Capital Goods Norwegian Community
Our community narratives are driven by numbers and valuation.
Capital Goods Norwegian Investing Ideas
In my view, the share still looks attractive. The upside is not dramatic, but neither is the downside at current levels.
In my view, the share still looks attractive. The upside is not dramatic, but neither is the downside at current levels (price currently NOK 16.38).Read more
Kongsberg Gruppen's Projected Growth with 12% Profit Margin Rise
Key Takeaways Market optimism may be overestimating sustained revenue and margin growth, ignoring uncertainties in demand, political shifts, and execution challenges on backlog conversion. Rising regulatory scrutiny and potential budget shifts toward sustainability could dampen long-term defense order flow, compressing margins and restricting earnings growth.Read more
Cadeler set to grow with market.
Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.Read more
AutoStore: A Warehouse Automation Leader with 20% Upside Potential - if growth comes.
Q1 2025 Update Very weak quarter both in terms of order intake 142 mUSD (also including about 30 mUSD for "as a service" orders) vs 182 last Q!, no implications for long term valuation. No need to rush in to this stock.Read more
Cambi: waiting for big orders
Catalysts Industry Tailwinds: Continued global demand for wastewater treatment driven by urbanisation, water scarcity, and stricter environmental regulations. A rising focus on circular economies that value resource recovery from organic waste.Read more
Hydropower And Carbon Capture Will Open New Horizons
Key Takeaways Focus on sustainability, digital expertise, and workforce development strengthens Multiconsult's competitive edge and supports long-term growth and margin expansion. Robust order backlog from major public sector projects ensures strong revenue visibility, while cost control measures help mitigate margin pressures.Read more
Global Offshore Wind Market Expansion Will Secure Fleet Leadership
Key Takeaways Modern, specialized fleet and global market diversification position Cadeler for sustained revenue growth, high vessel utilization, and reduced geographic risk. Expansion into services and new markets, supported by strong policy momentum and newbuild execution, drives stable margins and long-term earnings visibility.Read more
Heightened Regulation And Oversupply Concerns Will Constrain Future Performance
Key Takeaways Regulatory pressures, shifting consumer demand, and heightened competition threaten both AKVA group's growth prospects and its market leadership in aquaculture technology. Recent investments in innovation have not yet translated into lasting margin improvements, exposing the company to greater risk from cost inflation and industry downturns.Read more
Floating Wind And Renewables Will Drive Demand Despite Risks
Key Takeaways Market underestimates Bonheur's first-mover advantage in floating wind and grid expansion, which will drive project backlog, pricing power, and higher margins. Strategic divestments and diversified portfolio enable recurring high-margin revenues, swift scale-up, and resilience, positioning Bonheur for sustained earnings growth.Read more
