Thursday, 25 November 2010

25.11.2010

It was a quiet trading volume day in the Nordic markets. A slight rise on small volume was the end result. This happened despite rather steady news flow. Naturally the holiday across the pond contributed to the lack of lustre.

More concrete results from the Russia EU talks emerged. For Nordic economies the timber tariffs have been a pressing issue and while they were not completely abolished they were lowered considerably and the local pulp & paper industry was also glad about the new compilation concerning which types of wood the tariffs take most effect in. Russia’s Prime Minister Vladimir Putin was also throwing out ideas of free-trade zone.

Eniro collapsed after announcing the terms of the new share emission. Karo Bio did the same after its prospectus for the rights issue came out. Codfarmers climbed 1/3th after better than expected quarterly report. Paasikivi family’s Oras Invest bought out government’s investment arm Solidium’s ownership in Tikkurila.

Aker Solutions announced its first subsea contract with CNOOC Thursday a deal with (China National Offshore Oil Corporation). The contract is worth 20 million USD(CNOOC) and it is for a subsea production system for Yacheng gas field near Hainan. CNOOC is also considering cooperation with BP for oil exploration in South China Sea. Grenland Group won a contract to deliver a subsea manifold and other subsea production equipment to FMC Technologies project with Total Exploration & Production Angola. The contract is worth 20 million NOK.

Aktiv Kapital signed a contract with an international financial
institution acquiring a non- and semi-performing loan portfolio in Spain with a face
value in excess of € 350 million containing over 70 000 accounts. This is Aktiv Kapital’s largest investment since the financial crisis.

Kiruna mine shaft is going deeper and Lemminkäinen landed a 45 million contract in the project. The total investment (announced in 2008) to drive up the depth of the mine all the way to 1365 meters which is to be finished in 2012 is 1.5 Billion Euro.

ÅF AB bought Energo from Bure Equity. Bure advanced slightly and ÅF fell a bit. Swedish Orphan Biovitrium’s CEO Martin Nicklasson will leave the company immediately. Currenty head of marketing and sales Kennet Rooth will assume interim CEO duties. Greentech beliefs that next year will be profitable and expects the 15% of shares in Minerva Messina to be returned to the company very soon.

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