYBX:OTC), 0 | Hydro Power JSC-Power No.3 (DRL:STC), 0 | STOREBRAND (STB:STO), 0 | Storebrand ASA (STB:OSL), 0 | SUBSEA 7 (SUBC:STO), 0 | Subsea 7 S.A. (SUBC:OSL), 0 | Equinor ASA (EQNR:STO), 0 | Equinor ASA (EQNR:OSL), 0 | AF GRUPPEN (AFG:STO), 0 | AF Gruppen ASA Class A (AFG:OSL), 0 | BONHEUR (BON:STO), 0 | Bonheur ASA (BONHR:OSL), 0 | NORWEGIAN AIR SHUTTLE AS (NAS:STO), 0 | Norwegian Air Shuttle ASA (NAS:OSL), 0 | LINK Mobility Group Holding ASA (LINK:OSL), 0 | TGS NOPEC GEOPHYSICAL CO (TGS:STO), 0 | TGS ASA (TGS:OSL), 0 | TGS Esports Inc (TGS.H:TSX), 0 | TGS Dis Ticaret AS (TGSAS.E:IST), 0 | Wallenius Wilhelmsen ASA (WALWIL:STO), 0 | Wallenius Wilhelmsen ASA (WAWI:OSL), 0

Sign up to access
Get access to our full offering from over 30 providers
Get access to our full offering from over 30 providers
Norway: Best ideas Q1'24
Hydro Exploitations (MLHYE:EPA), 0 | HYDROGEN ENGINE CENTER (HYEG:NYSE), 0 | Hydrogen Hybrid Technologies I (HYHY:NYSE), 0 | Hydromer Inc (HYDI:NYSE), 0 | Hydrocarbon Dynamics Limited (HCD:ASX), 0 | Hydropneumotechnics AD (HPT:BUL), 0 | Hydrogen Freehold & Leasehold Real Estate Investment Trust (HYDROGEN:BKK), 0 | HydroGenetics Inc (HYGN:NYSE), 0 | Hydrogen Refueling Solutions SA (ALHRS:PAR), 0 | Hydro One Limited (H:TSE), 0 | Hydrogenics Corporation (HYG:TSE), 0 | Hydromelioracie a.s. (1HML01A:BRA), 0 | Hydrofarm Holdings Group, Inc. (HYFM:NAS), 0 | HYDROTEC AG (HYW:BER), 0 | Hydrograph Clean Power Inc (HG:CNQ), 0 | HYDRO Exploitation SA (MLHYE:PAR), 0 | Hydro Hotel, Eastbourne, plc (HYDP:PLU), 850 | Hydro International (HYD:LON), 0 | Hydrogen Capital Growth plc (HGEN:LON), 27.2 | HydrogenPro ASA (HYPRO:OSL), 0 | Hydro Lithium Inc (101670:KRX), 0 | Hydrogen Utopia International PLC (HUI:LON), 1.4 | Hydrogen Future Industries PLC (HFI:PLU), 1.5 | Hydrogene de France (HDF:PAR), 0 | Hydromash OJSC (NGRM:RUS), 0 | Hydrogen Engine Center, Inc. (HYEG:OTC), 0 | Hydrotek Public Co,. Ltd. (HYDRO:BKK), 0 | Hydrogen Hybrid Technologies, Inc. (HYHY:OTC), 0 | HydroGenetics, Inc. (HYGN:OTC), 0 | Hydromer, Inc. (HYDI:OTC), 0 | Hydro Power Technologies Inc (PYBX:OTC), 0 | Hydro Power JSC-Power No.3 (DRL:STC), 0 | STOREBRAND (STB:STO), 0 | Storebrand ASA (STB:OSL), 0 | SUBSEA 7 (SUBC:STO), 0 | Subsea 7 S.A. (SUBC:OSL), 0 | Equinor ASA (EQNR:STO), 0 | Equinor ASA (EQNR:OSL), 0 | AF GRUPPEN (AFG:STO), 0 | AF Gruppen ASA Class A (AFG:OSL), 0 | BONHEUR (BON:STO), 0 | Bonheur ASA (BONHR:OSL), 0 | NORWEGIAN AIR SHUTTLE AS (NAS:STO), 0 | Norwegian Air Shuttle ASA (NAS:OSL), 0 | LINK Mobility Group Holding ASA (LINK:OSL), 0 | TGS NOPEC GEOPHYSICAL CO (TGS:STO), 0 | TGS ASA (TGS:OSL), 0 | TGS Esports Inc (TGS.H:TSX), 0 | TGS Dis Ticaret AS (TGSAS.E:IST), 0 | Wallenius Wilhelmsen ASA (WALWIL:STO), 0 | Wallenius Wilhelmsen ASA (WAWI:OSL), 0
- Published:
12 Mar 2024 -
Author:
Bengt Jonassen | ABGSC Strategy Research -
Pages:
124 -
Growth momentum picking up. Increased risk on very high US valuation. Best long ideas are: NHY, STB, SUBC, AFG, BONH, NAS, LINK, LSG, TGS, WAWI.