Eolus - Divestments pending, strategic shift ahead
Waiting for sales of Dållebo, Boarp and Fågelås wind projects~470 MW under constructionTrading at '26e-'27e P/Es of 4x-6xWaiting for di...
Waiting for sales of Dållebo, Boarp and Fågelås wind projects~470 MW under constructionTrading at '26e-'27e P/Es of 4x-6xWaiting for di...
Room for M&A to drive earnings growthFunding costs are coming down significantly2026e P/CEPS 10x vs. coverage average of 15xSolid operational perf...
Strong Q3 production of 2.9kboe/d vs. ABGSCe 2.4kboe/d'26e EBITDAX up 3% on higher Brage productionFair value range of NOK 1.2-4.5/shQ3: EBITDA NOK 12...
Faces similar issues to Betco, indicating market-wide issues'26e-'27e EBITDA down 3%Trading below peers at 4x '26e EV/EBITDAKeeps guidance after weak ...
Strong NOI margin behind rec. PTP +1% vs ABGSCeCons to raise estimates (rec. PTP) by ~5%Share to trade ahead of the real estate sector todayQ3 NOI +3%...
Q3 was a step back, but 2026e should recoverWe cut adj. EBITA by 6-8% in 2025-27e2025e EPS points toward a rare DPS reductionSoft Q3, cautious near-te...
Continued margin expansion driven by DOCSEBIT estimates raised by 2-3% for '26e-'27e on scaling potentialTrading at 13x EV/EBIT, ~20% below its histor...