Professional
Added to YB: 2025-07-07
Pitch date: 2025-06-12
AKER.OL [neutral]
Aker ASA
+15.17%
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
NOK 60.2B
Pitch Price
NOK 639.05
Price Target
N/A
Dividend
3.26%
EV/EBITDA
23.08
P/E
850.76
EV/Sales
7.04
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.
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