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Update shared on28 Jul 2025

kapirey's Fair Value
€75.31
49.7% undervalued intrinsic discount
28 Jul
€37.90
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1Y
-18.0%
7D
-5.0%

The recent tariff agreements between the United States and the European Union, signed on July 28, 2025, could have indirect implications for companies like ABO Wind, although the company is not specifically mentioned in the current reports. Here's how they might affect you:

🔍 Tariff Agreement Summary A general tariff of 15% has been established for most European products exported to the US, thus avoiding a 30% tariff that had been initially proposed  The agreement includes "zero tariffs" on strategic products, such as some agricultural, chemical, aeronautics, and semiconductor products  The EU pledges to buy $750 billion worth of U.S. energy and invest another $600 billion in the U.S., which could affect the energy and trade balance 

🌍 Potential impact on ABO Wind ABO Wind is a German company specialized in the development of renewable energy projects, mainly in Europe and Latin America. Although it has not been directly mentioned in connection with this agreement, there are several factors to consider:

  • Energy competition: Europe's commitment to buy large volumes of U.S. energy could reduce demand for local renewable projects if some of that energy comes from non-renewable sources or if imports are prioritized over domestic development.
  • Export costs: If ABO Wind exports components or services to the U.S., the new 15% tariff could make its operations in that market more expensive, although it is unclear whether its products are included in the list of zero-tariff exceptions.
  • Stock market: European stock markets have reacted with slight increases after the agreement, indicating a perception of stability. However, specific actions such as those of ABO Wind (AB9. F) have not shown any notable movements related to this issue in recent days. 
  • Opportunities in Latin America: ABO Wind continues to expand in markets such as Colombia, where it recently signed a deal for a 19.9 MW solar park This suggests that its international strategy could be more focused on regions outside the EU-US axis. This partially protects it from these agreements.

Disclaimer

The user kapirey has a position in XTRA:AB9. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.