Scatec（66T）株式概要スカテックASAはその子会社とともに、再生可能エネルギー・ソリューションを世界中に提供している。 詳細66T ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長5/6過去の実績1/6財務の健全性0/6配当金0/6報酬収益は年間72.21%増加すると予測されています アナリストらは、株価が31.3%上昇するだろうとほぼ一致している。 リスク分析利払いは収益で十分にカバーされない 利益率(1.5%)は昨年より低い(53.5%) 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る66T Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€8.9968.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-763m17b2016201920222025202620282031Revenue NOK 17.4bEarnings NOK 268.9mAdvancedSet Fair ValueView all narrativesScatec ASA 競合他社7C SolarparkenSymbol: XTRA:HRPKMarket cap: €134.7mclearviseSymbol: XTRA:ABOMarket cap: €97.2mABO Energy GmbH KGaASymbol: XTRA:AB9Market cap: €42.6mMVV EnergieSymbol: XTRA:MVV1Market cap: €2.0b価格と性能株価の高値、安値、推移の概要Scatec過去の株価現在の株価NOK 8.9952週高値NOK 12.2152週安値NOK 7.58ベータ1.231ヶ月の変化-6.98%3ヶ月変化-15.11%1年変化17.44%3年間の変化46.66%5年間の変化-57.83%IPOからの変化297.79%最新ニュースお知らせ • Jun 10Scatec ASA (OB:SCATC) commences an Equity Buyback Plan for 2,500,000 shares, representing 1.56% of its issued share capital, under the authorization approved on April 24, 2026.Scatec ASA (OB:SCATC) commences share repurchases on June 8, 2026, under the program mandated by the shareholders in the Annual General Meeting held on April 24, 2026. As per the mandate, the company is authorized to repurchase up to 2,500,000 shares, representing 1.56% of its issued share capital. The shares will be repurchased in a range of NOK 1 to NOK 1,000 per share. The repurchased shares will be sold/transferred to employees as part of the company's incentive program in one or more rounds. The program is valid till the next Annual General Meeting in 2027, however no later than June 30, 2027. As of March 27, 2026, the company had 159,917,275 shares and no shares in treasury.お知らせ • Apr 24Scatec ASA Approves Board ElectionsScatec ASA held its annual general meeting on April 24, 2026. Kirstine Damkjær was elected as a Board member for a two-year term until the Annual General Meeting 2028. Finn Bjørn Ruyter was elected as a Board member for a term until the Annual General Meeting 2028, with effect from such date as determined by the nomination committee, which shall be no later than December 1, 2026. Following the election, the Company’s board of directors comprises the following persons: Jørgen Kildahl (Chair) (until 2027), Mette Krogsrud (until 2028), Espen Gundersen (until 2028), Maria Tallaksen (until 2028), Pål Kildemo (until 2028), Kirstine Damkjær (until 2028), Finn Bjørn Ruyter (from the Effective Date and until 2028). Kristine Ryssdal was re-elected as Chair of the Nomination Committee for a two-year term until the Annual General Meeting 2028. Based on the Nomination Committee's proposal, the Nomination Committee will following the election consist of: Kristine Ryssdal (Chair) (until 2028), Mads Holm (until 2027), Christian Rom (until 2027), Ole Jakob Hundstad (until 2027).お知らせ • Feb 25Scatec ASA Reaches Commercial Operations Date for the First Phase of Its 1.1 GW Obelisk Solar and 100 Mw/200 MWh Battery Storage Project in EgyptScatec ASA has successfully reached Commercial Operations Date (COD) for the first phase of its 1.1 GW Obelisk solar and 100 MW/200 MWh battery storage project in Egypt. The Obelisk project is being built in two phases. The first phase comprises 561 MW of solar capacity and the total 100 MW/200 MWh battery energy storage system, while the second phase adds an additional 564 MW of solar capacity. The second phase is currently under construction and is expected to reach COD during the summer of 2026. Once fully operational, the Obelisk project will become Africa's largest hybrid solar and battery installation, with an expected abatement of more than 1.2 million tonnes of CO2e emissions per year. It is projected to deliver over 3,000 GWh of clean energy annually, which will be supplied to the Egyptian Electricity Transmission Company (EETC) under a 25-year Power Purchase Agreement (PPA) denominated in USD. Scatec currently holds a 60% economic interest in the power plant and is in advanced discussions with additional equity partners. Scatec provides Engineering, Procurement and Construction (EPC), Asset Management (AM) and Operations & Maintenance (O&M) services for the project.お知らせ • Jan 30Scatec Asa Provides Production Guidance for the Full Year 2026Scatec ASA provided production guidance for the Full Year 2026. For the year, company estimated proportionate power production of 5.2 to 5.6 TWh.お知らせ • Nov 18Scatec ASA, Annual General Meeting, Apr 24, 2026Scatec ASA, Annual General Meeting, Apr 24, 2026.お知らせ • Nov 17+ 4 more updatesScatec ASA to Report Q3, 2026 Results on Oct 30, 2026Scatec ASA announced that they will report Q3, 2026 results on Oct 30, 2026最新情報をもっと見るRecent updatesお知らせ • Jun 10Scatec ASA (OB:SCATC) commences an Equity Buyback Plan for 2,500,000 shares, representing 1.56% of its issued share capital, under the authorization approved on April 24, 2026.Scatec ASA (OB:SCATC) commences share repurchases on June 8, 2026, under the program mandated by the shareholders in the Annual General Meeting held on April 24, 2026. As per the mandate, the company is authorized to repurchase up to 2,500,000 shares, representing 1.56% of its issued share capital. The shares will be repurchased in a range of NOK 1 to NOK 1,000 per share. The repurchased shares will be sold/transferred to employees as part of the company's incentive program in one or more rounds. The program is valid till the next Annual General Meeting in 2027, however no later than June 30, 2027. As of March 27, 2026, the company had 159,917,275 shares and no shares in treasury.お知らせ • Apr 24Scatec ASA Approves Board ElectionsScatec ASA held its annual general meeting on April 24, 2026. Kirstine Damkjær was elected as a Board member for a two-year term until the Annual General Meeting 2028. Finn Bjørn Ruyter was elected as a Board member for a term until the Annual General Meeting 2028, with effect from such date as determined by the nomination committee, which shall be no later than December 1, 2026. Following the election, the Company’s board of directors comprises the following persons: Jørgen Kildahl (Chair) (until 2027), Mette Krogsrud (until 2028), Espen Gundersen (until 2028), Maria Tallaksen (until 2028), Pål Kildemo (until 2028), Kirstine Damkjær (until 2028), Finn Bjørn Ruyter (from the Effective Date and until 2028). Kristine Ryssdal was re-elected as Chair of the Nomination Committee for a two-year term until the Annual General Meeting 2028. Based on the Nomination Committee's proposal, the Nomination Committee will following the election consist of: Kristine Ryssdal (Chair) (until 2028), Mads Holm (until 2027), Christian Rom (until 2027), Ole Jakob Hundstad (until 2027).お知らせ • Feb 25Scatec ASA Reaches Commercial Operations Date for the First Phase of Its 1.1 GW Obelisk Solar and 100 Mw/200 MWh Battery Storage Project in EgyptScatec ASA has successfully reached Commercial Operations Date (COD) for the first phase of its 1.1 GW Obelisk solar and 100 MW/200 MWh battery storage project in Egypt. The Obelisk project is being built in two phases. The first phase comprises 561 MW of solar capacity and the total 100 MW/200 MWh battery energy storage system, while the second phase adds an additional 564 MW of solar capacity. The second phase is currently under construction and is expected to reach COD during the summer of 2026. Once fully operational, the Obelisk project will become Africa's largest hybrid solar and battery installation, with an expected abatement of more than 1.2 million tonnes of CO2e emissions per year. It is projected to deliver over 3,000 GWh of clean energy annually, which will be supplied to the Egyptian Electricity Transmission Company (EETC) under a 25-year Power Purchase Agreement (PPA) denominated in USD. Scatec currently holds a 60% economic interest in the power plant and is in advanced discussions with additional equity partners. Scatec provides Engineering, Procurement and Construction (EPC), Asset Management (AM) and Operations & Maintenance (O&M) services for the project.お知らせ • Jan 30Scatec Asa Provides Production Guidance for the Full Year 2026Scatec ASA provided production guidance for the Full Year 2026. For the year, company estimated proportionate power production of 5.2 to 5.6 TWh.お知らせ • Nov 18Scatec ASA, Annual General Meeting, Apr 24, 2026Scatec ASA, Annual General Meeting, Apr 24, 2026.お知らせ • Nov 17+ 4 more updatesScatec ASA to Report Q3, 2026 Results on Oct 30, 2026Scatec ASA announced that they will report Q3, 2026 results on Oct 30, 2026お知らせ • Oct 30Scatec ASA Provides Production Guidance for the Full Year 2025Scatec ASA provided production guidance for the Full Year 2025. For the year, company estimated proportionate power production of 4.1 TWh - 4.2 TWh.お知らせ • Sep 04Scatec ASA Announces Resignation of Jutta Dissen as Member of the Board of Directors, Effective 3 September 2025Scatec announced that Jutta Dissen has informed the company that she resigns from her position as member of the Board of Directors effective 3 September 2025, after accepting an executive position outside Scatec.お知らせ • Aug 19Scatec Asa Provides Power Production Guidance for the Full Year 2025Scatec ASA provided earnings guidance for the Full Year 2025. For the year, company estimated power production between 4,000 and 4,300 gigawatt hours, slightly reduced from last quarter, mainly due to curtailments in Brazil and Ukraine. It is worth mentioning that the impact on EBITDA is marginal, as majority of the curtailments are refundable.お知らせ • Jun 29Scatec ASA (OB:SCATC) commences an Equity Buyback Plan for 3,500,000 shares, representing 2.20% of its issued share capital, under the authorization approved on April 18, 2025.Scatec ASA (OB:SCATC) commences share repurchases on June 27, 2025, under the program mandated by the shareholders in the Annual General Meeting held on April 18, 2025. As per the mandate, the company is authorized to repurchase up to 3,500,000 shares, representing 2.20% of its issued share capital. The shares will be repurchased in a range of NOK 1 to NOK 1,000 per share. The repurchased shares will be sold/transferred to employees as part of the company's incentive program in one or more rounds. The program is valid till the next Annual General Meeting in 2025, however no later than June 30, 2026. As of April 3, 205, the company had 158,917,275 shares and no shares in treasury. On June 26, 2025, the company announced a share repurchase program. Under the program, the company will repurchase up to 68,533 of its own shares for a total maximum amount of NOK 9.6 million. The purpose of the program is to acquire shares that can be sold to employees as part of the company's Employee Share Purchase Program. The repurchases may be carried out in the period from this announcement and until June 30, 2025.お知らせ • Feb 17Scatec Announces Resignation of Morten Henriksen as Member of the Board of DirectorsScatec announced that Morten Henriksen has informed the company that he resigns from his position as a member of the Board of Directors, effective 17 February 2025.お知らせ • Feb 14SUSI Asia Energy Transition Fund Scsp managed by SUSI Partners AG completed the acquisition of 39-megawatt (MW) Dam Nai Wind farm and the associated operating company in Vietnam from Scatec ASA (OB:SCATC).SUSI Asia Energy Transition Fund Scsp managed by SUSI Partners AG signed an agreement to acquire 39-megawatt (MW) Dam Nai Wind farm and the associated operating company in Vietnam from Scatec ASA (OB:SCATC) for $40 million on September 13, 2024. Scatec will receive an upfront consideration of $27 million for its 100% equity stake at completion, with potential for additional earn-out payments of up to $13 million that are subject to certain conditions being fulfilled prior to May 2026. Total net interest bearing debt related to the Dam Nai Wind farm was approximately $28 million at the end of the second quarter 2024, amounting to a transaction enterprise value of up to $68 million including the contingent earn-out payment. The wind farm has additionally generated a cash flow to equity of approximately $14 million to Scatec since the acquisition in 2021. Following the transaction Scatec will exit all operations in Vietnam resulting in exit costs, including capitalized development expenses, of approximately $4.5 million which will be recognized in the third quarter 2024 results. The transaction is subject to customary regulatory approvals and is expected to close within the first half of 2025. SUSI Asia Energy Transition Fund Scsp managed by SUSI Partners AG completed the acquisition of 39-megawatt (MW) Dam Nai Wind farm and the associated operating company in Vietnam from Scatec ASA (OB:SCATC) on February 13, 2025. The transaction is now completed, and Scatec has received the initial payment of $27 million, with potential for additional earn-out payments of up to $13 million that are subject to certain conditions being fulfilled prior to May 2026. Following the transaction Scatec will exit all operations in Vietnam.Board Change • Dec 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Maria Tallaksen was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 22Scatec ASA, Annual General Meeting, Apr 24, 2025Scatec ASA, Annual General Meeting, Apr 24, 2025.お知らせ • Nov 21+ 4 more updatesScatec ASA to Report Q3, 2025 Results on Oct 30, 2025Scatec ASA announced that they will report Q3, 2025 results on Oct 30, 2025お知らせ • Nov 20STANLIB Infrastructure Private Equity Fund 1 a fund managed by STANLIB Asset Management (Pty) Limited completed the acquisition of an unknown minority stake in Kalkbult, Linde, and Dreunberg solar power plants in South Africa from Scatec ASA (OB:SCATC).STANLIB Infrastructure Private Equity Fund 1 a fund managed by STANLIB Asset Management (Pty) Limited has today signed an agreement to acquire an unknown minority stake in Kalkbult, Linde, and Dreunberg solar power plants in South Africa from Scatec ASA (OB:SCATC) for approximately ZAR 920 million on August 2, 2024. A cash consideration of ZAR 921 million will be paid by the buyer. As part of consideration, ZAR 921 million is paid towards assets of Kalkbult, Linde, and Dreunberg solar power plants in South Africa. Under the terms of agreement, transaction will be conducted through a two-step process, whereby Scatec will sell down to approximately 13 percent in Kalkbult and 12 percent in Linde and Dreunberg. Closing of the transaction is subject to customary consents including lender, shareholder, and regulatory authority approvals. The accounting effects will be disclosed at closing of the transaction. The first phase of the transaction is estimated to close in the second half of 2024 and the second phase in the first half of 2025. On September 30, 2024, Scatec has closed the first phase of the previously announced sale of parts of its ownership in the Kalkbult, Linde and Dreunberg solar power plants. STANLIB Infrastructure Private Equity Fund 1 a fund managed by STANLIB Asset Management (Pty) Limited completed the acquisition of an unknown minority stake in Kalkbult, Linde, and Dreunberg solar power plants in South Africa from Scatec ASA (OB:SCATC) on November 20, 2024. Following the closing of the transaction, Scatec holds an economic interest of approximately 13 percent in Kalkbult and 12 percent in Linde and Dreunberg.New Risk • Nov 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 36% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings are forecast to decline by an average of 36% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: kr10.20 (vs kr0.28 in 3Q 2023)Third quarter 2024 results: EPS: kr10.20 (up from kr0.28 in 3Q 2023). Revenue: kr2.97b (up 269% from 3Q 2023). Net income: kr1.62b (up kr1.58b from 3Q 2023). Profit margin: 55% (up from 5.6% in 3Q 2023). Revenue is expected to decline by 3.8% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 18Second quarter 2024 earnings released: kr0.34 loss per share (vs kr1.90 profit in 2Q 2023)Second quarter 2024 results: kr0.34 loss per share (down from kr1.90 profit in 2Q 2023). Revenue: kr1.17b (up 38% from 2Q 2023). Net loss: kr55.0m (down 118% from profit in 2Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.お知らせ • Aug 16Scatec ASA Provides Proportionate Power Production Guidance for the Year 2024Scatec ASA provided proportionate power production guidance for the year 2024. The full year 2024 proportionate power production estimate is 4.1 TWh – 4.5 TWh, down by 100 GWh driven by second quarter performance.Buy Or Sell Opportunity • Aug 11Now 20% undervaluedOver the last 90 days, the stock has risen 6.4% to €7.10. The fair value is estimated to be €8.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to decline by 10% in the next 2 years.お知らせ • Aug 02Fortis Green Fund I Rwanda Holdings Ltd, a fund managed by Fortis Green Renewables Investment Management and Axian Energy Green Ltd completed the acquisition of 54% stake in 8.5 MW Agahozo-Shalom Youth Village Solar Power Plant in Rwanda from Scatec ASA (OB:SCATC).Fortis Green Fund I Rwanda Holdings Ltd, a fund managed by Fortis Green Renewables Investment Management and Axian Energy Green Ltd agreed to acquire 54% stake in 8.5 MW Agahozo-Shalom Youth Village Solar Power Plant in Rwanda from Scatec ASA (OB:SCATC) for $1.4 million on December 19, 2023. The transaction is subject to the customary regulatory consents and is expected to close in 2024. Fortis Green Fund I Rwanda Holdings Ltd, a fund managed by Fortis Green Renewables Investment Management and Axian Energy Green Ltd completed the acquisition of 54% stake in 8.5 MW Agahozo-Shalom Youth Village Solar Power Plant in Rwanda from Scatec ASA (OB:SCATC) on August 1, 2024.お知らせ • Jul 31TotalEnergies SE (ENXTPA:TTE) signed an agreement to acquire SN Power AS from Scatec ASA (OB:SCATC), Norfund and British International Investment plc.TotalEnergies SE (ENXTPA:TTE) signed an agreement to acquire SN Power AS from Scatec ASA (OB:SCATC), Norfund and British International Investment plc on July 30, 2024. As part of the agreement, TotalEnergies will 100% stake in SN Power. As a result of this transaction, TotalEnergies will acquire a 28.3% stake in the Bujagali hydropower plant currently in operation in Uganda and also acquire minority stakes in two projects under development in Rwanda (260 MW) and Malawi (360 MW). The proceeds from the transaction will be used to support Scatec’s self-funded growth plan. The transaction price and the final accounting effects will be disclosed at closing of the transaction due to commercial considerations. The transaction is subject to conditions and consents being received from stakeholders including lenders and joint venture partners and is scheduled to close within first half of 2025.お知らせ • Jun 14Scatec ASA (OB:SCATC) commences an Equity Buyback Plan for 2,801,451 shares, representing 1.76% of its issued share capital, under the authorization approved on April 18, 2024.Scatec ASA (OB:SCATC) commences share repurchases on June 11, 2024, under the program mandated by the shareholders in the Annual General Meeting held on April 18, 2024. As per the mandate, the company is authorized to repurchase up to 2,801,451 shares, representing 1.76% of its issued share capital. The shares will be repurchased in a range of NOK 1 to NOK 1,000 per share. The repurchased shares will be sold/transferred to employees as part of the company's incentive program in one or more rounds. The program is valid till the next Annual General Meeting in 2025, however no later than June 30, 2025. As of March 26, 2024, the company had 158,917,275 shares and no shares in treasury. On June 10, 2024 the company announced a share repurchase program. Under the program, the company will repurchase up to 50,162 of its own shares for a total maximum amount of NOK 6.48 million. The purpose of the program is to acquire shares that can be sold to employees as part of the company's Employee Share Purchase Program. The repurchases may be carried out in the period from this announcement and until June 14, 2024. As of June 10, 2024, the company has no shares in treasury.Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €7.65, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the Renewable Energy industry in Germany. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.24 per share.Board Change • May 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Espen Gundersen was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.New Risk • May 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings are forecast to decline by an average of 4.9% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results.Reported Earnings • May 01First quarter 2024 earnings released: kr0.73 loss per share (vs kr1.03 loss in 1Q 2023)First quarter 2024 results: kr0.73 loss per share (improved from kr1.03 loss in 1Q 2023). Revenue: kr1.28b (up 52% from 1Q 2023). Net loss: kr115.0m (loss narrowed 29% from 1Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings.お知らせ • Apr 30Scatec ASA Provides Production Guidance for the Year 2024Scatec ASA announced that the full year 2024 proportionate power production estimate is 4.2 TWh – 4.6 TWh.Reported Earnings • Mar 25Full year 2023 earnings released: EPS: kr3.95 (vs kr8.40 loss in FY 2022)Full year 2023 results: EPS: kr3.95 (up from kr8.40 loss in FY 2022). Revenue: kr3.40b (up 13% from FY 2022). Net income: kr628.0m (up kr1.96b from FY 2022). Profit margin: 19% (up from net loss in FY 2022). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.New Risk • Jan 31New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings are forecast to decline by an average of 3.9% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Large one-off items impacting financial results.お知らせ • Jan 27Scatec ASA Provides Power Production Guidance for the First Quarter 2024Scatec ASA provided power production guidance for the first quarter 2024. For the first quarter 2024, the company’s power production is estimated at 800 GWh - 900 GWh on proportionate basis.Reported Earnings • Jan 27Full year 2023 earnings released: EPS: kr3.95 (vs kr8.40 loss in FY 2022)Full year 2023 results: EPS: kr3.95 (up from kr8.40 loss in FY 2022). Revenue: kr4.72b (up 57% from FY 2022). Net income: kr628.0m (up kr1.96b from FY 2022). Profit margin: 13% (up from net loss in FY 2022). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.お知らせ • Dec 29Globeleq Generation Limited acquired 52.5% stake in 40 MW Mocuba solar power plant in Mozambique from Scatec ASA (OB:SCATC).Globeleq Generation Limited signed an agreement to acquire 52.5% stake in 40 MW Mocuba solar power plant in Mozambique from Scatec ASA (OB:SCATC) for $8.5 million on July 18, 2023.The transaction is subject to the customary consents and is expected to close in the first half of 2024. Globeleq Generation Limited completed the acquisition of 52.5% stake in 40 MW Mocuba solar power plant in Mozambique from Scatec ASA (OB:SCATC) on December 28, 2023.お知らせ • Dec 07+ 6 more updatesScatec ASA to Report Q4, 2024 Results on Jan 31, 2025Scatec ASA announced that they will report Q4, 2024 results on Jan 31, 2025Recent Insider Transactions • Nov 30Director recently bought €17k worth of stockOn the 21st of November, Morten Henriksen bought around 3k shares on-market at roughly €5.70 per share. This transaction increased Morten's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €35k more in shares than they have sold in the last 12 months.Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: kr0.28 (vs kr1.61 in 3Q 2022)Third quarter 2023 results: EPS: kr0.28 (down from kr1.61 in 3Q 2022). Revenue: kr947.0m (up 21% from 3Q 2022). Net income: kr45.0m (down 82% from 3Q 2022). Profit margin: 4.8% (down from 33% in 3Q 2022). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.New Risk • Nov 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.7x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 8x earnings per share. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results.お知らせ • Oct 28Central Puerto S.A. (BASE:CEPU) completed the acquisition of 117-megawatt (MW) Guañizuil IIA solar power plant in Argentina from Scatec ASA (OB:SCATC) and Equinor ASA (OB:EQNR).Central Puerto S.A. (BASE:CEPU) reached an agreement to acquire 117-megawatt (MW) Guañizuil IIA solar power plant in Argentina from Scatec ASA (OB:SCATC) and Equinor ASA (OB:EQNR) on October 19, 2023. Central Puerto S.A. (BASE:CEPU) completed the acquisition of 117-megawatt (MW) Guañizuil IIA solar power plant in Argentina from Scatec ASA (OB:SCATC) and Equinor ASA (OB:EQNR) on October 27, 2023.Reported Earnings • Aug 23Second quarter 2023 earnings released: EPS: kr1.90 (vs kr0.61 loss in 2Q 2022)Second quarter 2023 results: EPS: kr1.90 (up from kr0.61 loss in 2Q 2022). Revenue: kr848.0m (up 18% from 2Q 2022). Net income: kr302.0m (up kr399.0m from 2Q 2022). Profit margin: 36% (up from net loss in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 28% per year.New Risk • Aug 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 5.6% per year for the foreseeable future.New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 4.1% per year for the foreseeable future.お知らせ • Jul 18Globeleq Generation Limited signed an agreement to acquire 40 MW Mocuba solar power plant in Mozambique from Scatec ASA (OB:SCATC) for $8.5 million.Globeleq Generation Limited signed an agreement to acquire 40 MW Mocuba solar power plant in Mozambique from Scatec ASA (OB:SCATC) for $8.5 million on July 18, 2023.The transaction is subject to the customary consents and is expected to close in the first half of 2024.Reported Earnings • May 07First quarter 2023 earnings released: kr1.03 loss per share (vs kr7.13 loss in 1Q 2022)First quarter 2023 results: kr1.03 loss per share (improved from kr7.13 loss in 1Q 2022). Revenue: kr841.0m (up 16% from 1Q 2022). Net loss: kr163.0m (loss narrowed 86% from 1Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Apr 12Upcoming dividend of kr1.94 per share at 2.5% yieldEligible shareholders must have bought the stock before 19 April 2023. Payment date: 15 May 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.4%).Reported Earnings • Mar 25Full year 2022 earnings released: kr8.40 loss per share (vs kr2.44 profit in FY 2021)Full year 2022 results: kr8.40 loss per share (down from kr2.44 profit in FY 2021). Revenue: kr3.00b (down 1.2% from FY 2021). Net loss: kr1.33b (down 444% from profit in FY 2021). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 10.0% decline forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 05Full year 2022 earnings released: kr8.40 loss per share (vs kr2.44 profit in FY 2021)Full year 2022 results: kr8.40 loss per share (down from kr2.44 profit in FY 2021). Revenue: kr3.75b (up 24% from FY 2021). Net loss: kr1.33b (down 444% from profit in FY 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.お知らせ • Feb 03+ 1 more updateScatec Asa Proposes Dividend for 2022, Payable Prior to 15 May 2023Scatec ASA has resolved to propose to the Annual General Meeting of Scatec ASA, that a dividend of NOK 1.94 per share should be paid for 2022. Ex-date: 19 April 2023, Record date: 20 April 2023 and Payment date: prior to 15 May 2023.お知らせ • Dec 13Scatec ASA Announces Mikkel Tørud Steps into New Role as EVP Green Hydrogen and Middle East and North Africa RegionScatec ASA announced that Mikkel Tørud, who will step into his new role as EVP Green Hydrogen and Middle East and North Africa region.お知らせ • Dec 12Scatec ASA Announces Chief Financial Officer Changes, Effective March 1, 2023Scatec ASA named Hans Jakob Hegge as the company’s Chief Financial Officer. He will succeed Mikkel Tørud, who will step into his new role as EVP Green Hydrogen and Middle East and North Africa region. Hegge will take on the new role as of March 1, 2023. Since 2021, Hegge has held the position as CFO in Moreld. Before that, Hegge spent 25 years working with Equinor ASA, both in Norway and internationally in senior leadership positions, most recently as Country Manager for the USA and before that as CFO in the period 2015-2018.お知らせ • Nov 17+ 5 more updatesScatec ASA to Report First Half, 2023 Results on Aug 18, 2023Scatec ASA announced that they will report first half, 2023 results on Aug 18, 2023Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: kr1.60 (vs kr0.82 in 3Q 2021)Third quarter 2022 results: EPS: kr1.60 (up from kr0.82 in 3Q 2021). Revenue: kr1.16b (up 37% from 3Q 2021). Net income: kr255.0m (up 95% from 3Q 2021). Profit margin: 22% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.お知らせ • Sep 26Scatec ASA Announces CFO Mikkel Tørud Will Take on A New Executive Management Role in the New OrganizationScatec ASA announced that current CFO Mikkel Tørud will take on a new executive management role as EVP, Green Hydrogen and MENA, in the new organisation. A recruitment process for his successor is set into motion with immediate effect and will be communicated once finalised. Tørud will continue as CFO until a successor is in place.お知らせ • Sep 21Scatec ASA(OB:SCATC) dropped from Oslo OBX Total Return IndexScatec Solar ASA has been removed from Oslo OBX Total Return Index.Recent Insider Transactions • Aug 07Insider recently sold €1.3m worth of stockOn the 4th of August, Roar Haugland sold around 110k shares on-market at roughly €11.42 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €792k more than they bought in the last 12 months.お知らせ • Jul 27Scatec ASA Provides Production Guidance for the Third Quarter and Full Year 2022Scatec ASA provided production guidance for the third quarter and full year 2022. For the third quarter, the company expects to produce about 1,060-1,160 gigawatt hours.For the full year, the company expects to produce 3,900 to 4,100 gigawatt hours.Reported Earnings • Jul 27Second quarter 2022 earnings released: kr0.61 loss per share (vs kr0.58 profit in 2Q 2021)Second quarter 2022 results: kr0.61 loss per share (down from kr0.58 profit in 2Q 2021). Revenue: kr836.0m (up 14% from 2Q 2021). Net loss: kr97.0m (down 204% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 30% compared to a 16% decline forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • May 10Board Member recently bought €92k worth of stockOn the 6th of May, Espen Gundersen bought around 10k shares on-market at roughly €9.15 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €203k more in shares than they have sold in the last 12 months.お知らせ • May 08+ 1 more updateScatec ASA Announces Executive ChangesScatec ASA announced some key changes to the executive management today. Kate Bragg, who joined the company in August 2021 as Head of Strategy and M&A, will join the team as EVP Corporate Development, while Ann-Mari Lillejord, who re-joined the company in April 2022, will become EVP Project Development. In addition, Power-to-X will be lifted to executive level and this area will be managed by Pål Helsing in the interim, in addition to his current role as EVP Solutions. Release, a flexible leasing agreement of pre-assembled and containerised solar PV and battery equipment, will become an independent business unit.Reported Earnings • May 07First quarter 2022 earnings released: kr7.13 loss per share (vs kr0.11 profit in 1Q 2021)First quarter 2022 results: kr7.13 loss per share (down from kr0.11 profit in 1Q 2021). Revenue: kr759.0m (up 9.5% from 1Q 2021). Net loss: kr1.13b (down kr1.15b from profit in 1Q 2021). Over the next year, revenue is forecast to grow 57% compared to a 25% decline forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • Mar 30Scatec ASA Proposes Dividend for 2021, Payable Prior to 15 May 2022Scatec ASA proposed to the Annual General Meeting that a dividend of NOK 2.54 per share should be paid for 2021. Ex-date is on 2 May 2022. The record date is on 3 May 2022. The payment date is prior to 15 May 2022.お知らせ • Mar 28Scatec ASA Announces CEO Changes, Effective May 1, 2022The Board of Directors of Scatec has appointed Terje Pilskog as the company’s new Chief Executive Officer. Raymond Carlsen will step down after 13 years and the change will take place on May 1, 2022. Terje Pilskog comes from the position as EVP Project Development. Mr. Pilskog joined Scatec as EVP Project Development in 2013. Previously, he held various management positions with Renewable Energy Corporation, where he joined from a position as Associate Principle with McKinsey & Co.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to €13.00, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 24x in the Renewable Energy industry in Europe. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.24 per share.Reported Earnings • Feb 04Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: kr2.45 (up from kr3.52 loss in FY 2020). Revenue: kr3.80b (up 37% from FY 2020). Net income: kr388.0m (up kr866.0m from FY 2020). Profit margin: 10% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 37% compared to a 28% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Feb 03Scatec ASA Proposes Cash Dividend for 2021, Payable Prior to 15 May 2022The Board of Directors of Scatec ASA has resolved to propose to the Annual General Meeting a dividend of NOK 2.54 per share should be paid for 2021. Last day including right is 28 April 2022. Ex-date is 29 April 2022. Record date is 2 May 2022. Payment date is prior to 15 May 2022.Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS kr0.83 (vs kr0.43 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr1.06b (up 45% from 3Q 2020). Net income: kr131.0m (up kr188.0m from 3Q 2020). Profit margin: 12% (up from net loss in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 139 percentage points per year, which is a significant difference in performance.お知らせ • Jul 24Scatec ASA Provides Production Guidance for the Third Quarter and Full Year 2021Scatec ASA provides production guidance for the third quarter and full year 2021. For the third quarter, the company expects to produce about 1,000 gigawatt hours. For the full year, the company expects to produce 3,600 to 3,750 gigawatt hours.Reported Earnings • Jul 24Second quarter 2021 earnings released: EPS kr0.58 (vs kr0.76 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr736.0m (up 1.9% from 2Q 2020). Net income: kr93.0m (up kr191.0m from 2Q 2020). Profit margin: 13% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 154 percentage points per year, which is a significant difference in performance.お知らせ • Jun 04Scatec ASA (OB:SCATC) agreed to acquire 50% majority stake in 900 Mega-Watt Power Generation Assets in Rajasthan from ACME Solar Holdings Limited.Scatec ASA (OB:SCATC) agreed to acquire 50% majority stake in 900 Mega-Watt Power Generation Assets in Rajasthan from ACME Solar Holdings Limited on June 3, 2021.お知らせ • May 15Scatec ASA (OB:SCATC) commences an Equity Buyback Plan for 830,000 shares, representing 0.52% of its issued share capital, under the authorization approved on April 20, 2021.Scatec ASA (OB:SCATC) commences share repurchases on May 14, 2021, under the program mandated by the shareholders in the Annual General Meeting held on April 20, 2021. As per the mandate, the company is authorized to repurchase up to 830,000 shares, representing 0.52% of its issued share capital. The shares will be repurchased in a range of NOK 1 to NOK 1,000 per share. The repurchased shares will be sold/transferred to employees as part of the company's incentive program in one or more rounds. The program is valid till the next Annual General Meeting in 2022, however no later than June 30, 2022. As of March 26, 2021, the company had 158,864,018 shares and no shares in treasury. On May 12, 2021, the company announced a share repurchase program. Under the program, the company will repurchase up to 43,907 of its own shares for a total maximum amount of NOK 13.17 million. The purpose of the program is to acquire shares that can be sold to employees as part of the company's Employee Share Purchase Program. The repurchases may be carried out in the period from this announcement and until May 20, 2021. As of May 12, 2021, the company has no shares in treasury.Recent Insider Transactions • May 04Chief Executive Officer recently bought €498k worth of stockOn the 3rd of May, Raymond Carlsen bought around 23k shares on-market at roughly €22.14 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Raymond has been a net seller over the last 12 months, reducing personal holdings by €1.3m.Reported Earnings • May 03First quarter 2021 earnings released: EPS kr0.11 (vs kr1.87 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: kr831.0m (up 32% from 1Q 2020). Net income: kr18.0m (down 92% from 1Q 2020). Profit margin: 2.2% (down from 37% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 172 percentage points per year, which is a significant difference in performance.Executive Departure • Apr 22Independent Director has left the companyOn the 20th of April, John Giverholt's tenure in the role of Independent Director ended. As of December 2020, John personally held 4.00k shares (€127k worth at the time). John is the only executive to leave the company over the last 12 months.Upcoming Dividend • Apr 14Upcoming dividend of kr1.09 per shareEligible shareholders must have bought the stock before 21 April 2021. Payment date: 07 May 2021. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.8%).株主還元66TDE Renewable EnergyDE 市場7D-4.8%1.5%-0.2%1Y17.4%42.4%1.4%株主還元を見る業界別リターン: 66T過去 1 年間で42.4 % の収益を上げたGerman Renewable Energy業界を下回りました。リターン対市場: 66T過去 1 年間で1.4 % の収益を上げたGerman市場を上回りました。価格変動Is 66T's price volatile compared to industry and market?66T volatility66T Average Weekly Movement5.9%Renewable Energy Industry Average Movement4.6%Market Average Movement6.0%10% most volatile stocks in DE Market13.1%10% least volatile stocks in DE Market2.8%安定した株価: 66T 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 66Tの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2007737Terje Pilskogscatec.comScatec ASA はその子会社とともに、再生可能エネルギー・ソリューションを世界中に提供している。同社は発電部門と開発・建設部門を通じて事業を展開している。太陽光発電、風力発電、水力発電による電力を生産・販売している。また、太陽光発電所、風力発電所、水力発電所、貯蔵ソリューションの開発、建設、所有、運営も行っている。また、発電所の設計、調達、建設、運転、保守、資産管理にも携わっている。合計5GWの再生可能エネルギー発電所を運転中および建設中である。以前はScatec Solar ASAとして知られていたが、2020年11月にScatec ASAに社名を変更した。スカテックASAは2007年に設立され、ノルウェーのオスロに本社を置いている。もっと見るScatec ASA 基礎のまとめScatec の収益と売上を時価総額と比較するとどうか。66T 基礎統計学時価総額€1.44b収益（TTM）€5.09m売上高(TTM)€328.91m282.4xPER（株価収益率4.4xP/Sレシオ66T は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計66T 損益計算書（TTM）収益NOK 3.62b売上原価NOK 0売上総利益NOK 3.62bその他の費用NOK 3.56b収益NOK 56.00m直近の収益報告Mar 31, 2026次回決算日Aug 21, 2026一株当たり利益（EPS）0.35グロス・マージン100.00%純利益率1.55%有利子負債／自己資本比率272.7%66T の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/15 11:38終値2026/06/12 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Scatec ASA 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関null nullABG Sundal CollierManuel PalomoBNP ParibasEivind GarvikCarnegie Investment Bank AB8 その他のアナリストを表示
お知らせ • Jun 10Scatec ASA (OB:SCATC) commences an Equity Buyback Plan for 2,500,000 shares, representing 1.56% of its issued share capital, under the authorization approved on April 24, 2026.Scatec ASA (OB:SCATC) commences share repurchases on June 8, 2026, under the program mandated by the shareholders in the Annual General Meeting held on April 24, 2026. As per the mandate, the company is authorized to repurchase up to 2,500,000 shares, representing 1.56% of its issued share capital. The shares will be repurchased in a range of NOK 1 to NOK 1,000 per share. The repurchased shares will be sold/transferred to employees as part of the company's incentive program in one or more rounds. The program is valid till the next Annual General Meeting in 2027, however no later than June 30, 2027. As of March 27, 2026, the company had 159,917,275 shares and no shares in treasury.
お知らせ • Apr 24Scatec ASA Approves Board ElectionsScatec ASA held its annual general meeting on April 24, 2026. Kirstine Damkjær was elected as a Board member for a two-year term until the Annual General Meeting 2028. Finn Bjørn Ruyter was elected as a Board member for a term until the Annual General Meeting 2028, with effect from such date as determined by the nomination committee, which shall be no later than December 1, 2026. Following the election, the Company’s board of directors comprises the following persons: Jørgen Kildahl (Chair) (until 2027), Mette Krogsrud (until 2028), Espen Gundersen (until 2028), Maria Tallaksen (until 2028), Pål Kildemo (until 2028), Kirstine Damkjær (until 2028), Finn Bjørn Ruyter (from the Effective Date and until 2028). Kristine Ryssdal was re-elected as Chair of the Nomination Committee for a two-year term until the Annual General Meeting 2028. Based on the Nomination Committee's proposal, the Nomination Committee will following the election consist of: Kristine Ryssdal (Chair) (until 2028), Mads Holm (until 2027), Christian Rom (until 2027), Ole Jakob Hundstad (until 2027).
お知らせ • Feb 25Scatec ASA Reaches Commercial Operations Date for the First Phase of Its 1.1 GW Obelisk Solar and 100 Mw/200 MWh Battery Storage Project in EgyptScatec ASA has successfully reached Commercial Operations Date (COD) for the first phase of its 1.1 GW Obelisk solar and 100 MW/200 MWh battery storage project in Egypt. The Obelisk project is being built in two phases. The first phase comprises 561 MW of solar capacity and the total 100 MW/200 MWh battery energy storage system, while the second phase adds an additional 564 MW of solar capacity. The second phase is currently under construction and is expected to reach COD during the summer of 2026. Once fully operational, the Obelisk project will become Africa's largest hybrid solar and battery installation, with an expected abatement of more than 1.2 million tonnes of CO2e emissions per year. It is projected to deliver over 3,000 GWh of clean energy annually, which will be supplied to the Egyptian Electricity Transmission Company (EETC) under a 25-year Power Purchase Agreement (PPA) denominated in USD. Scatec currently holds a 60% economic interest in the power plant and is in advanced discussions with additional equity partners. Scatec provides Engineering, Procurement and Construction (EPC), Asset Management (AM) and Operations & Maintenance (O&M) services for the project.
お知らせ • Jan 30Scatec Asa Provides Production Guidance for the Full Year 2026Scatec ASA provided production guidance for the Full Year 2026. For the year, company estimated proportionate power production of 5.2 to 5.6 TWh.
お知らせ • Nov 18Scatec ASA, Annual General Meeting, Apr 24, 2026Scatec ASA, Annual General Meeting, Apr 24, 2026.
お知らせ • Nov 17+ 4 more updatesScatec ASA to Report Q3, 2026 Results on Oct 30, 2026Scatec ASA announced that they will report Q3, 2026 results on Oct 30, 2026
お知らせ • Jun 10Scatec ASA (OB:SCATC) commences an Equity Buyback Plan for 2,500,000 shares, representing 1.56% of its issued share capital, under the authorization approved on April 24, 2026.Scatec ASA (OB:SCATC) commences share repurchases on June 8, 2026, under the program mandated by the shareholders in the Annual General Meeting held on April 24, 2026. As per the mandate, the company is authorized to repurchase up to 2,500,000 shares, representing 1.56% of its issued share capital. The shares will be repurchased in a range of NOK 1 to NOK 1,000 per share. The repurchased shares will be sold/transferred to employees as part of the company's incentive program in one or more rounds. The program is valid till the next Annual General Meeting in 2027, however no later than June 30, 2027. As of March 27, 2026, the company had 159,917,275 shares and no shares in treasury.
お知らせ • Apr 24Scatec ASA Approves Board ElectionsScatec ASA held its annual general meeting on April 24, 2026. Kirstine Damkjær was elected as a Board member for a two-year term until the Annual General Meeting 2028. Finn Bjørn Ruyter was elected as a Board member for a term until the Annual General Meeting 2028, with effect from such date as determined by the nomination committee, which shall be no later than December 1, 2026. Following the election, the Company’s board of directors comprises the following persons: Jørgen Kildahl (Chair) (until 2027), Mette Krogsrud (until 2028), Espen Gundersen (until 2028), Maria Tallaksen (until 2028), Pål Kildemo (until 2028), Kirstine Damkjær (until 2028), Finn Bjørn Ruyter (from the Effective Date and until 2028). Kristine Ryssdal was re-elected as Chair of the Nomination Committee for a two-year term until the Annual General Meeting 2028. Based on the Nomination Committee's proposal, the Nomination Committee will following the election consist of: Kristine Ryssdal (Chair) (until 2028), Mads Holm (until 2027), Christian Rom (until 2027), Ole Jakob Hundstad (until 2027).
お知らせ • Feb 25Scatec ASA Reaches Commercial Operations Date for the First Phase of Its 1.1 GW Obelisk Solar and 100 Mw/200 MWh Battery Storage Project in EgyptScatec ASA has successfully reached Commercial Operations Date (COD) for the first phase of its 1.1 GW Obelisk solar and 100 MW/200 MWh battery storage project in Egypt. The Obelisk project is being built in two phases. The first phase comprises 561 MW of solar capacity and the total 100 MW/200 MWh battery energy storage system, while the second phase adds an additional 564 MW of solar capacity. The second phase is currently under construction and is expected to reach COD during the summer of 2026. Once fully operational, the Obelisk project will become Africa's largest hybrid solar and battery installation, with an expected abatement of more than 1.2 million tonnes of CO2e emissions per year. It is projected to deliver over 3,000 GWh of clean energy annually, which will be supplied to the Egyptian Electricity Transmission Company (EETC) under a 25-year Power Purchase Agreement (PPA) denominated in USD. Scatec currently holds a 60% economic interest in the power plant and is in advanced discussions with additional equity partners. Scatec provides Engineering, Procurement and Construction (EPC), Asset Management (AM) and Operations & Maintenance (O&M) services for the project.
お知らせ • Jan 30Scatec Asa Provides Production Guidance for the Full Year 2026Scatec ASA provided production guidance for the Full Year 2026. For the year, company estimated proportionate power production of 5.2 to 5.6 TWh.
お知らせ • Nov 18Scatec ASA, Annual General Meeting, Apr 24, 2026Scatec ASA, Annual General Meeting, Apr 24, 2026.
お知らせ • Nov 17+ 4 more updatesScatec ASA to Report Q3, 2026 Results on Oct 30, 2026Scatec ASA announced that they will report Q3, 2026 results on Oct 30, 2026
お知らせ • Oct 30Scatec ASA Provides Production Guidance for the Full Year 2025Scatec ASA provided production guidance for the Full Year 2025. For the year, company estimated proportionate power production of 4.1 TWh - 4.2 TWh.
お知らせ • Sep 04Scatec ASA Announces Resignation of Jutta Dissen as Member of the Board of Directors, Effective 3 September 2025Scatec announced that Jutta Dissen has informed the company that she resigns from her position as member of the Board of Directors effective 3 September 2025, after accepting an executive position outside Scatec.
お知らせ • Aug 19Scatec Asa Provides Power Production Guidance for the Full Year 2025Scatec ASA provided earnings guidance for the Full Year 2025. For the year, company estimated power production between 4,000 and 4,300 gigawatt hours, slightly reduced from last quarter, mainly due to curtailments in Brazil and Ukraine. It is worth mentioning that the impact on EBITDA is marginal, as majority of the curtailments are refundable.
お知らせ • Jun 29Scatec ASA (OB:SCATC) commences an Equity Buyback Plan for 3,500,000 shares, representing 2.20% of its issued share capital, under the authorization approved on April 18, 2025.Scatec ASA (OB:SCATC) commences share repurchases on June 27, 2025, under the program mandated by the shareholders in the Annual General Meeting held on April 18, 2025. As per the mandate, the company is authorized to repurchase up to 3,500,000 shares, representing 2.20% of its issued share capital. The shares will be repurchased in a range of NOK 1 to NOK 1,000 per share. The repurchased shares will be sold/transferred to employees as part of the company's incentive program in one or more rounds. The program is valid till the next Annual General Meeting in 2025, however no later than June 30, 2026. As of April 3, 205, the company had 158,917,275 shares and no shares in treasury. On June 26, 2025, the company announced a share repurchase program. Under the program, the company will repurchase up to 68,533 of its own shares for a total maximum amount of NOK 9.6 million. The purpose of the program is to acquire shares that can be sold to employees as part of the company's Employee Share Purchase Program. The repurchases may be carried out in the period from this announcement and until June 30, 2025.
お知らせ • Feb 17Scatec Announces Resignation of Morten Henriksen as Member of the Board of DirectorsScatec announced that Morten Henriksen has informed the company that he resigns from his position as a member of the Board of Directors, effective 17 February 2025.
お知らせ • Feb 14SUSI Asia Energy Transition Fund Scsp managed by SUSI Partners AG completed the acquisition of 39-megawatt (MW) Dam Nai Wind farm and the associated operating company in Vietnam from Scatec ASA (OB:SCATC).SUSI Asia Energy Transition Fund Scsp managed by SUSI Partners AG signed an agreement to acquire 39-megawatt (MW) Dam Nai Wind farm and the associated operating company in Vietnam from Scatec ASA (OB:SCATC) for $40 million on September 13, 2024. Scatec will receive an upfront consideration of $27 million for its 100% equity stake at completion, with potential for additional earn-out payments of up to $13 million that are subject to certain conditions being fulfilled prior to May 2026. Total net interest bearing debt related to the Dam Nai Wind farm was approximately $28 million at the end of the second quarter 2024, amounting to a transaction enterprise value of up to $68 million including the contingent earn-out payment. The wind farm has additionally generated a cash flow to equity of approximately $14 million to Scatec since the acquisition in 2021. Following the transaction Scatec will exit all operations in Vietnam resulting in exit costs, including capitalized development expenses, of approximately $4.5 million which will be recognized in the third quarter 2024 results. The transaction is subject to customary regulatory approvals and is expected to close within the first half of 2025. SUSI Asia Energy Transition Fund Scsp managed by SUSI Partners AG completed the acquisition of 39-megawatt (MW) Dam Nai Wind farm and the associated operating company in Vietnam from Scatec ASA (OB:SCATC) on February 13, 2025. The transaction is now completed, and Scatec has received the initial payment of $27 million, with potential for additional earn-out payments of up to $13 million that are subject to certain conditions being fulfilled prior to May 2026. Following the transaction Scatec will exit all operations in Vietnam.
Board Change • Dec 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Maria Tallaksen was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 22Scatec ASA, Annual General Meeting, Apr 24, 2025Scatec ASA, Annual General Meeting, Apr 24, 2025.
お知らせ • Nov 21+ 4 more updatesScatec ASA to Report Q3, 2025 Results on Oct 30, 2025Scatec ASA announced that they will report Q3, 2025 results on Oct 30, 2025
お知らせ • Nov 20STANLIB Infrastructure Private Equity Fund 1 a fund managed by STANLIB Asset Management (Pty) Limited completed the acquisition of an unknown minority stake in Kalkbult, Linde, and Dreunberg solar power plants in South Africa from Scatec ASA (OB:SCATC).STANLIB Infrastructure Private Equity Fund 1 a fund managed by STANLIB Asset Management (Pty) Limited has today signed an agreement to acquire an unknown minority stake in Kalkbult, Linde, and Dreunberg solar power plants in South Africa from Scatec ASA (OB:SCATC) for approximately ZAR 920 million on August 2, 2024. A cash consideration of ZAR 921 million will be paid by the buyer. As part of consideration, ZAR 921 million is paid towards assets of Kalkbult, Linde, and Dreunberg solar power plants in South Africa. Under the terms of agreement, transaction will be conducted through a two-step process, whereby Scatec will sell down to approximately 13 percent in Kalkbult and 12 percent in Linde and Dreunberg. Closing of the transaction is subject to customary consents including lender, shareholder, and regulatory authority approvals. The accounting effects will be disclosed at closing of the transaction. The first phase of the transaction is estimated to close in the second half of 2024 and the second phase in the first half of 2025. On September 30, 2024, Scatec has closed the first phase of the previously announced sale of parts of its ownership in the Kalkbult, Linde and Dreunberg solar power plants. STANLIB Infrastructure Private Equity Fund 1 a fund managed by STANLIB Asset Management (Pty) Limited completed the acquisition of an unknown minority stake in Kalkbult, Linde, and Dreunberg solar power plants in South Africa from Scatec ASA (OB:SCATC) on November 20, 2024. Following the closing of the transaction, Scatec holds an economic interest of approximately 13 percent in Kalkbult and 12 percent in Linde and Dreunberg.
New Risk • Nov 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 36% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings are forecast to decline by an average of 36% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: kr10.20 (vs kr0.28 in 3Q 2023)Third quarter 2024 results: EPS: kr10.20 (up from kr0.28 in 3Q 2023). Revenue: kr2.97b (up 269% from 3Q 2023). Net income: kr1.62b (up kr1.58b from 3Q 2023). Profit margin: 55% (up from 5.6% in 3Q 2023). Revenue is expected to decline by 3.8% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 18Second quarter 2024 earnings released: kr0.34 loss per share (vs kr1.90 profit in 2Q 2023)Second quarter 2024 results: kr0.34 loss per share (down from kr1.90 profit in 2Q 2023). Revenue: kr1.17b (up 38% from 2Q 2023). Net loss: kr55.0m (down 118% from profit in 2Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
お知らせ • Aug 16Scatec ASA Provides Proportionate Power Production Guidance for the Year 2024Scatec ASA provided proportionate power production guidance for the year 2024. The full year 2024 proportionate power production estimate is 4.1 TWh – 4.5 TWh, down by 100 GWh driven by second quarter performance.
Buy Or Sell Opportunity • Aug 11Now 20% undervaluedOver the last 90 days, the stock has risen 6.4% to €7.10. The fair value is estimated to be €8.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to decline by 10% in the next 2 years.
お知らせ • Aug 02Fortis Green Fund I Rwanda Holdings Ltd, a fund managed by Fortis Green Renewables Investment Management and Axian Energy Green Ltd completed the acquisition of 54% stake in 8.5 MW Agahozo-Shalom Youth Village Solar Power Plant in Rwanda from Scatec ASA (OB:SCATC).Fortis Green Fund I Rwanda Holdings Ltd, a fund managed by Fortis Green Renewables Investment Management and Axian Energy Green Ltd agreed to acquire 54% stake in 8.5 MW Agahozo-Shalom Youth Village Solar Power Plant in Rwanda from Scatec ASA (OB:SCATC) for $1.4 million on December 19, 2023. The transaction is subject to the customary regulatory consents and is expected to close in 2024. Fortis Green Fund I Rwanda Holdings Ltd, a fund managed by Fortis Green Renewables Investment Management and Axian Energy Green Ltd completed the acquisition of 54% stake in 8.5 MW Agahozo-Shalom Youth Village Solar Power Plant in Rwanda from Scatec ASA (OB:SCATC) on August 1, 2024.
お知らせ • Jul 31TotalEnergies SE (ENXTPA:TTE) signed an agreement to acquire SN Power AS from Scatec ASA (OB:SCATC), Norfund and British International Investment plc.TotalEnergies SE (ENXTPA:TTE) signed an agreement to acquire SN Power AS from Scatec ASA (OB:SCATC), Norfund and British International Investment plc on July 30, 2024. As part of the agreement, TotalEnergies will 100% stake in SN Power. As a result of this transaction, TotalEnergies will acquire a 28.3% stake in the Bujagali hydropower plant currently in operation in Uganda and also acquire minority stakes in two projects under development in Rwanda (260 MW) and Malawi (360 MW). The proceeds from the transaction will be used to support Scatec’s self-funded growth plan. The transaction price and the final accounting effects will be disclosed at closing of the transaction due to commercial considerations. The transaction is subject to conditions and consents being received from stakeholders including lenders and joint venture partners and is scheduled to close within first half of 2025.
お知らせ • Jun 14Scatec ASA (OB:SCATC) commences an Equity Buyback Plan for 2,801,451 shares, representing 1.76% of its issued share capital, under the authorization approved on April 18, 2024.Scatec ASA (OB:SCATC) commences share repurchases on June 11, 2024, under the program mandated by the shareholders in the Annual General Meeting held on April 18, 2024. As per the mandate, the company is authorized to repurchase up to 2,801,451 shares, representing 1.76% of its issued share capital. The shares will be repurchased in a range of NOK 1 to NOK 1,000 per share. The repurchased shares will be sold/transferred to employees as part of the company's incentive program in one or more rounds. The program is valid till the next Annual General Meeting in 2025, however no later than June 30, 2025. As of March 26, 2024, the company had 158,917,275 shares and no shares in treasury. On June 10, 2024 the company announced a share repurchase program. Under the program, the company will repurchase up to 50,162 of its own shares for a total maximum amount of NOK 6.48 million. The purpose of the program is to acquire shares that can be sold to employees as part of the company's Employee Share Purchase Program. The repurchases may be carried out in the period from this announcement and until June 14, 2024. As of June 10, 2024, the company has no shares in treasury.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €7.65, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the Renewable Energy industry in Germany. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.24 per share.
Board Change • May 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Espen Gundersen was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
New Risk • May 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings are forecast to decline by an average of 4.9% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results.
Reported Earnings • May 01First quarter 2024 earnings released: kr0.73 loss per share (vs kr1.03 loss in 1Q 2023)First quarter 2024 results: kr0.73 loss per share (improved from kr1.03 loss in 1Q 2023). Revenue: kr1.28b (up 52% from 1Q 2023). Net loss: kr115.0m (loss narrowed 29% from 1Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings.
お知らせ • Apr 30Scatec ASA Provides Production Guidance for the Year 2024Scatec ASA announced that the full year 2024 proportionate power production estimate is 4.2 TWh – 4.6 TWh.
Reported Earnings • Mar 25Full year 2023 earnings released: EPS: kr3.95 (vs kr8.40 loss in FY 2022)Full year 2023 results: EPS: kr3.95 (up from kr8.40 loss in FY 2022). Revenue: kr3.40b (up 13% from FY 2022). Net income: kr628.0m (up kr1.96b from FY 2022). Profit margin: 19% (up from net loss in FY 2022). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
New Risk • Jan 31New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings are forecast to decline by an average of 3.9% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Large one-off items impacting financial results.
お知らせ • Jan 27Scatec ASA Provides Power Production Guidance for the First Quarter 2024Scatec ASA provided power production guidance for the first quarter 2024. For the first quarter 2024, the company’s power production is estimated at 800 GWh - 900 GWh on proportionate basis.
Reported Earnings • Jan 27Full year 2023 earnings released: EPS: kr3.95 (vs kr8.40 loss in FY 2022)Full year 2023 results: EPS: kr3.95 (up from kr8.40 loss in FY 2022). Revenue: kr4.72b (up 57% from FY 2022). Net income: kr628.0m (up kr1.96b from FY 2022). Profit margin: 13% (up from net loss in FY 2022). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.
お知らせ • Dec 29Globeleq Generation Limited acquired 52.5% stake in 40 MW Mocuba solar power plant in Mozambique from Scatec ASA (OB:SCATC).Globeleq Generation Limited signed an agreement to acquire 52.5% stake in 40 MW Mocuba solar power plant in Mozambique from Scatec ASA (OB:SCATC) for $8.5 million on July 18, 2023.The transaction is subject to the customary consents and is expected to close in the first half of 2024. Globeleq Generation Limited completed the acquisition of 52.5% stake in 40 MW Mocuba solar power plant in Mozambique from Scatec ASA (OB:SCATC) on December 28, 2023.
お知らせ • Dec 07+ 6 more updatesScatec ASA to Report Q4, 2024 Results on Jan 31, 2025Scatec ASA announced that they will report Q4, 2024 results on Jan 31, 2025
Recent Insider Transactions • Nov 30Director recently bought €17k worth of stockOn the 21st of November, Morten Henriksen bought around 3k shares on-market at roughly €5.70 per share. This transaction increased Morten's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €35k more in shares than they have sold in the last 12 months.
Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: kr0.28 (vs kr1.61 in 3Q 2022)Third quarter 2023 results: EPS: kr0.28 (down from kr1.61 in 3Q 2022). Revenue: kr947.0m (up 21% from 3Q 2022). Net income: kr45.0m (down 82% from 3Q 2022). Profit margin: 4.8% (down from 33% in 3Q 2022). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.
New Risk • Nov 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.7x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 8x earnings per share. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results.
お知らせ • Oct 28Central Puerto S.A. (BASE:CEPU) completed the acquisition of 117-megawatt (MW) Guañizuil IIA solar power plant in Argentina from Scatec ASA (OB:SCATC) and Equinor ASA (OB:EQNR).Central Puerto S.A. (BASE:CEPU) reached an agreement to acquire 117-megawatt (MW) Guañizuil IIA solar power plant in Argentina from Scatec ASA (OB:SCATC) and Equinor ASA (OB:EQNR) on October 19, 2023. Central Puerto S.A. (BASE:CEPU) completed the acquisition of 117-megawatt (MW) Guañizuil IIA solar power plant in Argentina from Scatec ASA (OB:SCATC) and Equinor ASA (OB:EQNR) on October 27, 2023.
Reported Earnings • Aug 23Second quarter 2023 earnings released: EPS: kr1.90 (vs kr0.61 loss in 2Q 2022)Second quarter 2023 results: EPS: kr1.90 (up from kr0.61 loss in 2Q 2022). Revenue: kr848.0m (up 18% from 2Q 2022). Net income: kr302.0m (up kr399.0m from 2Q 2022). Profit margin: 36% (up from net loss in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 28% per year.
New Risk • Aug 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 5.6% per year for the foreseeable future.
New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 4.1% per year for the foreseeable future.
お知らせ • Jul 18Globeleq Generation Limited signed an agreement to acquire 40 MW Mocuba solar power plant in Mozambique from Scatec ASA (OB:SCATC) for $8.5 million.Globeleq Generation Limited signed an agreement to acquire 40 MW Mocuba solar power plant in Mozambique from Scatec ASA (OB:SCATC) for $8.5 million on July 18, 2023.The transaction is subject to the customary consents and is expected to close in the first half of 2024.
Reported Earnings • May 07First quarter 2023 earnings released: kr1.03 loss per share (vs kr7.13 loss in 1Q 2022)First quarter 2023 results: kr1.03 loss per share (improved from kr7.13 loss in 1Q 2022). Revenue: kr841.0m (up 16% from 1Q 2022). Net loss: kr163.0m (loss narrowed 86% from 1Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Apr 12Upcoming dividend of kr1.94 per share at 2.5% yieldEligible shareholders must have bought the stock before 19 April 2023. Payment date: 15 May 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.4%).
Reported Earnings • Mar 25Full year 2022 earnings released: kr8.40 loss per share (vs kr2.44 profit in FY 2021)Full year 2022 results: kr8.40 loss per share (down from kr2.44 profit in FY 2021). Revenue: kr3.00b (down 1.2% from FY 2021). Net loss: kr1.33b (down 444% from profit in FY 2021). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 10.0% decline forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 05Full year 2022 earnings released: kr8.40 loss per share (vs kr2.44 profit in FY 2021)Full year 2022 results: kr8.40 loss per share (down from kr2.44 profit in FY 2021). Revenue: kr3.75b (up 24% from FY 2021). Net loss: kr1.33b (down 444% from profit in FY 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 03+ 1 more updateScatec Asa Proposes Dividend for 2022, Payable Prior to 15 May 2023Scatec ASA has resolved to propose to the Annual General Meeting of Scatec ASA, that a dividend of NOK 1.94 per share should be paid for 2022. Ex-date: 19 April 2023, Record date: 20 April 2023 and Payment date: prior to 15 May 2023.
お知らせ • Dec 13Scatec ASA Announces Mikkel Tørud Steps into New Role as EVP Green Hydrogen and Middle East and North Africa RegionScatec ASA announced that Mikkel Tørud, who will step into his new role as EVP Green Hydrogen and Middle East and North Africa region.
お知らせ • Dec 12Scatec ASA Announces Chief Financial Officer Changes, Effective March 1, 2023Scatec ASA named Hans Jakob Hegge as the company’s Chief Financial Officer. He will succeed Mikkel Tørud, who will step into his new role as EVP Green Hydrogen and Middle East and North Africa region. Hegge will take on the new role as of March 1, 2023. Since 2021, Hegge has held the position as CFO in Moreld. Before that, Hegge spent 25 years working with Equinor ASA, both in Norway and internationally in senior leadership positions, most recently as Country Manager for the USA and before that as CFO in the period 2015-2018.
お知らせ • Nov 17+ 5 more updatesScatec ASA to Report First Half, 2023 Results on Aug 18, 2023Scatec ASA announced that they will report first half, 2023 results on Aug 18, 2023
Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: kr1.60 (vs kr0.82 in 3Q 2021)Third quarter 2022 results: EPS: kr1.60 (up from kr0.82 in 3Q 2021). Revenue: kr1.16b (up 37% from 3Q 2021). Net income: kr255.0m (up 95% from 3Q 2021). Profit margin: 22% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 26Scatec ASA Announces CFO Mikkel Tørud Will Take on A New Executive Management Role in the New OrganizationScatec ASA announced that current CFO Mikkel Tørud will take on a new executive management role as EVP, Green Hydrogen and MENA, in the new organisation. A recruitment process for his successor is set into motion with immediate effect and will be communicated once finalised. Tørud will continue as CFO until a successor is in place.
お知らせ • Sep 21Scatec ASA(OB:SCATC) dropped from Oslo OBX Total Return IndexScatec Solar ASA has been removed from Oslo OBX Total Return Index.
Recent Insider Transactions • Aug 07Insider recently sold €1.3m worth of stockOn the 4th of August, Roar Haugland sold around 110k shares on-market at roughly €11.42 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €792k more than they bought in the last 12 months.
お知らせ • Jul 27Scatec ASA Provides Production Guidance for the Third Quarter and Full Year 2022Scatec ASA provided production guidance for the third quarter and full year 2022. For the third quarter, the company expects to produce about 1,060-1,160 gigawatt hours.For the full year, the company expects to produce 3,900 to 4,100 gigawatt hours.
Reported Earnings • Jul 27Second quarter 2022 earnings released: kr0.61 loss per share (vs kr0.58 profit in 2Q 2021)Second quarter 2022 results: kr0.61 loss per share (down from kr0.58 profit in 2Q 2021). Revenue: kr836.0m (up 14% from 2Q 2021). Net loss: kr97.0m (down 204% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 30% compared to a 16% decline forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • May 10Board Member recently bought €92k worth of stockOn the 6th of May, Espen Gundersen bought around 10k shares on-market at roughly €9.15 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €203k more in shares than they have sold in the last 12 months.
お知らせ • May 08+ 1 more updateScatec ASA Announces Executive ChangesScatec ASA announced some key changes to the executive management today. Kate Bragg, who joined the company in August 2021 as Head of Strategy and M&A, will join the team as EVP Corporate Development, while Ann-Mari Lillejord, who re-joined the company in April 2022, will become EVP Project Development. In addition, Power-to-X will be lifted to executive level and this area will be managed by Pål Helsing in the interim, in addition to his current role as EVP Solutions. Release, a flexible leasing agreement of pre-assembled and containerised solar PV and battery equipment, will become an independent business unit.
Reported Earnings • May 07First quarter 2022 earnings released: kr7.13 loss per share (vs kr0.11 profit in 1Q 2021)First quarter 2022 results: kr7.13 loss per share (down from kr0.11 profit in 1Q 2021). Revenue: kr759.0m (up 9.5% from 1Q 2021). Net loss: kr1.13b (down kr1.15b from profit in 1Q 2021). Over the next year, revenue is forecast to grow 57% compared to a 25% decline forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 30Scatec ASA Proposes Dividend for 2021, Payable Prior to 15 May 2022Scatec ASA proposed to the Annual General Meeting that a dividend of NOK 2.54 per share should be paid for 2021. Ex-date is on 2 May 2022. The record date is on 3 May 2022. The payment date is prior to 15 May 2022.
お知らせ • Mar 28Scatec ASA Announces CEO Changes, Effective May 1, 2022The Board of Directors of Scatec has appointed Terje Pilskog as the company’s new Chief Executive Officer. Raymond Carlsen will step down after 13 years and the change will take place on May 1, 2022. Terje Pilskog comes from the position as EVP Project Development. Mr. Pilskog joined Scatec as EVP Project Development in 2013. Previously, he held various management positions with Renewable Energy Corporation, where he joined from a position as Associate Principle with McKinsey & Co.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to €13.00, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 24x in the Renewable Energy industry in Europe. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.24 per share.
Reported Earnings • Feb 04Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: kr2.45 (up from kr3.52 loss in FY 2020). Revenue: kr3.80b (up 37% from FY 2020). Net income: kr388.0m (up kr866.0m from FY 2020). Profit margin: 10% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 37% compared to a 28% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Feb 03Scatec ASA Proposes Cash Dividend for 2021, Payable Prior to 15 May 2022The Board of Directors of Scatec ASA has resolved to propose to the Annual General Meeting a dividend of NOK 2.54 per share should be paid for 2021. Last day including right is 28 April 2022. Ex-date is 29 April 2022. Record date is 2 May 2022. Payment date is prior to 15 May 2022.
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS kr0.83 (vs kr0.43 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr1.06b (up 45% from 3Q 2020). Net income: kr131.0m (up kr188.0m from 3Q 2020). Profit margin: 12% (up from net loss in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 139 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 24Scatec ASA Provides Production Guidance for the Third Quarter and Full Year 2021Scatec ASA provides production guidance for the third quarter and full year 2021. For the third quarter, the company expects to produce about 1,000 gigawatt hours. For the full year, the company expects to produce 3,600 to 3,750 gigawatt hours.
Reported Earnings • Jul 24Second quarter 2021 earnings released: EPS kr0.58 (vs kr0.76 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr736.0m (up 1.9% from 2Q 2020). Net income: kr93.0m (up kr191.0m from 2Q 2020). Profit margin: 13% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 154 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 04Scatec ASA (OB:SCATC) agreed to acquire 50% majority stake in 900 Mega-Watt Power Generation Assets in Rajasthan from ACME Solar Holdings Limited.Scatec ASA (OB:SCATC) agreed to acquire 50% majority stake in 900 Mega-Watt Power Generation Assets in Rajasthan from ACME Solar Holdings Limited on June 3, 2021.
お知らせ • May 15Scatec ASA (OB:SCATC) commences an Equity Buyback Plan for 830,000 shares, representing 0.52% of its issued share capital, under the authorization approved on April 20, 2021.Scatec ASA (OB:SCATC) commences share repurchases on May 14, 2021, under the program mandated by the shareholders in the Annual General Meeting held on April 20, 2021. As per the mandate, the company is authorized to repurchase up to 830,000 shares, representing 0.52% of its issued share capital. The shares will be repurchased in a range of NOK 1 to NOK 1,000 per share. The repurchased shares will be sold/transferred to employees as part of the company's incentive program in one or more rounds. The program is valid till the next Annual General Meeting in 2022, however no later than June 30, 2022. As of March 26, 2021, the company had 158,864,018 shares and no shares in treasury. On May 12, 2021, the company announced a share repurchase program. Under the program, the company will repurchase up to 43,907 of its own shares for a total maximum amount of NOK 13.17 million. The purpose of the program is to acquire shares that can be sold to employees as part of the company's Employee Share Purchase Program. The repurchases may be carried out in the period from this announcement and until May 20, 2021. As of May 12, 2021, the company has no shares in treasury.
Recent Insider Transactions • May 04Chief Executive Officer recently bought €498k worth of stockOn the 3rd of May, Raymond Carlsen bought around 23k shares on-market at roughly €22.14 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Raymond has been a net seller over the last 12 months, reducing personal holdings by €1.3m.
Reported Earnings • May 03First quarter 2021 earnings released: EPS kr0.11 (vs kr1.87 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: kr831.0m (up 32% from 1Q 2020). Net income: kr18.0m (down 92% from 1Q 2020). Profit margin: 2.2% (down from 37% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 172 percentage points per year, which is a significant difference in performance.
Executive Departure • Apr 22Independent Director has left the companyOn the 20th of April, John Giverholt's tenure in the role of Independent Director ended. As of December 2020, John personally held 4.00k shares (€127k worth at the time). John is the only executive to leave the company over the last 12 months.
Upcoming Dividend • Apr 14Upcoming dividend of kr1.09 per shareEligible shareholders must have bought the stock before 21 April 2021. Payment date: 07 May 2021. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.8%).
