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27 Jul 2023

Norway: Q2'23 - Two recommendation changes

AF Gruppen ASA Class A (AFG:OSL), 0 | Veidekke ASA (VEI:OSL), 0 | KMC Properties ASA (KMCP:OSL), 0 | Selvaag Bolig ASA (SBO:OSL), 0 | Self Storage Group ASA (SSG:STO), 0 | Multiconsult ASA (MULTI:OSL), 0 | NRC GROUP (NRC:STO), 0 | NRC Group ASA (NRC:OSL), 0 | OLAV THON EIENDOMSSELSKAP AS (OLT:STO), 0 | Olav Thon Eiendomsselskap ASA (OLT:OSL), 0 | Entravision Communications Corporation Class A (EVC:NYS), 0 | Entra ASA (ENTRA:OSL), 0 | Entravision Communication (EVC:NYSE), 0 | ENTRA (ENTRA:STO), 0 | Entrada Therapeutics Inc (TRDA:NAS), 0 | AF Gruppen ASA Class A (0DH7:LON), 15,375 | Multiconsult ASA (0R8N:LON), 0 | Schroder British Opportunities Trust Plc (SBO:LON), 62.2

- Njål Eivind Kleiven | ABGSC Construct. & Real Estate Research | Bengt Jonassen
- 153 pages

Strong order intake, but lower building activity expected. Two recommendation changes. We favour AFG, SBO, and SSG.

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Norway: Q2'23 - Two recommendation changes

AF Gruppen ASA Class A (AFG:OSL), 0 | Veidekke ASA (VEI:OSL), 0 | KMC Properties ASA (KMCP:OSL), 0 | Selvaag Bolig ASA (SBO:OSL), 0 | Self Storage Group ASA (SSG:STO), 0 | Multiconsult ASA (MULTI:OSL), 0 | NRC GROUP (NRC:STO), 0 | NRC Group ASA (NRC:OSL), 0 | OLAV THON EIENDOMSSELSKAP AS (OLT:STO), 0 | Olav Thon Eiendomsselskap ASA (OLT:OSL), 0 | Entravision Communications Corporation Class A (EVC:NYS), 0 | Entra ASA (ENTRA:OSL), 0 | Entravision Communication (EVC:NYSE), 0 | ENTRA (ENTRA:STO), 0 | Entrada Therapeutics Inc (TRDA:NAS), 0 | AF Gruppen ASA Class A (0DH7:LON), 15,375 | Multiconsult ASA (0R8N:LON), 0 | Schroder British Opportunities Trust Plc (SBO:LON), 62.2

Published: 27 Jul 2023
Author: Njål Eivind Kleiven | ABGSC Construct. & Real Estate Research | Bengt Jonassen
Pages: 153

Strong order intake, but lower building activity expected. Two recommendation changes. We favour AFG, SBO, and SSG.

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