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Added to YB: 2025-11-17

Pitch date: 2025-11-13

AKER.OL [neutral]

Aker ASA

-8.03%

current return

Author Info

Company Info

Aker ASA operates as an industrial investment company in Norway, Europa, North America, South America, and internationally.

Market Cap

NOK 60.2B

Pitch Price

NOK 809.00

Price Target

900.00 (+21%)

Dividend

3.26%

EV/EBITDA

23.08

P/E

850.76

EV/Sales

7.04

Sector

Industrial Conglomerates

Category

value

Show full summary:
[Holding Company Series Part 3]- Short List of European Hold Cos at discount to NAV - Aker ASA

AKER.OL (quick overview): Norwegian holdco w/ 9% NAV discount (NOK 900 vs NOK 819 price), closed from 45% discount last year. 61% NAV in oil assets (Aker BP, Solutions, Solstad). Key catalyst: 50% stake in Aker NScale AI infrastructure - signed NOK 6.5B deal w/ OpenAI & Microsoft. 24% returns since 2004.

Read full article (1 min)