Added to YB: 2025-06-03
Pitch date: 2025-05-30
ELK.OL [bullish]
Elkem ASA
+41.11%
current return
Author Info
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Company Info
Elkem ASA engages in the provision of advanced material solutions worldwide. It operates through Silicones, Silicon Products, and Carbon Solutions segments.
Market Cap
NOK 12.5B
Pitch Price
NOK 19.80
Price Target
30.00 (+6%)
Dividend
1.53%
EV/EBITDA
4.54
P/E
5.87
EV/Sales
1.24
Sector
Chemicals
Category
special_situation
Trade Alert – Buying Elkem (ELK.OL) at NOK 19.66
ELK.OL (new position): Adding to portfolio at NOK 19.66. Silicones division strategic review could yield NOK 7/share special dividend (35% of current price) if sold at ~NOK 10bn. Post-divestment P/E ~6x. Carbon & Silicon divisions remain solid despite Chinese pricing pressure. P/B 0.5x, broker targets NOK 27-30 (+40-50%).
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