Aker BP


15/10/26 -"We have raised our adjusted EPS for 2026 and 2027, and lowered it for 2028. Higher oil and gas prices drive the upgrade for 2026-27. Brent moves to USD 95/bbl in 2026 (from USD 91), USD 80/bbl in ..."

Pages
88
Language
English
Published on
15/10/26
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15/10/26
We have raised our adjusted EPS for 2026 and 2027, and lowered it for 2028. Higher oil and gas prices drive the upgrade for 2026-27. Brent moves to ...

13/10/26
Refining drives most of the revision. Q3 26 RIM (Refining Indicator Margin) jumped to USD 46.7/bbl from USD 29.6/bbl in Q2, and we lift our 2026 ...

08/10/26
We raise our adjusted EPS to USD 1.17 in 2026 and USD 0.81 in 2027, from USD 0.69 and USD 0.59, while 2028 eases to USD 0.55 from USD 0.69. Our Brent ...

06/10/26
We raise our NAV from €70.2/share to €83.9/share. The uplift is primarily driven by our revised commodity price deck. Brent increases to $91.5/bbl in ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

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