OB:AKSO
OB:AKSOEnergy Services

Is Aker Solutions' String of Major Contract Wins Shaping the Outlook for OB:AKSO’s Earnings Visibility?

Aker Solutions recently announced it secured two major multi-year contract extensions: a five-year agreement with ExxonMobil Canada Properties for maintenance and modifications on the Hebron platform, and a four-year extension for inspection services across over 15 Norwegian facilities. The contracts, combined with strong third-quarter earnings growth, highlight Aker Solutions' continued expansion in both the Canadian and Norwegian offshore energy sectors. We'll explore how these significant...
OB:ENTRA
OB:ENTRAReal Estate

Green Bond Issuance and Index Inclusion Might Change the Case for Investing in Entra (OB:ENTRA)

Earlier this month, Entra ASA completed a NOK 253.27 million floating rate unsecured green bond offering due May 2031 and was added to the Euronext 150 Index. This combination provides Entra with improved long-term financing flexibility and introduces the company to a wider pool of institutional investors focused on green credentials. We will explore how Entra's new green bond offering may influence its long-term earnings outlook and sustainability-driven positioning. Trump has pledged to...
OB:BWE
OB:BWEOil and Gas

BW Energy (OB:BWE): Assessing Valuation Following Encouraging Kharas-1 Hydrocarbon Discovery Update

BW Energy (OB:BWE) has updated investors on the Kharas-1 appraisal well in the Kudu license, reporting several intervals that show hydrocarbon presence. The well reached total depth, and ongoing analysis and additional work are planned to clarify reservoir potential. See our latest analysis for BW Energy. Following this encouraging update from the Kharas-1 well, BW Energy’s momentum is hard to ignore. The stock’s year-to-date share price return sits at an impressive 63.75%, and the one-year...
OB:NORBT
OB:NORBTElectronic

How Investors May Respond To Norbit (OB:NORBT) Extraordinary Dividend and 2025 Financial Guidance

Norbit’s board approved an extraordinary dividend of NOK 3.00 per share for the 2024 financial year, with the ex-date on 18 November and payment expected around 26 November 2025, and also provided full-year 2025 guidance expecting revenues between NOK 2.5 billion and NOK 2.6 billion and an EBIT margin of 24% to 25%. This announcement signals management’s confidence in Norbit's financial stability and reflects strong operational momentum as the company enters the coming year. We’ll look at...
OB:DNB
OB:DNBBanks

DNB Bank (OB:DNB) Valuation in Focus After Announcing Share Buy-back and Plans for Capital Return

DNB Bank (OB:DNB) has announced a share buy-back programme. The bank aims to repurchase up to 1% of its outstanding shares by next February. The plan also includes a proposal to cancel these shares at the upcoming annual meeting. See our latest analysis for DNB Bank. DNB Bank’s buy-back programme follows several notable events, including a NOK 250 million bond listing and its role in a high-profile credit facility for AutoStore. These moves have helped underpin solid momentum, with a...
OB:CADLR
OB:CADLRConstruction

Why Cadeler (OB:CADLR) Is Up 7.1% After Securing €500M Offshore Wind Installation Contracts

Earlier this week, Cadeler announced the signing of two firm contracts worth approximately €500 million for full-scope transportation and installation of wind turbines and foundations on a major offshore wind farm, with work scheduled between 2029 and 2030 and subject to the client’s investment decision. This milestone, alongside the recent opening of Cadeler’s larger Norwich office to support its expanding UK offshore wind portfolio, highlights the company’s growing project backlog and...
OB:BNOR
OB:BNOROil and Gas

BlueNord (OB:BNOR): Assessing Valuation Following October Production Update and Tyra Hub Restart

BlueNord (OB:BNOR) announced its October production results, highlighting 36.5 mboepd and operational progress at key hubs. The Tyra hub has resumed ramp-up following a successful planned shutdown and is on track to reach plateau production in the fourth quarter. See our latest analysis for BlueNord. BlueNord’s recent October production update and the smooth restart at Tyra seem to have reassured investors, as reflected in a 6.3% share price gain over the last week and a robust 18.6% jump for...
OB:MOWI
OB:MOWIFood

The Bull Case For Mowi (OB:MOWI) Could Change Following Dividend Hike and Upgraded Harvest Guidance

Earlier this month, Mowi ASA reported third quarter 2025 results, revealing higher net income of €110 million despite a modest drop in sales, raised its full-year harvest guidance to 554,000 tonnes, and announced a NOK1.50 per share quarterly dividend distribution to shareholders. An important insight is the upgraded harvest outlook driven by the Nova Sea consolidation, which signals confidence in volume growth and operational scale. We'll assess how Mowi's higher dividend and boosted 2025...
OB:AKER
OB:AKERIndustrials

Aker (OB:AKER) Valuation in Focus After Announced 2025 Special and Regular Dividend Payouts

Aker (OB:AKER) recently confirmed plans for major cash dividend distributions, combining regular and special payouts that total NOK 53.00 per share for 2025. The announcement highlights the company’s solid financial footing and its commitment to rewarding investors. See our latest analysis for Aker. Aker’s shares have picked up notable momentum lately, climbing 11.8% in the past month and up over 41% year-to-date. These gains come alongside recent news of significant dividend payouts and...
OB:SCATC
OB:SCATCRenewable Energy

Did Scatec's (OB:SCATC) Philippine Floating Solar Deal Redefine Its Southeast Asia Growth Ambitions?

Scatec and its partner Aboitiz Renewables were recently awarded a 20-year Power Purchase Agreement for a 68 MW floating solar project in the Philippines, marking a major step in the country’s renewable energy expansion and Scatec’s Southeast Asia presence. This project, coupled with Scatec’s successful NOK 1 billion senior unsecured green bond issuance, highlights efforts to boost growth through innovative renewable developments and strengthen financial flexibility for future projects. Next,...
OB:TGS
OB:TGSEnergy Services

TGS (OB:TGS): Evaluating Valuation After Landmark Chevron Agreement Expands Contract Pipeline and Tech Collaboration

TGS (OB:TGS) has just entered a three-year agreement with Chevron covering marine streamer and OBN acquisition services, featuring a minimum eighteen-month firm commitment. This collaboration is set to enhance TGS’s future contract pipeline and boost its technology profile with a major industry partner. See our latest analysis for TGS. TGS shares jumped 5.01% in a single day following the Chevron agreement, making for a 26.01% 1-month share price return and recapturing momentum after an...