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Barclays has lowered its price target for Orsted (DNNGY) from DKK 239.95 to DKK 225.44 while maintaining an Underweight rating. Analysts project an average target price of $13.17, indicating an 8.05% upside from the current price of $12.19. Orsted reported an 18% increase in group EBITDA to DKK 8.9 billion and a net profit of DKK 4.9 billion, alongside a significant reduction in GHG intensity and a renewable generation share of 99%.
Deutsche Bank has upgraded AP Moller Maersk (AMKBY) from 'Sell' to 'Hold', reflecting a positive shift in sentiment towards the company's market position. The new price target is set at DKK 11,909, indicating potential stability and value in its performance.
UBS has initiated coverage on Ambu A/S with a Buy rating and a target price of DKK147, highlighting strong growth prospects in the single-use endoscope market, projected to grow at a CAGR of 20% from 2025 to 2029. The overall group revenue is expected to grow at 13%, the fastest in the medical technology sector, with a 25% CAGR in earnings per share. Despite a current valuation of around 40 times estimated 2025 EPS, the stock trades at half the average sector premium, indicating potential for alignment with sector averages by 2030.
UBS has initiated coverage of Ambu A/S with a Buy recommendation and a target price of DKK 147.00, highlighting a projected 20% CAGR in sales for its disposable endoscope business from 2025 to 2029. The overall Group sales CAGR is expected to reach 13%, the fastest in the medtech sector, with a 25% CAGR in earnings per share. Despite a current valuation of around 40 times estimated 2025 EPS, the stock is trading at half the average sector premium, indicating strong growth potential as Ambu expands its market share.
UBS analyst Thyra Lee has initiated coverage of Ambu (AMBFF) with a Buy rating and a price target of DKK 147, driven by expectations of mid-teens sales growth and mid-20s earnings growth. The company is well-positioned in the shift from reusable to single-use endoscopes, which is anticipated to significantly boost revenue.Ambu reported a solid organic revenue growth of 15.4% for the first half of the fiscal year, with a strong EBIT margin of 15.2%. The successful launch of the Ambu SureSight Connect in the US and UK further underscores its growth potential, alongside a positive free cash flow of DKK 80 million.
Deutsche Bank has reinstated coverage on DSV A/S, assigning a Buy rating and a price target of DKK1,770 following its acquisition of Schenker, which positions DSV as the largest global freight forwarder. Analysts highlighted DSV's asset-light model, strong financial health with a current ratio of 3.25, and robust revenue growth of 15% over the past year. The company's successful integration capabilities and diversified trade volume further bolster its market position, enhancing its operational efficiencies for future growth.
Barclays remains cautious on Ørsted despite the company's 7% earnings beat, maintaining an underweight rating with a target of 239.95 Danish kroner per share. The halt of the Hornsea 4 project could impact second-quarter earnings by up to 3.5 billion kroner, prompting potential strategic shifts to address challenges in US offshore wind and Europe's competitive renewable market. Investors should stay alert to Ørsted's evolving investment strategy amid a changing renewable energy landscape.
Danske Bank AS reported a net profit of DKK5.8 billion for Q1 2025, reflecting a 2% year-on-year increase and a return on shareholders' equity of 13.3%. The bank's CET1 ratio improved to 18.4%, while fee income rose by 8% and net trading income surged by 15%. However, operating expenses remain a focus, and uncertainties from geopolitical factors could impact future performance.
Danske Bank A/S reported a net profit of DKK 5.8 billion for Q1 2025, a 2% increase from the previous year, driven by strong fee income and low loan impairment charges. While net fee income rose by 8% and trading income increased due to high customer activity, net interest income slightly declined, and income from the insurance sector dropped by 59%. The bank expects a slight decrease in total income for 2025 but remains optimistic about achieving its financial targets for 2026 through strategic investments in technology.
Danske Bank reported a robust Q1 2025, with a net profit of DKK 5.8 billion and a return on equity of 13.3%, reflecting strong lending and fee income growth. However, challenges persist in the Personal Customers segment and mortgage market share, compounded by geopolitical uncertainties. The bank projects net profits between DKK 21 billion and DKK 23 billion for the year, maintaining a strong capital position with a CET1 ratio of 18.4%.
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barclays lowers price target for orsted while maintaining underweight rating
21:16 15.05.2025
Deutsche Bank upgrades AP Moller Maersk to hold with new price target
12:24 14.05.2025
ubs initiates buy rating for ambu with dkk147 target and growth outlook
13:33 13.05.2025
ubs initiates buy rating for ambu with target price of dkk 147
13:24 13.05.2025
UBS initiates buy rating for Ambu with strong growth projections
11:08 13.05.2025
Deutsche Bank assigns buy rating to DSV with DKK1770 target price
10:33 08.05.2025
barclays cautious on orsted despite strong earnings and strategic challenges
10:06 08.05.2025
danske bank reports strong profit growth and stable income in q1 2025
09:00 03.05.2025
Danske Bank reports strong Q1 2025 earnings with increased net profit
05:58 03.05.2025
danske bank reports strong q1 2025 earnings amid geopolitical uncertainties
02:17 03.05.2025
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