Analyser av Arise Windpower

Arise: Marching on - Redeye

Redeye makes minor estimate changes following Arise’s Q3 report, due Thursday last week.

Arise Q3 2024: Beats our estimates due to unexpected revenue recognition - Redeye

Redeye considers Arise’s Q3 2024 report to be in line with our estimates, adjusted for the extra revenue recognition that took place in the ...

Redeye • 07 Nov 10:36

Arise Q3 2024 Preview: Facing tough comparables - Redeye

Redeye updates its estimates ahead of Arise’s Q3 report which is due on 7 November.

Redeye • 18 Oct 07:26

Arise: Divests one of Sweden’s biggest battery projects - Redeye

Redeye comments on Arise’s divestment of a 40MW battery project for a total consideration of SEK30m + a potential earnout of SEK15m.

Redeye • 24 Sep 11:31

Arise Q2 2024: A solid and undramatic quarter - Redeye

Redeye makes minor estimate revisions following Arise’s Q2 report, which was very much in line with Redeye’s estimates.

Redeye • 18 Jul 11:30

Arise Q2 2024: Bang in line with estimates - Redeye

Redeye considers Arise’s Q2 2024 report to be solid, where the reported EBITDA was completely in line with our estimates.

Redeye • 17 Jul 08:41

Arise Q2 2024 Preview: Weaker-than-expected spot prices but favourable price hedges - Redeye

Redeye updates its estimates ahead of Arise’s Q2 report, which is due on 17 July.

Redeye • 12 Jul 07:21

Arise: Higher-than-expected earn-out for Ranasjö- and Salsjöhöjden - Redeye

Redeye briefly comments on Arise's press release from last week, stating that the earn-out for project Ranasjö and Salsjöhöjden has been agr...

Redeye • 10 Jun 11:25

Arise: En route to reaching its financial targets - Redeye

Redeye updates its estimates following Arise’s Q1 report yesterday, which presented a solid set of numbers that beat our estimates.

Redeye • 08 May 11:05

Arise: Stabilt kvartal trots avsaknad av projektförsäljningar och låga intäkter från Lebo - Penser Access by Carnegie

Stabilt kvartal trots avsaknad av projektförsäljningar och låga intäkter från Lebo Arise levererade ett stabilt Q1’24 trots avsaknad av proj...

Penser • 08 May 09:37

Arise Q1 2024: Better than expected - Redeye

Redeye considers Arise’s Q1 2024 report to be better than expected, as the production segment managed to generate a higher EBITDA than expec...

Redeye • 07 May 09:28

Arise Q1 2024 Preview: Adjusting our estimates ahead of the Q1 report - Redeye

Redeye adjusts its estimates ahead of Arise’s Q1 report, which is due next week on 7 May.

Redeye • 02 May 14:21

Arise: Bra startposition för att öka tillväxten - Penser Access by Carnegie

Bra tillväxt och goda marginaler y/y Arise rapporterade ett starkt resultat för Q4’23 med en försäljningstillväxt på 80% och en EBIT på 65 m...

Penser • 16 Feb 10:40

Arise: Leaves an eventful 2023 for a potentially prosperous 2024 - Redeye

Redeye updates its estimates and fair value range following Arise’s Q4 2023 report.

Redeye • 16 Feb 07:35

Arise Q4 2023: Solid sales but higher costs - Redeye

Redeye thinks Arise’s Q4 2023 report came in weaker than expected.

Redeye • 15 Feb 10:02

Arise: Q4 preview – Minor estimate revisions - Redeye

We update our estimates ahead of Arise’s Q4 report on the back of the recently published production figure and electricity price data during...

Redeye • 25 Jan 07:22

Arise: Lower-than-expected Q4 production - Redeye

Redeye comments on Arise’s production figure for the fourth quarter, which was released on Friday evening.

Redeye • 15 Jan 07:34

Arise: Acquires 70% of Fenix Repower - Redeye

Redeye comments on Arise’s acquisition of Fenix Repower AS, a Norwegian project developer active in Ukraine and Norway, for a total consider...

Redeye • 18 Dec 2023 07:23

Arise: Fortsatta projektförsäljningar och elsäkringar stöttar resultatet - Penser

Återupptagen resultatavräkning och egen produktion lyfter resultatet Arise rapporterade en solid Q3’23.

Penser • 16 Nov 2023 11:09

Arise: Heading towards peak production period - Redeye

Redeye updates its fair value range following Arise’s Q3 report, which we consider very solid.

Redeye • 16 Nov 2023 07:13

Arise Q3 2023: Another stable quarter + SEK100m share buyback program - Redeye

Redeye considers Arise’s Q3 report to be very solid and almost completely in line with our estimates.

Redeye • 15 Nov 2023 08:57

Arise: Divests Fasikan (105MW) to SCA - Redeye

Redeye is positive to see 105MW project Fasikan being divested to SCA - one of Europe’s private forest owners – with financial close today.

Redeye • 20 Oct 2023 09:53

Arise: Production figure in line with our estimate - Redeye

Redeye is pleased with Arise’s Q3 production figure of 59.

Redeye • 10 Oct 2023 09:11

Arise: Further additional revenue recognition from Skaftåsen - Redeye

Redeye is once again positively surprised that Arise will see further revenue recognition and receive the full earn-out amount of EUR6.

Redeye • 28 Sep 2023 07:27

Arise: New financial targets could likely end up being a low-water mark - Redeye

Redeye updates its estimates and fair value range following Arise’s capital markets day and the new financial targets presented in conjuncti...

Redeye • 19 Sep 2023 07:31

Arise: New financial targets + CMD feedback - Redeye

Redeye shares its thoughts on Arise’s new financial targets communicated on 12 September in conjunction with its capital markets day in Stoc...

Redeye • 13 Sep 2023 08:56

Arise Q2 2023: A solid quarter – H2 should be eventful - Redeye

Redeye is positive to Arise’s Q2 report as it beat our estimates and provided an attractive outlook for H2 2023.

Redeye • 20 Jul 2023 07:21

Arise: Solid Q2 men längre ledtider i projekt har negativ inverkan på våra prognoser - Penser

Solid Q2’23 - Skaftåsen är återigen vinstavräknad Arise rapporterade en solid Q2’23.

Penser • 19 Jul 2023 11:01

Arise: Performing in all areas - ABG

EBITDA of SEK 69m, below ABGSCe due to project timingOwn production better, we raise '23e EBITDA by 8%The share trades at 9x P/E on 2023eQ2'...

ABG Sundal Collier • 18 Jul 2023 16:11

Arise Q2 2023: Record-high realised electricity price - Redeye

Redeye comments on Arise’s Q2 report, which came in better than expected.

Redeye • 18 Jul 2023 09:21

Arise: Q2 2023 preview - Redeye

Redeye updates its estimates ahead of Arise’s Q2 report (due 18 July) following the release of Arise’s Q2 production figure, which was lower...

Redeye • 14 Jul 2023 08:18

Arise: A solid Q1 and a growing project portfolio - Redeye

Redeye updates its estimates following Arise’s Q1 report.

Redeye • 08 May 2023 07:22

Arise: Hedges finally in favour - ABG

EBITDA SEK 76m vs. ABGSCe 60m Hedges positively impacting own production The share is trading at 11x P/E on 2023e Q1 results Arise delivere...

ABG Sundal Collier • 05 May 2023 12:15

Arise: Förvärv i Finland bygger projektportföljen och Production når nya rekordnivåer - Penser

Stark Q1’23 med stort bidrag från Production Arise rapporterade ett starkt Q1’23.

Penser • 05 May 2023 11:07

Arise Q1 2023: An eventful quarter – better than expected - Redeye

Redeye comments on Arise’s Q1 report, which came in better than expected.

Redeye • 04 May 2023 09:42

Arise: Lower EBIT on less contribution from Kölvallen - ABG

Q1'23 due on Thursday, 4 May We lower '23e-'25e EBIT by 10-16% The share is trading at 14x P/E on 2023e Q1'23 expectations We expect Q1 sal...

ABG Sundal Collier • 02 May 2023 09:35

Arise: Increased valuation following Pohjan Voima acquisition - Redeye

Redeye increases its Arise estimates and fair value range following the acquisition of Pohjan Voima.

Redeye • 17 Apr 2023 08:03

Arise: Acquires 51% of Finnish project developer Pohjan Voima - Redeye

Redeye is positively surprised by Arise’s strategic partnership and acquisition of 51% of the Finnish project developer Pohjan Voima.

Redeye • 15 Mar 2023 09:05

Arise - Own production capacity should increase - ABG

Q4 results Arise delivered sales of SEK 106m, which was 10% below our expectations of SEK 118m.

ABG Sundal Collier • 22 Feb 2023 09:06

Arise: Hidden values confirmed. Heading for a bright 2023 - Redeye

Redeye updates its estimates and fair value range following Arise’s Q4 report.

Redeye • 21 Feb 2023 07:58

Arise: Större projektportfölj och mer egenägd produktion inom räckhåll - Penser

Stabilt kvartal utan överraskningar Arise rapporterade en försäljning på 106 mkr (79 mkr) och en justerad EBIT på 37 mkr (17 mkr) för Q4’22.

Penser • 17 Feb 2023 11:12

Arise Q4 2022: Solid production figures - Redeye

Redeye provides an initial take on Arise’s Q4 report.

Redeye • 16 Feb 2023 10:46

Arise Q4'22: Initial thoughts - ABG

EBITDA SEK 52m vs. ABGSCe SEK 66m Average realized price of SEK 850/MWh vs.

ABG Sundal Collier • 16 Feb 2023 10:44

Arise Q4 preview: Production figures in focus - Redeye

Redeye updates its estimates ahead of Arise's Q4 report, which is due on February 16.

Redeye • 02 Feb 2023 07:43

Arise: Own production should improve in Q4 - ABG

Q4 report on Thursday, 16 February Stronger winds, but again below budget EBIT of SEK 51m, with a margin of 43.

ABG Sundal Collier • 31 Jan 2023 08:57

Arise: Strongest quarter ever + SEK1.3bn cash in M&A firepower - Redeye

Redeye updates its estimates and fair value range following Arise’s Q3 report, where reported EBITDA was at an all-time high, driven by the ...

Redeye • 17 Nov 2022 07:53

Arise: Starkt inom Development men Production var svagt - Penser

Development starkt i Q3 medan Production var svagt Arise rapporterade ett starkt Q3'22 med EBIT om 697 mkr (61), främst drivet av försäljnin...

Penser • 11 Nov 2022 11:07

Arise: A solid report but weak winds - ABG

We lower ’23e EBIT by 4% Negatively affected by hedge prices The share is trading at ~6x P/E on 2023e Q3’22 results Arise delivered strong ...

ABG Sundal Collier • 10 Nov 2022 09:29

Arise: Strong Q3 helped by Kölvallen - ABG

EBITDA SEK 713m vs. ABGSCe SEK 718m Renewable energy project portfolio of 2,600 MW Conference call at 11.

ABG Sundal Collier • 09 Nov 2022 12:38

Arise Q3 2022: Strongest quarter ever - Redeye

Redeye comments on Arise’s Q3 report, which was the strongest quarter in the company’s history.

Redeye • 09 Nov 2022 10:09

Arise: Boosted by Kölvallen sale - ABG

Q3 due on Wednesday, 9 November Sale of Kölvallen the key EBIT driver Share trading at ~3x adj.

ABG Sundal Collier • 07 Nov 2022 07:25

Arise: Increased estimates - Redeye

Following the Kölvallen deal with great results, we increase our estimates as well as base case valuation, driven by higher near-term earnin...

Redeye • 25 Jul 2022 08:29

Arise: Imponerar med försäljning av Kölvallen - Penser

Stark Q2 och försäljning av Kölvallen lyser Arises nettoomsättning uppgick till 53 (36) mkr och EBIT till 10 (-6) mkr; en tydlig förbättring...

Penser • 20 Jul 2022 11:08

Arise: Kölvallen transaction a key value driver - ABG

Q2 report overshadowed by Kölvallen divestment Kölvallen to add SEK 690m to Q3 Value range at SEK 80-130 Q2 below expectations due to timing...

ABG Sundal Collier • 20 Jul 2022 07:24

Arise Q2: First comment - Redeye

Redeye considers Arise Q2 figures to be somewhat on the weak side, mainly due to weaker winds in the production segment, as well as negative...

Redeye • 20 Jul 2022 07:20

Arise: Kölvallen deal well above expectations - Redeye

Redeye is impressed with Arise’s sale of Kölvallen, with an expected EBITDA contribution of about EUR65m-EUR90m until 2025 vs.

Redeye • 18 Jul 2022 14:03

Arise: Starkt Q1-resultat och kassaflöde - Penser

Egen produktion fortsätter att glänsa Arise nettoomsättning uppgick till 88 (47) mkr och EBIT till 46 (7) mkr; en tydlig förbättring jämfört...

Penser • 05 May 2022 11:19

Arise: Solid start to 2022 - ABG

Q1’22 EBITDA in line with our expectation We leave ’22e-’23e EBITDA roughly unchanged Maintain SEK 60-120 fair value range Strong electrici...

ABG Sundal Collier • 04 May 2022 14:40

Arise Q1’22: Higher Prices and Stronger winds - Redeye

Redeye considers Arise Q1-figures solid with strong operational cash flow, driven mainly by higher electricity prices but also stronger wind...

Redeye • 04 May 2022 10:23

Arise: Good Q1 with EBITDA in line with expectations - ABG

Q1’22 EBITDA of SEK 61m, in line with ABGSCe Production EBITDA SEK 65m above ABGSCe SEK 59m Limited earnings revisions expected Q1’22 overv...

ABG Sundal Collier • 04 May 2022 09:00

Arise: Egen kraftproduktion ger styrka - Penser

Starkt kvartal från egen produktion Arises nettoomsättning uppgick till 278 (130) mkr och EBIT till 79 (-37) mkr, vilket var högre än vår pr...

Penser • 18 Feb 2022 12:23

Arise Q4’21: Initial Take - Redeye

Redeye provides an initial take on Arise’s Q4 report, where both sales and EBITDA grew impressively y-o-y – largely driven by the high elect...

Redeye • 17 Feb 2022 09:40

Arise: Stark tillväxt - Penser

Q1 Arises nettoomsättning i Q3'21 uppgick till 117 (24) mkr och EBITDA till 76 (0) mkr.

Penser • 11 Nov 2021 12:14

Arise: Bra tillfälle att öka exponering mot vindenergi - Penser

Terminspriser indikerar uppsida i egen produktion Den senaste tidens uppgång i terminspriserna på elmarknaden bör stödja intäkter från bolag...

Penser • 15 Oct 2021 12:17

Arise: På väg att bryta ny mark - Redeye

Redeye ser med spänning fram emot det kommande året då Arise kommer ta de första stegen på sin nya tillväxtplan.

Redeye • 29 Jul 2021 10:05

Arise: Q2 - Penser

Tillväxt y/y Arises omsättning i Q2 uppgick till 36 mkr (30) och EBITDA 12 mkr (6).

Penser • 22 Jul 2021 11:22

Arise: Good project execution needed - ABG

2’21 marked by lower activity, electricity income and winds Arise delivered a weak Q2 report, with sales below expectations at SEK 36m (-16%...

ABG/Introduce • 22 Jul 2021 07:56

Arise: Q2 report below expectations - ABG

Key takeaways from Q2’21 report Sales came in below our expectations at SEK 36m (-16% vs.

ABG/Introduce • 20 Jul 2021 10:36

Arise: Pipeline expansion from partnership - ABG

Announces partnership with landowner Earlier today (19 July), Arise announced that it has entered into a partnership with the landowner Häll...

ABG/Introduce • 19 Jul 2021 23:01

Arise: Similar to Q1, but with softer wind conditions - ABG

Q2’21 expectations We expect Q2 sales of SEK 43m, up 42% y-o-y (29% from development and solutions and 71% from own power production).

ABG/Introduce • 12 Jul 2021 21:38

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