Where industry experts go for advice.

A leading investment bank with a concentrated focus on maritime industries

Sign in to start your session

 
 

For a user account, please contact your sales representative or send us an e-mail on: research@fearnleys.no

Disclaimer Research
Latest research

Date
Reason
Reason
Industry
Document sector
Pages
Pages
When
Date
Text
Report by
Analyst21
Analyst2
Analyst3
Analyst4

Industry
Offshore/Oil Services
Pages
21
When
2020-03-25T08:07:10+1


Industry
Renewable energy
Pages
10
When
2020-03-24T08:01:22+1
What’s new: Summary of Renewable Conference Call, held 23 March 2020.
Our take: Mixed impact potential from COVID-19. ESG companies trading down ~30-55% provides exciting investment opportunities
Report by
Jørgen Torstensen , Analyst
Magnus Solheim , Analyst

Reason
Update
Industry
Other Shipping
Pages
13
When
2020-03-24T07:49:00+1
What’s new: Reducing 1q20 DPS expectations to 7.5 cents (15 cents)
Our take: Dividends important for the equity story in OCY. New model works in pretty much any oil service environment –cash savings used for USD 0.5bn+ growth. Buy, TP NOK 45.
Report by
Espen L. Fjermestad, Head of research
Gustaf Amlé, Equity and Credit Analyst
Ulrik Mannhart, Credit Analyst

Industry
Offshore/Oil Services
Pages
61
When
2020-03-24T07:22:10+1


Industry
Energy
Pages
83
When
2020-03-23T19:09:42+1
What’s new: Updated target prices. Short term price assumptions lowered.
Our take: While oil shares have the potential to slide further, current entries are likely to prove attractive for investors who i) believe in oil rebound and ii) has the right time horizon
Report by
Jørgen Torstensen , Analyst

Industry
Shipping
Pages
2
When
2020-03-23T07:44:54+1


Industry
Energy
Pages
31
When
2020-03-19T10:21:38+1


Industry
Offshore/Oil Services
Pages
22
When
2020-03-18T07:31:04+1


Industry
Offshore/Oil Services
Pages
62
When
2020-03-17T07:33:00+1


Industry
Shipping
Pages
2
When
2020-03-16T06:35:30+1


Equity & Credit Research

Our sector based research team provide the firm’s sales force and institutional clients with a steady stream of research products and actionable investment ideas. The department focuses strongly on offering a global research product with creative and innovative approaches that give our clients added value in their decision-making processes. Our analysts look at economic, market, industry and company data to enhance the performance of our clients' global portfolios, and to help companies set their strategic direction.

The Research Division works closely with our sister companies in the Astrup Fearnley Group. This provides an unprecedented access to industrial intelligence, networks, market data, insight and knowledge. Our research product is truly global.

Our team of internationally ranked analysts provide a steady stream of value added research products and actionable investment ideas

Truls Olsen | Managing Director | Research

VLGC Market Outlook with Fearnresearch

Our Equity Analyst, Peder Nicolai Jarlsby and Senior Analyst LPG, Martin Kjendlie goes in-depth on the booming VLGC market. Watch the full video in our research portal.

Published

October 16, 2019