Professional
Added to YB: 2025-07-07
Pitch date: 2025-06-12
AKER.OL [neutral]
Aker ASA
+107.32%
current return
Author Info
No bio for this author
Company Info
Aker ASA operates as an industrial investment company in Norway, Europa, North America, South America, and internationally.
Market Cap
N/A
Pitch Price
NOK 621.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.93
P/E
22.87
EV/Sales
7.46
Sector
Industrial Conglomerates
Category
dividend
AVI Global Trust Portfolio Holding: Aker ASA
AKER.OL (holding update): Up 23% (NAV +88bps), 26% discount unchanged. Aker BP (54% of NAV) +17% on Johan Sverdrup exceeding expectations, guiding production from 439k to 525k bpd by 2028. Low $6/barrel costs support 5% dividend growth + 11% yield. NOK9.3bn (16% of NAV) upstreamed from subsidiaries. New 4-6% of NAV dividend policy = 8%+ yield.
Read full article (2 min)