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
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
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
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
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
Aerospace And Additive Titanium Will Drive Future Progress
Key Takeaways Industry leadership in additive titanium parts and expanding regulatory acceptance position Norsk Titanium for strong revenue and market share growth amid rising demand. Diversification across sectors and manufacturing efficiency improvements support earnings stability, margin expansion, and predictable long-term growth.Read more
TOM: Order Win And Index Inclusion Will Support Near-Term Market Recovery
Key Takeaways Expansion into new markets and tighter EU regulations are driving strong demand and recurring revenue growth in reverse vending, recycling, and sorting solutions. Strategic innovation and cost control position Tomra for earnings growth and margin improvement despite recent macroeconomic challenges and delayed customer investment.Read more
Shifting NATO Spending And Rising ESG Pressures Will Undermine Value
Key Takeaways Geopolitical shifts, ESG pressures, and increased competition threaten growth, margin expansion, and reliable access to capital for Kongsberg Gruppen. Operational overextension, supply chain risks, and rapid technological change pose challenges to earnings stability and long-term profitability.Read more
