Monday, 8 November 2010

08.11.2010

Nordic markets were mainly down today but strength in Sweden managed to pull the overall Nordic indexes to near zero. Mainstream media was starting to pick up on the rhetoric against FED QE2 today. As we are headed to yet another meeting, everyone is blaming one another so that the final consensus would be nobody having to do anything. Ireland’s budget deficit was alarming markets today.

Symbian Foundation said in a press release that it is becoming a licensing entity and seize operational activities. Nokia said that the changes have no effect on its Symbian roadmap and commitment to the platform.

There was a trading halt in the shares of Bergen Group at around midday. The news came fast and it was that Spring Capital Resources had bought 5 million shares at a price of 12 NOK. The seller was former Chairman and current board member Magnus Stangeland’s Stangeland Investment. In the Q2 presentation the company mentioned that ”diversified ownership” is on agenda. Spring Capital resources had also been mentioned as a strategic partner. In the afternoon company also announced that Spring Capital is planning early conversion of the NOK 120 million Loan into 10 million shares. That would give Spring Capital around a third of the company. After the sale today, Stangeland investment has 34% of the company’s shares. The stock quickly advanced 25% and ended the day up a little more than 15%.

Rotterdam based Oslo listed Fairstar Heavy Transport NV was another company gaining on news of a large purchase into the company. Oceanus International Investment AS, a wholly owned subsidiary of HNA Group (Hong Kong) Co Ltd. bought 28.7% of Fairstar’s shares for a price of 11 NOK. The stock ended the day exactly at that level, 26% above Friday close.

Hurtigruten advanced 22% after announsing it was the sole bidder for a new 8-year contract with Ministry of Transportation. Its three different bids are all considerably bigger than its current 380 million NOK annual receivables from the government. Real estate firm Heba gained 3% on its Q3 report where it touted higher profits and increased rental income.

Reporting tomorrow: NCC, Carlsberg, Genmab

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